Phung Khanh Linh rode a giant swan to perform on stage

Infosys: Differentiated AI strategy and a sharp focus on value unlock propels 29% sequential growth in AI revenues

Bengaluru (Karnataka) [India], October 23: 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%. EPS growth was 8.7% year on year in rupee terms. TCV of large deal wins was $5.2 billion, with 62% net new. 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%.

Oct 23, 2026