

Infosys Limited (INFY) Q2 2027 Earnings Call Transcript

Infosys NYSE: INFY reported 1.5% year-over-year revenue growth in constant currency for the second quarter of fiscal 2027, while raising its emphasis on artificial intelligence services and large-deal execution amid cautious client spending and heightened pricing competition.

Although the revenue and EPS for Infosys (INFY) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Infosys (NASDAQ:INFY) shares fell 4.7% on Friday after the Indian IT services company reported second-quarter revenue below expectations and cut its full-year growth guidance. The company generated revenue of US$5.145 billion for the quarter, up 1.5% year on year and 1.2% sequentially in constant currency.

Infosys NYSE: INFY reported 1.5% year-over-year revenue growth and 1.2% sequential growth in constant currency for its second quarter, while narrowing its full-year constant-currency revenue growth outlook to 1%-2% from 1.5%-3% previously.

Robust Q2 large deal TCV at $5.2 billion with 62% net new; lays solid foundation for future growth FY 27 revenue guidance revised to 1%-2% and margin guidance retained at 20%-22% BENGALURU, India, Oct. 23, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, delivered $5,145 million in Q2 revenues, year on year growth of 1.5% and sequential growth of 1.2% in constant currency. Operating margin was stable at 21.0%.

Infosys drops after trimming its guidance and reporting a decline in earnings per share.

On October 20, 2026, Infosys Ltd (INFY) shares rose 3.8% to a current price of $12.66, within a 52-week range of $10.12 to $30.00. This performance follows a se