Infosys Q1 Revenue Hits $5.08B, Margin Steady at 21.1%; Names Ashiss Kumar Dash as Next CEO
INFY is trading near its 52-week low of $10.298 (3.1% above the low).
Summary
Infosys reported Q1 FY27 revenue of $5.08 billion with 2.4% constant currency growth and 21.1% operating margin. FY27 revenue guidance was revised to 1.5%-3.0%. The board appointed Ashiss Kumar Dash as CEO Designate, succeeding Salil Parekh in April 2027.
Key Events · Earnings and Guidance · INFY
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Q1 Revenue and Margin Beat
Revenue of $5,082 million grew 2.4% YoY in constant currency, with operating margin at 21.1%, up 0.3% YoY. EPS was $0.20, up 3.7% YoY.
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FY27 Guidance Raised
Full-year revenue growth guidance revised to 1.5%-3.0% in constant currency, up from prior implied range, while margin guidance retained at 20%-22%.
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Record Large Deal Wins
Total contract value of large deals reached $3.6 billion, with 61% net new, reflecting strong AI-led demand and market share gains.
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CEO Succession Announced
Ashiss Kumar Dash appointed CEO Designate effective July 23, 2026, and will become CEO and Managing Director on April 1, 2027, succeeding Salil Parekh after a 9-year tenure.
Analysis · INFY · Technology
In a challenging demand environment, Infosys demonstrated resilience with revenue up 2.4% in constant currency and an operating margin holding at 21.1%. Confidence is building, as the company raised its full-year revenue growth guidance to 1.5%-3.0%. A record $3.6 billion in large deal wins—61% of which is net new—highlights strong AI-driven demand. The board also appointed Ashiss Kumar Dash as CEO Designate, setting up a planned leadership transition in April 2027. With the stock trading near its 52-week low, these results and the clear succession plan could provide a floor for sentiment.
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At the time of this filing, INFY was trading at $10.62 on NYSE in the Technology sector, with a market capitalization of approximately $44.2B. The 52-week trading range was $10.30 to $30.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.