Infosys Q2 Results Live Updates: Constant currency growth seen at 2%; Deal wins in focus
Published on 16/10/2025 12:55 PM
– Constant currency revenue growth of 2.6% Versus estimates of 1.5% sequentially
– EBIT margin at 20.8% compared to estimate of 20.7%
– EBIT margin at 20.8% from 21% QoQ
– Net profit of ₹6,920 crore versus poll of ₹6,719 crore
– Constant currency revenue growth seen at 1.8% sequentially
– Financial services sector may continue to do well
– Recent acquisition of 75% stake in Versant Group, a subsidiary of Telstra for ₹13,000 crore not factored in to estimates
– Deal is likely to close in the second half of FY26.
– Board had approved a buyback worth ₹18,000 crore
– Buyback to be done via tender offer route
– Buyback price of ₹1,800 per share
– Infosys will be buying back 2.4% of outstanding equity
– Largest buyback done by the company
– Outlook on client discretionary spend
– H1-B visa hike and impact on onsite cost
– Wage hike cycle undecided as of now
– Salary hike was rolled out in two phases, first in January and then in April
The street is hopeful that the full year constant currency revenue growth guidance will be tightened from 1% to 3% to 2% to 3%.
Margin band is likely to be maintained between 20% to 22%.
– Margins seen up 50 basis points on a sequential basis.
– Tailwinds from rupee depreciation will be offset by the normalization of provision of post-sales client support compared to a reversal benefit of 40 bps in the June 2025 quarter.
– US Dollar revenue seen 2.2% higher at $5,047.8 million
– Rupee revenue seen 4.4% higher at ₹44,142 crore
– EBIT seen at ₹9,385 crore from ₹8,803 crore
– EBIT margin seen at 21.3% from 20.8%
– Net profit seen at ₹7,266.5 crore from ₹6,921 crore
– Numbers are from a CNBC-TV18 poll and compared quarter-on-quarter
The street will be looking forward to Infosys giving guidance along with its results.
HCLTech left its guidance unchanged for the rest of the year, as did Tech Mahindra, but the latter tempered those expectations for FY27.
Expectations from Infosys in the upcoming posts.
Good Morning!
Welcome to CNBC-TV18’s live coverage of Infosys’ quarterly results for the July-September period.
India’s second-largest IT services company will be reporting results after market hours on Thursday.
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