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Infosys Limited Q3 FY26 earnings call summary

NSE: INFY · BSE: 500209

Earnings call of 14 Jan 2026, summarised by AI from the filing.

Infosys Q3 FY26 revenue $5.1 bn, up 1.7% year-on-year constant currency; FY26 revenue growth guidance raised to 3-3.5%.

Key takeaways

  1. Q3 revenue $5.1 bn, up 0.6% sequentially and 1.7% year-on-year in constant currency.
  2. FY26 guidance Revenue growth raised to 3-3.5% constant currency; operating margin maintained at 20-22%.
  3. Margin change Adjusted operating margin expanded 20 bps sequentially to 21.2%, despite labor code charge.
  4. AI driver 4,600 AI projects and six value pools seen as large incremental opportunity.

Original filing on BSE

Infosys Limited Q1 FY27 results

As filed: Revenue ₹48,211 cr (+14% year on year), EBITDA ₹11,409 cr (+15% year on year), PAT ₹7,775 cr (+12% year on year), EBITDA margin 23.7% (+15 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹46,402 cr (+13% year on year), EBITDA ₹11,167 cr (+13% year on year), PAT ₹8,509 cr (+21% year on year), EBITDA margin 24.1% (−6 bps). Score 75 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin was flat year on year. Share price after the results: −5.3% in 29 days (Nifty 500: −0.7%).
  • Q3 FY26: Revenue ₹45,479 cr (+9% year on year), EBITDA ₹10,634 cr (+5% year on year), PAT ₹6,666 cr (+9% year on year), EBITDA margin 23.4% (−84 bps). Score 55 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit before exceptional items growth were in line with it. EBITDA margin fell 84 bps year on year. Share price after the results: −14.4% in 30 days (Nifty 500: −0.7%).
  • Q2 FY26: Revenue ₹44,490 cr (+9% year on year), EBITDA ₹10,535 cr (+7% year on year), PAT ₹7,375 cr (+13% year on year), EBITDA margin 23.7% (−25 bps). Score 62 of 100, In line with trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin fell 25 bps year on year. Share price after the results: +2.1% in 29 days (Nifty 500: +1.2%).
  • Q1 FY26: Revenue ₹42,279 cr (+8% year on year), EBITDA ₹9,943 cr (+5% year on year), PAT ₹6,924 cr (+9% year on year), EBITDA margin 23.5% (−49 bps). Score 56 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin fell 49 bps year on year. Share price after the results: −5.5% in 30 days (Nifty 500: −1.9%).
  • Q4 FY25: Revenue ₹40,925 cr (+8% year on year), EBITDA ₹9,874 cr (+12% year on year), PAT ₹7,038 cr (−12% year on year), EBITDA margin 24.1% (+96 bps). Score 62 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well above it; profit growth was well below it. EBITDA margin rose 96 bps year on year. Share price after the results: +12.0% in 29 days (Nifty 500: +5.5%).
  • Q3 FY25: Revenue ₹41,764 cr (+8% year on year), EBITDA ₹10,115 cr (+11% year on year), PAT ₹6,822 cr (+12% year on year), EBITDA margin 24.2% (+68 bps). Score 72 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA growth was well above it; profit growth was in line with it. EBITDA margin rose 68 bps year on year.
  • Q2 FY25: Revenue ₹40,986 cr (+5% year on year), EBITDA ₹9,809 cr (+4% year on year), PAT ₹6,516 cr (+5% year on year), EBITDA margin 23.9% (−28 bps). Score 39 of 100, Below trend. EBITDA margin fell 28 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Infosys Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.