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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.19Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of solid operational execution and strategic positioning alongside measurable near-term headwinds. Positives include mid-single-digit organic revenue growth in constant currency, robust large-deal momentum ($14.9bn FY; $3.2bn Q4), a clear AI strategy with commercial platforms (Topaz Fabric, CoBolt) and partnerships (OpenAI, Anthropic), margin resilience at a ~21% operating margin, and continued investment in talent (20k+ freshers). Offsetting these are a moderated FY27 revenue guide (1.5%–3.5% cc), acknowledgement of AI-driven pricing compression and competitive intensity, acquisition regulatory delays (only Stratus closed; other deals pending), sector-specific pressures in manufacturing/European auto and a sequential headcount decline tied to softer volumes. Overall, management is confident in its AI opportunity, margin program, and large-deal pipeline, but has provided conservative near-term guidance reflecting uncertainty and structural shifts from AI.Company Guidance
Full-Year and Q4 Revenue Growth
Infosys reported FY26 revenue growth of 3.1% in constant currency and Q4 year-on-year growth of 4.1% in constant currency. Management noted these growth rates were achieved after absorbing ~1.0% lower third-party revenue and a ~70 basis-point impact from a lower on-site mix.
Strong Large-Deal Momentum
Large deals totaled $14.9 billion for the full year and $3.2 billion in Q4. The company reported 55% net-new composition for the full-year large-deal book and stated large-deal revenue was materially higher year-over-year (~24–28% YoY uplift referenced across comments).
AI Strategy, Platforms and Partnerships
Infosys highlighted a formal AI strategy across six areas (AI strategy engineering, data, process, legacy modernization, physical AI and trust) and commercial platforms Topaz Fabric (AI) and CoBolt (cloud). Management said AI services are growing (Q3 AI revenue was 5.5% of revenue and Q4 is higher) and announced strategic partnerships with major foundation-model vendors including OpenAI and Anthropic. The firm referenced an external TAM of $300–400 billion by 2030 and is targeting material share.
Margin Resilience and Margin Program
Full-year operating margin was 21% (Q4: 20.9%). Management attributed margin resilience to an ongoing margin-protection/expansion program (noting a prior 50-basis-point expansion) and delivered FY27 guidance of 20%–22% operating margin. FY26 margin puts/takes disclosed included a 50 bps drag from acquisition-related amortization, a 30 bps one-off benefit in Q3 (comparative), a 20 bps comp-related headwind, offset by ~40 bps currency tailwind and ~30 bps from Maximus performance.
Hiring and Talent Investment
Infosys hired more than 20,000 freshers in FY26 and expects to hire at least 20,000 freshers in FY27. Management reported ~90%+ of employees being upskilled on AI platforms and is building forward-deployed AI engineering capabilities.
Geography and Industry Strengths
Europe showed stronger growth driven by multiple large/mega deals; management expects acceleration in Financial Services and Energy/Utilities/Resources verticals and noted pockets of strong growth in markets such as Japan and Nordics.
INFY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
INFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $13.24 | $12.71 | -4.00% |
Jan 14, 2026 | $17.20 | $19.00 | +10.45% |
Oct 16, 2025 | $15.94 | $15.58 | -2.25% |
Jul 23, 2025 | $17.70 | $17.89 | +1.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Infosys (INFY) report earnings?
Infosys (INFY) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Infosys (INFY) earnings time?
Infosys (INFY) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is INFY EPS forecast?
INFY EPS forecast for the fiscal quarter 2027 (Q1) is 0.2.
