Infosys
Infosys Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
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The short version
Infosys revised its FY27 revenue growth guidance to 1.5% to 3% YoY in constant currency, reflecting a cautious outlook amid macro uncertainty. Revenue growth guidance revised to 1.5% to 3% year-on-year in constant currency terms due to macro uncertainties and lower-than-expected Q1 volumes.
From Infosys's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Infosys revised its FY27 revenue growth guidance to 1.5% to 3% YoY in constant currency, reflecting a cautious outlook amid macro uncertainty.
- AI services revenue is a key growth driver, now constituting 8.2% of total revenue and showing strong double-digit QoQ growth over several quarters.
- Large deal pipeline remains healthy, with strong traction across six AI value pools including process AI, AI engineering, and data AI.
- Demand is particularly strong in Financial Services and Energy/Utilities sectors, while Retail growth remains constrained.
- Recruitment focuses on hiring 20,000 college graduates annually to build AI-focused talent, supporting future service expansion.
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Profitability & Margins
See what Infosys said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Infosys continues to look at acquisitions and investments, maintaining a good pipeline.
- Recent acquisitions include Life Sciences, Healthcare, and Insurance sectors.
- No decision to invest currently in data center space based on recent internal reviews.
- The company has an innovation fund that invests in early-stage companies with minority interests, focusing on technologies that can be leveraged across their client base.
- Investments have historically been made in data and analytics and now include various other technologies.
- AI investments are prioritized, including building AI capabilities and tools like Infosys Topaz Fabric.
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Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Infosys said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Infosys won large deals totaling $3.6 billion with a high net new of 61%, reflecting strong client interest.
- Of the 22 large deals, three were each worth $400 million.
- 20% of the large deal Total Contract Value (TCV) came from new vendor consolidation deals.
- Vertically, deal wins include 5 in Financial Services and Communications, 4 in Europe, Middle East and Russia (EURS), 3 in Manufacturing, 2 in Retail, and 1 each in Life Sciences, HiTech, and others.
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Infosys — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹46.4K Cr, net profit ₹8.5K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Infosys Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Infosys Q1 FY27 results?
Infosys revised its FY27 revenue growth guidance to 1.5% to 3% YoY in constant currency, reflecting a cautious outlook amid macro uncertainty. Revenue growth guidance revised to 1.5% to 3% year-on-year in constant currency terms due to macro uncertainties and lower-than-expected Q1 volumes.
What is Infosys share price analysis?
Infosys currently shows a neutral. The stock trades at a P/E of 14.6 with a market cap of ₹454,908 Cr. Investors should review the full earnings analysis for detailed insights.
Is Infosys planning capital expenditure?
Infosys continues to look at acquisitions and investments, maintaining a good pipeline.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.