$INFY

Infosys Reports Q2 Net Profit of ₹7,823 Crore and Revenue of ₹49,244 Crore

Infosys reported Q2 net profit of ₹7,823 crore, up 0.7% from Q1, and revenue of ₹49,244 crore, up 2.14%. Operating profit was ₹10,330 crore with a margin of 20.98%, down 10 bps. The company declared an interim dividend of ₹26 per share and revised its full-year revenue growth guidance to 1%-2%.

Original reporting
Published Oct 26, 2026, 1:53 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 26, 2026, 2:26 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Infosys Reports Q2 Net Profit of ₹7,823 Crore and Revenue of ₹49,244 Crore — source image
Decision brief

The 30-second read

$INFYNeutralMed
01

Why it matters

Earnings are in line with expectations, but the slight margin dip may prompt analysts to revisit cost outlook.

02

Market read

The report provides fresh data for a large‑cap IT stock, offering a modest trading edge for short‑term positioning.

03

What to watch

Large $5.2 bn deal wins and revised FY guidance may offset margin concerns for longer‑term upside.

Relevance 8/10Novelty 8/10Timing: post‑market today

Background

Infosys is a leading Indian IT services provider; its quarterly results are closely watched by global tech investors.

Company-level read

Ticker impact

$INFYNeutralHigh confidence
Context

Infosys disclosed Q2 earnings with net profit of ₹7,823 cr and revenue of ₹49,244 cr, the first public release of these figures.

Expected impact

likely limited pressure as investors weigh steady top‑line against 10 bp margin dip

Evidence & confidence

Large‑cap Indian IT firm, numbers are new but incremental; market may react modestly.

Market effects

Signals steady demand in Indian IT services; peers may see similar modest growth expectations.

Adds to broader Indian market earnings season, modestly supporting NSE IT index.

Limited; informs global investors with exposure to Indian tech services.

Counterpoint

Margin compression could signal emerging cost pressures, suggesting a short bias if trends continue.

Key entities

  • Infosys

    Indian IT services firm reporting Q2 results.

Related articles

$INFYHighAI 8/10

Accumulate Infosys; target of Rs 1200: Prabhudas Lilladher

Infosys (INFO) reported Q2FY27 revenue growth of 1.2% QoQ, slightly above estimates, but lowered FY27 revenue growth guidance to 1-2% due to softer volumes and pricing pressures. AI revenue grew to $540mn, and a $2bn+ mega-deal was secured. EBIT margin declined to 21.0%. Prabhudas Lilladher reduced FY27 revenue growth estimate to 1.8%.

$INFYMedAI 8/10

Infosys vs TCS: Which IT stock offers better value after Q2? Deal wins, AI growth in focus

Infosys (INFY) and TCS (TCS) reported Q2 earnings, with Infosys lowering FY27 revenue growth guidance to 1-2% and TCS maintaining stable margins at 24.0%. Infosys reported $5.2B in large-deal TCV, while TCS recorded $9.6B in deal bookings. Both companies highlighted AI revenue growth, with Infosys at 10.5% of total revenue and TCS at $3.1B annualized. Jefferies noted challenges for both, including Infosys' soft growth outlook and TCS' cost pressures.

$INFYMedAI 8/10

Infosys Share Price: Should You Buy, Sell or Hold After Q2 Results? Here’s What Brokerage has to Say

Infosys Ltd (market cap: Rs 4,60,919 crore) reported Q2 FY27 revenue growth of 1.2% QoQ, missing estimates. Brokerages like UBS, Nomura, HSBC, Goldman Sachs, and Citi have mixed outlooks, with target prices ranging from Rs 1,000 to Rs 1,415. The company cut FY27 revenue growth guidance to 1-2% YoY, citing demand challenges. Infosys' share price was Rs 1,136, down 1.62% from the previous close, with a 25% negative return over the last year.

$INFYHighAI 8/10

Infosys shares fall 4% after FY27 revenue growth guidance cut

Infosys shares dropped 4% after cutting FY27 revenue growth guidance to 1-2% from 1.5-3% due to sluggish client spending. Q2 revenue was ₹49,244 crore, up 1.5% y-o-y, with net profit increasing 6.2%. Goldman Sachs and Citi noted subdued demand and maintained neutral ratings with target prices of ₹1,000 and ₹1,105, respectively.

$INFYHighAI 8/10

Why is Infosys stock falling today?

Infosys (INFY) shares fell 1.5% after lowering its full-year revenue growth forecast to 1%–2% from 1.5%–3%, citing slower project volumes and pricing pressure. UBS cut its price target to ₹1,415 from ₹1,430, maintaining a Buy rating. Q2 revenue growth and EBIT margin missed expectations.