Ritu Singh's questions to Infosys Ltd (INFY) leadership • Q1 2026
Question
Ritu Singh asked why Infosys only marginally raised its FY26 revenue guidance despite a strong Q1, questioned the contribution from acquisitions, and inquired about the sustainability of the performance and the impact of the macro environment on discretionary spending and hiring.
Answer
CEO Salil Parekh explained that the guidance was narrowed by raising the lower end to reflect a more stable, yet not fully settled, global economy. He attributed the strong performance to leadership in enterprise AI and client consolidation wins. CFO Jayesh Sanghrajka specified that inorganic growth contributed 40 basis points. Parekh emphasized that the performance is differentiated due to AI deployment, while Sanghrajka confirmed hiring plans remain on track as utilization is at a peak of 85%.