Infosys Q2 Results FY25-26 LIVE Updates: Infosys is set to announce its Q2 FY26 results today, all eyes will be upon its growth, profitability, and margin as apprehensions remain high this quarter due to a sector-wide slowdown, tariff uncertainty, H-1B visa cancellations, and AI-related developments.
Key factors to watch for-
1. The impact of the cancellation of the H-1B visa programme across its different business verticals
2. pricing pressure on large deals
3. The company’s attrition rate as the industry-wide size reduction continues.
Infosys Q2 Outlook:
Analysts expect a moderate 1.8 per cent QoQ revenue growth for Infosys in Q2. Also, the tech major’s EBIT margin is expected to remain stable in the quarter on both a QoQ and YoY basis.
Kotak Securities says that the company will benefit from rupee depreciation. However, its effect will be neutralised as the company is likely to increase provisions in the quarter for post-sales support.
Infosys Q1FY26 highlights
Infosys outperformed its peers in the last quarter with a 7.5 per cent YoY revenue growth and 8.7 per cent YoY profit growth. The company’s revenue and profit in Q1 FY26 were Rs 42,279 crore and Rs 6,921 crore, respectively.
Infosys Q2 Earnings LIVE, Infosys Q2FY26 Results, Share Price LIVE Updates:
On Infosys’ buyback decision Morgan Stanely says that give current timing, see this as a vote of confidence on stability in FY26 guidance in the upcoming results.
While timelines will be released in due course, based on historical experience, it could take 3-4 months to fully execute.
Infosys Q2 Results, Earnings LIVE Updates: Infosys to report 22% deal wins growth
As per Kotak Securities, Infosys’s larger order deals in the second quarter are expected to increase by 22 per cent YoY growth.
Kotak says that Infosys is likely to report $3 billion worth of large deal TCV. However, Kotak warns that the IT major’s large deal TCV is likely to decline on a quarterly basis.
On Thursday, the Infosys share price has been muted in trade ahead of the earnings. It was trading at Rs 1,467, down 0.39 per cent intra-day. All eyes are on the Q2 earnings, especially the Infosys guidance for FY26
Infosys Q2 Results, Earnings LIVE Updates: Kotak Securities forecasts growth guidance at 2-3 %
The street is hopeful that the full year constant currency revenue growth guidance will be tightened from 1% to 3% to 2% to 3%.
Kotak Securities says that Infosys will raise its FY26 revenue growth guidance to 2-3 per cent. Earlier, the company’s growth guidance was at 1-3 per cent.
Infosys Q2 Results, Earnings LIVE Updates: key aspects to watch out for
Infosys’ investors would be looking at the outlook for client discretionary spend. Furthermore, the H1-B visa hike and its impact on onsite costs for the company would be another highlight of the quarter.
Another important announcement to watch out for is a wage hike. This year, Infosys' salary hike was rolled out in two phases, first in January and then in April. As for now, the wage hike cycle is undecided as of now
Infosys Q2 Results, Earnings LIVE Updates: Infosys’ Q1 profit and revenue growth
In Q1 FY26, Infosys posted a profit of Rs 6,924 crore, up 8% YoY. The quarter was marked by a strong jump in large deal wins. Large deals in Q1 totalled $3.8 billion.
The company reported revenue from operations at Rs 42,279 crore in the last quarter, up 7.54 per cent YoY. In the last quarter, among the Big Four IT firms – Tata Consultancy Services (TCS), Infosys, HCLTech, and Wipro – Infosys stood out as the only company to report revenue growth in constant currency, while its peers registered declines both sequentially and in margins.
Infosys Q2 Results, Earnings LIVE Updates: Kotak Securities expects 1.8% revenue growth, margin to improve
Kotak Securities expects a 1.8 percent cent quarter-on-quarter revenue growth for Infosys in Q2. The firm states that the increased billing days and continued strength in the financial services vertical will support the company’s revenue growth.
Further, Kotak Securities says that Infosys’ EBIT margin is likely to improve on both a QoQ and a YoY basis. The firm expects a large deal TCV of US$3 bn, ~22% growth yoy and a decline qoq
Infosys Q2 Results, Earnings LIVE Updates: Q2FY26 results to be released today
Infosys will announce its second quarter results for FY26 today. “Infosys, a global leader in next-generation digital services and consulting, will announce results for the second quarter ended September 30, 2025, on Thursday, October 16, 2025, around 3:45 PM,” the company said in its regulatory filing.
Greetings! IT major Infosys is all set to announce its Q2 results soon. Its IT peers TCS and HCLTech has already declaring their numbers earlier this month. Wipro is also scheduled to release its second-quarter results today. Stay tuned for complete coverage — from key financial metrics and dividend announcements to total contract value (TCV) updates and management commentary on crucial business trends. We’ll also bring you sharp analysis and insights as the numbers come in.