Q3 2025 Infosys Ltd Earnings Call Transcript
Key Points
- Infosys Ltd (INFY) reported a revenue growth of 1.7% quarter-on-quarter and 6.1% year-on-year in constant currency terms.
- The company achieved an all-time high free cash flow of $1.26 billion for the quarter.
- Large deal total contract value (TCV) for the quarter was $2.5 billion, with 63% being net new deals.
- Infosys Ltd (INFY) saw double-digit growth in Europe and India, particularly in the manufacturing sector.
- The company is expanding its enterprise AI capabilities with Infosys Topaz, developing over 100 new generative AI agents for clients.
- The automotive sector in Europe continues to remain slow, impacting growth in that region.
- Third-party costs increased significantly, impacting both revenue and costs.
- The top five clients saw a decline in revenue, attributed to furloughs and currency impacts.
- The guidance for Q4 implies a negative growth, primarily due to seasonality and lower working days.
- Utilization rates are above the comfort level, indicating potential inefficiencies or over-reliance on current workforce levels.
Ladies and gentlemen, good day, and welcome to Infosys Limited Q3 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
And I'll hand the conference over to Mr. Sandeep Mahindroo. Thank you. And over to Mr. Mahindroo.
Hello, everyone, and welcome to Infosys earnings call for Q3 FY25. Let me turn the call by wishing everyone a very Happy New Year.
Joining us on this call, CEO, and MD, Mr. Salil Parekh; CFO, Mr. Jayesh Sanghrajka; and other members of the leadership team. We'll start the call with some remarks on the performance of the company, subsequent to which the call will be opened for questions.
Please note that anything we say that refers to our outlook for the future is a forward-looking statement which must be read in conjunction with the risk that the company faces. A complete statement and explanation of these risks is available in our filings with the SEC, which
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