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Infosys
Infosys (INFY) investor relations material
Infosys Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary14 Jan, 2026
Executive summary
Q3 FY 2026 delivered sequential revenue growth of 0.6% and 1.7% year-over-year in constant currency, with reported revenues at $5,099 million and ₹45,479 crore, supported by robust large deal wins totaling $4.8 billion, 57% of which were net new.
Adjusted operating margin reached 21.2%, with reported margin at 18.4% due to a one-time charge from Indian labor code changes; free cash flow was $915 million, and headcount increased by 5,043.
Major buyback of 100 million shares for ₹18,000 crore was completed, and an interim dividend of ₹23 per share was paid.
AI adoption accelerated, with 4,600 AI projects underway and 90% of the top 200 clients engaged in AI initiatives; major partnerships and product launches, such as Topaz Fabric and collaboration with Cognition, were highlighted.
Two acquisitions were completed: MRE Consulting Ltd. (US) and The Missing Link (Australia).
Financial highlights
Q3 revenue was $5.1 billion, up 0.6% sequentially and 1.7% year-over-year in constant currency.
Adjusted operating margin was 21.2%, reported margin including labor code impact was 18.4%.
Free cash flow (adjusted) was $965 million, over 112% of adjusted net profit; adjusted EPS for nine months grew 11.5% in Rupee terms.
Consolidated cash and investments stood at $3.9 billion after returning $3 billion to shareholders via buyback and dividend.
Net profit for Q3 was $747 million (₹6,654 crore), with basic EPS at $0.18 (₹16.17); adjusted EPS at $0.21 (₹18.53).
Outlook and guidance
FY 2026 revenue growth guidance revised upward to 3%-3.5% in constant currency.
Operating margin guidance maintained at 20%-22%, excluding labor code adjustment.
Acceleration expected in Financial Services and Energy, Utilities, Resources, and Services verticals in FY 2027.
Quantify Labour Codes impact on Q3 operating profit
Describe the nature of recent acquisitions
Explain CEO RSU grant terms and vesting
AI's impact on deal structure and client expectations
Discretionary spend expansion beyond FS/EURS
Recurring margin impact of new labor codes?
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Next Infosys earnings date
Investor Day 202617 Feb, 2026
Infosys
Next Infosys earnings date
Investor Day 202617 Feb, 2026
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Infosys Limited, together with its subsidiaries, provides consulting, technology, outsourcing, and next-generation digital services in North America, Europe, India, and internationally. It offers business information technology services comprising application development and management, independent validation services, infrastructure management, engineering services comprising product engineering and life cycle solutions; and business process management services.
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