Core Insights - Infosys has announced a strategic collaboration with Yorkshire Building Society to enhance its digital transformation and provide a mobile-first banking experience for its customers [1][2] - The partnership aims to leverage next-generation technologies such as cloud, data, artificial intelligence, and cybersecurity to support Yorkshire Building Society's 2030 strategic plan [2][3] - Yorkshire Building Society has assets of £65.5 billion and serves over 3 million customers, indicating its significant market presence in the UK financial sector [4] Company Overview - Yorkshire Building Society is one of the largest member-owned financial institutions in the UK, with a focus on mortgages, commercial, and savings services [1][4] - Infosys is recognized as a global leader in digital services and consulting, with over 300,000 employees and operations in more than 56 countries [4] Strategic Goals - The collaboration is designed to modernize Yorkshire Building Society's operations, improve efficiency, and support future scalability, aligning with its goal of building a future-ready organization [2][3] - Key investments will include faster payments and enhanced security to improve customer outcomes and experiences [3]

Core Insights - Infosys has launched Infosys Topaz for SAP S/4HANA Cloud, an AI-first suite aimed at helping enterprises leverage AI in their transformation journey [1][2] - The suite is designed to accelerate SAP S/4HANA Cloud adoption and unlock data value through a future-ready architecture [5][6] Group 1: Business Transformation - The AI-first approach includes industry-specific playbooks that provide proven solutions to enhance business value chains, resulting in a 20% improvement in demand forecast accuracy and a 15% reduction in planning costs for a global consumer packaged goods leader [3] - Infosys Topaz enables companies to reimagine their business transformation by integrating AI solutions that accelerate time to value [2][3] Group 2: SAP S/4HANA Cloud Adoption - The suite includes over 40 AI-infused accelerators that can save customers up to 15% in effort through generative AI-based data mapping and profiling, and up to 20% in program governance costs [4] - A leading pharmaceutical company achieved a 70% auto-correction of code during their SAP S/4HANA Cloud transformation using Infosys' Gen AI-enabled solutions [4] Group 3: Data Value and Architecture - Infosys Topaz provides a pathway for an AI-ready composable architecture, enhancing the capabilities of SAP offerings and surrounding applications [5] - A leading electric utility company experienced a 30% reduction in billing errors and improved customer satisfaction through Infosys' Intelligent Customer Insights solution [5] Group 4: Recognition and Collaboration - Infosys has been recognized as a RISE with SAP Validated Partner, highlighting its expertise in complex SAP implementations [6] - The collaboration with SAP aims to help enterprises realize the transformative potential of SAP S/4HANA Cloud and Business AI, facilitating quicker transitions from AI proof-of-concepts to tangible business outcomes [7][8]

Core Viewpoint - Infosys forecasts muted annual revenue growth due to increasing global uncertainty, suggesting clients may reduce tech spending [1][2] Revenue Forecast - Infosys expects revenue to remain flat or grow by up to 3% for the fiscal year ending March 2026 on a constant currency basis, which is below analyst estimates of 2-4% [2] - This forecast is lower than the previous year's constant-currency revenue growth of 4.2% [2] Market Context - The company earns over 80% of its revenue from Western markets, making it vulnerable to global economic conditions [2] - Infosys anticipated a demand revival in 2025 after a growth slowdown in 2024, but ongoing client spending weakness and trade tensions have clouded the outlook [3] Executive Insights - CEO Salil Parekh described the current environment as "uncertain" and emphasized the need for agility in execution [4] - CFO Jayesh Sanghrajka noted that the lower end of the sales forecast reflects increasing uncertainty, complicating the assessment of external factors like trade policies [4] Financial Performance - Infosys reported an 11.75% year-on-year drop in net profit for the March quarter, totaling 70.3 billion rupees ($823.5 million), which was below analyst projections [5] - Revenue for the three months ending March 31 increased by 7.9% to 409.25 billion rupees [6]

Infosys Limited (NYSE:INFY) Q4 2025 Earnings Conference Call April 17, 2025 8:00 AM ET Company Participants Sandeep Mahindroo - Head of IR Salil Parekh - CEO and Managing Director Jayesh Sanghrajka - CFO Conference Call Participants Ankur Rudra - JPMorgan Kumar Rakesh - BNP Paribas Abhishek Pathak - Motilal Oswal Gaurav Rateria - Morgan Stanley Jonathan Lee - Guggenheim Partners Keith Bachman - BMO Capital Surendra Goyal - Citi Abhishek Kumar - JM Financial Sandeep Shah - Equirus Securities Vibhor Singhal - ...

Infosys (INFY) ended fiscal 2025 on a mixed note, with its fourth-quarter earnings surpassing the Zacks Consensus Estimate while revenues fell short of the same. For the quarter, the company reported earnings of 20 cents per share, beating the consensus mark by a penny. However, the bottom line registered a year-over-year decline of 15.3%.In the trailing four quarters, INFY’s earnings beat the Zacks Consensus Estimate once and matched thrice, with an average surprise of 1.3%. (Find the latest EPS estimates ...

Core Insights - Infosys reported revenue of $4.73 billion for the quarter ended March 2025, marking a year-over-year increase of 3.6% [1] - The earnings per share (EPS) for the same period was $0.20, down from $0.23 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $4.9 billion, resulting in a surprise of -3.48% [1] - The company achieved an EPS surprise of +5.26%, with the consensus EPS estimate being $0.19 [1] Financial Performance - Infosys shares have returned -10.7% over the past month, compared to the Zacks S&P 500 composite's -6.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3] Employee Metrics - The number of software professionals at Infosys was 306,599, significantly higher than the two-analyst average estimate of 254,467 [4] - Consolidated utilization including trainees was reported at 81.9%, compared to the average estimate of 83.7% [4] - Consolidated utilization excluding trainees was 84.9%, slightly below the two-analyst average estimate of 85.6% [4] - The number of employees in sales and support was 16,979, exceeding the average estimate of 14,583 [4]

Core Insights - Infosys has announced a definitive agreement to acquire The Missing Link, an Australian cybersecurity services firm, enhancing its cybersecurity and cloud capabilities in Australia and Asia [1][2] - The acquisition aims to strengthen Infosys' presence in the Australian market and support global clients in their digital transformation journeys [1][2] Group 1: Acquisition Details - The Missing Link specializes in a full stack of cybersecurity solutions, including strategic advice, offensive and defensive security services, risk assessments, and managed services [2][5] - The acquisition is expected to close in the first quarter of fiscal year 2026, subject to customary closing conditions [4] Group 2: Company Profiles - The Missing Link, established in 1997, focuses on IT solutions and services, including cybersecurity, cloud services, and automation [5] - Infosys is a global leader in digital services and consulting, with over 300,000 employees and operations in more than 56 countries, emphasizing digital transformation powered by cloud and AI [6][7] Group 3: Leadership Statements - Satish HC, EVP of Infosys, highlighted the importance of technology-led transformation and the collaboration with The Missing Link to provide specialized cybersecurity offerings [3] - Alex Gambotto, CEO of The Missing Link, expressed pride in the company's achievements and confidence in leveraging Infosys' expertise and global reach to enhance service delivery [3]

Core Insights - Infosys achieved its highest ever Free Cash Flow at $4.1 billion for FY25, reflecting a significant increase of 41.8% year on year [1] - The company reported FY25 revenues of $19,277 million, marking a growth of 4.2% in constant currency, with an operating margin of 21.1%, an increase of 0.5% year on year [1][5] - For FY26, Infosys provided revenue guidance of 0%-3% and an operating margin forecast of 20%-22% [7] Financial Performance - Q4 revenues reached $4,730 million, representing a year-on-year increase of 4.8% in constant currency and 3.6% in reported terms [2][5] - The operating margin for Q4 was 21.0%, up by 0.9% year on year [2][5] - Basic EPS for Q4 was $0.20, a decline of 15.2% year on year, while FY25 basic EPS was $0.76, a slight decline of 0.3% year on year [5][21] Strategic Focus - CEO Salil Parekh emphasized the company's resilience and client-centric approach, highlighting strengths in AI, cloud, and digital services [3] - Infosys is focused on efficiency and has executed Project Maximus to navigate macroeconomic challenges [5] Client Collaborations and Innovations - Infosys expanded its collaboration with Citizens Financial Group to enhance AI-led transformation [6][10] - The company also partnered with Siemens AG to accelerate digital learning initiatives using generative AI [10] - A strategic collaboration with Lufthansa Group aims to drive digital transformation in the aviation industry [10] Awards and Recognitions - Infosys was recognized as one of the World's Most Ethical Companies in 2025 for the fifth consecutive year [10] - The company was also named a Global Top Employer 2025 and ranked as a top IT services brand globally [10][12]

- Highest ever Free Cash Flow at $4.1 billion for FY25- FY26 revenue guidance at 0%-3% and operating margin at 20%-22%BENGALURU, India, April 17, 2025 /PRNewswire/ -- Infosys (NSE: INFY), (BSE: INFY), (NYSE: INFY), a global leader in next-generation digital services and consulting, delivered $19,277 million in FY25 revenues, growth of 4.2% in constant currency. Operating margin was at 21.1%, expansion of 0.5% year on year. Free cash flow was the highest ever at $4,088 million, an increase of 41.8% year on y ...

Acquisition to strengthen energy and commodity trading and risk management (E/CTRM) capabilities for Infosys BENGALURU, India and HOUSTON, April 17, 2025 /PRNewswire/ -- Infosys (NSE, BSE, NYSE: INFY) a global leader in next-generation digital services and consulting, today announced a definitive agreement to acquire MRE Consulting Ltd. ('MRE Consulting'), a technology and business consulting service provider. This strategic investment brings newer capabilities for Infosys in trading and risk management, es ...