Parekh：现在AI提供10.5%的Infosys Q2收入，按顺序增加29%

AI 模型和平台

Parekh：现在AI提供10.5%的Infosys Q2收入，按顺序增加29%

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Infosys报告，2026年9月30日结束的第二季度收入为51.45亿美元，根据2026年10月23日公布的IFRS收入，运营利润率为21.0%，大交易赢家总合同价值为52亿美元。 首席执行官兼总裁Salil Parekh 称 AI的收入每季度增长29%，占收入的10.5%。

以孟加拉鲁为基地的公司报告，每年的固定货币收入增长1.5%，季度连续增长1.2%，每年报告的货币增长1.3%。 每股基本收入为0.20美元，逐年下降0.3%，而每股收入按卢比计算增长8.7%。 自由现金流量为9.28亿美元，年下降15.7%，相当于净利润的113.3%。 董事会在2026年10月23日举行的一次会议上记录了结果。

在2026年9月30日截止的6个月中，Infosys报告的收入为102.27亿美元，以报告货币计算增长2.1%，以不变货币计算增长1.9%，运营利润率为21.0%. 这一期间的基本EPS为0.40美元，年均增长1.7%，自由现金流量为18.83亿美元，下降5.1%，相当于净利润的114.9%。

AI 收入和大宗交易

Parekh 称大交易合同总价值52亿美元，其中62%为新净值，包括超过20亿美元的巨款交易，而称获胜者在客户开始大型复杂转型计划时加强了公司作为合作伙伴的地位。 “我们的人工智能收入为10.5%，每季度增长29%。 随着企业大规模采用AI,AI收入的强劲增长是对我们不同市场定位和客户信心的承认，"他称。

Parekh补充说，Infosys正在向一些最大的全球企业提供关于AI战略的建议，并正在继续投资于域和技术能力，以便客户能够大规模地从AI中提取价值。

指导、红利和边际评注

Infosys修订了其2027年财政收入指导，使其以不变货币增长1%-2%，并保留了20%-22%的业务边际指导。

首席财务官Jayesh Sanghrajka 称在波动加剧的情况下，在季度提供了21.0%的运营利润，重点是成本和业务效率措施，以及产生稳定利润的必要投资。 他称是自由现金流的数字，占净利润的113.3%，强调了企业的财政实力。

董事会宣布临时红利为每股26卢比，Sanghrajka 称比上年增加13%. 该公司的《概况介绍》列出了2025年9月30日终了季度每股23卢比的红利。

客户端在季度获胜

该版列出了该季度的若干客户业务。 Infosys与Crocs, Inc.达成为期十年的战略协议，以加快其信息技术转型，支持可扩展的全球增长。 它与蒙德莱斯国际公司合作进行供应链转型，涉及AI带动的决策、数据标准化和智能企业工作流程，并与Knorr-Bremse合作进行AI带动的企业转型。 它还扩大了与Metsä集团的合作，以推动由AI领导的对该公司信息技术景观的转变。

Infosys与NTN Corporation合作向SAP Commercial Cloud迁移，与Telia合作在其网络和网络安全业务中进行AI动力转换，并与Knitwell Group合作，为其商店合伙人建造AI动力客户接触平台。 Investec在Microsoft Azure上选择了Infosys Finacle SaaS平台用于其数字银行转换。

操作量表

根据《概况介绍》，金融服务占第二季度收入的28.0%，而生命科学年增长率为32.5%，零售业以报告的货币下降8.1%。 北美占收入的54.6%，欧洲占32.5%，欧洲每年以不变货币增长4.6%，北美下降1.5%。

Infosys报告，该季度增加了142个毛额后，有2 060个活跃客户，在过去12个月中，42个客户各自贡献了1亿多美元的收入。 前10名客户贡献了收入的19.8%，未完成的销售天数为64天。

该季度末，该公司有332 542名雇员，妇女占劳动力的39.8%。 在过去12个月里，信息技术服务自愿自然减员为12.7%，包括受训人员在内的利用率为81.9%。 截至2026年9月30日，综合现金和投资为47.2亿美元，发行方资产负债表提取的显示总资产为170.6亿美元，总股本为103.89亿美元。

该公司该季度的投资人关系网页列出在IST下午4点30分的新闻发布会网播和2026年10月23日下午6点的IST收入会议电话。

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AI Models & Platforms

Parekh: AI Now Delivers 10.5% of Infosys Q2 Revenue, Up 29% Sequentially

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Infosys reported revenues of $5,145 million for the second quarter ended September 30, 2026, with an operating margin of 21.0% and large-deal wins carrying a total contract value of $5.2 billion, according to the IFRS earnings release the company published on October 23, 2026. Chief Executive and Managing Director Salil Parekh said AI revenue grew 29% quarter on quarter and accounted for 10.5% of revenue.

The Bengaluru-based company reported constant-currency revenue growth of 1.5% year on year and 1.2% sequentially for the quarter, with reported-currency growth of 1.3% year on year. Basic earnings per share were $0.20, a decline of 0.3% year on year, while earnings per share grew 8.7% in rupee terms. Free cash flow was $928 million, a decline of 15.7% year on year, representing conversion of 113.3% of net profit. The board took the results on record at a meeting held on October 23, 2026.

For the six months ended September 30, 2026, Infosys reported revenues of $10,227 million, growth of 2.1% in reported currency and 1.9% in constant currency, with an operating margin of 21.0%. Basic EPS for the period was $0.40, up 1.7% year on year, and free cash flow was $1,883 million, a decline of 5.1%, representing conversion of 114.9% of net profit.

AI Revenue and Large Deals

Parekh said the $5.2 billion in large-deal total contract value, of which 62% was net new, included a mega deal of over $2 billion, and said the wins reinforced the company’s position as a partner when clients embark on large and complex transformation programs. “Our AI revenue was at 10.5% and grew 29% quarter-on-quarter. As enterprises move to AI adoption at scale, the strong growth in AI revenues is a recognition of our differentiated market positioning and client confidence,” he said.

Parekh added that Infosys is advising some of the largest global enterprises on their AI strategy and is continuing to invest in domain and technology capabilities so that clients can extract value from AI at scale.

Guidance, Dividend, and Margin Commentary

Infosys revised its fiscal 2027 revenue guidance to growth of 1%-2% in constant currency and retained its operating-margin guidance of 20%-22%.

Chief Financial Officer Jayesh Sanghrajka said the company delivered operating margins of 21.0% in the quarter amidst heightened volatility, with a focus on cost and operational efficiency measures alongside required investments producing stable margins. He said the free cash flow figure, representing 113.3% of net profit, underscored the financial strength of the business.

The board announced an interim dividend of 26 rupees per share, which Sanghrajka said was an increase of 13% from the previous year. The company’s Fact Sheet lists a dividend of 23 rupees per share for the quarter ended September 30, 2025.

Client Wins in the Quarter

The release named several client engagements for the quarter. Infosys entered a ten-year strategic agreement with Crocs, Inc. to accelerate its IT transformation and support scalable global growth. It collaborated with Mondelez International on supply chain transformation spanning AI-enabled decision-making, data standardization, and intelligent enterprise workflows, and with Knorr-Bremse on an AI-enabled enterprise transformation. It also expanded its collaboration with Metsä Group to drive an AI-led transformation of that company’s IT landscape.

Infosys worked with NTN Corporation on a migration to SAP Commerce Cloud, with Telia on AI-powered transformation across its network and cybersecurity operations, and with KnitWell Group to build Engage, an AI-powered customer-engagement platform for its store associates. Investec selected the Infosys Finacle SaaS platform on Microsoft Azure for its digital banking transformation.

Operating Metrics

According to the Fact Sheet, Financial Services contributed 28.0% of second-quarter revenue, while Life Sciences grew 32.5% year on year and Retail declined 8.1% in reported currency. North America contributed 54.6% of revenue and Europe 32.5%, with Europe growing 4.6% year on year in constant currency and North America declining 1.5%.

Infosys reported 2,060 active clients after adding 142 gross during the quarter, with 42 clients each contributing more than $100 million in revenue over the last twelve months. The top 10 clients contributed 19.8% of revenue, and days sales outstanding stood at 64.

The company had 332,542 employees at the end of the quarter, with women making up 39.8% of the workforce. Voluntary attrition in IT services stood at 12.7% over the last twelve months, and utilization including trainees was 81.9%. Consolidated cash and investments stood at $4,720 million, and the release’s balance-sheet extract shows total assets of $17,060 million and total equity of $10,389 million as of September 30, 2026.

The company’s investor-relations page for the quarter listed a press-conference webcast at 4:30 p.m. IST and an earnings conference call at 6:00 p.m. IST on October 23, 2026.

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