Infosys Reports 29% Growth in AI Revenues with Differentiated Strategy

Infosys Limited announced a significant 29% quarter-on-quarter growth in its AI revenue. The company reported a total revenue of $5,145 million for Q2 2026, marking a 1.5% year-on-year growth. An impressive $5.2 billion came from large deal total contract value, with 62% of this being net new business, solidifying future growth prospects. Operating margins remained stable at 21.0%, while basic earnings per share saw a slight decline to $0.20.

Infosys' revised guidance for FY 27 suggests a revenue growth of 1%-2% and an operating margin of 20%-22%. The company's AI strategy is key, with AI now accounting for 10.5% of total revenue. CEO Salil Parekh emphasized Infosys' role in helping global enterprises adopt AI at scale.