Infosys Q2 FY27 results: profit up 6.2% but revenue guidance cut to 1‑2% constant‑currency

Infosys reported Q2 FY27 net profit of Rs 7,823 crore, a 6.2% year‑on‑year increase, while revenue rose 10.7% in rupee terms to Rs 49,244 crore. The company cut its FY27 revenue growth outlook to 1‑2% in constant‑currency terms, down from 1.5‑3%, but kept its operating‑margin target of 20‑22%. It announced an interim dividend of Rs 26 per share and highlighted large deal wins worth $5.2 billion, including a mega deal over $2 billion, with AI revenue representing 10.5% of total and growing 29% quarter‑on‑quarter.

The lower full‑year revenue guidance signals slower top‑line growth for investors despite strong profit and AI momentum, potentially pressuring the stock price. The retained margin target and higher dividend provide some support to earnings‑focused shareholders.

  • 1Consolidated net profit rose to Rs 7,823 crore in the quarter, up from Rs 7,364 crore a year earlier.
  • 2Revenue increased 10.7% year‑on‑year to Rs 49,244 crore.
  • 3In constant‑currency terms revenue grew 1.5% year‑on‑year and 1.2% sequentially.
  • 4The company lowered FY27 revenue growth guidance to 1‑2% in constant‑currency terms, from the prior 1.5‑3% range.
  • 5Operating margin stood at 21% in the quarter and the FY27 margin target of 20‑22% was retained.
  • 6An interim dividend of Rs 26 per share was declared, with record date 3 Nov 2026 and payment date 11 Nov 2026.

Sources