Infosys Ltd

Infosys Ltd is down for a fifth straight session today. The stock is quoting at Rs 1029.6, down 1.7% on the day as on 13:19 IST on the NSE. The benchmark NIFTY is down around 0.33% on the day, quoting at 23790.9. The Sensex is at 76111.65, down 0.37%.Infosys Ltd has lost around 1.11% in last one month.Meanwhile, Nifty IT index of which Infosys Ltd is a constituent, has increased around 4.4% in last one month and is currently quoting at 28533.55, up 0% on the day. The volume in the stock stood at 206.05 lakh shares today, compared to the daily average of 128.67 lakh shares in last one month. The benchmark July futures contract for the stock is quoting at Rs 1033.1, down 1.68% on the day. Infosys Ltd tumbled 32.07% in last one year as compared to a 4.21% slide in NIFTY and a 19.9% fall in the Nifty IT index.The PE of the stock is 14.23 based on TTM earnings ending March 26.Powered by Capital Market - Live

Revenue from operations increased 3.90% QoQ to Rs 48,211 crore in Q1 FY27. On a YoY basis, the company's consolidated net profit jumped 12.25% while revenue from operations climbed 14.03% in Q1 FY27. Profit before tax (PBT) rose 2.14% QoQ and 13.22% YoY to Rs 11,028 crore in Q1 FY27. Operating profit increased 4.3% QoQ and 15.4% YoY to Rs 10,163 crore, while the operating margin improved to 21.1% from 21.0% in the previous quarter and 20.8% in the corresponding quarter last year. In constant currency terms, revenue grew 1% sequentially and 2.4% year-on-year. In dollar terms, revenue stood at $5,082 million, registering growth of 0.8% QoQ and 2.8% YoY. During the post-result conference call, management said that revenue growth was lower than expected due to one-off 50 basis points impact on account of program termination by an energy, utilities, resources and services (EURS) client during the quarter. It also noted that volumes remained soft, falling short of expectations and historical Q1 trends. Free cash flow (FCF) stood at Rs 9,051 crore as of 30th June 2026, up 20.15% YoY and 17.38% QoQ. FCF conversion at 116.4% of net profit The total contract value (TCV) of large deal wins increased to $3.6 billion during the quarter from $3.2 billion in Q4 FY26, with net new deals contributing 61% of the total. AI-led services accounted for 8.2% of the company's revenue in Q1 FY27. The company lowered the upper end of its FY27 constant currency revenue growth guidance to 3%, from 3.5% earlier in Q4 FY26, while retaining the lower end at 1.5% and reaffirming its operating margin guidance of 20%'22%. The company had 2,027 active clients as of 30th June 2026, compared with 1,861 a year earlier. Total headcount stood at 3,28,062, up 1.32% YoY. The IT services attrition rate declined to 13% from 14.4% in the previous year. On outlook front, the company witnessed in financial services, uncertainity and geopolitical instability is causing some clients hesitancy as spending patterns are taking a more cautious approach. Client prorities are cantered on efficiency, productivity and modernization, with discretionary spend being evaluated more carefully. AI adoption has been incremental and additive, with clients increaslingly engaging the company to support their AI journets across strategy, platforms, engineering and operations. This reflected in the company's strong deal wins in Q1, with approximately $1 billion in large deal TCV. Salil Parekh, CEO and MD, said, 'AI momentum is now rapidly converting into revenue, which demonstrates how Infosys' differentiated enterprise AI value proposition is translating into consistent market share gains. Strong large deal wins, powered by Infosys Topaz, reinforce client confidence in our ability to be the strategic partner of choice for AI transformation driving tangible business value. With strategic partnerships established with all leading AI companies, we are bringing the power of the innovation ecosystem to help clients accelerate operational productivity and unlock growth opportunities.' Jayesh Sanghrajka, CFO, said, 'Our resilient margins of 21.1% and consistent strong cash generation reflect the strength of our business model, disciplined execution and continued focus on operational excellence in a challenging business environment We are accelerating investments in AI, talent, and platforms to drive future growth and remain committed to improving productivity, expanding operating leverage and maintaining the financial flexibility needed to capitalize on emerging opportunities while delivering sustainable shareholder value.' Separately, the board approved the appointment of Ashiss Kumar Dash as chief executive officer for a five-year term beginning 1 April 2027, subject to shareholders' approval. Dash, who currently heads a diversified portfolio of industry verticals, is expected to succeed Salil Parekh as managing director and CEO. Dash is an alumnus of the Indian Institute of Technology (IIT), Kharagpur, India. He has also completed the Global Leadership Program at Stanford University and the Senior Executive Program at London Business School. Having spent over three decades with Infosys, Dash has held senior leadership roles spanning customerfacing businesses, delivery, and global operations across multiple geographies. He also leads the sustainability business across the company. He has consistently delivered strong business performance, helped clients navigate complex business and technology transformations, and built high-performing global teams. Infosys is a global leader in next-generation digital services and consulting.Powered by Capital Market - Live

Net profit of Infosys rose 12.25% to Rs 7769.00 crore in the quarter ended June 2026 as against Rs 6921.00 crore during the previous quarter ended June 2025. Sales rose 14.03% to Rs 48211.00 crore in the quarter ended June 2026 as against Rs 42279.00 crore during the previous quarter ended June 2025. ParticularsQuarter EndedJun. 2026Jun. 2025% Var. Sales48211.0042279.00 14 OPM %23.6623.52 - PBDT12274.0010880.00 13 PBT11028.009740.00 13 NP7769.006921.00 12 Powered by Capital Market - Live

Revenue from operations increased 3.90% QoQ to Rs 48,211 crore in Q1 FY27. On a YoY basis, the company's consolidated net profit jumped 12.25% while revenue from operations climbed 14.03% in Q1 FY27. Profit before tax (PBT) rose 2.14% QoQ and 13.22% YoY to Rs 11,028 crore in Q1 FY27. Operating profit increased 4.3% QoQ and 15.4% YoY to Rs 10,163 crore, while the operating margin improved to 21.1% from 21.0% in the previous quarter and 20.8% in the corresponding quarter last year. In constant currency terms, revenue grew 1% sequentially and 2.4% year-on-year. In dollar terms, revenue stood at $5,082 million, registering growth of 0.8% QoQ and 2.8% YoY. Free cash flow (FCF) stood at Rs 9,051 crore as of 30th June 2026, up 20.15% YoY and 17.38% QoQ. FCF conversion at 116.4% of net profit The total contract value (TCV) of large deal wins increased to $3.6 billion during the quarter from $3.2 billion in Q4 FY26, with net new deals contributing 61% of the total. AI-led services accounted for 8.2% of the company's revenue in Q1 FY27. The company lowered the upper end of its FY27 constant currency revenue growth guidance to 3%, from 3.5% earlier in Q4 FY26, while retaining the lower end at 1.5% and reaffirming its operating margin guidance of 20%'22%. The company had 2,027 active clients as of 30th June 2026, compared with 1,861 a year earlier. Total headcount stood at 3,28,062, up 1.32% YoY. The IT services attrition rate declined to 13% from 14.4% in the previous year. Salil Parekh, CEO and MD, said, 'AI momentum is now rapidly converting into revenue, which demonstrates how Infosys' differentiated enterprise AI value proposition is translating into consistent market share gains. Strong large deal wins, powered by Infosys Topaz, reinforce client confidence in our ability to be the strategic partner of choice for AI transformation driving tangible business value. With strategic partnerships established with all leading AI companies, we are bringing the power of the innovation ecosystem to help clients accelerate operational productivity and unlock growth opportunities.' Jayesh Sanghrajka, CFO, said, 'Our resilient margins of 21.1% and consistent strong cash generation reflect the strength of our business model, disciplined execution and continued focus on operational excellence in a challenging business environment We are accelerating investments in AI, talent, and platforms to drive future growth and remain committed to improving productivity, expanding operating leverage and maintaining the financial flexibility needed to capitalize on emerging opportunities while delivering sustainable shareholder value.' Separately, the board approved the appointment of Ashiss Kumar Dash as chief executive officer for a five-year term beginning 1 April 2027, subject to shareholders' approval. Dash, who currently heads a diversified portfolio of industry verticals, is expected to succeed Salil Parekh as managing director and CEO. Dash is an alumnus of the Indian Institute of Technology (IIT), Kharagpur, India. He has also completed the Global Leadership Program at Stanford University and the Senior Executive Program at London Business School. Having spent over three decades with Infosys, Dash has held senior leadership roles spanning customerfacing businesses, delivery, and global operations across multiple geographies. He also leads the sustainability business across the company. He has consistently delivered strong business performance, helped clients navigate complex business and technology transformations, and built high-performing global teams. Infosys is a global leader in next-generation digital services and consulting. The scrip fell 0.05% to settle at Rs 1,051.80 on BSE.Powered by Capital Market - Live

Infosys has granted 9,836 Restricted Stock Units (RSUs) under the 2015 Incentive Compensation Plan (2015 Plan) to eligible new hires. The grants made under the 2015 Plan would vest equally over a period of three years. The RSUs will be granted w.e.f., 01 August 2026 and the exercise price will be equal to the par value of the share.

Infosys has allotted 4,77,767 equity shares under 2015 Incentive Compensation Plan and Infosys Expanded Stock Ownership Program 2019. Consequently, the paid up equity share capital has increased to Rs 20,29,02,82,985/- divided into 4,05,80,56,597 equity shares of Rs 5/- each.

The board of Infosys at its meeting held on 22-23 July 2026 has approved incorporation of a step down wholly owned subsidiary of the Company in Singapore.

The board of Infosys at its meeting held on 22-23 July 2026 has approved the appointment of Ashiss Kumar Dash as the Chief Executive Officer Designate (CEO Designate) of the Company until 31 March 2027. Further, the Board approved its intention to appoint Ashiss Kumar Dash as the Chief Executive Officer and Managing Director of the Company with effect from 01 April 2027, upon fulfilment of all statutory requirements.

The Nifty July 2026 futures closed at 24,345, a premium of 10.70 points compared with the Nifty's closing at 24,334.30 in the cash market. In the cash market, the Nifty 50 index jumped 261.55 points or 1.09% to 24,334.30. The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, advanced 2.07% to 13.15. Infosys, Reliance Industries and Tata Consultancy Services (TCS) were the top-traded individual stock futures contracts in the F&O segment of the NSE. The July 2026 F&O contracts will expire on 28 July 2026.Powered by Capital Market - Live

Infosys Ltd gained 2.91% today to trade at Rs 1112.5. The BSE Information Technology index is up 0.93% to quote at 28100.15. The index is down 0.13 % over last one month. Among the other constituents of the index, Tech Mahindra Ltd increased 2.24% and Tata Consultancy Services Ltd added 2.14% on the day. The BSE Information Technology index went down 23.2 % over last one year compared to the 5.94% fall in benchmark SENSEX. Infosys Ltd has lost 3.94% over last one month compared to 0.13% fall in BSE Information Technology index and 0.28% rise in the SENSEX. On the BSE, 27836 shares were traded in the counter so far compared with average daily volumes of 10.29 lakh shares in the past one month. The stock hit a record high of Rs 1727.85 on 03 Feb 2026. The stock hit a 52-week low of Rs 984 on 01 Jul 2026.Powered by Capital Market - Live