Conference Call with Infosys Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
IT Consulting & Software company Infosys announced Q2FY26 results Revenues in CC terms grew by 2.9% YoY and 2.2% QoQ. Reported revenues at Rs 44,490 crore, growth of 8.6% YoY. Operating margin at 21.0%, decline of 0.1% YoY and growth of 0.2% QoQ. Basic EPS at Rs 17.76, growth of 13.1% YoY. FCF at Rs 9,677 crore, growth of 38.0% YoY; FCF conversion at 131.2% of net profit. Salil Parekh, CEO and MD, said: “We have now delivered two consecutive quarters of strong growth, demonstrating our unique market positioning and client relevance. Strong deal wins, with 67% net new in Q2, reflect our deep understanding of clients’ priorities to deliver value from AI in this environment.” “Our proactive investments, over the last three years, in embracing an AI-first culture within Infosys has ensured that our people are reskilled to thrive in a human+AI workplace. Infosys Topaz’s differentiated value proposition is unlocking value at scale in every transformation program.” Jayesh Sanghrajka, CFO, said: We had robust all-round performance in Q2 - strong growth, resilient margins, very high cash generation and 13.1% EPS growth year on year in rupee terms. We continue to make strategic investments to futureproof the business with a tight focus on execution, amidst high uncertainty.” “In line with our Capital Allocation Policy, we have announced a share buyback for Rs 18,000 crore during the quarter and an interim dividend of Rs 23 per share, an increase of 9.5% over last fiscal.” Result PDF