Infosys Limited has informed the Exchange regarding 'Transcript of the 45th Annual General Meeting'.
INFY · price
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Infosys filed the transcript of its 45th Annual General Meeting. Chairman Nandan Nilekani highlighted FY26 revenue of US$ 20.2 billion (3.1% constant currency growth), adjusted operating margin of 21%, and free cash flow of US$ 3.7 billion (112.6% of net profit) for the second year running. Large deal TCV stood at US$ 14.9 billion with 55% being net new, and total dividend for FY26 was ₹48 per share (₹23 interim plus ₹25 final), an 11.6% YoY increase, with cumulative payouts returning 82.1% of free cash flow over two years. CEO Salil Parekh confirmed AI services revenue at roughly 5.5% of total (US$ 1 billion annualized) and pointed to a US$ 300-400 billion AI-first services opportunity by 2030. The company completed two acquisitions (MRE Consulting and Missing Link Group) and entered agreements for a 75% stake in Versent Group (JV with Telstra), Stratus Global, and Optimum Healthcare IT, while reiterating its debt-free balance sheet and 5-year policy of returning 85% of free cash flow to shareholders.
The transcript reinforces steady FY26 execution and disciplined capital returns, with a strong AI positioning narrative likely to support sentiment. Investors gain clarity on continued shareholder payouts, the buyback completion, and growth levers in AI, cloud, and targeted acquisitions, though the stock is unlikely to move sharply on this routine filing alone.