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Earnings Call Transcript

Infosys Earnings Call Transcript: Key Takeaways

Infosys Q1 FY27 revenue grew 2.4% Y-o-Y to $5,082 mn with operating margins at 21.1%. Ashiss Dash was appointed CEO-Designate to succeed Salil Parekh in April 2027.

Guidance and delivery
Management target Revenue 3.0% FY27
Highlights
Revenue growth2.4% Y-o-Y in CC terms
MarginsOperating margin 21.1%; Project Maximus aiding tailwinds
Order book$3.6 bn large deals; 61% net new
Demand visibilityMacro remains uncertain; discretionary spending selective
Management confidenceConfident in 20-22% margin band despite headwinds

Growth

Q1 Revenue up 2.4% Y-o-Y and 1% Q-on-Q in constant currency; AI revenue now 8.2% of total.

Outlook

FY27 revenue guidance lowered to 1.5%-3.0% (previously 1.5%-3.5%); operating margin guidance maintained at 20%-22%.

Risks

Uncertain macro environment, softer volumes, and 50 bps impact from an EURS client program termination.

Source

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

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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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