Infosys delivered accelerating growth in Q4, with all major segments contributing. The buyback and proposed acquisitions signal confidence in future cash flows. Monitor closing of Optimum Achieve and Versent deals, and watch for any forward guidance in upcoming earnings calls. The stock may re-rate on sustained momentum.
Price Chart
Executive Summary
Infosys reported strong FY2026 results with consolidated revenue of ₹178,650 crore (up 9.6% YoY) and net profit of ₹29,440 crore (up 10.2% YoY), driven by broad-based growth across segments and geographies. Q4 revenue growth accelerated to 13.4% YoY, and the company completed a ₹18,000 crore buyback while announcing two large acquisitions (Versent Group and Optimum Achieve) totaling ~$560 million.
Key Facts
- FY2026 consolidated revenue: ₹178,650 crore (+9.6% YoY)
- FY2026 net profit attributable to owners: ₹29,440 crore (+10.2% YoY)
- FY2026 diluted EPS: ₹71.46 vs ₹64.34 in FY2025
- Q4 FY2026 revenue: ₹46,402 crore (+13.4% YoY); Q4 net profit: ₹8,509 crore (+20.9% YoY)
- Exceptional charge of ₹1,289 crore (one-time impact of Indian Labour Codes) recorded in FY2026
- Completed ₹18,000 crore share buyback in December 2025
- Announced acquisition of Optimum Achieve Holdings (up to $465M) and Versent Group (up to AUD 233M); completed Stratus Global acquisition post-quarter
- North America revenue: ₹100,167 crore (+6.1% YoY); Europe revenue: ₹57,454 crore (+18.2% YoY)
- Operating cash flow: ₹33,986 crore (vs ₹35,694 crore in FY2025)
- Trade receivables DSO: 67 days (improved from 69 days)
Financial Impact
Revenue up 9.6% to ₹178,650 crore; net profit up 10.2% to ₹29,440 crore; Q4 revenue growth accelerated to 13.4%
Risk Factors
- Foreign exchange volatility impacted other income with a net loss of ₹2,451 crore on derivatives and translation
- Ongoing DOJ investigation regarding H-1B visa classification could result in penalties
- Integration risks from multiple acquisitions (in-tech, InSemi, MRE, and the two pending deals)
- Labour code exceptional charge of ₹1,289 crore may recur if additional provisions are needed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 2 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001067491-26-000018 |
| Exhibit: exv99w09.htm | 0001067491-26-000018 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Press Release | $12.36 $12.09 | ▼ −2.18% | ▼ −2.78% | $11.02 (−10.84%) |
Jul 28, 2026 9w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | $11.02 (−10.77%) |
Jul 28, 2026 9w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | $11.02 (−10.77%) |
Jul 23, 2026 10w ago | 6-K | $10.67 $11.83 | ▲ +10.87% | ▲ +7.56% | $11.02 (+3.28%) |
Jul 23, 2026 10w ago | Press Release | $10.67 $11.83 | ▲ +10.87% | ▲ +7.56% | $11.02 (+3.28%) |
Jul 13, 2026 11w ago | 6-K | $11.50 $12.56 | ▲ +9.22% | ▲ +6.03% | $11.02 (−4.17%) |
Jun 15, 2026 15w ago | 20-F | $11.60 $11.50 | ▼ −0.86% | ▼ −0.11% | $11.02 (−5.00%) |
May 29, 2026 18w ago | 6-K | $12.65 $10.70 | ▼ −15.41% | ▼ −13.62% | $11.02 (−12.89%) |
May 29, 2026 18w ago | 6-K | $12.65 $10.70 | ▼ −15.41% | ▼ −13.62% | $11.02 (−12.89%) |
May 26, 2026 18w ago | Insider Cluster | $12.39 $10.57 | ▲ +14.69% | ▲ +12.79% | $11.02 (+11.06%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access