Q3 2026 Infosys Ltd Earnings Call Transcript
Key Points
- Infosys Ltd (INFY) reported a strong performance in Q3 FY26 with revenues growing 0.6% sequentially and 1.7% year on year in constant currency terms.
- The company secured large deals worth $4.8 billion, with 57% being net new, including a significant $1.6 billion deal with the National Health Service in the UK.
- Infosys Ltd (INFY) has deepened its AI capabilities, working on 4,600 AI projects and generating over 28 million lines of code using AI.
- The company has revised its revenue growth guidance for the financial year upward to 3% to 3.5% in constant currency.
- Infosys Ltd (INFY) has been recognized as a leader in AI across 12 industry ratings and is a preferred AI partner for top clients in various sectors.
- Despite the strong performance, the company experienced a reduction in third-party costs, impacting revenue growth.
- The manufacturing vertical is facing challenges due to tariff uncertainties and discretionary spend pressures, particularly in the automotive sector.
- The Hi-Tech vertical has shown a sharp drop, attributed to seasonality and furloughs, with ongoing cost pressures.
- There is a lower working day impact in Q4, which is a seasonal headwind affecting revenue guidance.
- The company took a charge associated with changes in labor codes in India, impacting operating profit, net profit, and EPS for the quarter.
Ladies and gentlemen, good day, and welcome to Infosys Limited Q3 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Sandeep Mahindroo. Thank you, and over to you, Mr. Mahindroo.
Hello, everyone, and welcome to Infosys earnings call for Q3 FY26. Let me start by wishing all of you a very happy new year. Joining us on this call is CEO and MD, Mr. Salil Parekh; CFO, Mr. Jayesh Sanghrajka, along with 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 up for questions. Please note that anything we say that refers to our future outlook is a forward-looking statement that must be read in conjunction with the risk that the company faces. A complete statement and explanation of these risks is available with our filings with the SEC, which can be found on
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