Infosys reported its results for July–September 2026, with AI-related revenue accounting for 10.5% of sales and full-year revenue growth revised to 1–2% on a constant-currency basis.
Infosys reported its results for July–September 2026, the second quarter of its fiscal year ending March 2027. Revenue was $5.145 billion (approximately ¥810 billion), up 1.5% year on year and 1.2% from the previous quarter on a constant-currency basis. The operating margin was flat at 21.0%. AI-related revenue accounted for 10.5% of sales, up 29% from the previous quarter. Total value of large-deal bookings was $5.2 billion.
Revenue for April–September 2026, the first half, rose 1.9% year on year on a constant-currency basis. Free cash flow was $928 million, equivalent to approximately 113.3% of net income. CEO Salil Parekh said that growth in AI revenue amid the accelerating large-scale adoption of AI reflected the company’s market position and the trust placed in it.
Infosys announced that its full-year outlook for the fiscal year ending March 2027 had been revised to revenue growth of 1–2% on a constant-currency basis, while the operating margin was maintained at 20–22%. The board approved an interim dividend of INR 26 per share.
Comparisons with peer companies and background commentary are included elsewhere in the article, but the main points of the text are the earnings summary, the revised full-year outlook and the status of AI revenue.