Infosys Limited (IN:INFY)
:INFY
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Earnings Data
Report Date
Jul 16, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
18.96Last Year’s EPS
16.42Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a mix of positives and headwinds: strong large-deal wins, steady full-year growth (3.1%) and resilient margins (21%) alongside a clear AI strategy and production deployments. However, management issued cautious near-term revenue guidance (1.5%–3.5% for FY2027), noted AI-driven compression risks, acquisition/regulatory timing uncertainty, and sector-specific pressures (European auto/manufacturing). On balance, the company emphasizes its positioning for AI-led opportunities while acknowledging near-term margin and revenue headwinds.Company Guidance
Full-Year and Q4 Revenue Growth
FY2026 revenue growth was 3.1% year-on-year in constant currency; Q4 growth was 4.1% year-on-year in constant currency.
Strong Large-Deal Performance
Large deals totaled $14.9 billion for the full year and $3.2 billion in Q4; full-year large-deal value was ~28% higher than prior year, with 55% of large-deal revenue being net new and a reported 24% year-on-year increase in large-deal wins.
Resilient Margins and Margin Program
Full-year operating margin was 21% (Q4: 20.9%). Company attributes resilience to an ongoing margin protection/expansion program; delivered margin expansion historically (50 bps expansion noted earlier) while absorbing investments.
AI Strategy, Platforms and Market Opportunity
Company reiterated AI strategy (6-area framework) and proprietary platforms (Topaz Fabric for AI, CoBolt for cloud). External TAM cited at $300–$400 billion (2030). AI services revenue accelerating (5.5% of revenue in Q3 and higher in Q4, exact Q4 number not disclosed).
Guidance for FY2027
Revenue growth guidance for FY2027: 1.5%–3.5% year-on-year in constant currency. Operating margin guidance: 20%–22%.
Hiring and Talent Pipeline
Hired more than 20,000 freshers in FY2026; plan to hire at least 20,000 freshers in FY2027. Company reports extensive AI upskilling—over 90% of employees being trained on AI platforms.
Geographic and Industry Momentum
Europe showed strong growth driven by multiple mega deals (NHS, Liberty Global, large manufacturing wins). Financial services, communications and manufacturing highlighted as growth verticals; expansion in Japan and Nordic markets noted.
Board Engagement and Partnerships
Board actively overseeing AI initiatives (notably Nandan Nilekani involvement). New strategic partnerships announced with major foundation-model vendors (OpenAI, Anthropic) to accelerate client deployments; multiple AI projects already in production.
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 |
|---|---|---|---|
Apr 23, 2026 | ₹1268.45 | ₹1242.60 | -2.04% |
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% |
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 Jul 16, 2026, Before Open (Confirmed).
What is Infosys Limited (IN:INFY) earnings time?
Infosys Limited (IN:INFY) earnings time is at Jul 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 2027 (Q1) is 18.96.