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SEC filingInfosys Limited announced FY26 results with $20.2 billion revenue, 3.1% constant currency growth, declared ₹25 final dividend, provided FY27 guidance, and approved auditor appointments and stock plan extension.
Infosys delivered resilient FY26 performance with revenue of $20,158 million, achieving 3.1% growth in constant currency despite macro challenges, driven by strong large deal wins totaling $14.9 billion TCV with 55% net new. Reported IFRS operating margin stood at 20.3%, with adjusted margin at 21.0%, reflecting disciplined execution and savings from Project Maximus reinvested in talent, AI, and sales. Q4 showed sequential resilience with $5,040 million revenue (4.1% YoY CC growth) and 20.9% margin. Free cash flow was robust at $3.7 billion for the year (112.6% of net profit) and $833 million in Q4. CEO Salil Parekh highlighted enterprise AI value proposition and Topaz Fabric gaining traction via ecosystem partnerships. CFO Jayesh Sanghrajka emphasized margin focus and capital returns, with final dividend of ₹25/share plus prior interim and buyback totaling over ₹37,500 crore. FY27 guidance projects 1.5-3.5% revenue growth and 20-22% margins, signaling cautious optimism. Additional actions include recommending BSR & Co. as statutory auditors for 5 years from 2027 and KPMG as independent auditor effective FY28, alongside extending the 2019 stock ownership program by 7 years subject to shareholder approval. Multiple strategic collaborations underscore AI-first strategy momentum.