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Earnings Call

Infosys Earnings Call: Key Takeaways

Infosys crossed $20bn revenue in FY26, growing 3.1% in constant currency. Strategy focuses on AI leadership via 'Topaz Fabric' and 'Cobalt' platforms with significant expansion in Financial Services.

Why this was an Alfa AlertFY26 revenues crossed $20bn within the upgraded guidance band given in January.
Highlights
Revenue growthFY26 grew 3.1% CC; Q4 revenue grew 4.1% YoY.
MarginsFY26 adjusted margin 21%; FY27 guidance 20-22%.
Order book$15bn large deal TCV for FY26; 55% net new.
Demand visibilityConstructive in EURS/BFSI; cautious in Manufacturing and Communications sectors.
Management confidenceHigh 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.

Source

Earnings Call filed with NSE, NSE: INFY. Summary written with AI assistance from the document.

Read the document ↗

Infosys Ltd: key numbers

Share price
₹1,000.20
Market cap
₹4,05,909 Cr
Revenue (annual)
₹1,78,650 Cr
Net profit (annual)
₹29,440 Cr
P/E (TTM)
13.4×Sector 22.1×
Promoter holding
13.82%-0.56% QoQ
FII holding
27.09%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Infosys Other Announcement

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10:31 IST NSE
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18:18 IST NSE
Capacity Expansion

Infosys Capacity Expansion

Infosys inaugurated a new 330,000-sq. ft. Software Development Block at its Indore campus. This expansion strengthens the company's regional presence and infrastructure in Central India.

facility area
330000.0 sq. ft.
18:27 IST BSE
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Infosys Board Meeting Date

Infosys will hold a Board meeting on October 22-23, 2026, to approve financial results for the quarter ending September 30, 2026, and consider an interim dividend.

18:54 IST BSE
Employee Stock Options

Infosys Employee Stock Options

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11:36 IST BSE
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