Infosys: Industry-leading Sequential Growth of 2.6% in CC, Driven by Differentiated Value Proposition in Enterprise AI

Core Insights - Infosys reported Q1 revenues of $4,941 million, reflecting a year-on-year growth of 3.8% and a sequential growth of 2.6% in constant currency [1][6] - The company achieved large deal wins totaling $3.8 billion, with 55% classified as net new [1][2] - Operating margin stood at 20.8%, with a slight decline of 0.3% year-on-year [6] - Free cash flow generation was robust at $884 million, representing 109.3% of net profit [1][6] - The return on equity (ROE) improved by 140 basis points to 30.4% [1] Financial Performance - Revenue guidance for FY26 has been revised to a growth range of 1%-3% in constant currency [1][6] - Basic earnings per share (EPS) increased by 8.6% year-on-year to $0.20 [6][21] - Operating expenses increased, with selling and marketing expenses at $258 million and administrative expenses at $239 million [21] Strategic Collaborations - Infosys extended its strategic collaboration with Select Portfolio Servicing, Inc. to enhance operational efficiency through managed services [7] - A partnership with AIB was announced to accelerate digital transformation initiatives [7] - Infosys collaborated with E.ON for AI-powered digital workplace transformation across Europe [8] - The company also partnered with Yorkshire Building Society to support its digital transformation goals [8] Awards and Recognitions - Infosys was recognized as a Top 100 most valuable brand globally by Kantar BrandZ [12] - The company received accolades in multiple categories at the 2025 Asia Executive Team Survey by Extel [12] - Infosys BPM won the Diversity Charter Awards 2025 for its HR initiative supporting women in the workplace [12]