Infosys Q2 Results: Revenue Hits ₹49,244 Crore, Net Profit Up 6.2%

Revenue grew by 10.7% year-on-year to ₹49,244 crore, while net profit climbed to ₹7,823 crore.

Reader Takeaway: Stable margins at 21% bolster confidence, though cautious 1%-2% annual growth guidance remains a key pressure point.

What just happened

Infosys reported consolidated financial results for the quarter ended September 30, 2026. The company posted a net profit of ₹7,823 crore, a 6.2% increase from the year-ago period. Operating profit stood at ₹10,330 crore, representing a 10.4% year-on-year growth. The Board of Directors declared an interim dividend of ₹26 per equity share, up from ₹23 in the previous year. The record date for the payout is set for November 3, 2026, with distribution scheduled for November 11, 2026.

Why this matters

The results provide a steady performance signal for the IT sector amid global volatility. By maintaining its FY27 revenue growth guidance of 1%-2% in constant currency and operating margins of 20%-22%, the company is signaling operational stability. The increased dividend payout underscores management’s commitment to shareholder returns.

What changes now

Investors should note the allotment of 15,578 equity shares following RSU exercises and the new grant of 9,640 Restricted Stock Units. These adjustments reflect ongoing employee compensation strategies aligned with the 2015 Incentive Compensation Plan.

Context metrics

• Basic EPS: ₹19.32 (vs ₹17.76 YoY)
• Operating Margin: 21.0% (Stable)
• Revenue Growth: 10.7% (YoY)

What to track next

Watch for management’s updates on large-scale digital transformation projects and AI integration. The market will focus on whether demand trends in North America and Europe align with the firm's conservative annual growth forecast.