Infosys Ltd (INFY) Form 6-K — Oct 28, 2026
Infosys reported Q2 FY27 revenues of $5,145 million, up 1.5% YoY in constant currency, with operating margin stable at 21.0% and basic EPS of $0.20 (down 0.3% YoY in USD, up 8.7% in rupee terms). Management cut FY27 revenue growth guidance to 1%-2% in constant currency, citing softer-than-expected H1 volumes, lower-than-anticipated price increases amid high competitive intensity, and weak discretionary spend in Retail and Hi-Tech. Margin guidance was retained at 20%-22%. Offsetting the guidance cut, Infosys won $5.2 billion in large deal TCV (62% net new), including a $2 billion-plus net-new seven-year mega deal expected to add over 1% to FY28 revenue growth.
Key figures
- Eps
- $0.20 (basic, Q2 USD); ₹19.32 (Q2 INR, +8.7% YoY)
- Revenue
- 5145000000
- Guidance
- FY27 revenue growth of 1%-2% in constant currency (revised down); operating margin 20%-22%
- Net Income
- 817000000
- Revenue Yoy
- 1.5% CC YoY; 1.3% reported YoY
- Employees
- 332542
- Mega deal
- over $2 billion, net new, 7-year term with financial services client; second mega deal $1 billion renewal
- H1 revenue
- $10,227 million (+2.1% YoY)
- Attrition ltm
- 12.7%
- Ai revenue share
- 10.5% of revenue, +29% QoQ
- Interim dividend
- ₹26 per share, +13% YoY
- Operating margin
- 21.0%
- Free cash flow q2
- $928 million (-15.7% YoY)
- H1 large deal tcv
- $8.8 billion, +28% YoY
- Large deal tcv q2
- $5.2 billion (62% net new)
- Cash and investments
- $4.72 billion
AI analysis
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