Q4 2026 Infosys Ltd Earnings Call Transcript
Key Points
- Infosys Ltd (INFY) reported a strong performance for FY26 with a 3.1% growth in constant currency terms.
- The company achieved a significant increase in large deals, totaling $14.9 billion for the year, marking a 24% growth over the previous year.
- Infosys Ltd (INFY) has established strategic AI collaborations with major tech companies like Google, NVIDIA, Microsoft, AWS, and Intel, enhancing its AI service offerings.
- The company has successfully deployed AI solutions across various industries, resulting in substantial improvements in efficiency and cost savings for clients.
- Infosys Ltd (INFY) maintained a stable operating margin of 21% for FY26, demonstrating financial discipline and operational excellence.
- The revenue growth guidance for FY27 is relatively modest at 1.5% to 3.5% year on year in constant currency terms.
- There is a noted reduction in revenue from a large European manufacturing client due to challenging macroeconomic conditions.
- The company faces increased competitive intensity, particularly in AI-driven services, which could impact pricing and margins.
- Infosys Ltd (INFY) anticipates a reduction in onsite mix, which may affect revenue growth.
- The company is experiencing slower decision-making in some sectors, which could impact deal closures and revenue realization.
Ladies and gentlemen, greetings and welcome to Infosys Limited Q4 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 Mr. Mahindroo.
Thanks, everyone. Welcome to this earnings call to discuss Infosys Q4 FY26 financial results. Joining us on this call is the 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 we'll open up the call 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 risks that the company faces. A complete statement and explanation of these risks is available in our filing with the SEC, which can be found on
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