Jas Bardia's questions to Infosys Ltd (INFY) leadership • Q1 2026
Question
Jas Bardia asked about revenue cannibalization or employee reshuffling due to AI and questioned whether Infosys has 'run out of steam' given a perceived lack of mega deals and slowing industry growth during the CEO's tenure.
Answer
CEO Salil Parekh countered that the large deal pipeline is performing exceptionally well, citing the $3.8 billion TCV for the quarter as 'incredible.' He attributed market softness to the broader economic environment, not a lack of company momentum. He expressed confidence that future growth will be driven by new revenue streams from enterprise AI, such as advanced analytics and business optimization, ensuring the company's successful approach will continue.