Research analysts who have asked questions during Infosys earnings calls.
Kumar Rakesh
BNP Paribas
5 questions for INFY
Sandeep Shah
Equirus Securities
5 questions for INFY
Abhishek Kumar
JM Financial
4 questions for INFY
Vibhor Singhal
Nuvama Equities
4 questions for INFY
Ankur Rudra
JPMorgan Chase & Co.
3 questions for INFY
Bryan Bergin
TD Cowen
3 questions for INFY
Keith Bachman
BMO Capital Markets
3 questions for INFY
Nitin Padmanabhan
Investec
3 questions for INFY
Abhishek Pathak
Motilal Oswal
2 questions for INFY
Ashwin Mehta
Ambit capital
2 questions for INFY
Gaurav Rateria
Morgan Stanley
2 questions for INFY
Girish Pai
BOB Capital Markets
2 questions for INFY
Jonathan Lee
Arias Resource Capital
2 questions for INFY
Manik Taneja
Axis Capital
2 questions for INFY
Rishi Jhunjhunwala
IIFL Institutional Equities
2 questions for INFY
Surendra Goyal
Citigroup
2 questions for INFY
Yu Lee
Guggenheim Partners
2 questions for INFY
Apurva Prasad
Franklin Templeton Asset Management (India) Pvt. Ltd.
1 question for INFY
Avik Das
Business Standard
1 question for INFY
Ayanti Bera
Financial Express (India)
1 question for INFY
Beena Parmar
The Economic Times
1 question for INFY
Haripriya Suresh
Reuters
1 question for INFY
James Friedman
Susquehanna Financial Group, LLLP
1 question for INFY
Jamie Friedman
Susquehanna International Group
1 question for INFY
Jas Bardia
Mint
1 question for INFY
Prashant Kothari
Pictet Asset Management
1 question for INFY
Reshab Shaw
moneycontrol
1 question for INFY
Ritu Singh
CNBC-TV18
1 question for INFY
Sanjana B
The Hindu BusinessLine
1 question for INFY
Sumeet Jain
CLSA
1 question for INFY
Veena Mani
The Times Of India
1 question for INFY
Recent press releases and 8-K filings for INFY.
- 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.
- 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.
- Infosys Limited announced an update on its proposal to buy back equity shares for an amount of ₹ 18,000 Crore (Rupees Eighteen Thousand Crore only) at a price of ₹ 1,800/- (Rupees One Thousand Eight Hundred only) per Equity Share.
- The buyback involves purchasing 10,00,00,000 fully paid-up equity shares, representing up to 2.41% of the total paid-up Equity Share capital on a standalone basis.
- The aggregate amount of the buyback, ₹ 18,000 crore, does not exceed 25% of the total paid-up capital and free reserves of the company as of June 30, 2025.
- The Promoters and Promoter Group have expressed their intention to not participate in the buyback, which is expected to increase their aggregate shareholding from 13.05% (pre-Buyback) to 13.37% (post-Buyback), assuming full participation from other eligible shareholders.
- A draft version of the Letter of Offer is being filed with the U.S. Securities and Exchange Commission (SEC) for U.S. regulatory purposes, but the buyback has not yet commenced and has not been approved by the Company's shareholders.
- For the quarter ended September 30, 2025 (Q2 2026), Infosys reported consolidated revenues of $5,076 million, reflecting a 3.7% year-over-year and 2.7% quarter-over-quarter increase.
- Net profit for the quarter was $839 million, an 8.0% year-over-year increase, with diluted EPS of $0.20.
- The Board approved a proposal for a share buyback of 18,000 crore (approximately $2.03 billion), representing about 2.41% of the total paid-up equity share capital, at a price of 1,800/- per Equity Share. Voting for this buyback is expected to conclude on November 4, 2025.
- An interim dividend of 23/- per equity share was declared for Q2 2026, payable on November 7, 2025, an increase from 21/- per equity share in the prior year.
- Infosys reported Q2 2026 revenues of $5,076 million, reflecting 2.9% year-over-year growth in constant currency, alongside an operating margin of 21.0%.
- The company provided FY26 revenue guidance of 2%-3% in constant currency and an operating margin guidance of 20%-22%.
- The Board declared an interim dividend of 23/- per equity share for Q2 2026, with a payout date of November 7, 2025, and approved a share buyback proposal for 18,000 crore.
- Large deal total contract value (TCV) reached $3.1 billion, with 67% net new.
- Infosys Singapore Pte. Ltd. entered into an agreement to acquire 75% of Telstra Purple Pty Ltd (Versent Group) for up to AUD 233 million.
- Infosys reported strong Q2 FY26 results, with revenues growing 2.2% sequentially and 2.9% year-on-year in constant currency, reaching over $5 billion for the quarter. Operating margins expanded by 20 basis points sequentially to 21%.
- The company achieved robust cash generation with $1.1 billion in free cash flow, representing 131% of net profit. Large deal wins amounted to $3.1 billion (67% net new), complemented by a post-quarter mega deal of $1.6 billion (100% net new) expected to ramp up this fiscal year.
- Infosys revised its FY26 revenue growth guidance to 2% to 3% in constant currency terms, while maintaining its operating margin guidance at 20% to 22%. This guidance excludes potential revenues from the Versent joint venture.
- The company added 8,000 employees during the quarter, bringing the total headcount to 332,000. Infosys emphasized its leadership in enterprise AI, currently delivering over 2,500 generative AI and AI projects and 200+ agentic AI projects for clients.
- Infosys reported strong Q2 2026 performance with 2.2% sequential and 2.9% year-on-year constant currency revenue growth, achieving an operating margin of 21%.
- The company updated its full-year revenue growth guidance for FY26 to 2% to 3% in constant currency terms, tightening it from the previous 1% to 3% range, while maintaining its operating margin guidance at 20% to 22%.
- Infosys secured $3.1 billion in large deals during the quarter, with 67% being new work, and announced an additional $1.6 billion mega deal after the quarter close.
- The company added 8,000 employees in Q2 2026 and highlighted a strong focus on deploying AI across enterprises for growth and cost efficiency.
- Infosys Limited issued a notice on September 29, 2025, informing shareholders about a Postal Ballot to seek approval for the buyback of equity shares of the company.
- The e-voting period for this resolution will commence on October 6, 2025, and conclude on November 4, 2025.
- The cut-off date for eligibility to vote was September 22, 2025.
- Infosys's Board of Directors approved a proposal for a share buyback totaling ₹ 18,000 crore at a price of ₹ 1,800 per Equity Share.
- This buyback offer size represents 24.31% and 21.68% of the aggregate paid-up share capital and free reserves on a standalone and consolidated basis, respectively, as of June 30, 2025.
- Shareholder approval for the buyback will be sought via postal ballot, with e-voting scheduled from October 6, 2025, to November 4, 2025, and a voting eligibility cut-off date of September 22, 2025.
- American Depositary Share (ADS) holders wishing to participate must convert their ADSs into underlying Equity Shares before the Record Date, which is expected to be around November 14, 2025.
- The buyback is intended to return surplus cash to shareholders, enhance return on equity and earnings per share, and aligns with the company's capital allocation policy of returning approximately 85% of free cash flow over a five-year period.
- Infosys Limited announced on September 12, 2025, that it has obtained exemptive relief from the U.S. Securities and Exchange Commission (SEC), dated September 11, 2025.
- This relief pertains to a proposed buyback of up to 100,000,000 fully paid-up equity shares, aggregating up to ₹18,000 Crore.
- The exemptive relief was necessary due to conflicting regulatory requirements between Indian and U.S. laws for tender offer buybacks.
- The proposed buyback remains subject to approval by the Company's shareholders via a special resolution.
Quarterly earnings call transcripts for Infosys.
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