INFY Infosys Ltd
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Executive Summary
Infosys reported strong FY2026 results with consolidated revenue of ₹178,650 crore (up 9.6% YoY) and net profit of ₹29,440 crore (up 10.2% YoY), driven by broad-based growth across segments and geographies. Q4 revenue growth accelerated to 13.4% YoY, and the company completed a ₹18,000 crore buyback while announcing two large acquisitions (Versent Group and Optimum Achieve) totaling ~$560 million.
Actionable Insight
Infosys delivered accelerating growth in Q4, with all major segments contributing. The buyback and proposed acquisitions signal confidence in future cash flows. Monitor closing of Optimum Achieve and Versent deals, and watch for any forward guidance in upcoming earnings calls. The stock may re-rate on sustained momentum.
Key Facts
- FY2026 consolidated revenue: ₹178,650 crore (+9.6% YoY)
- FY2026 net profit attributable to owners: ₹29,440 crore (+10.2% YoY)
- FY2026 diluted EPS: ₹71.46 vs ₹64.34 in FY2025
- Q4 FY2026 revenue: ₹46,402 crore (+13.4% YoY); Q4 net profit: ₹8,509 crore (+20.9% YoY)
- Exceptional charge of ₹1,289 crore (one-time impact of Indian Labour Codes) recorded in FY2026
- Completed ₹18,000 crore share buyback in December 2025
- Announced acquisition of Optimum Achieve Holdings (up to $465M) and Versent Group (up to AUD 233M); completed Stratus Global acquisition post-quarter
- North America revenue: ₹100,167 crore (+6.1% YoY); Europe revenue: ₹57,454 crore (+18.2% YoY)
- Operating cash flow: ₹33,986 crore (vs ₹35,694 crore in FY2025)
- Trade receivables DSO: 67 days (improved from 69 days)
Financial Impact
Revenue up 9.6% to ₹178,650 crore; net profit up 10.2% to ₹29,440 crore; Q4 revenue growth accelerated to 13.4%
Risk Factors
- Foreign exchange volatility impacted other income with a net loss of ₹2,451 crore on derivatives and translation
- Ongoing DOJ investigation regarding H-1B visa classification could result in penalties
- Integration risks from multiple acquisitions (in-tech, InSemi, MRE, and the two pending deals)
- Labour code exceptional charge of ₹1,289 crore may recur if additional provisions are needed
Market Snapshot
Documents Analyzed
This report is based on 2 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001067491-26-000018 |
| Exhibit: exv99w09.htm | 0001067491-26-000018 |
Track record builds as more directional reports settle.
Filters
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May 29, 2026
14d ago
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6-K
| $12.65 $12.46 | ▼ −1.50% | ▼ −1.21% | $11.74 (−7.19%) |
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May 29, 2026
14d ago
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6-K
| $12.65 $12.46 | ▼ −1.50% | ▼ −1.21% | $11.74 (−7.19%) |
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May 26, 2026
17d ago
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Insider Cluster
| $12.39 $13.08 | ▼ −5.57% | ▼ −4.36% | $11.74 (+5.25%) |
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Apr 30, 2026
6w ago
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6-K
| $12.46 $12.64 | ▲ +1.44% | ▼ −0.28% | $11.74 (−5.78%) |
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Apr 29, 2026
6w ago
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6-K
| $12.34 $12.46 | ▲ +0.97% | ▼ −2.14% | $11.74 (−4.86%) |
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Apr 24, 2026
7w ago
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6-K
| $12.86 $12.46 | ▼ −3.11% | ▼ −4.02% | $11.74 (−8.71%) |
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Apr 23, 2026
7w ago
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6-K
| $12.94 $12.34 | ▼ −4.64% | ▼ −6.11% | $11.74 (−9.27%) |
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Apr 20, 2026
7w ago
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6-K
| $14.21 $12.28 | ▼ −13.58% | ▼ −14.49% | $11.74 (−17.38%) |
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Mar 26, 2026
11w ago
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6-K
| $13.16 $13.74 | ▲ +4.41% | ▲ +2.77% | $11.74 (−10.79%) |
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Feb 28, 2026
14w ago
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Institutional Cluster
| $14.19 $14.42 | ▲ +1.62% | ▲ +2.83% | $11.74 (−17.27%) |
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