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17-Oct-2025

Infosys

Revenue growth guidance revised to 2-3% in CC terms for FY2026 from 1-3%


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Infosys hosted a conference call on Oct 16, 2025. In the conference call the company was represented by Mr Salil Parikh CEO & MD and Mr Jayesh Sanghrajka-CFO.

Key takeaways of the call

Q2FY2026

The company had a strong performance in Q2 with increased market share gains.

Revenue for the quarter stood at US $ 5076 million up 2.2% sequentially (including 20 bps from acquisition) and 2.9% yoy in constant currency term. Four of the company’s large five industry verticals and three of its four geographies grew yoy in constant currency terms. The company continued its strong growth momentum for the second consecutive quarter, accompanied by higher margins, led by focus on client relevance and rigor on execution.

Volumes continue to remain soft, with bulk of the revenue growth coming from realization increase.

Vertical wise financial services and manufacturing grew abo...



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