Infosys stock keeps Rs 26 interim dividend in focus
Published on 11/06/2026 at 09:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAI momentum meets cautious guidance
- Infosys reported 1.5% constant-currency year-on-year revenue growth for the September quarter.
- Large-deal total contract value reached 5.2 billion US dollars, while AI revenue rose 29% sequentially.
- FY27 constant-currency revenue growth guidance was reduced to 1%-2%, with the operating-margin range held at 20%-22%.
Infosys reported its second-quarter results for the period ended September 30, 2026, on October 23. In a release carried by PR Newswire, the company said constant-currency revenue increased 1.5% year on year and 1.2% sequentially. Operating margin held at 21.0%.
Results show mixed operating signals
Reported second-quarter revenue reached 5,145 million US dollars, compared with 5,076 million US dollars a year earlier. Basic earnings per share was 0.20 US dollars, while free cash flow totaled 928 million US dollars. For the first six months of the fiscal year, revenue increased 1.9% in constant currency and operating margin remained 21.0%.
The order pipeline provided a stronger counterpoint to the subdued topline growth. Infosys recorded 5.2 billion US dollars in large-deal total contract value during the quarter, with 62% classified as net new business. The bookings included a mega deal worth more than 2 billion US dollars, according to the company.
AI growth supports the investment case
AI revenue accounted for 10.5% of total revenue and grew 29% sequentially. Chief Executive Officer and Managing Director Salil Parekh said the large deals reflected demand for complex transformation programs and that Infosys was helping enterprises move toward AI adoption at scale.
The company also announced an interim dividend of Rs 26 per share, an increase of 13% from the previous year's interim distribution. Chief Financial Officer Jayesh Sanghrajka linked the payout to the company's financial position after highlighting free-cash-flow conversion of 113.3% of net profit.
Lower outlook raises execution pressure
Infosys reduced its fiscal 2027 constant-currency revenue-growth guidance to 1%-2% from the previous range of 1.5%-3.0%. The operating-margin outlook was retained at 20%-22%. The change leaves investors weighing stronger AI demand and deal bookings against slower overall client spending and the risk that AI-related price pressure limits revenue expansion.
Infosys stock traded at 11.43 euros on Lang & Schwarz at 09:15:10 CET on Friday, November 6, 2026.
For the broader US equity backdrop, investors can follow current S&P 500 market reports.
Investors can use the real-time quote of Infosys stock to monitor the listing. Further company developments and the next reporting milestones remain central as management seeks to convert AI demand and large contracts into broader growth. More news and analyses on Infosys stock are available here.
Infosys investor snapshot
- Company: Infosys Limited
- ISIN: US4567881085
- Ticker: INFY
- Home exchange: New York Stock Exchange
- Sector: Technology
- Industry: Information Technology Services
- Lang & Schwarz quote: 11.43 euros at 09:15:10 CET on November 6, 2026
