Infosys Stock Price, News & Analysis

Infosys (NYSE: INFY) reported Q2 FY26 revenue of $5,076 million (2.9% YoY, 2.2% QoQ in constant currency) and H1 reported revenue of $10,018 million (+3.3% YoY CC). Operating margin was 21.0% for Q2 and 20.9% for H1. Free cash flow was $1.1 billion in Q2 (131.1% of net profit). Large-deal TCV was $3.1 billion with 67% net new. Management revised FY26 revenue guidance to 2%-3% CC and maintained margin guidance at 20%-22%. The company announced a share buyback of ₹18,000 crores and an interim dividend of ₹23 per share.

Infosys (NYSE: INFY) was awarded a £1.2 billion, 15-year contract by the NHS Business Services Authority to deliver the Future NHS Workforce Solution for England and Wales (Oct 14, 2025). The platform will replace the Electronic Staff Record (ESR) and continue to support payroll for 1.9 million NHS employees, covering over £55 billion in annual payroll.

The solution is described as a modern, AI-driven, integrated workforce platform covering recruitment, onboarding, payroll, career development and retirement, aimed at supporting the NHS 10-year Health Plan and improving operational efficiency and user experience.

Infosys (NYSE: INFY) launched the Infosys Customer Experience Suite for Salesforce on October 10, 2025, integrating Infosys Topaz with Salesforce agentic AI to deliver Agentforce solutions for sales, service and marketing.

The suite aims to scale digital workforces, automate service inquiries and sales tasks, enable real-time decisioning, enhance personalization, and integrate with existing ecosystems while following ethical and regulatory standards. Early client deployments reportedly reduced response and case handling times and automated lead processes for research and media customers.

Infosys (NYSE: INFY) on October 3, 2025 announced a collaboration with Telenor Shared Services (TSS) to implement Oracle Cloud Human Capital Management (HCM). Infosys will standardize HR processes, unify HCM, Financial Management, Supply Chain Management, and Project Portfolio Management on a single platform, and improve data quality, dashboards, and analytics to enhance employee productivity and experience. The project highlights Infosys' Oracle Cloud HCM expertise and aims to streamline operations and partner/supplier engagement.

Infosys (NYSE: INFY) has expanded its strategic collaboration with Sunrise, Switzerland's second-largest telecommunications provider, to accelerate IT transformation and AI integration. The partnership focuses on implementing a modern technology foundation to enhance customer experience and operational agility.

Infosys will leverage its AI-first offering Infosys Topaz and expertise in analytics to help Sunrise become an AI-powered organization. The collaboration aims to deliver enhanced service reliability, faster time-to-market, and personalized digital experiences while maintaining high security standards. Infosys has already successfully consolidated multiple vendors and transitioned various applications for Sunrise.

Infosys (NYSE: INFY) has announced a 10-year strategic alliance with HanesBrands Inc. (NYSE: HBI) to drive digital transformation and AI-powered efficiency. The collaboration will leverage Infosys' proprietary platforms including the Live Enterprise Automation Platform (LEAP) and Infosys Topaz, an AI-first suite of services.

The partnership focuses on modernizing HanesBrands' core operations through generative AI and AIOps technologies, aiming to enhance agility, simplify IT infrastructure, and maximize data value. The alliance emphasizes cultural alignment between both companies and targets key strategic priorities including technology optimization and resource efficiency.

Infosys (NYSE: INFY) has announced a strategic collaboration with Mastercard to enhance access to Mastercard Move, a comprehensive money movement solution. The integration with Infosys Finacle will significantly reduce implementation time for financial institutions seeking cross-border payment capabilities.

Mastercard Move's network spans 200+ countries and 150+ currencies, reaching over 95% of the world's banked population. The collaboration aims to streamline cross-border payments, offering financial institutions improved control over risk, operations, costs, and liquidity while delivering enhanced customer experiences.

Infosys (NYSE:INFY) released a comprehensive study on Responsible AI (RAI) implementation, revealing significant gaps in enterprise readiness. The research, surveying over 1,500 business executives across six countries, found that while 78% of companies view RAI as a growth driver, only 2% have adequate RAI controls.

Key findings show that 95% of executives reported AI-related incidents in the past two years, with 77% experiencing financial losses and 53% facing reputational damage. The study identified that RAI leaders experienced 39% lower financial losses and 18% lower incident severity compared to others.

The research emphasizes the urgent need for organizations to shift from reactive compliance to proactive strategic implementation of RAI, particularly as 86% of executives believe agentic AI will introduce new risks and compliance challenges.

Infosys (NYSE: INFY) has announced a significant joint venture with Telstra, acquiring a 75% stake in Versent Group, an Australian Digital Transformation Solutions Provider. Telstra will retain a 25% minority stake in the venture.

Versent Group, with a team of 650 engineers and strategists, serves major blue-chip organizations in Australia's government, education, financial, energy, and utilities sectors. The collaboration will combine Versent's cloud expertise with Infosys' AI capabilities, including Infosys Topaz and Cobalt platforms.

This strategic move builds upon Infosys' existing partnerships with Telstra, including their 2024 software engineering collaboration and 2025 Connected Future 30 strategy initiative. The transaction is expected to close in the second half of FY 2026, pending regulatory approvals.