Infosys Limited (INFY)
Infosys Q2 Preview: Muted Expectations While Waiting For An AI Demand Wave
Infosys faces near-term headwinds with muted 2QFY26 expectations due to macroeconomic and geopolitical challenges, warranting a HOLD rating. INFY's heavy investment in AI positions it to benefit from a future surge in enterprise AI spending, though timing remains uncertain. Geopolitical risks, especially US protectionist measures, present ongoing challenges for INFY despite limited immediate impact from recent visa policy changes.
Infosys: Rating Downgrade As The Path To Recovery Got Murkier
I downgrade INFY to hold as macro headwinds and weak North America growth cloud the recovery outlook, despite strong execution. Management's cautious tone and minimal hiring suggest limited near-term growth, making a sharp acceleration to 10% by FY26 unlikely. Large deal wins and strong European growth are positives, but sector and geographic demand remain uneven, constraining upside.
Infosys Q1 Earnings Match Estimates, Revenues Increase Y/Y
INFY's Q1 revenues rise 4.8% year over year to $4.94 billion, driven by strong segment growth and solid client additions.
Infosys Limited (INFY) Q1 2026 Earnings Call Transcript
Infosys Limited (NYSE:INFY ) Q1 2026 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Jayesh Sanghrajka - Chief Financial Officer Salil Satish Parekh - MD, CEO & Director Sandeep Mahindroo - VP, Financial Controller & Head of Investor Relations Conference Call Participants Abhishek Kumar - JM Financial Institutional Securities Limited, Research Division Abhishek Pathak - Motilal Oswal Securities Limited, Research Division Ankur Rudra - JPMorgan Chase & Co, Research Division Apurva Prasad - Unidentified Company Ashwin Mehta - AMBIT Capital Private Limited, Research Division Bryan C. Bergin - TD Cowen, Research Division Keith Frances Bachman - BMO Capital Markets Equity Research Kumar Rakesh - BNP Paribas Exane, Research Division Rishi Jhunjhunwala - IIFL Research Sandeep Shah - Equirus Securities Private Limited, Research Division Surendra Goyal - Citigroup Inc., Research Division Vibhor Singhal - Nuvama Wealth Management Limited, Research Division Yu Wai Lee - Guggenheim Securities, LLC, Research Division Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q1 FY '26 Earnings Conference Call.
India's Infosys narrows revenue forecast as profits beat expectations
Indian IT giant Infosys on Wednesday increased the lower end of its annual growth forecast for the current fiscal year after reporting better-than-expected results for the June quarter.
Infosys (INFY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Infosys (INFY) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Infosys (INFY) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates
Beyond analysts' top-and-bottom-line estimates for Infosys (INFY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Infosys Fiscal Q1 Earnings Preview: Muted Expectations
There are muted expectations for Infosys Limited's Q1 earnings, with little optimism for a significant beat due to margin pressures and challenging macro conditions. Revenue growth is steady but cost increases and operating expenses limit margin expansion, making EPS growth difficult. U.S. tariffs and cautious client spending, especially in manufacturing and retail, further dampen near-term prospects despite new AI initiatives like Infosys Topaz.
Warren Buffett Would Love These 3 Nifty50 Companies for Long-Term Wealth
India's benchmark indices, Nifty50 and Sensex started the day in green after a muted week.
Infosys: High Cash Flow But Revenue Growth Remains A Challenge
I maintain a Hold rating on Infosys due to ongoing macroeconomic uncertainties and cautious client spending, limiting transformational project growth. Revenue growth is mixed across verticals, with strength in Financial Services and Manufacturing offset by weakness elsewhere; topline growth remains sequentially lower. Infosys boasts record cash flow, solid capital allocation, and minimal stock-based compensation, but faces employee retention and competitive pressures.
India's Infosys sees slowing revenue growth over global uncertainty
Indian tech giant Infosys forecast muted annual revenue growth on Thursday in an outlook that suggests clients might curtail tech spending because of growing global uncertainty.
Infosys Limited (INFY) Q4 2025 Earnings Call Transcript
Infosys Limited (NYSE:INFY ) Q4 2025 Earnings Conference Call April 17, 2025 8:00 AM ET Company Participants Sandeep Mahindroo - Head of IR Salil Parekh - CEO and Managing Director Jayesh Sanghrajka - CFO Conference Call Participants Ankur Rudra - JPMorgan Kumar Rakesh - BNP Paribas Abhishek Pathak - Motilal Oswal Gaurav Rateria - Morgan Stanley Jonathan Lee - Guggenheim Partners Keith Bachman - BMO Capital Surendra Goyal - Citi Abhishek Kumar - JM Financial Sandeep Shah - Equirus Securities Vibhor Singhal - Nuvama Institutional Equities Nitin Padmanabhan - Investec India Manik Taneja - Axis Capital Ashwin Mehta - Ambit Capital Girish Pai - BOB Capital Markets Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q4 FY '25 Earnings Conference Call. As a reminder all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.
