Infosys Q2 FY27: $5,145M Revenue, FY27 Guidance Cut to 1%-2%, 26 Rupee Interim Dividend
INFY sits 25% above its 52-week low of $10.12.
Summary
Infosys reported Q2 FY27 revenue of $5,145 million with stable 21.0% margins, but cut FY27 constant-currency revenue growth guidance to 1%-2% and declared a 26 rupee interim dividend, up 13% year on year.
Key Events · Earnings and Guidance · INFY
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Q2 FY27 Results and Guidance Cut
Revenue of $5,145 million grew 1.5% year on year in constant currency with operating margin stable at 21.0%; FY27 revenue growth guidance was revised down to 1%-2% in constant currency.
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Large Deal TCV of $5.2 Billion
Q2 large deal TCV was $5.2 billion with 62% net new, including a mega deal over $2 billion; AI revenue reached 10.5% of revenue and grew 29% quarter on quarter.
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Interim Dividend Raised 13%
Board declared an interim dividend of 26 rupees per equity share versus 23 rupees last year, with record date November 3, 2026 and payout November 11, 2026.
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Profit and Cash Flow
Net profit was $819 million versus $840 million a year ago; free cash flow was $928 million, 113.3% of net profit.
Analysis · INFY · Technology
The headline number is the guidance cut: FY27 constant-currency revenue growth was revised down to 1%-2%, a meaningful reduction that signals slowing demand even as large deal wins held at $5.2 billion TCV (62% net new, including a mega deal over $2 billion). For the quarter, Infosys delivered $5,145 million in revenue, up 1.5% year on year in constant currency, with operating margin stable at 21.0% and free cash flow of $928 million. AI revenue reached 10.5% of revenue and grew 29% quarter on quarter, the one clear growth pocket. The board declared a 26 rupee interim dividend, up 13% from 23 rupees last year, with record date November 3, 2026 and payout November 11, 2026. Net profit slipped to $819 million from $840 million a year ago, and basic EPS was flat at $0.20.
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At the time of this filing, INFY was trading at $12.65 on NYSE in the Technology sector, with a market capitalization of approximately $49.3B. The 52-week trading range was $10.12 to $30.00. This filing was assessed with negative market sentiment and an importance score of 8 out of 10.