Infosys Limited has informed the Exchange regarding 'Transcripts of the press conference and earnings call conducted after the Meeting ofBoard of directors on April 23, 2026'.
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Infosys reported Q4 FY26 revenue growth of 4.1% YoY in constant currency, with full year FY26 growth at 3.1%. The company provided FY27 guidance of 1.5-3.5% revenue growth and 20-22% operating margin. Large deals were strong at $14.9bn for FY26 (28% higher YoY) with 55% net new deals. Management highlighted AI services as a key growth driver, noting AI revenue is growing beyond the 5.5% disclosed in Q3 but declined to share current figures. CFO explained margin walkthroughs showing currency tailwinds and Maximus contribution offset by acquisition amortization and headwinds. Three acquisitions were discussed: Stratus (closed, ~25 bps contribution), Optimum and Australian JV (both pending regulatory approvals). Manufacturing sector faces headwinds from a client wind-down baked into guidance. The company plans to hire at least 20,000 freshers in FY27 and noted pricing has remained stable with AI revenue commanding better pricing.
Infosys signals steady but cautious growth ahead with margin under pressure from acquisitions and competitive intensity, offset by AI-driven services growth. The conservative 1.5-3.5% guidance reflects ongoing AI productivity compression alongside deal pipeline strength.