Reshab Shaw's questions to Infosys Ltd (INFY) leadership • Q1 2026
Question
Reshab Shaw questioned the declining revenue contribution from financial services, the reduction in the number of active clients over the past two fiscals, and whether these trends indicate a strategic shift from a pyramid model to an IP-led business.
Answer
CEO Salil Parekh asserted that Infosys has very strong traction in financial services, often serving as the AI partner of choice for top clients. CFO Jayesh Sanghrajka explained that the number of active clients can fluctuate and the primary focus is on growing large client accounts. Parekh clarified that while IP-led platforms like Finacle are a focus, the company is not undergoing a major structural shift away from its traditional model and continues to have a robust hiring plan.