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Infosys Ltd has reported a consolidated net profit of ₹69.21 billion for the quarter ended June 2025, surpassing the IBES estimate of ₹67.55 billion. Revenue from operations stood at ₹422.79 billion, ahead of expectations, driven by strong deal momentum and stable margins.
Key Highlights From Q1 FY26 Performance
- Large deal total contract value reached USD 3.8 billion, reflecting robust client demand across BFSI, retail, and manufacturing verticals
- Revenue grew 2.3 percent sequentially and 6.7 percent year-on-year, supported by ramp-up of acquisitions and favorable currency movement
- EBIT margin remained firm at 21 percent, with the company reaffirming its FY26 operating margin guidance of 20–22 percent
- Net profit rose 8.2 percent year-on-year, aided by cost optimization and reduced subcontractor expenses
FY26 Outlook And Strategic Priorities
- Infosys maintained its FY26 revenue growth guidance at 1–3 percent in constant currency terms, factoring in contributions from MRE Consulting and The Missing Link
- The company continues to invest in generative AI, cloud modernization, and automation to drive long-term growth
- Management highlighted a strong deal pipeline and improving discretionary spending trends, especially in North America and Europe
Investor Takeaway
Infosys’ Q1 beat and stable guidance signal resilience amid macro uncertainty. With a healthy margin profile and expanding digital capabilities, the company remains well-positioned to navigate FY26.
Sources: Economic Times, CNBC TV18, Moneycontrol, Financial Express, NDTV Profit, Infosys Filings.
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