Infosys (INFY) Company Report

Analyst Coverage

Research analysts who have asked questions during Infosys earnings calls.

Kumar Rakesh

BNP Paribas

5 questions for INFY

Also covers: WIT

Sandeep Shah

Equirus Securities

5 questions for INFY

Also covers: WIT

Abhishek Kumar

JM Financial

4 questions for INFY

Also covers: WIT

Vibhor Singhal

Nuvama Equities

4 questions for INFY

Also covers: WIT

Ankur Rudra

JPMorgan Chase & Co.

3 questions for INFY

Also covers: MMYT, WIT

Bryan Bergin

TD Cowen

3 questions for INFY

Also covers: ACN, ADP, ASUR +17 more

Keith Bachman

BMO Capital Markets

3 questions for INFY

Also covers: ACN, ADBE, CHKP +16 more

Nitin Padmanabhan

Investec

3 questions for INFY

Also covers: WIT

Abhishek Pathak

Motilal Oswal

2 questions for INFY

Ashwin Mehta

Ambit capital

2 questions for INFY

Also covers: WIT

Gaurav Rateria

Morgan Stanley

2 questions for INFY

Also covers: MMYT, WIT

Girish Pai

BOB Capital Markets

2 questions for INFY

Also covers: WIT

Jonathan Lee

Arias Resource Capital

2 questions for INFY

Also covers: ACN, CTSH, DAVA +6 more

Manik Taneja

Axis Capital

2 questions for INFY

Also covers: MMYT, WIT

Rishi Jhunjhunwala

IIFL Institutional Equities

2 questions for INFY

Also covers: WIT

Surendra Goyal

Citigroup

2 questions for INFY

Also covers: WIT

Yu Lee

Guggenheim Partners

2 questions for INFY

Also covers: CTSH, DAVA, GDS +3 more

Apurva Prasad

Franklin Templeton Asset Management (India) Pvt. Ltd.

1 question for INFY

Avik Das

Business Standard

1 question for INFY

Also covers: WIT

Ayanti Bera

Financial Express (India)

1 question for INFY

Also covers: WIT

Beena Parmar

The Economic Times

1 question for INFY

Also covers: WIT

Haripriya Suresh

Reuters

1 question for INFY

James Friedman

Susquehanna Financial Group, LLLP

1 question for INFY

Also covers: AFRM, AVDX, BETR +18 more

Jamie Friedman

Susquehanna International Group

1 question for INFY

Also covers: ACN, AFRM, CTSH +7 more

Jas Bardia

Mint

1 question for INFY

Prashant Kothari

Pictet Asset Management

1 question for INFY

Reshab Shaw

moneycontrol

1 question for INFY

Also covers: WIT

Ritu Singh

CNBC-TV18

1 question for INFY

Sanjana B

The Hindu BusinessLine

1 question for INFY

Also covers: WIT

Sumeet Jain

CLSA

1 question for INFY

Also covers: WIT

Veena Mani

The Times Of India

1 question for INFY

Also covers: WIT

Latest news

Recent press releases and 8-K filings for INFY.

Infosys Reports Strong Q3 2026 Performance and Updates FY26 Guidance

INFY

Earnings

Guidance Update

Share Buyback

Infosys reported Q3 revenues of $5,099 million , reflecting a year-on-year growth of 1.7% and sequential growth of 0.6% in constant currency. The adjusted operating margin for the quarter ended December 31, 2025, was 21.2% , with an adjusted basic EPS of $0.21.
The company secured large deal wins totaling $4.8 billion in Q3 2026.
Infosys revised its revenue guidance for FY26 to 3.0%-3.5% in constant currency and maintained an operating margin guidance of 20%-22%.
Adjusted free cash flow generation was $965 million for Q3 2026.
The company successfully completed its largest ever buyback of 18,000 crore and paid an interim dividend of 23/- per equity share.

6 days ago

6-K

Infosys Reports Strong Q3 FY26 Performance and Raises Revenue Guidance

INFY

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Infosys reported Q3 FY26 revenues of $5.1 billion, marking a 0.6% sequential growth and 1.7% year-on-year growth in constant currency terms, with an adjusted operating margin of 21.2%.
The company secured $4.8 billion in large deals during Q3, with 57% net new, and generated $915 million in free cash flow.
Infosys revised its revenue growth guidance for FY26 upward to 3%-3.5% in constant currency, while maintaining its operating margin guidance at 20%-22%.
The company is actively expanding its AI capabilities and partnerships, working on 4,600 AI projects and being recognized as a leader in AI.
Discretionary spending is returning in financial services, and both financial services and energy utilities are expected to see growth acceleration in FY27 over FY26.

6 days ago

Transcript

Infosys Reports Strong Q3 2026 Performance and Raises FY26 Revenue Guidance

INFY

Guidance Update

New Projects/Investments

Share Buyback

Infosys reported a strong Q3 2026 performance with $5.1 billion in revenue, growing 0.6% sequentially and 1.7% year-on-year in constant currency, and an adjusted operating margin of 21.2%.
The company secured robust large deals totaling $4.8 billion in Q3 2026, with 57% net new, contributing to $11.7 billion in large deal TCV for the first nine months of FY26.
Infosys revised its FY26 revenue growth guidance upward to 3%-3.5% in constant currency, while maintaining its operating margin guidance at 20%-22%.
The company highlighted strong momentum in AI adoption, working on 4,600 AI projects with 90% of its 200 largest clients, and announced a strategic partnership with Cognition.
Infosys completed its largest-ever buyback of INR 18,000 crores and paid an interim dividend for FY26, demonstrating commitment to shareholder returns.

6 days ago

Transcript

Infosys Reports Strong Q3 2026 Performance, Raises FY 2026 Revenue Guidance, and Highlights AI Momentum

INFY

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Infosys reported Q3 2026 revenues of $5.1 billion, growing 0.6% sequentially and 1.7% year-on-year in constant currency terms.
The company secured $4.8 billion in large deals during Q3, with 57% net new, and total large deal TCV for nine months reached $11.7 billion, exceeding the full year FY 2025 total.
Infosys revised its FY 2026 revenue growth guidance to 3%-3.5% in constant currency and maintained its operating margin guidance at 20%-22%.
There is significant traction in AI, with the company working on 4,600 AI projects and deepening capabilities through Topaz Fabric and partnerships like Cognition.
Infosys completed its largest-ever buyback, returning INR 18,000 crores to shareholders.

6 days ago

Transcript

Infosys reports strong Q3 2026 performance and raises revenue guidance

INFY

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Infosys reported strong Q3 2026 performance with revenue growth of 0.6% sequentially and 1.7% year-on-year in constant currency, securing $4.8 billion in large deals, including a $1.6 billion deal with the NHS.
The company revised its financial year revenue growth guidance upwards to 3%-3.5% in constant currency, while maintaining its operating margin guidance at 20%-22%.
Infosys is actively driving AI adoption, working on 4,600 AI projects with 90% of its largest 200 clients, and has deepened its Topaz AI capability with Topaz Fabric.
The adjusted operating margin for Q3 2026 was 21.2%, expanding by 20 basis points quarter-over-quarter, reflecting benefits from currency and Project Maximus.
The company is investing in future capacity, having onboarded approximately 18,000 freshers towards a target of 20,000 for the year, and plans to continue campus hiring.

6 days ago

Transcript

Infosys Reports Strong Q3 2026 Performance and Raises Full-Year Revenue Guidance

INFY

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Infosys reported Q3 2026 revenue growth of 0.6% sequentially and 1.7% year-on-year in constant currency, securing $4.8 billion in large deals.
The company raised its full-year revenue growth guidance for FY 2026 to 3%-3.5% in constant currency, while maintaining its operating margin guidance at 20%-22%.
Infosys is actively driving AI adoption, working on 4,600 AI projects with 90% of its largest 200 clients, and has identified six AI-led value pools.
The company increased headcount by onboarding 18,000 freshers (targeting 20,000 for the year) and achieved an adjusted operating margin of 21.2% in Q3 2026, expanding by 20 basis points sequentially.

6 days ago

Transcript

Infosys Reports Strong Q3 2026 Performance and Raises Revenue Guidance

INFY

Guidance Update

New Projects/Investments

Hiring

Infosys reported Q3 2026 revenue growth of 0.6% sequentially and 1.7% year-on-year in constant currency, with $4.8 billion in large deals. The company also generated $915 million in free cash flow.
The company revised its revenue growth guidance for the financial year to 3%-3.5% in constant currency, while maintaining its operating margin guidance at 20%-22%.
Infosys demonstrated significant momentum in AI, working on 4,600 AI projects with 90% of its largest 200 clients, and secured a $1.6 billion deal with the National Health Service (NHS) in the U.K. leveraging AI.
The adjusted operating margin expanded by 20 basis points sequentially to 21.2% in Q3 2026. The company is also on track to onboard 20,000 freshers for the year, with 18,000 already onboarded, as an investment in future capacity.

6 days ago

Transcript

Infosys Completes Equity Share Buyback and Extinguishment

INFY

Share Buyback

Infosys Limited announced the completion of its equity share buyback, resulting in the extinguishment of 100,000,000 fully paid-up equity shares.
The tendering period for the buyback opened on November 20, 2025, and closed on November 26, 2025.
As a result of the extinguishment, the company's equity share capital decreased from 4,154,401,349 shares (as of the Record Date, November 14, 2025) to 4,054,624,409 shares.

Dec 11, 2025, 10:05 PM

6-K

Infosys Limited announces equity share buyback program

INFY

Share Buyback

Dividends

Earnings

Infosys Limited's Board approved an equity share buyback on September 11, 2025, which was subsequently approved by shareholders on November 4, 2025.
The company plans to buy back up to 10,00,00,000 (Ten crore) fully paid-up equity shares at a price of ₹ 1,800/- per share, for an aggregate consideration of up to ₹ 18,000 crore.
This buyback represents 2.41% of the total paid-up equity share capital and 24.31% (standalone) or 21.68% (consolidated) of the aggregate of total paid-up share capital and free reserves as of June 30, 2025.
The record date for eligible shareholders to participate in the buyback is November 14, 2025.
The buyback aims to return surplus cash to members, improve return on equity, and enhance earnings per share.

Nov 10, 2025, 10:26 PM

6-K

Infosys Shareholders Approve Equity Share Buyback

INFY

Share Buyback

Proxy Vote Outcomes

Infosys Limited shareholders have approved a buyback of equity shares through a postal ballot, with 98.81% of votes in favor.
The Board of Directors has fixed November 14, 2025, as the record date for determining eligible shareholders for the buyback.
The buyback is for ₹18,000 crore at a price of ₹1,800 per Equity Share, representing 24.31% of the aggregate of total paid-up share capital and free reserves on a standalone basis as of June 30, 2025.