Financial Performance Highlights
Infosys Limited reported strong financial results for FY 2025-26 with total revenue of ₹1,78,650 crore ($20.16 billion), representing 9.6% YoY growth and 3.1% constant currency growth. Net profit reached ₹29,440 crore, showing 10.2% growth, while basic EPS stood at ₹71.58 with 11.0% growth. The company maintained an operating margin of 21.0% (adjusted) and achieved a return on equity of 31.6%, improved by 2.6%. Free cash flow generation was robust at ₹33,097 crore with 112.3% conversion of net profit.
Business Performance and Client Metrics
The company secured large deal TCV of $14.9 billion with 55% net new content and expanded its client base to 1,965 clients, adding 443 new clients during the year. The $50M+ client category grew to 88 clients (increase of 3 YoY), while 41 clients generated over $100 million in revenue. Employee strength reached 3,28,594 employees across 155 nationalities with women representing 39.5% of the workforce.
Capital Allocation and Shareholder Returns
Infosys completed a ₹18,000 crore buyback at ₹1,800 per share (10 crore shares, 2.41% of equity) and recommended a final dividend of ₹25 per share, bringing total dividend to ₹48 per share for FY26. The record date was set for June 10, 2026, with payment on June 25, 2026. Total shareholder return represented approximately 82.1% of free cash flow through dividends and buybacks.
Strategic Initiatives and AI Transformation
The company's AI-first strategy drove significant transformation with 90% of top 200 clients engaged in AI projects and over 4,600 AI initiatives underway. AI revenue contributed 5.5% of total revenue and was growing significantly faster than company average. The Infosys AI First Value Framework with six value pools supported client success stories including Liberty Global (50% fewer outages), Hertz (60% faster modernization), Mondelēz (0.5M daily events captured), and ABN AMRO (€64M annual efficiency savings).
ESG and Sustainability Performance
Infosys maintained carbon neutrality for the seventh consecutive year, achieving this 30 years ahead of Paris Agreement timeline. Renewable energy share reached 81.8% in India operations with 100% wastewater recycled across campuses. CSR spending totaled ₹558.04 crore in India across 112 aspirational districts, with additional ₹43.03 crore spent outside India. The company touched 7M+ lives through Infosys Foundation programs and was recognized as World's Most Ethical Company for the sixth consecutive year.
Corporate Governance and Board Structure
The Board comprised 9 members (1 Executive, 1 Non-Executive Non-Independent, 7 Independent) with 2 women independent directors. Eight Board meetings were held during FY26 with Diane Enberg Jurgens appointed as Independent Director effective April 22, 2026. Six committees oversaw audit, risk, CSR, ESG, nomination, and stakeholder relations. The company maintained strong credit ratings: Moody's Baa1 (Stable), Standard & Poor's A (Stable), CRISIL AAA (Stable).
Investments and Financial Management
Total investments stood at ₹38,075 crore across subsidiaries, mutual funds, and other instruments, including ₹9,339 crore in quoted instruments and ₹28,996 crore in unquoted investments. The company acquired InSemi Technology Services for ₹198 crore to strengthen semiconductor design capabilities. Foreign exchange exposure totaled ₹26,107 crore with comprehensive risk management covering ₹35,234 crore trade receivables.
AGM and Shareholder Matters
The 45th Annual General Meeting was scheduled for June 23, 2026, with e-voting available from June 18-22, 2026. Resolutions included adoption of financial statements, final dividend declaration, reappointment of Nandan M. Nilekani, amendments to the 2019 Employee Stock Ownership Plan, and re-classification of Shreyas Shibulal and Bhairavi Madhusudhan Shibulal from Promoter to Public category. Promoters held approximately 12.95% as of March 31, 2026.
Compliance and Regulatory Adherence
The report confirmed compliance with Companies Act, 2013, SEBI Listing Regulations, Secretarial Standards, Accounting Standards (Ind AS), and labor laws. Statutory auditor Deloitte Haskins & Sells LLP provided clean audit reports without qualifications, with BSR & Co. LLP proposed for appointment from 2027 AGM. All regulatory requirements for disclosures were met with comprehensive financial and non-financial reporting.