Infosys Partnership

Earnings Call

Infosys Investor Presentation: Key Takeaways

Q2 FY27 revenue $5,145mn, +1.5% YoY cc; op margin 21%; FCF $928mn; AI 10.5% of revenue. FY27 revenue guidance cut to 1–2% cc from 1.5–3%.

Earnings Call

Infosys Earnings Call Transcript: Key Takeaways

Q2 FY27 constant-currency revenue grew 1.5% YoY, below plan, and FY27 guidance was cut to 1-2% from 1.5-3%. Operating margin held at 21%; AI revenue reached 10.5% of sales, up 29% QoQ.

Business Update

Infosys Business Update

Infosys announced the go-live of Syngenta's global SAP S/4HANA transformation for its Crop Protection business. The project supports over 10,000 employees across 80 countries.

Employee Stock Options

Infosys Employee Stock Options

Infosys allotted 15,578 equity shares under its ESOP scheme on 23 October 2026. Paid-up capital rises from Rs.2,029.14 Crore to Rs.2,029.15 Crore.

Dividend

Infosys Dividend

Infosys declared an interim dividend of Rs.26 per equity share on 23 October 2026. Record date is 3 November 2026, with payment by 11 November 2026.

Financial Results

Infosys Q2 FY27 Results: Net Profit ₹7,838 Cr, Up 6.3% YoY

Infosys Ltd reported revenue from operations of ₹49,244 Cr (+10.7% YoY) and net profit of ₹7,838 Cr (+6.3% YoY) for Q2 FY27.

Key figure

Net profit ₹7,838 Cr · +6.3% YoY

PartnershipOnMobile Global Ltd ONMOBILEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

OnMobile Global Partnership

OnMobile Global signed a three-year distribution deal with Savex Technologies for its ONMO+ Smart Console. No fixed deal value is disclosed, as consideration depends on purchase orders.

Execution

Three years from the Effective Date

PartnershipLloyds Metals & Energy Ltd LLOYDSMEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Lloyds Metals & Energy Partnership

Lloyds Metals and Energy executed a ₹29.66 Crore agreement with Amplus Green One Power for renewable power. The deal includes share subscription, shareholders and power purchase agreements.

Value

₹29.66 Cr

PartnershipSBI Cards and Payment Services Ltd SBICARDAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

SBI Cards and Payment Services Partnership

SBI Card, Air India and Visa announced a partnership to develop a co-branded Visa credit card. The program will offer travel benefits to Maharaja Club members.

PartnershipCoforge Ltd COFORGEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Coforge Partnership

Coforge announces a community partnership with Chippenham RFC in UK to support rugby, cricket, and local community development. No financial commitment is disclosed in the announcement.

PartnershipUrban Enviro Waste Management Ltd URBANAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Urban Enviro Waste Management Partnership

Urban Enviro Waste Management's board approved an AOP/JV with Madhav Enterprise for a Jalandhar tender and revised the CFO's remuneration. The half-year financial results approval was deferred.

PartnershipSteamhouse India Ltd STEAMHOUSEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Steamhouse India Partnership

Steamhouse India signed an MoU with Haryana Enterprises Promotion Centre to explore industrial infrastructure opportunities with a proposed ₹500 crore investment. The MoU is exploratory and does not constitute a project award.