The earnings call presented a balanced view with strong performance in revenue growth, large deal wins, and leadership in enterprise AI. However, challenges such as lowered revenue guidance, increased attrition, and sector-specific difficulties indicate caution. Despite the positive highlights, the lowered guidance and ongoing uncertainties result in a neutral sentiment.

Company Guidance -

Q2 2026

During the Infosys Q1 FY '26 earnings call, the company reported a sequential revenue growth of 2.6% and a year-on-year increase of 3.8% in constant currency terms. The operating margin stood at 20.8%, while free cash flow reached $884 million. Infosys secured large deals totaling $3.8 billion, with 55% being net new. This included multiple vendor consolidation deals, such as a significant agreement with a global bank. The company highlighted its leadership in enterprise AI, with various AI agents deployed across sectors like oil and gas, manufacturing, logistics, retail, and financial services. Based on its Q1 performance, Infosys revised its FY '26 revenue growth guidance to 1% to 3% in constant currency, while maintaining a margin guidance of 20% to 22%. Additionally, the company's effective tax rate was projected to be between 29% and 30% for the fiscal year.

Strong Revenue Growth

Infosys reported a revenue growth of 2.6% sequentially and 3.8% year-on-year in constant currency terms, driven by broad-based growth across industry groups and geographies.

Large Deal Wins

The company secured large deals worth $3.8 billion in total contract value, with 55% being net new wins. These include a major deal with a large global bank.

Enterprise AI Leadership

Infosys is leveraging AI to drive productivity and operational efficiency for clients, leading to recognition as a leader in Gartner's first generative AI consulting and implement services quadrant.

Resilient Operating Margins

Operating margins were maintained at 20.8%, despite headwinds from compensation increases and higher variable pay.

High Free Cash Flow

Free cash flow for the quarter was $884 million, which is 109% of net profit, marking the fifth consecutive quarter of free cash flows being over 100% of net profit.

Europe Region Outperformance

Europe grew 12.3% year-on-year, driven by large deal wins and increased outsourcing opportunities.

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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