$INFY · Infosys Ltd

Infosys filed its 6-K with audited consolidated results for Q2 and H1 FY2027 (ended September 30, 2026). Revenue from operations reached ₹49,244 crore ($5,145M) for the quarter, up 10.7% YoY. Net profit was ₹7,838 crore ($819M), up 6.3% YoY. The Board declared an interim dividend of ₹26 per share, up from ₹23 last year, and approved 9,640 RSU grants under the 2015 Incentive Compensation Plan.

INFY ADR down 5.33% to $12.52 in regular trading despite in-line results — revenue of $5,145M was essentially flat sequentially and net profit of $819M slightly missed the prior-year quarter's $840M, suggesting the market is reacting to margin pressure or broader macro concerns.

Infosys posted double-digit YoY revenue growth and raised its dividend, but the 5.33% selloff suggests the market wanted more — particularly given flat sequential profit and a sharp ramp in acquisition spending.

Infosys's 10.7% YoY constant-currency revenue growth trails larger rival TCS but the Life Sciences vertical's 44.8% surge signals successful diversification beyond the core Financial Services segment (₹13,774 crore, still the largest vertical).

Forward-looking statement caveats cite risks from AI disruption, U.S. immigration regulation changes, current and future tariffs, and the outcome of a U.S. government investigation — all flagged as factors that could materially alter results.