Infosys Limited Q3 2026 Earnings Recap

Infosys reported a strong Q3 performance, with revenue growth of 0.6% sequentially and 1.7% year-on-year in constant currency, leading to a revision of annual revenue growth guidance to 3%–3.5%.

Key Takeaways

• Large deal signings reached $4.8 billion, with notable contracts across 26 engagements, including a $1.6 billion project with the U.K. National Health Service.
• Adjusted operating margin improved to 21.2%, supported by strategic initiatives like Project Maximus and favorable currency effects.
• The company is actively ramping up its AI capabilities, managing 4,600 AI projects, and delivering over 28 million lines of code, positioning itself to capture significant market share in six emerging AI value pools.
• Free cash flow totaled $915 million, reinforcing financial stability and providing resources for future investments.
• Infosys will provide a detailed outlook at an upcoming Investor Day, addressing future growth strategies and the impact of workforce expansions.