Infosys (INFY) investor relations material

Opening remarks and agenda

• The 45th AGM was convened via video conference, with all board members, key executives, and auditors present, ensuring quorum as per regulatory requirements.

• Members received instructions on participation, document inspection, and e-voting procedures, with the meeting recorded for transparency.

• Emphasis on leading in AI services and unlocking value for stakeholders.

Financial performance review

• Fiscal 2026 revenue reached $20.2 billion, up 3.1% in constant currency, with an adjusted operating margin of 21%.

• Free cash flow was $3.7 billion, exceeding net profit for the second consecutive year; over 325,000 employees; 41 clients with revenue above $100 million.

• Total revenue in INR grew from 162,990 crore to 178,650 crore; net profit increased from 29,474 crore to 34,424 crore.

• Basic EPS rose from 64.50 to 71.58; operating cash flow and free cash flow also increased.

• Maintained a strong, debt-free, and liquid balance sheet with total equity at 93,297 crore.

Dividend announcements

• Final dividend of INR 25 per share recommended, with total FY26 dividend at INR 48, an 11.6% YoY increase.

• Over INR 55,000 crore was returned to shareholders in the last two years via dividends and buybacks.

• Total payout for FY25/26, including buyback, was 113.9% of free cash flow.

• Proposed final dividend for FY26 to be approved at the AGM.