Inferra AIResearch Tools

Inferra AI / Company / INFY

Infosys

INFY · Information Technology

Last earnings Oct 28, 2026

Important announcements

IFRS USD PRESS RELEASEOct 28, 2026IFRS INR PRESS RELEASEOct 28, 2026Fact Sheet Revenue Growth- Q2 27Oct 28, 2026OUTCOME OF THE BOARD MEETINGOct 23, 2026

Key results

Operating marginquarter

21.0%

Operating margin was at 21.0%.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Free cash flowquarter

$1.1 billion

Free cash flow generation was strong at $1.1 billion, 131.1% of net profit.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Revenuequarter

3.3%

H1 revenues grew at 3.3% year over year in constant currency.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Operating margin for H1 was at 20.9%.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

QoQ Reported revenuequarter

$5,076 million

Operating margin of 20%-22% Key highlights: For quarter ended September 30, 2025 For the six months ended September 30, 2025 Revenues in CC terms grew by 2.9% YoY and 2.2% QoQ Reported revenues at $5,076 million, growth of 3.7% YoY Operating margin at 21.0%

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

YoY operating marginquarter

3.7%

Operating margin of 20%-22% Key highlights: For quarter ended September 30, 2025 For the six months ended September 30, 2025 Revenues in CC terms grew by 2.9% YoY and 2.2% QoQ Reported revenues at $5,076 million, growth of 3.7% YoY Operating margin at 21.0%

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Operating margin of 20%-22% Key highlights: For the quarter ended September 30, 2025 For the six months ended September 30, 2025 Revenues in CC terms grew by 2.9% YoY and 2.2% QoQ Reported revenues at 44,490 crore, growth of 8.6% YoY Operating margin at 21.0%

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

AI analysis

Q3 2025 · reported Oct 21, 2025

Based on: Earnings release (6-K exhibit) + Q3 2025 deck + parent 6-K — transcript not held

Free cash flow · Q3 2025
$1.1B
EX-99 · Oct 21, 2025
Operating margin · Q3 2025
21.0%
EX-99 · Oct 21, 2025
QoQ Reported revenue · Q3 2025
$5,076M
EX-99 · Oct 21, 2025
YoY operating margin · Q3 2025
3.7%
EX-99 · Oct 21, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Operating margin21.0%——
Free cash flow$1.1 billion——
Revenue3.3%——
QoQ Reported revenue$5,076 million——
YoY operating margin3.7%——

EX-99 · Oct 21, 2025

Guidance · company-stated

Revenue

“growth of 2%”

Operating margin

“of 20%”

Revenues

“in CC terms grew by 2.9%”

EPS

“at $0.20”

Guidance stated in the release's Business Outlook table for FY26; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin21.0%
YoY operating margin3.7%

Cash flow & capex

Free cash flow$1.1B

Capital allocation

“In line with our Capital Allocation Policy, we have announced a share buyback for 18,000 crores during the quarter and an interim dividend of 23 per share, an increase of 9.5% over last fiscal”, he added .

d) Proposed Buyback The Board, at its meeting on September 11, 2025, approved a proposal for the Company to buyback its fully paid-up equity shares of face value of 5/- each from the eligible equity shareholders of the Company for an amount of 18,000 crore, subject to shareholders' approval by way of Postal Ballot.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Infosys Q3 2025 — Operating margin was at 21.0%.

Based on: Earnings release (6-K exhibit) + Q3 2025 deck + parent 6-K — transcript not held

Guidance & outlook

Revenue: “Revenue growth of 2%”

Operating margin: “Operating margin of 20%”

Revenues: “Revenues in CC terms grew by 2.9%”

EPS: “EPS at $0.20”

Revenue (“FY26”)
“Revenue growth of 2%”

Operating margin (“FY26”)
“Operating margin of 20%”

Revenues (“FY26”)
“Revenues in CC terms grew by 2.9%”

EPS (“FY26”)
“EPS at $0.20”

Guidance stated in the release's Business Outlook table for FY26; no direction stated — figures as stated in the table.

Capital allocation

“In line with our Capital Allocation Policy, we have announced a share buyback for 18,000 crores during the quarter and an interim dividend of 23 per share, an increase of 9.5% over last fiscal”, he added .

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

d) Proposed Buyback The Board, at its meeting on September 11, 2025, approved a proposal for the Company to buyback its fully paid-up equity shares of face value of 5/- each from the eligible equity shareholders of the Company for an amount of 18,000 crore, subject to shareholders' approval by way of Postal Ballot.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

The Buyback offer if approved by shareholders would comprise a purchase of 10,00,00,000 Equity Shares comprising approximately 2.41% of the total paid-up equity share capital of the Company as of June 30, 2025 (on standalone basis) at a price of 1,800/- per Equity Share.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

The buyback is proposed to be made from all eligible equity shareholders (including those who become equity shareholders as on the Record date by cancelling American Depository Shares and withdrawing underlying Equity Shares) of the Company as on the Record Date (to be determined by the Board/ Buyback Committee) on a proportionate basis through the "Tender offer" route.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

Information on dividends for the quarter and half year ended September 30, 2025 The Board of Directors declared an interim dividend of 23/- per equity share.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

The interim dividend will be paid on November 7, 2025.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

Strategy & priorities

Strong deal wins, with 67% net new in Q2, reflect our deep understanding of clients’ priorities to deliver value from AI in this environment”, said Salil Parekh, CEO and MD.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

We continue to make strategic investments to futureproof the business with a tight focus on execution, amidst high uncertainty”, said Jayesh Sanghrajka, CFO .

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

The strategic collaboration with Infosys provides financial institutions with easy access to these capabilities, enabling them to facilitate fast, secure and reliable cross-border payments for their customers while enhancing control of risk, operations, costs and liquidity for themselves.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

” Infosys extended its strategic collaboration with Sunrise to accelerate its IT transformation, with a strong focus on data security, operational agility, and future AI integration.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Anna Maria Blengino, CIO, Sunrise , said, "Through our strategic collaboration with Infosys, we are consolidating our technology landscape and infusing it with AI, putting enhanced customer experience at the heart of this transition.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Risks & headwinds

We continue to make strategic investments to futureproof the business with a tight focus on execution, amidst high uncertainty”, said Jayesh Sanghrajka, CFO .

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

Conclude on the appropriateness of management’s use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the ability of the Group to continue as a going concern.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the Interim Condensed Consolidated Financial Statements or, if such disclosures are inadequate, to modify our opinion.

SEC original ↗Infosys — Earnings release (6-K exhibit)EX-99Oct 21, 2025

• Conclude on the appropriateness of the Board of Directors’ use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the ability of the Group to continue as a going concern.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the Statement or, if such disclosures are inadequate, to modify our opinion.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

• Conclude on the appropriateness of the Board of Directors’ use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the ability of the Company to continue as a going concern.

SEC original ↗Infosys — Presentation / slide deck (6-K exhibit)EX-99Oct 21, 2025

Documents

Earnings deck slides

0 decks with slide view

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Infosys — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

71 documents

Earnings releases

70 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Infosys are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention Infosys by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.