Infosys Ltd

INFY: XNSE (IND)

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Infosys Earnings: Agentic AI Popularity and European Demand Drive Solid Start to Fiscal 2026

Eric Compton , Luke Yang

Jul 23, 2025

Infosys' first-quarter revenue expanded 4% in constant currency to $4.9 billion, the fastest year-over-year growth across our Indian IT consulting coverage. Operating margin of 20.8% dropped 20 basis points sequentially but was still near the midpoint of 21% that management guided for fiscal 2026.

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Infosys Ltd

Infosys Earnings: Agentic AI Popularity and European Demand Drive Solid Start to Fiscal 2026

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