Infosys Ltd - ADR
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+ FollowMarket Cap$49.57B
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Earnings Call Q2 2027
October 23, 2026 - AI Summary
Growth & guidance (revised): Revenue grew +1.5% YoY and +1.2% QoQ in constant currency in Q2 FY27, but below expectations due to softer volume and lower price increases amid high competitive intensity. FY27 revenue guidance revised to +1% to +2% YoY (constant currency). Operating margin guidance unchanged at 20%–22%. H2 faces seasonality pressure, compensation rollouts, and ramp-up impacts, partly offset by Project Maximus.
AI performance (strong and increasingly meaningful): AI revenue grew +29% sequentially (vs 8.2% last quarter) and now represents 10.5% of total revenue (investors should view this as a major growth engine). Management repeatedly emphasized that AI is embedded in most large transactions, including business transformation and agentic automation, not just “add-on” work.
Large deal wins / pipeline support (key positive surprise): Large deal wins were $5.2B in Q2 (with two mega deals). $2B+ net-new 7-year mega deal (financial services client) is expected to contribute >1% revenue growth in FY28, with transition beginning in H2 FY24? / “second half of Q4” (per transcript, transition starts in 2H of Q4). Another $1B mega deal was a renewal. Management described the large deal pipeline as healthy and used deal visibility to support confidence in next year’s organic performance.
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$31.28
155.5% upside
Current Fair Value
155.5% upsideUndervalued by 155.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $49.57 Billion |
|---|---|
| Enterprise Value | $49.07 Billion |
| Annual dividend | $0.52 |
| Dividend yield | 4.05% |
| Earnings per Share | $0.83 |
| Beta | 0.13 |
| Outstanding Shares | 4,049,987,827 |
Return
| Return on Equity | 34.34% |
|---|---|
| Return on Assets | 20.19% |
| Return on Invested Capital | 39.80% |
Valuation & Multiples
| P/E Ratio | 20.95 |
|---|---|
| PEG | -857.8 |
| Price to Sales | 2.45 |
| Price to Book Ratio | 6.12 |
| Enterprise Value to Revenue | 2.41 |
| Enterprise Value to EBIT | 11.45 |
| Enterprise Value to Net Income | 14 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.19 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 23, 2026
EPS Estimate
$0.21
Consensus analyst estimateRevenue Estimate
$5.12 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 13, 2027
EPS Estimate
$0.20
Consensus analyst estimateRevenue Estimate
$5.15 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 368.97% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 119,000▼ 98.66% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.01%▼ 11.68% |
|---|---|
| Total Invested | $883.86M▼ 84.61% |
| Investors Holding | 125▼ 328.00% |
About Infosys Ltd
328,062 employees
CEO: Salil Parekh
Headquartered in Bengaluru, India, Infosys Limited is a global technology and consulting firm, offering a broad spectrum of services including consulting, technology, outsourcing, and advanced digital solutions across North America, Euro...