EarningsQ1 2027 Earnings Report
MX:INFYN Q1 2027 EPS Results
Actual EPS$3.60
Consensus EPS$3.64
Beat/MissMissed by -$0.04
One Year Ago EPS$3.44
MX:INFYN Q1 2027 Revenue Results
Actual Revenue$92.13B
Expected Revenue$92.00B
Beat/MissBeat by +$129.46M
YoY Revenue Growth+3.06%
Earnings Announcement Details
QuarterQ1 2027
Date07/23/2026
TimeBefore Open
Conference CallThursday, July 23, 2026
MX:INFYN Upcoming Earnings
Infosys's next earnings date is estimated for October 23, 2026, based on past reporting schedules.
Q1 2027 Earnings Call Audio
MX:INFYN Q1 2027 Earnings Call
0:00 / 0:00
Q1 2027 Earnings Slide Deck
No slide deck is available for this earnings event.
Q1 2027 Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced outcome: the quarter showed clear strengths — strong AI momentum (8.2% of revenue and double-digit Q‑on‑Q growth), substantial large deal wins ($3.6B TCV, 61% net new), improved margins (21.1%) and very strong free cash flow ($955M) — but these positives were tempered by softer-than-expected volumes, a one-time program termination (~50 bps impact), pricing pressure from client productivity demands and a downward revision to revenue guidance (1.5%–3% CC). Management maintained margin guidance and emphasized long-term AI opportunity and a healthy pipeline, but near-term demand and macro uncertainty remain key risks.Company Guidance
Revenue Growth (Q1)
Revenue grew 2.4% year-on-year and 1% quarter-on-quarter in constant currency for Q1; reported revenue noted as $502 million for the quarter (1% sequential, 2.4% YoY in CC).
AI Services Momentum
AI services represented 8.2% of overall revenue and have been growing at a double-digit quarter-on-quarter rate over multiple quarters; company building a dedicated frontier engineering capability with a plan for ~6,000 frontier engineers over the next few years.
Large Deal Wins and Net New
Large deal TCV was $3.6 billion with 61% net new; 22 large deals won (including three ~ $400M deals); 20% of large-deal CCV came from vendor consolidation wins; strong geographic spread with 11 deals in North America and 8 in Europe.
Profitability and Margins
Operating margin improved to 21.1% (up ~20 basis points sequentially) and gross margin improved ~60 basis points sequentially; margin guidance maintained at 20%–22% for the year.
Strong Cash Generation
Free cash flow of $955 million (stated as 16.5% of net profit); consolidated cash and cash investments of $3.9 billion after returning over $1 billion to shareholders; company remains debt-free.
Earnings Per Share
Earnings per share (EPS) for the quarter were INR 19.19, up approximately 15% year-on-year in rupee terms.
Operational Efficiency Improvements
Utilization (excluding trainees) improved by 1.9 percentage points to 84.9%; DSO (including unbilled net of unearned) improved slightly to 76 days from 78; headcount reduced by ~500 after adding over 2,000 employees from acquisitions.
AI Use Case Impact — Example
Delivered an AI agent for a healthcare client that reduced Medicaid eligibility verification time from ~6–8 days to approximately 4 minutes — demonstrating significant client impact and productivity gains.
MX:INFYN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed