Infosys SEC Filings

Infosys Limited submitted a Form 6-K to provide investors with access to the transcript of its Investor AI Day 2026. The company states that this information is being furnished, not filed, under U.S. securities laws, meaning it is mainly for disclosure and reference. The transcript is attached as Exhibit 99.1 and reflects communications Infosys previously notified to the stock exchanges on February 24, 2026.

Infosys Limited reported Q3 FY26 revenue of $5,099 million, up 3.2% year on year and 0.6% sequentially in constant currency, showing modest top-line growth. Reported IFRS operating margin was 18.4%, while adjusted margin, excluding labour code impacts, was 21.2%, slightly higher than the prior quarter. Net profit after non-controlling interests for the quarter was $747 million with basic EPS of $0.18, compared with $0.19 a year earlier, indicating a small earnings decline.

Large deal total contract value reached $4.8 billion, with 57% from net new work, and adjusted free cash flow was $965 million, equal to 112.8% of adjusted net profit, highlighting strong cash generation. For the nine months ended December 31, 2025, revenue was $15,117 million, up 3.9% year on year, with a 20.0% reported and 21.0% adjusted operating margin and adjusted EPS of $0.60. The company revised its FY26 revenue growth guidance to 3.0%‑3.5% and completed a share buyback of 18,000 crore alongside paying an interim dividend, which reduced total equity from $11,255 million to $9,287 million.

Infosys Limited submitted a report for the quarter and nine months ended December 31, 2025, furnishing its results of operations and financial condition. The report attaches the outcome of the board meeting as Exhibit 99.1, an IFRS press release as Exhibit 99.2, and a release to stock exchanges prepared under Ind‑AS as Exhibit 99.3.

The Board approved annual time-based Restricted Stock Units (RSUs) for CEO & MD Salil Parekh with a market value of 3 crore as on the date of grant under the 2015 Stock Incentive Compensation Plan. These RSUs will be granted with effect from February 1, 2026, will vest in line with his employment agreement, and have an exercise price equal to the par value of the share. The Board also approved the allotment of 6,914 equity shares of face value 5 each upon RSU exercises, increasing issued and subscribed share capital to 20,27,33,74,065/- divided into 4,05,46,74,813 equity shares of 5/- each, effective January 14, 2026.

Infosys Limited submitted a Form 6-K as a foreign private issuer for December 2025 to furnish an update on the McCamish cyber incident. The company states that the attached Company Statement, filed as Exhibit 99.1, is an intimation it disseminated to stock exchanges on December 23, 2025 regarding this incident. Infosys also clarifies that the furnished information is not deemed filed for certain liability purposes or automatically incorporated into other securities law filings unless specifically referenced.

Infosys Limited submitted a report as a foreign private issuer to provide investors with an official company statement related to ongoing legal matters. On December 20, 2025, the company notified stock exchanges about an update on lawsuits pending against its subsidiary, Infosys McCamish Systems LLC. The same intimation sent to the exchanges has been furnished to investors as Exhibit 99.1, giving a consistent communication of this litigation update across markets.

Infosys Limited submitted a Form 6-K as a foreign private issuer to furnish a clarification related to volatility in its American Depositary Receipt (ADR) price on December 19, 2025. The company informed stock exchanges on December 20, 2025 about this clarification, and the same communication is included as Exhibit 99.1 to this report.

The filing states that the furnished information is not deemed filed for liability purposes under Section 18 of the Exchange Act and will only be incorporated into other securities filings if specifically referenced.

Infosys Limited has reported the completion of its equity share buyback and the resulting reduction in its share capital. The company notified the stock exchanges that 10,00,00,000 (Ten Crore) fully paid-up equity shares, each with a face value of Rs. 5, have been extinguished following the conclusion of the buyback program. Extinguishing these shares means they are permanently cancelled and no longer count as part of the company’s equity share capital, which can increase each remaining share’s claim on future earnings and assets. The formal notice sent to the exchanges, along with related enclosures, is provided as an exhibit to this report.

Infosys Limited submitted a Form 6-K as a foreign private issuer to furnish information related to its recent equity share buyback. The company explains that the furnished material is not deemed “filed” for liability purposes under the U.S. securities laws unless specifically incorporated by reference in another filing.

The filing centers on a Post Buyback Public Announcement that Infosys published in certain Indian newspapers on December 5, 2025, describing the results and other details of its equity share buyback program. That announcement, dated December 4, 2025, is provided as Exhibit 99.1 to the Form 6-K.

Infosys Limited has completed its share buyback, purchasing 10,00,00,000 equity shares at a price of ₹ 1,800 per share. The tendering period closed at 3:30 p.m. Indian Standard Time on November 26, 2025, after strong demand, with valid bids submitted for 82,56,24,353 equity shares, about 8.2562 times the number of shares Infosys offered to buy back. The registrar has begun sending acceptance or rejection communications to shareholders by email, with physical letters to follow where email addresses are not registered. A detailed post-buyback public announcement dated December 4, 2025, is included as a new exhibit to this amendment.