Infosys:Differentiated AI strategy and a sharp focus on value unlock propels 29% sequential growth in AI revenues
Infosys reported Q2 FY27 revenue of $5,145 million, up 1.5% YoY in constant currency, with operating margin stable at 21.0% and EPS of $0.20. Large deal TCV was robust at $5.2 billion (62% net new) including a mega deal of over $2 billion, and AI revenues -- now 10.5% of revenue -- grew 29% quarter-on-quarter. FY27 revenue growth guidance was revised to 1%-2% in constant currency with margin guidance retained at 20%-22%; the Board declared an interim dividend of ₹26 per share, up 13% YoY.
Key figures
- Eps
- 0.2
- Revenue
- 5145000000
- Guidance
- FY27 revenue growth of 1%-2% in constant currency (revised); operating margin 20%-22% (retained)
- 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%
- Large deal tcv
- $5.2 billion
- Interim dividend
- ₹26 per share (+13% YoY)
- Operating margin
- 21.0%
- Ai revenue growth qoq
- 29%
- Large deal tcv net new pct
- 62%
AI analysis
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