Infosys (NYSE:INFY) Q3 2026 Earnings call January 14, 2026 07:30 AM ET Speaker3Good day, and welcome to Infosys Limited Q3 FY26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star, then zero on your touch-tone phone. Please note that this conference is being recorded, and I'll ...

Financial Data and Key Metrics Changes - Revenue grew 0.6% sequentially and 1.7% year-on-year in constant currency terms [2] - Adjusted operating margin was 21.2% [2] - Free cash flow generated was $915 million [2] - Revenue growth guidance for the financial year revised to 3%-3.5% in constant currency [4] Business Line Data and Key Metrics Changes - Large deals amounted to $4.8 billion, with 57% being net new across 26 deals [2] - Significant large deal with the National Health Service in the U.K. valued at $1.6 billion [2] - Strong momentum in AI adoption, with 90% of the largest 200 clients engaged in AI projects [3] Market Data and Key Metrics Changes - Positive outlook in financial services and energy sectors, with good demand observed [8][18] - Manufacturing and Europe showed significant growth, previously experiencing softness [53] Company Strategy and Development Direction - Focus on AI capabilities, with six emerging AI-led value pools identified [3] - Plans to share a comprehensive view of the company's approach at an upcoming Investor Day [4] - Continued investment in sales and marketing, with a focus on building capacity for future growth [10][11] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in market demand, leading to headcount increases [8] - Positive outlook for the next financial year based on strong execution and large deal pipeline [8][18] - Management noted that while some sectors are showing improvement, others remain under pressure [18] Other Important Information - Adjusted margins expanded by 20 basis points sequentially, despite challenges from labor codes [24] - Ongoing impact of labor codes expected to be approximately 15 basis points annually [80] Q&A Session Summary Question: Headcount increase amidst job cuts in peers - Management indicated that the headcount increase reflects confidence in market demand and is part of their strategy to build future capacity [8][10] Question: Guidance upgrade factors - The guidance upgrade is influenced by large deals and strong execution, particularly in financial services and energy sectors [8][18] Question: Sequential margin dip despite currency tailwinds - Management explained that margins were impacted by various factors, including higher variable pay and lower utilization due to training new hires [10][11] Question: AI adoption and pricing models - Management noted that AI adoption is strong across client bases, with evolving pricing models being tested [19][20] Question: M&A strategy and market trends - Management confirmed ongoing discussions for potential acquisitions, focusing on areas like cyber, consulting, and energy services [31] Question: Labor code impact on margins and appraisals - Management clarified that the impact of labor codes has been accounted for, with no immediate changes to appraisal processes [80]

Infosys (NYSE:INFY) Q3 2026 Earnings call January 14, 2026 06:00 AM ET Company ParticipantsJayesh Sanghrajka - CFORishi Jhunjhunwala - Head of Investor RelationsSalil Parekh - CEOConference Call ParticipantsMansee Dave - AnalystAvik Das - AnalystPadmini Dhruvaraj - AnalystUma Kannan - AnalystSanjana B - AnalystShristi Achar - AnalystRitu Singh - AnalystPoulomi Chatterjee - AnalystHaripriya Suresh - AnalystJas Bardia - AnalystChandra Srikanth - AnalystRishi JhunjhunwalaA very good evening, everyone, and wish ...

Infosys (NYSE:INFY) Q3 2026 Earnings call January 14, 2026 06:00 AM ET Speaker2A very good evening, everyone, and wishing you all a very happy New Year. Thank you for joining us today. My name is Rishi, and on behalf of Infosys, I'd like to welcome all of you. As always, since this is the New Year, my rules don't really change. One question from each media house. We'll try our best. But with that, let me invite our Chief Executive Officer, Mr. Salil Parekh, for his opening remarks. Over to you, Salil.Speake ...

Park Aerospace (NYSE:PKE) Q3 2026 Earnings call January 13, 2026 05:00 PM ET Company ParticipantsBrian Shore - Chairman and CEOMark Esquivel - President and COOOperatorGood morning. My name is Shamali, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Park Aerospace Corp.'s Third Quarter, Fiscal Year 2026 Earnings Release Conference Call and Investor Presentation. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, ...

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Phoenix Education Partners (NYSE:PXED) Q1 2026 Earnings call January 13, 2026 05:00 PM ET Company ParticipantsJeff Silber - Business and Industrial Services and EducationChris Lynne - CEOBlair Westbloom - CFOBeth Coronelli - VP of Investor RelationsGriffin Boss - Equity ResearchJasper Bibb - VP, Equity ResearchGeorge Tong - Senior Research, Business ServicesAlex Paris - President and Senior Managing DirectorGreg Parrish - VP, Equity ResearchStephanie Moore - SVP, Equity ResearchConference Call ParticipantsR ...

Park Aerospace (NYSE:PKE) Q3 2026 Earnings call January 13, 2026 05:00 PM ET Company ParticipantsBrian Shore - Chairman and CEOMark Esquivel - President and COOOperatorGood morning. My name is Shamali, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Park Aerospace Corp.'s Third Quarter, Fiscal Year 2026 Earnings Release Conference Call and Investor Presentation. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, ...

Concrete Pumping (NasdaqCM:BBCP) Q4 2025 Earnings call January 13, 2026 05:00 PM ET Company ParticipantsIain Humphries - CFOCody Slach - External Director of Investor RelationsBruce Young - CEOConference Call ParticipantsTim Mulrooney - AnalystAndrew Wittmann - AnalystBrent Thielman - AnalystOperatorGood afternoon, everyone, and thank you for participating in today's conference call to discuss Concrete Pumping Holdings' financial results for the fourth quarter and full year ended October 31st, 2025. Joining ...