Infosys (NSE, BSE, NYSE: INFY) announced positive results for Q2 FY26, with revenue reaching $5.076 billion, a 2.2% sequential increase. EPS rose by 13.1% YoY, and the company’s large deal TCV stood at $3.1 billion. Infosys has updated its revenue guidance for FY26 to 2%-3%. The board has also approved a share buyback of ₹18,000 crores and declared an interim dividend of ₹23 per share.
Financial Performance Highlights
Key figures from the announcement include:
- Revenue: $5.076 billion, up 2.9% year-over-year.
- Operating Margin: 21.0%.
- Large Deal TCV: $3.1 billion, with 67% as net new.
- Free Cash Flow: $1.1 billion.
Revenue Growth
H1 revenues grew at 3.3% year over year in constant currency. The business segment saw robust all-around performance. The board approved a share buyback and an interim dividend, signaling confidence in the company’s financial health. The grants made under the 2015 Plan would vest equally over a period of three to four years and the grants made under the 2019 Plan would vest over a period of three years subject to the Company’s achievement of performance parameters as defined in the 2019 Plan.
Key Business Decisions
The Infosys board has also taken these decisions:
- A share buyback proposal of ₹18,000 crore.
- An interim dividend of ₹23 per share.
Client Wins and Partnerships
Infosys has announced several collaborations and partnerships:
- ABN AMRO: Enhanced lending process through nCino platform implementation.
- Mastercard: Collaboration to scale cross-border payments with Mastercard Move.
- Sunrise: Extended strategic collaboration to accelerate IT transformation.
- Telstra (Australia): Joint venture to propel AI-enabled cloud and digital solutions.
- RWE AG: Improved automated digital workplace transformation.
- HanesBrands Inc: Unlocked hyper productivity and Al-driven efficiency.
- AGCO: IT and HR operations transformation.
- Uniting Financial Services (Australia): Modernizing core banking and digital capabilities with Finacle.
- Glion Arena Kobe: Became an official digital innovation and GX partner.
Awards and Recognitions
Infosys has received several recognitions, including:
- The Asset Corporate Sustainability Leadership Awards 2025 (Platinum Award for Excellence, Best Investor Relations Team).
- TIME and Statista’s World’s Best Companies 2025.
- Newsweek and Statista’s World’s Most Trustworthy Companies 2025.
Source: BSE