Haripriya Suresh's questions to Infosys Ltd (INFY) leadership • Q1 2026
Question
Haripriya Suresh inquired about the drivers of strong growth in Europe versus flatter growth in America, the potential for AI to reduce future hiring needs given peak utilization, and the status of employee wage hikes.
Answer
CFO Jayesh Sanghrajka stated that Europe's strong performance stems from strategic investments made years ago. He noted that while the geographic mix is shifting, the US remains the largest market. He clarified that with utilization at its peak, future volume growth will necessitate more hiring. Sanghrajka also confirmed that wage hikes were rolled out in January and April, with their 100-basis-point impact already factored into the quarter's margins.