Results were in-line and guidance provides no upside catalyst. Stock likely to trade range-bound near current levels. Watch for next quarter's AI revenue contribution and deal conversion to acceleration drivers.
Price Chart
Executive Summary
Infosys reported Q1 FY27 revenue of $5,082M (+2.8% YoY) and EPS of $0.20, in line with consensus. Operating margin held steady at 21.1%, and large deal wins totaled $3.6B with 61% net new. FY27 revenue growth guidance was revised to 1.5%-3.0% in constant currency, with margin guidance retained at 20%-22%.
Key Financial Metrics
Key Facts
- Q1 revenue $5,082M (+2.8% YoY reported, +2.4% CC)
- Basic EPS $0.20 (flat YoY, in line with $0.20 consensus)
- Operating margin 21.1% (up 0.3% YoY, up 0.2% QoQ)
- Large deal TCV $3.6B (61% net new)
- Free cash flow $955M (116.5% of net profit)
- AI revenue contributed 8.2% of total revenue
- FY27 revenue growth guidance revised to 1.5%-3.0% CC; margin guidance retained at 20%-22%
Financial Impact
In-line quarter; steady fundamentals with no material surprise. Revenue and EPS matched expectations.
Risk Factors
- Macroeconomic headwinds impacting IT spending
- Client-specific budget constraints or vendor consolidation
- Currency fluctuations affecting reported USD revenues
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302833364 |
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%) |
US Market Status
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