Infosys grabbed investors’ attention in the stock market today after announcing its Q2 FY26 earnings. The company delivered a solid set of numbers, proving once again why it remains one of India’s most closely tracked technology giants.
Despite global uncertainties, the IT major maintained growth momentum while protecting margins — a clear sign of operational strength.
Market Performance Snapshot
- Consolidated Net Profit: ₹7,364 crore — up 13.2% YoY
- Revenue: ₹44,490 crore — up 8.6% YoY
- Constant Currency Growth: 2.9% YoY | 2.2% QoQ
- Operating Margin: 21%
- Free Cash Flow: ₹9,677 crore — 38% rise YoY
- Interim Dividend: ₹23 per share — 9.5% increase over last year
- Share Buyback: ₹18,000 crore announced during the quarter
Business Update & Strategic Direction
Infosys continued to witness strong deal inflows during the quarter, with a high share of new projects adding to future revenue visibility. The management highlighted consistent execution across business verticals and reinforced its AI-first operating approach, which is gaining strong client adoption.
The company’s in-house platforms are playing a crucial role in scaling automation and digital transformation initiatives across global enterprises.
FY26 Outlook
The company retained its full-year guidance:
- Revenue Growth (Constant Currency): 2–3%
- Operating Margin Band: 20–22%
Holding the guidance steady signals confidence in demand resilience despite broader macroeconomic noise.
Summary
Infosys delivered:
Double-digit profit growth
Healthy cash generation
Stable margins
Consistent shareholder returns through dividend and buyback
At a time when the global tech spending landscape is shifting toward AI-led transformation, Infosys has positioned itself as a key enabler of this transition.
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