Infosys Limited (INFY) Q4 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Infosys (INFY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
OpenAI has partnered with Infosys to integrate its artificial intelligence tools, including coding assistant Codex, into the Indian IT giant's Topaz AI platform.
Evaluate the expected performance of Infosys (INFY) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Indian IT services firm Infosys said on Wednesday it had entered into separate agreements to acquire U.S.-based technology companies Optimum Healthcare IT and Stratus in all-cash deals.
Infosys is navigating AI disruption with resilient business models and stable earnings, despite a 54% share price decline from December highs. INFY's moat lies in data sovereignty, indemnity contracts, and the ability to manage proprietary AI infrastructure for clients, supporting ongoing revenue streams. Revenue is rising modestly through the transition to AI-driven models, pointing to good efficiency, with headcount rationalization expected to boost operating margins in coming years.
Infosys Limited (INFY) Discusses Tech Transitions and the Unique Aspects of the AI Era Transcript
Indian IT giant Infosys said on Tuesday it has partnered with Anthropic to develop enterprise-grade AI agents, as automation driven by large language models reshapes the global IT services industry.
Infosys shares looked set to rally after collaboration with Anthropic, just after the AI company had helped trigger a sharp selloff in the IT-consultant sector.
India's second-largest IT services exporter Infosys earned 5.5% of its revenue in the December quarter from AI services, its chief executive Salil Parekh said at a company event on Tuesday.
Infosys has agreed to work with Anthropic to develop and deliver artificial-intelligence services to businesses in complex, regulated industries.
Infosys Limited delivered modest revenue growth, with Q3 revenues up 0.6% sequentially and 1.7% year-on-year in constant currency. INFY's operating margins held up despite regulatory labor cost pressures, aided by automation, pricing, and currency tailwinds. Large deal wins, especially in AI, drove growth, but client budget timing and discretionary project volatility remain risks.