The strong large deal wins and resilient margin performance are positive signs of market share gains in AI services. Monitor FY27 guidance for signs of macro pressure; the 1.5%-3.5% revenue growth range is conservative. The $3.7B FCF supports continued shareholder returns.
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Executive Summary
Infosys reported strong FY26 results with $20.2B revenue (3.1% constant currency growth) and $3.7B free cash flow, driven by AI-led large deal wins. Guidance for FY27 is 1.5%-3.5% revenue growth and 20%-22% operating margin, reflecting cautious macro outlook.
Key Facts
- FY26 Revenue: $20.158B (+3.1% YoY in constant currency)
- FY26 Operating Margin: 20.3% reported, 21.0% adjusted
- FY26 Free Cash Flow: $3.733B
- Large Deal Wins (TCV): $14.9B
- FY27 Guidance: 1.5%-3.5% Revenue Growth, 20%-22% Operating Margin
- Q4 Revenue: $5.04B (+4.1% YoY in constant currency)
- Acquisitions: Optimum Achieve ($465M) and Stratus Global ($95M)
Financial Impact
Revenue increased by $1.881B (11.4%) to $20.158B; Net profit increased by $154M (4.9%) to $3.316B
Risk Factors
- FY27 revenue guidance is relatively conservative (1.5%-3.5%)
- Macro uncertainty could impact future deal flow
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001067491-26-000014 |
| Exhibit: exv99w02.htm | 0001067491-26-000014 |
| Exhibit: exv99w01.htm | 0001067491-26-000014 |
| Document: 0001067491-26-000014-index-headers.html | 0001067491-26-000014 |
| Document: 0001067491-26-000014-index.html | 0001067491-26-000014 |
| Document: 0001067491-26-000014.txt | 0001067491-26-000014 |
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Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Press Release | $12.36 $12.09 | ▼ −2.18% | ▼ −2.78% | $11.06 (−10.52%) |
Jul 28, 2026 9w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | $11.06 (−10.45%) |
Jul 28, 2026 9w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | $11.06 (−10.45%) |
Jul 23, 2026 10w ago | 6-K | $10.67 $11.83 | ▲ +10.87% | ▲ +7.56% | $11.06 (+3.66%) |
Jul 23, 2026 10w ago | Press Release | $10.67 $11.83 | ▲ +10.87% | ▲ +7.56% | $11.06 (+3.66%) |
Jul 13, 2026 11w ago | 6-K | $11.50 $12.56 | ▲ +9.22% | ▲ +6.03% | $11.06 (−3.83%) |
Jun 15, 2026 15w ago | 20-F | $11.60 $11.50 | ▼ −0.86% | ▼ −0.11% | $11.06 (−4.66%) |
May 29, 2026 18w ago | 6-K | $12.65 $10.70 | ▼ −15.41% | ▼ −13.62% | $11.06 (−12.57%) |
May 29, 2026 18w ago | 6-K | $12.65 $10.70 | ▼ −15.41% | ▼ −13.62% | $11.06 (−12.57%) |
May 26, 2026 18w ago | Insider Cluster | $12.39 $10.57 | ▲ +14.69% | ▲ +12.79% | $11.06 (+10.73%) |
US Market Status
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