Infosys Limited
INFY.BO
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+ FollowMarket Cap$4.67T
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Earnings Call Q2 2027
October 23, 2026 - AI Summary
Top-line performance missed expectations; guidance revised but stable margins: Q2 constant-currency revenue grew +1.5% YoY and +1.2% QoQ (reported details: $5.145B, +1.2% sequential, +1.5% YoY). Growth was below expectations due to softer volume, lower price/RPP expansion amid high competitive intensity, and slower discretionary spend (notably high tech and retail). Full-year revenue guidance revised to +1% to +2% YoY (constant currency); operating margin guidance maintained at 20%–22%.
AI is the clearest positive surprise/driver: AI revenue grew ~29% QoQ, rising to 10.5% of total revenue (up from 8.2% last quarter). Management frames AI as increasingly embedded in large deals and enterprise transformations; they expect continued scaling as clients move from AI pilots to broader adoption.
Mega/large deal wins provide forward support: Q2 large deal TCV was ~$5.2B with 62% net new (19 large deals). Highlight: $2B+ net-new mega deal (7 years) expected to contribute >1% revenue growth in FY28 with transition beginning 2H of Q4; plus a $1B mega deal renewal. Pipeline described as healthy, with H1 large deal wins $8.8B (+28% YoY, 62% net new).
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Share Statistics
| Market cap | $4.67 Trillion |
|---|---|
| Enterprise Value | $4.67 Trillion |
| Dividend Yield | $48.00 (4.16%) |
| Earnings per Share | $71.58 |
| Beta | 0.24 |
| Outstanding Shares | 4,047,693,000 |
Return
| Return on Equity | 34.56% |
|---|---|
| Return on Assets | 20.32% |
| Return on Invested Capital | 40.53% |
Valuation & Multiples
| P/E Ratio | 15.56 |
|---|---|
| PEG | 1216.38 |
| Price to Sales | 230.9 |
| Price to Book Ratio | 577.25 |
| Enterprise Value to Revenue | 230.22 |
| Enterprise Value to EBIT | 1070.27 |
| Enterprise Value to Net Income | 1405 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0.19 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
October 23, 2026
EPS Estimate
$19.50
Average shareholder expectationRevenue Estimate
$492.53 B
Average shareholder expectationNext Earnings Call
Expected Date
January 13, 2027
EPS Estimate
$18.87
Average shareholder expectationRevenue Estimate
$491.12 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
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...