Sign in

    Abhishek Pathak • Motilal Oswal

    Abhishek Pathak's questions to Infosys Ltd (INFY) leadership

    Abhishek Pathak's questions to Infosys Ltd (INFY) leadership • Q1 2026

    Question

    Abhishek Pathak of Motilal Oswal Financial Services Ltd. sought clarification on the 40 bps inorganic growth contribution for the quarter and the full year. He also asked if discretionary spending being self-funded by AI savings is becoming a structural trend.

    Answer

    CFO Jayesh Sanghrajka clarified the 40 bps inorganic contribution was sequential for Q1 from recent acquisitions and the full-year impact would be similar. The CEO did not directly address the second question, which was cut off, but previous commentary suggests AI productivity is a key enabler for clients in the current environment.

    Ask Fintool Equity Research AI

    Abhishek Pathak's questions to Infosys Ltd (INFY) leadership • Q4 2025

    Question

    Abhishek Pathak of Motilal Oswal questioned the underlying assumptions for the top end of the FY'26 guidance, the immediate risk of deal deferrals, and the outlook for short-cycle deals, along with the expected wage hike impact in Q1.

    Answer

    CFO Jayesh Sanghrajka explained that the guidance range reflects different scenarios: the low end assumes further deterioration, while the high end assumes a steady to marginally improving environment. He confirmed no major deal ramp-downs are currently seen, though decision-making is delayed. He also noted that wage hikes for mid-to-senior employees are effective April 1st and their impact is already factored into the FY'26 margin guidance of 20-22%.

    Ask Fintool Equity Research AI