Infosys:Differentiated AI strategy and a sharp focus on value unlock propels 29% sequential growth in AI revenues
Infosys delivered Q2 FY27 revenues of $5,145 million, up 1.5% year-on-year in constant currency, with operating margin stable at 21.0% and EPS up 8.7% YoY in rupee terms. Large deal TCV was robust at $5.2 billion with 62% net new, including a mega deal of over $2 billion. AI revenues, now 10.5% of total, grew 29% quarter-on-quarter, and the company raised FY27 revenue growth guidance to 1%-2% in constant currency while retaining margin guidance at 20%-22%. The board announced an interim dividend of ₹26 per share, up 13% from last year.
Key figures
- Eps
- 0.2
- Revenue
- 5145000000
- Guidance
- FY27 revenue growth of 1%-2% in constant currency (revised); operating margin retained at 20%-22%
- Revenue Yoy
- 1.5% YoY in constant currency (1.3% reported)
- Fcf
- 928000000
- Fcf yoy
- -15.7%
- Mega deal
- over $2 billion
- H1 revenue
- 10227000000
- Ai revenue pct
- 10.5%
- Fcf conversion
- 113.3% of net profit
- Large deal tcv
- $5.2 billion
- Net new tcv pct
- 62%
- Interim dividend
- ₹26 per share, up 13% YoY
- Operating margin
- 21.0%
- Ai revenue growth qoq
- 29%
AI analysis
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