The earnings call highlighted strong revenue growth, significant large deal wins, and successful enterprise AI initiatives. However, macroeconomic uncertainties, guidance revision, and increased attrition pose challenges. While the positives, such as cash flow and leadership recognition, are significant, the caution in guidance and market uncertainties balance the sentiment.

Company Guidance -

Q2 2026

In the Q1 FY '26 earnings call, Infosys revised its guidance for the fiscal year 2026, adjusting its revenue growth expectation to 1% to 3% in constant currency terms, up from the previous 0% to 3% forecast. The company maintained its operating margin guidance at 20% to 22%. In Q1, Infosys reported a 2.6% sequential and 3.8% year-on-year revenue growth in constant currency, with operating margins at 20.8%. The company's large deal wins totaled $3.8 billion, with significant contributions from AI-driven projects, reflecting a robust pipeline. Free cash flow was strong at $884 million, exceeding 100% of net profit, marking the fifth consecutive quarter of such performance. Infosys highlighted its leadership in enterprise AI, which drove customer growth and operational efficiency improvements across various sectors.

Revenue Growth

Infosys reported a sequential revenue growth of 2.6% and a year-on-year growth of 3.8% in constant currency terms, driven by strong performance across large industry groups and geographies.

Large Deal Wins

The company secured $3.8 billion in large deals, with 55% of that being net new business. This includes 28 deals across various verticals and regions, showcasing robust client engagement.

Enterprise AI Initiatives

Infosys' enterprise AI initiatives are gaining traction, with 300 AI agents developed and significant projects in oil and gas, manufacturing, logistics, retail, and financial services, enhancing productivity and operational efficiency.

Free Cash Flow and Operating Margin

The company reported a free cash flow of $884 million, representing 109% of net profit, and maintained a resilient operating margin of 20.8%.

Leadership Recognition

Infosys was recognized as a leader in Gartner's first generative AI consulting and implementation services quadrant, the only large India-based technology services company to achieve this position.

Infosys Limited (IN:INFY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IN:INFY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 16, 2025	2026 (Q2)	17.46 / -	15.974	―	―	―
Jul 23, 2025	2026 (Q1)	16.28 / 16.42	15.059	9.03% (+1.36)	―	―
Apr 17, 2025	2025 (Q4)	16.22 / 16.94	19.198	-11.76% (-2.26)	―	―
Jan 16, 2025	2025 (Q3)	16.27 / 16.46	14.74	11.64% (+1.72)	―	―
Oct 17, 2024	2025 (Q2)	16.29 / 15.97	14.987	6.59% (+0.99)	―	―
Jul 18, 2024	2025 (Q1)	15.10 / 15.06	14.35	4.94% (+0.71)	―	―
Apr 18, 2024	2024 (Q4)	14.85 / 19.20	14.735	30.29% (+4.46)	―	―
Jan 11, 2024	2024 (Q3)	14.85 / 14.74	15.7	-6.11% (-0.96)	―	―
Oct 12, 2023	2024 (Q2)	15.03 / 14.99	14.825	1.09% (+0.16)	―	―
Jul 20, 2023	2024 (Q1)	14.77 / 14.35	12.757	12.49% (+1.59)	―	―

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

IN:INFY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	₹1570.10	₹1574.40	+0.27%
Apr 17, 2025	₹1393.39	₹1400.49	+0.51%
Jan 16, 2025	₹1922.74	₹1899.47	-1.21%
Oct 17, 2024	₹1871.95	₹1920.32	+2.58%

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 Limited (IN:INFY) report earnings?

Infosys Limited (IN:INFY) is schdueled to report earning on Oct 16, 2025, Before Open (Confirmed).

What is Infosys Limited (IN:INFY) earnings time?

Infosys Limited (IN:INFY) earnings time is at Oct 16, 2025, 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 the P/E ratio of Infosys Limited stock?

The P/E ratio of Infosys Limited is N/A.

What is IN:INFY EPS forecast?

IN:INFY EPS forecast for the fiscal quarter 2026 (Q2) is 17.47.

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