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Infosys Limited (IN:INFY)
:INFY
Earnings Data
Report Date
Apr 16, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
18.2Last Year’s EPS
16.94Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive but cautious tone. Positive indicators include modest sequential and year‑over‑year revenue growth, an upgraded near‑term revenue guidance, strong large‑deal activity (including a $1.6bn NHS win), healthy adjusted margins and robust free cash flow, plus clear, measurable AI momentum (large client adoption, thousands of projects and agent development). Offsetting these positives are near‑term headwinds from India labor‑code charges (INR 1,289 crore one‑time and ~15 bps ongoing), lower utilization due to large fresher onboarding, seasonal furlough effects, retail weakness in pockets, and some U.S. visa/deployment uncertainty. Overall the positives (guidance upgrade, large deals, AI traction, cash flow and adjusted margins) outweigh the transitory and structural challenges discussed.Company Guidance
Modest Revenue Growth and Upgraded Guidance
Revenue grew 0.6% sequentially and 1.7% year‑on‑year in constant currency. Management raised FY2026 revenue growth guidance to 3.0%–3.5% (constant currency), while maintaining operating margin guidance at 20%–22%.
Strong Large‑Deal Momentum Including Major NHS Win
Large deals totaled $4.8 billion in the quarter across 26 deals, with 57% net new. A marquee $1.6 billion contract with the U.K. National Health Service (NHS) was highlighted, expanding Infosys' healthcare footprint and AI work in the U.K.
Healthy Adjusted Margins and Free Cash Flow
Adjusted operating margin was reported at 21.2% (9‑month margin at 21% — midpoint of guidance). The company generated $915 million of free cash flow in the quarter.
Significant AI Momentum and Measurable Activity
Infosys reported broad AI traction: working with ~90% of its largest 200 clients on AI, running ~4,600 AI projects, generating over 28 million lines of code using AI, and building 500+ agents. Management identified six AI‑led value pools (AI engineering services; data for AI; agents for operations; AI software development & legacy modernization; AI in physical devices; AI trust & risk services) and stated intent to scale Topaz AI capabilities (Topaz Fabric).
Investing in Talent Pipeline
Infosys onboarded roughly 18,000 freshers this year and is on track for its 20,000 campus‑hire target. Management emphasized continued campus hiring and new specialized compensation constructs for AI engineers.
Project Maximus and Currency Tailwinds Supporting Margins
Management cited margin tailwinds this quarter from currency (≈40 bps) and Project Maximus (≈50 bps, driven by value‑based selling and Lean in Automation), contributing to a net ~20 bps adjusted margin expansion sequentially.
Strong Balance Sheet and Active M&A Pipeline
Management stated they have a healthy acquisition pipeline and balance sheet capacity to pursue M&A (cited prior acquisitions in cyber, consulting and energy), and noted the pending Versent acquisition was under consideration in discussions.
IN: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
IN:INFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 14, 2026 | ₹1597.95 | ₹1599.05 | +0.07% |
Oct 16, 2025 | ₹1451.68 | ₹1450.54 | -0.08% |
Jul 23, 2025 | ₹1546.43 | ₹1550.66 | +0.27% |
Apr 17, 2025 | ₹1372.38 | ₹1379.38 | +0.51% |
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 Apr 16, 2026, Before Open (Confirmed).
What is Infosys Limited (IN:INFY) earnings time?
Infosys Limited (IN:INFY) earnings time is at Apr 16, 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 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 (Q4) is 18.2.