Infosys (INFY) AGM 2025 summary
Event summary combining transcript, slides, and related documents.
AGM 2025 summary
8 Jul, 2026Opening remarks and agenda
The 44th AGM was convened via video conference, with quorum confirmed and board members introduced from various global locations.
Members were informed about participation, document access, and voting procedures, with e-voting enabled for all resolutions.
Emphasis on leading in AI and cloud, with CEO Salil Parekh addressing the meeting.
Financial performance review
Revenue grew 4.2% in constant currency to $19.2 billion (INR 162,990 crore), with operating margin at 21.1%.
Free cash flow reached $4.1 billion, a 41.8% increase, and large deal TCV was $11.6 billion.
Net profit increased to INR 31,747 crore, and basic EPS rose to 64.50.
Maintained a strong, debt-free, and highly liquid balance sheet with total equity of INR 96,203 crore.
Dividend for FY25 is INR 43 per share, with a policy to return 85% of free cash flow over five years.
Board and executive committee updates
CEO Salil Parekh's reappointment until March 2027 was recommended, with no retirements or resignations among directors or key management.
Latest events from Infosys
- AI and $5.2B in large deals support growth as FY27 revenue guidance falls to 1%–2%.INFY
Q2 26/27 - AI revenue rose 29% QoQ as $5.2B in large deals met a softer growth outlook.INFYQ2 26/27 (Media)
- Q1 revenue up 14% YoY to ₹48,211 crore, margin 21.1%, AI at 8.2%, guidance 1.5–3%.INFYQ1 26/27
- Q1 revenue up 2.4% YoY, operating margin 21.1%, AI at 8.2%, guidance cut, CEO succession.INFYQ1 26/27 (Media)
- Revenue hit $20.2B, AI services surged, and over INR 55,000 crore was returned to shareholders.INFYAGM 2026
- Q1 FY26 saw strong growth, resilient margins, and $3.8B in large deal wins; FY26 guidance is 1–3%.INFYQ1 25/26
- Q2 revenue up 3.3% YoY to $4.9B (₹40,986cr), 21.1% margin, ₹6,516cr net profit.INFYQ2 24/25
- FY26 guidance is 0%-3% growth and 20%-22% margin amid macro uncertainty.INFYQ4 24/25 (Media)
- Q3 FY25 saw revenue and profit rise, margin at 21.3%, and growth guidance set at 4.5%-5%.INFYQ3 24/25