Monitor next management commentary for constant-currency growth guidance and margin trajectory for FY27. The two acquisitions expand Infosys' presence in insurance and healthcare verticals, which could support growth but add near-term integration risk. Watch for any developments in the DOJ investigation.
Price Chart
Executive Summary
Infosys reported strong Q1 FY27 results with consolidated revenue of ₹48,211 crore (+14.0% YoY) and net profit of ₹7,775 crore (+12.3% YoY). The company completed two acquisitions during the quarter — Stratus Global (insurance tech) for ₹697 crore and Optimum Achieve Holdings (healthcare digital) for ₹3,470 crore — expanding its sector capabilities. No forward guidance was provided in this filing, and the U.S. DOJ H-1B investigation remains an ongoing legal risk.
Key Facts
- Q1 FY27 revenue ₹48,211 crore vs ₹42,279 crore YoY (+14.0%)
- Net profit ₹7,775 crore vs ₹6,924 crore YoY (+12.3%)
- Diluted EPS ₹19.17 vs ₹16.68 YoY (+14.9%)
- IFRS operating margin 21.1% vs 20.8% YoY
- Operating cash flow ₹9,330 crore vs ₹7,632 crore YoY (+22.2%)
- Stratus Global acquisition (insurance tech) for ₹697 crore
- Optimum Achieve Holdings acquisition (healthcare digital) for ₹3,470 crore
- Goodwill increased to ₹14,726 crore from ₹12,117 crore
- Final dividend of ₹25 per share paid, totaling ₹10,123 crore outflow
- U.S. DOJ investigation ongoing regarding H-1B visa classification
Financial Impact
Revenue growth of approximately 14% YoY and profit growth of 12% YoY are solid. Total M&A consideration of ~₹4,167 crore in cash and contingent consideration, representing ~1% of market cap.
Risk Factors
- No forward guidance provided in this filing — uncertainty on constant-currency growth trajectory
- Macroeconomic headwinds may impact IT spending
- U.S. DOJ H-1B visa investigation could lead to material penalties or operational changes
- Integration of two new acquisitions may present execution challenges
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (INFY) — Batch item 1 | 0001067491-26-000038 |
| Exhibit: exv99w09.htm | 0001067491-26-000038 |
| Exhibit: exv99w08.htm | 0001067491-26-000038 |
| 6-K Filing (INFY) — Batch item 4 | 0001067491-26-000038 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Press Release | $12.36 $12.09 | ▼ −2.18% | ▼ −2.78% | $11.06 (−10.48%) |
Jul 28, 2026 9w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | $11.06 (−10.40%) |
Jul 28, 2026 9w ago | 6-K | $12.35 $12.03 | ▼ −2.59% | ▼ −5.97% | $11.06 (−10.40%) |
Jul 23, 2026 10w ago | 6-K | $10.67 $11.83 | ▲ +10.87% | ▲ +7.56% | $11.06 (+3.70%) |
Jul 23, 2026 10w ago | Press Release | $10.67 $11.83 | ▲ +10.87% | ▲ +7.56% | $11.06 (+3.70%) |
Jul 13, 2026 11w ago | 6-K | $11.50 $12.56 | ▲ +9.22% | ▲ +6.03% | $11.06 (−3.78%) |
Jun 15, 2026 15w ago | 20-F | $11.60 $11.50 | ▼ −0.86% | ▼ −0.11% | $11.06 (−4.61%) |
May 29, 2026 18w ago | 6-K | $12.65 $10.70 | ▼ −15.41% | ▼ −13.62% | $11.06 (−12.53%) |
May 29, 2026 18w ago | 6-K | $12.65 $10.70 | ▼ −15.41% | ▼ −13.62% | $11.06 (−12.53%) |
May 26, 2026 18w ago | Insider Cluster | $12.39 $10.57 | ▲ +14.69% | ▲ +12.79% | $11.06 (+10.69%) |
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