| Management target | Revenue FY27 |
|---|
| Revenue growth | Q2 +1.5% YoY cc, +1.2% QoQ; acquisition added ~0.4% QoQ. |
|---|---|
| Margins | Op margin 21%, down 0.1% QoQ; FY27 guide 20-22% unchanged. |
| Order book | Large deal TCV $5.2bn, 62% net new; H1 $8.8bn, up 28% YoY. |
| Demand visibility | Cautious spend; Retail, Hi-Tech weak; FS, EURS stronger; pipeline healthy. |
| Management confidence | Balanced: guidance cut, but touts AI momentum and deal wins. |
Growth
Revenue $5,145 mn, +1.5% YoY and +1.2% QoQ in constant currency; acquisition added ~0.4% QoQ; H1 growth 1.9%.
Outlook
FY27 revenue growth 1-2% YoY in constant currency; margin 20-22%; $2bn net-new mega deal adds over 1% in FY28.
Risks
Guidance cut; softer volumes, pricing pressure, Retail and Hi-Tech weakness; H2 margin headwinds from pay hikes and AI productivity sharing.
Earnings Call Transcript filed with NSE, NSE: INFY. Summary written with AI assistance from the document.
Infosys Ltd: key numbers
- Share price
- ₹1,123.15
- Market cap
- ₹4,55,807 Cr
- Revenue (annual)
- ₹1,78,650 Cr
- Net profit (annual)
- ₹29,440 Cr
- P/E (TTM)
- 14.8×Sector 22.9×
- 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 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 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.
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.
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.
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
Infosys Other Announcement
Infosys Ltd filed its quarterly shareholding pattern for the period ending September 30, 2026, in compliance with SEBI Regulation 31(1)(b).