Infosys Limited (INFY)

With 95% of enterprises facing incidents, Infosys research reveals wide gap between AI adoption and responsible AI readiness, exposing most enterprises to reputational risks and financial loss BENGALURU, India , Aug. 14, 2025 /PRNewswire/ -- Infosys Knowledge Institute (IKI), the research arm of Infosys (NSE: INFY), (BSE: INFY), (NYSE: INFY), a global leader in next-generation digital services and consulting, today unveiled critical insights into the state of responsible AI (RAI) implementation across enterprises, particularly with the advent of agentic AI. The report, Responsible Enterprise AI in the Agentic Era, surveyed over 1,500 business executives and interviewed 40 senior decision-makers across Australia, France, Germany, UK, US, and New Zealand.

Accelerating AI-powered Cloud & Digital transformation for Australian enterprises BENGALURU, India and MELBOURNE, Australia , Aug. 13, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the formation of a joint venture with Telstra, Australia's leading telecommunications and technology company. Accelerating Infosys' strategy to help clients navigate their AI journey, this collaboration will propel AI-enabled cloud and digital solutions for Australian businesses.

Indian IT services company Infosys said on Wednesday it would buy a 75% stake in Versent Group, a unit of Australia's Telstra Group , for A$233.3 million ($153 million).

BENGALURU, India , Aug. 11, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the next phase of successful implementation and go live of the nCino Platform for ABN AMRO Bank, one of the largest banks in the Netherlands. This project strategically sought to transform ABN AMRO's loan origination and collateral management process by consolidating multiple legacy systems into a single, unified platform, enhancing ABN AMRO's ability to serve its customers and streamline operations.

Recognized as an 'Exceptional Performer' for the Second Year Running LONDON , Aug. 8, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced that it has been recognized as the number one service provider in Cloud & Infrastructure Services across the United Kingdom and Ireland (UK&I) in the Whitelane Research IT Sourcing Study 2025 UK & Ireland. The report ranked Infosys as an 'Exceptional Performer' for the second consecutive year.

I downgrade INFY to hold as macro headwinds and weak North America growth cloud the recovery outlook, despite strong execution. Management's cautious tone and minimal hiring suggest limited near-term growth, making a sharp acceleration to 10% by FY26 unlikely. Large deal wins and strong European growth are positives, but sector and geographic demand remain uneven, constraining upside.

The collaboration will implement solutions that automate processes and provide self-service options to support RWE's journey towards operational excellence BENGALURU, India and ESSEN, Germany , July 28, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in digital services and consulting, today announced a strategic collaboration with RWE, a German multinational energy company, to drive automated digital workplace transformation and improve operational efficiency. Leveraging Infosys Workplace Suite, an amalgamation of tools and accelerators that help enterprises drive adoption of Digital Workplace Services, the collaboration will implement solutions that automate processes and enable self-service options, supporting RWE's ongoing efforts to drive operational excellence.

INFY's Q1 revenues rise 4.8% year over year to $4.94 billion, driven by strong segment growth and solid client additions.

Infosys Limited (NYSE:INFY ) Q1 2026 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Jayesh Sanghrajka - Chief Financial Officer Salil Satish Parekh - MD, CEO & Director Sandeep Mahindroo - VP, Financial Controller & Head of Investor Relations Conference Call Participants Abhishek Kumar - JM Financial Institutional Securities Limited, Research Division Abhishek Pathak - Motilal Oswal Securities Limited, Research Division Ankur Rudra - JPMorgan Chase & Co, Research Division Apurva Prasad - Unidentified Company Ashwin Mehta - AMBIT Capital Private Limited, Research Division Bryan C. Bergin - TD Cowen, Research Division Keith Frances Bachman - BMO Capital Markets Equity Research Kumar Rakesh - BNP Paribas Exane, Research Division Rishi Jhunjhunwala - IIFL Research Sandeep Shah - Equirus Securities Private Limited, Research Division Surendra Goyal - Citigroup Inc., Research Division Vibhor Singhal - Nuvama Wealth Management Limited, Research Division Yu Wai Lee - Guggenheim Securities, LLC, Research Division Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q1 FY '26 Earnings Conference Call.

Indian IT giant Infosys on Wednesday increased the lower end of its annual growth forecast for the current fiscal year after reporting better-than-expected results for the June quarter.

Although the revenue and EPS for Infosys (INFY) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

- Large Deal Wins at $3.8 Billion with 55% Net New; Demonstrating Deep Competitive Advantage in Consolidation Play- FY26 Revenue Guidance Revised to 1%-3% and Margin Guidance Retained at 20%-22% BENGALURU, India , July 23, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, delivered $4,941 million in Q1 revenues, year-on-year growth of 3.8% and sequential growth of 2.6% in constant currency. Operating margin was at 20.8%.

India's Infosys narrowed its full-year forecast on Wednesday after reporting stronger-than-expected revenue for the first quarter, driven by growth in its financial services segment.

Building on a longstanding relationship to enhance AGCO's operational framework for growth by leveraging Infosys Cobalt and Infosys Topaz BENGALURU, India , July 22, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the extension of its strategic collaboration with AGCO Corporation (NYSE: AGCO), a global leader in the design, manufacture and distribution of agricultural machinery and precision agriculture technology. This new engagement spans IT infrastructure and HR operations, empowering AGCO with an efficient and future-ready operational framework.

Beyond analysts' top-and-bottom-line estimates for Infosys (INFY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

There are muted expectations for Infosys Limited's Q1 earnings, with little optimism for a significant beat due to margin pressures and challenging macro conditions. Revenue growth is steady but cost increases and operating expenses limit margin expansion, making EPS growth difficult. U.S. tariffs and cautious client spending, especially in manufacturing and retail, further dampen near-term prospects despite new AI initiatives like Infosys Topaz.