Infosys Ltd

INFY: XNSE (IND)

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Infosys Earnings: Positive AI Traction Earns the Company a Slightly Better Position Than Peers

Luke Yang

Jul 23, 2026

Infosys' first-quarter sequential revenue growth of 1% topped our Indian IT coverage. Operating margin was resilient at 21% amid tight enterprise IT spending. Partnership with model providers drove rapid expansion of Infosys' AI revenue, now accounting for 8% of total revenue.

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Infosys Ltd

Infosys Earnings: Positive AI Traction Earns the Company a Slightly Better Position Than Peers

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