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Infosys (INFY) investor relations material
Infosys Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary16 Oct, 2025
Executive summary
Q2 FY26 revenue reached $5.08 billion, up 2.2% sequentially and 2.9% year-on-year in constant currency, with operating margin at 21.0% and net profit at $839 million, up 8.0% year-over-year.
Large deal TCV was $3.1 billion (67% net new), with a $1.6 billion mega deal announced post-quarter; free cash flow for Q2 was $1.1 billion, representing 131.1% of net profit.
AI leadership highlighted, with over 2,500 generative AI and 200+ agentic AI projects delivered, and 8,000 employees added in Q2.
Interim dividend of ₹23 per share declared, a 9.5% increase year-on-year, and a share buyback proposal of ₹18,000 crore announced, pending shareholder approval.
Recognized as a global leader in AI by eight industry analyst firms.
Financial highlights
Q2 FY26 revenue: $5,076 million (up 3.7% YoY, 2.2% QoQ); H1 FY26 revenue: $10,018 million (up 4.3% YoY).
Operating margin: 21.0% for Q2 (up 20 basis points sequentially); H1 margin: 20.9%.
Net profit for Q2: $839 million (up 8.0% YoY); H1: $1,647 million (up 6.9% YoY).
Free cash flow for Q2: $1.1 billion (up 31.2% YoY); H1: $2.0 billion (up 2.7% YoY); free cash flow conversion at 120% for H1.
Q2 EPS in rupee terms grew 13% year-on-year to INR 17.6; basic EPS for Q2: $0.20 (up 7.9% YoY).
Outlook and guidance
FY26 revenue growth guidance revised to 2%-3% in constant currency; operating margin guidance maintained at 20%-22%.
H2 expected to be softer due to seasonality, lower working days, and furloughs.
Versant JV not included in guidance; expected to close later in the year.
Key terms of the proposed share buyback
McCamish incident: remaining financial risks?
Telstra Purple acquisition: strategic rationale?
How Infosys addresses AI pilot paralysis
Discuss H-1B visa impact on delivery model
What drives revenue per person expansion?
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Frequently asked questions
Infosys Limited, together with its subsidiaries, provides consulting, technology, outsourcing, and next-generation digital services in North America, Europe, India, and internationally. It offers business information technology services comprising application development and management, independent validation services, infrastructure management, engineering services comprising product engineering and life cycle solutions; and business process management services.
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