Apurva Prasad's questions to Infosys Ltd (INFY) leadership • Q1 2026
Question
Apurva Prasad of Franklin Templeton asked if the outlook for the rest of the year is driven more by macro-related client uncertainty or by the structural impact of AI-led productivity pass-throughs. He also asked about any specific geo or vertical trends in AI adoption.
Answer
CFO Jayesh Sanghrajka confirmed the outlook is primarily a function of macro uncertainty and cautious client behavior, not a structural AI impact. CEO Salil Parekh added that AI adoption is broad, but highlighted a key positional advantage in financial services, where Infosys has become the strategic AI partner for half of its top 20 clients.