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Infosys Limited Q2 FY27 earnings call summary

NSE: INFY · BSE: 500209

Earnings call of 23 Oct 2026, summarised by AI from the filing.

Infosys Q2 FY27 revenue $5,145 mn, up 1.5% YoY; FY27 revenue growth guidance cut to 1-2% on pricing pressure.

Key takeaways

  1. Guidance FY27 revenue growth guided at 1% to 2% constant currency; operating margin 20% to 22%.
  2. AI growth AI revenue at 10.5% of total, growing 29% sequentially, driven by Hexagon strategy and Topaz Fabric.
  3. Pricing pressure High competitive intensity and AI productivity demands are pressuring pricing across clients.

Original filing on BSE

Infosys Limited Q2 FY27 results

As filed: Revenue ₹49,244 cr (+11% year on year), EBITDA ₹11,689 cr (+11% year on year), PAT ₹7,838 cr (+6% year on year), EBITDA margin 23.7% (+6 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: 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). Score 71 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was above it. EBITDA margin rose 15 bps year on year. Profit fell 9% from last quarter. Share price after the results: +7.0% in 29 days (Nifty 500: +2.4%).
  • 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.

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.