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Sep 30, 2025
Infosys Q2 2026 Earnings Report
Infosys reported stable Q2 2026 results with moderate growth in revenue and net income.
Key Takeaways
Infosys delivered steady Q2 performance with $5.08B in revenue and $839M in net income. Large deal wins and robust free cash flow highlighted the quarter despite slight margin pressure.
Revenue reached $5.08B, up from $4.89B in the prior year quarter.
Net income rose to $839M, with EPS of $0.20.
Free cash flow came in strong at $1.1B, representing 131.1% of net profit.
Large deal TCV totaled $3.1B, with 67% net new.
Forward Guidance
Infosys maintained its operating margin guidance and slightly lowered revenue growth expectations for FY26.
Positive Outlook
- Revenue growth guidance retained at 2%-3%.
- Operating margin guidance held steady at 20%-22%.
- Company continues strong focus on AI-first transformation.
- Strategic investments expected to support long-term growth.
- Cash generation remains robust with strong FCF conversion.
Challenges Ahead
- Revenue guidance trimmed from earlier expectations.
- Operating margin slightly down year over year.
- Uncertain macroeconomic environment could pressure client spending.
- Increased competitive intensity in key markets.
- Potential risks around geopolitical and regulatory developments.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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