ALFA Finder| Revenue growth | FY26 grew 3.1% CC; Q4 revenue grew 4.1% YoY. |
|---|---|
| Margins | FY26 adjusted margin 21%; FY27 guidance 20-22%. |
| Order book | $15bn large deal TCV for FY26; 55% net new. |
| Demand visibility | Constructive in EURS/BFSI; cautious in Manufacturing and Communications sectors. |
| Management confidence | High confidence in margin resilience (20-22%) and AI-led service traction. |
Growth
FY26 revenue grew 3.1% CC; Q4 grew 4.1% YoY. Large deal TCV reached $15bn, up 28% YoY.
Outlook
FY27 revenue guidance: 1.5%–3.5% CC growth. Operating margin guidance: 20%–22%. Expecting growth acceleration in BFSI and EURS.
Risks
Cautious client spending in Manufacturing/Automotive, geopolitical conflicts, and AI-led deflationary impacts on traditional IT services.
Earnings Call filed with NSE, NSE: INFY. Summary written with AI assistance from the document.
Infosys Ltd: key numbers
- Share price
- ₹1,145.80
- Market cap
- ₹4,64,999 Cr
- Revenue (annual)
- ₹1,78,650 Cr
- Net profit (annual)
- ₹29,440 Cr
- P/E (TTM)
- 15.1×Sector 23.6×
- Promoter holding
- 13.90%+0.08% QoQ
- FII holding
- 27.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Infosys Ltd
All →Infosys Other Announcement
Infosys Science Foundation awarded six researchers the Infosys Prize 2026, totaling USD 600,000 in prize money. The foundation recognized early-career talent across six scientific disciplines.
- Value
- ₹5.58 Cr
Infosys Employee Stock Options
Infosys Employee Benefits Trust sold 574 shares off-market on 03-11-2026, valued at Rs.0.06 Crore. The trust's holding stayed at 0.19%.
- Value
- ₹0.06 Cr
Infosys Capacity Expansion
Infosys inaugurated a new 1.1 million sq ft Software Development Block at its Pocharam campus in Hyderabad. The block adds 10,000 seats, supporting over 13,000 additional employees under a hybrid model.
- new development block seats
- 10000 seats
Infosys Other Announcement
Infosys designated person sold 4,000 ADRs on NYSE for ₹0.47 Crore. Post-sale holding reduced from 8,586 to 4,586 units.
- Value
- ₹0.47 Cr
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%.
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.