INFY Infosys Ltd
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Executive Summary
Infosys reported strong FY26 results with $20.2B revenue (3.1% constant currency growth) and $3.7B free cash flow, driven by AI-led large deal wins. Guidance for FY27 is 1.5%-3.5% revenue growth and 20%-22% operating margin, reflecting cautious macro outlook.
Actionable Insight
The strong large deal wins and resilient margin performance are positive signs of market share gains in AI services. Monitor FY27 guidance for signs of macro pressure; the 1.5%-3.5% revenue growth range is conservative. The $3.7B FCF supports continued shareholder returns.
Key Facts
- FY26 Revenue: $20.158B (+3.1% YoY in constant currency)
- FY26 Operating Margin: 20.3% reported, 21.0% adjusted
- FY26 Free Cash Flow: $3.733B
- Large Deal Wins (TCV): $14.9B
- FY27 Guidance: 1.5%-3.5% Revenue Growth, 20%-22% Operating Margin
- Q4 Revenue: $5.04B (+4.1% YoY in constant currency)
- Acquisitions: Optimum Achieve ($465M) and Stratus Global ($95M)
Financial Impact
Revenue increased by $1.881B (11.4%) to $20.158B; Net profit increased by $154M (4.9%) to $3.316B
Risk Factors
- FY27 revenue guidance is relatively conservative (1.5%-3.5%)
- Macro uncertainty could impact future deal flow
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001067491-26-000014 |
| Exhibit: exv99w02.htm | 0001067491-26-000014 |
| Exhibit: exv99w01.htm | 0001067491-26-000014 |
| Document: 0001067491-26-000014-index-headers.html | 0001067491-26-000014 |
| Document: 0001067491-26-000014-index.html | 0001067491-26-000014 |
| Document: 0001067491-26-000014.txt | 0001067491-26-000014 |
Track record builds as more directional reports settle.
Filters
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Apr 30, 2026
23d ago
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6-K
| $12.46 $12.64 | ▲ +1.44% | ▼ −0.28% | $12.67 (+1.69%) |
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Apr 29, 2026
24d ago
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6-K
| $12.34 $12.46 | ▲ +0.97% | ▼ −2.14% | $12.67 (+2.67%) |
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Apr 24, 2026
29d ago
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6-K
| $12.86 $12.46 | ▼ −3.11% | ▼ −4.02% | $12.67 (−1.48%) |
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Apr 23, 2026
4w ago
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6-K
| $12.94 $12.34 | ▼ −4.64% | ▼ −6.11% | $12.67 (−2.09%) |
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Apr 20, 2026
4w ago
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6-K
| $14.21 $12.28 | ▼ −13.58% | ▼ −14.49% | $12.67 (−10.84%) |
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Mar 26, 2026
8w ago
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6-K
| $13.16 $13.74 | ▲ +4.41% | ▲ +2.77% | $12.67 (−3.72%) |
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Feb 28, 2026
12w ago
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Institutional Cluster
| $14.19 $14.42 | ▲ +1.62% | ▲ +2.83% | $12.67 (−10.71%) |
US Market Status
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