Recent Updates — INFY

Infosys reported Q2 revenues of $5,145 million with constant currency growth of 1.5% and stable operating margins at 21.0%. The company announced an interim dividend of Rs 26 per share, a 13% increase from the prior year. Large deal wins totaled $5.2 billion, including a net new mega deal exceeding $2 billion. AI revenue reached 10.5% of total sales, growing 29% sequentially. FY27 revenue guidance was revised to 1%-2% constant currency growth, with operating margins maintained at 20%-22%. Infosys is a global leader in AI-first business consulting and technology services.

Infosys reported $5,145 million in revenues for the quarter ended September 30, 2026, representing a 1.5% year-on-year increase and 1.2% sequential growth in constant currency terms. Operating margin remained stable at 21.0%, while basic earnings per share grew 8.7% year-on-year in rupee terms. The company secured $5.2 billion in large deal total contract value, with 62% net new business, and AI revenues surged 29% quarter-over-quarter to account for 10.5% of total revenue. The Board declared an interim dividend of Rs26 per equity share, payable on November 11, 2026, to shareholders of record as of November 3, 2026. Infosys is a global leader in AI-first business consulting and technology services.

Infosys reported Q1 FY27 revenues of $5,082 million, a 2.4% year-on-year increase in constant currency, with an operating margin of 21.1%. The company announced a leadership transition, appointing Ashiss Dash as the new CEO effective April 1, 2027, succeeding Salil Parekh. Large deal wins totaled $3.6 billion, with 61% net new content. Infosys revised its FY27 revenue growth guidance to 1.5%-3.0% in constant currency, citing macroeconomic uncertainty and a one-time client decision impact, while retaining operating margin guidance at 20%-22%. AI revenues constituted 8.2% of total revenue. Infosys Limited is a global leader in AI-first business consulting and technology services.

Infosys reported Q1 2026 revenues of $5,082 million, representing a 2.4% year-on-year growth in constant currency. The company's operating margin remained resilient at 21.1%, and large deal wins reached $3.6 billion with 61% net new. FY27 revenue guidance is revised to 1.5%-3.0% in constant currency, with operating margins expected to be between 20%-22%. The company also appointed Ashiss Kumar Dash as CEO Designate, effective immediately, to serve until March 31, 2027, before transitioning to CEO and Managing Director on April 1, 2027. Infosys is a global leader in AI-first business consulting and technology services provider.