Infosys Q2 Results FY26: India’s second-largest software exporter, Infosys Ltd, reported a 13 per cent year-on-year (YoY) growth in net profit at Rs 7,364 crore for the second quarter of FY26. Revenue from operations rose 9 per cent to Rs 44,490 crore. Gross profit for the quarter improved 9 per cent YoY to Rs 13,690 crore.
Interim dividend declared: Record date and payment date
The Infosys board declared an interim dividend of Rs 23 per equity share. October 27, 2025, has been fixed as the record date, with the payout scheduled for November 7, 2025.
New deals and client wins
The company secured deals worth $3.1 billion in Q2, with 67 per cent being net new. “This reflects our deep understanding of clients’ priorities to deliver value from AI in this environment,” said Salil Parekh, CEO and MD of Infosys.
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Segment-wise performance
Segment-wise, revenues from all divisions recorded growth except for communications and life sciences, which fell 2.5 per cent and 10.5 per cent, respectively. Sales from the manufacturing division rose 6.6 per cent YoY, while financial services increased 5.4 per cent.
FY26 guidance
Infosys has revised the lower end of its FY26 revenue guidance upwards to 2-3 per cent in constant currency terms, compared with the earlier 1-3 per cent range. The margin estimate remains unchanged at 20-22 per cent.
CEO comment and outlook
“We have now delivered two consecutive quarters of strong growth, demonstrating our unique market positioning and client relevance,” Parekh added. For the September quarter, revenues in constant currency terms grew 2.9 per cent YoY and 2.2 per cent quarter-on-quarter. Operating margins declined slightly by 10 basis points YoY to 21 per cent.
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