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    Girish Pai • BOB Capital Markets

    Girish Pai's questions to Infosys Ltd (INFY) leadership

    Girish Pai's questions to Infosys Ltd (INFY) leadership • Q4 2025

    Question

    Girish Pai from BOB Capital Markets inquired if there were any 'silver linings' or new opportunities, such as supply chain solutions, arising from the macroeconomic situation around tariffs, and asked whether clients have separate budgets for AI.

    Answer

    CEO Salil Parekh responded that Infosys is actively positioning its portfolio to help clients with cost efficiency and supply chain optimization in response to the tariff situation, leveraging both its consulting and tech solutions. Regarding budgets, he noted that while AI spending was initially distributed, he anticipates it will increasingly be funded from a single, central technology budget within client organizations.

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    Girish Pai's questions to Infosys Ltd (INFY) leadership • Q2 2025

    Question

    Girish Pai inquired about the mega deal pipeline compared to 2023, whether the TCV-to-revenue conversion rate has changed, and asked for examples of value-based pricing under Project Maximus.

    Answer

    CEO Salil Parekh stated that the company does not share specific data on the mega deal pipeline. CFO Jayesh Sanghrajka noted no significant change in deal signing or revenue conversion timelines. Regarding Project Maximus, he mentioned it includes multiple tracks like new-age pricing and ensuring proper rates for change requests, which have contributed significantly to price realization, but did not provide specific examples.

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