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Infosys logs 21% rise in Q4 profit; CEO Salil Parekh highlights AI-led transformation

by Carbonmedia

​The company reported an operating margin of 20-22%. (File Photo)

IT major Infosys Ltd on Thursday reported a 20.87% year-on-year (y-o-y) rise in consolidated net profit at Rs 8,501 crore for the quarter ended March 2026 as compared with Rs 7,033 crore in the year-ago period.
Revenue from operations in the fourth quarter stood at Rs 46,402 crore, up 13.4% from Rs 40,925 crore in the corresponding quarter of the previous financial year. The company has recommended a final dividend of Rs 25 per equity share for FY26. The record date is June 10, 2026, and the dividend will be paid on June 25, 2026.
“We delivered a resilient performance in FY26 with growth of 3.1% with strong large deal wins of $14.9 billion, reflecting the robustness of our enterprise AI value proposition and market share gains in large transformation opportunities,” Infosys Chief Executive Officer Salil Parekh said.

Infosys shares closed 2% lower at Rs 1242.60 on the BSE on Thursday.
“The simplicity and strength of our AI services strategy across six areas is gaining traction in the market further strengthened by strong ecosystem AI partnerships enabling clients to get value from AI,” Parekh said. “Our AI First value framework and differentiated Topaz Fabric, position us uniquely to deepen client trust and gain greater share of the market.”
The company further reported an operating margin of 20-22%.
“FY26 was a year of disciplined execution and financial resilience reflecting in 21% adjusted operating margin and healthy free cash flow of $3.7 billion. Savings from Project Maximus enabled us to invest in strategic areas like talent, AI and sales & marketing,” said Jayesh Sanghrajka, Chief Financial Officer.
“We remain focused on margins and cash generation as we navigate an evolving macro environment. In line with our capital allocation policy, the board has proposed a final dividend of Rs 25 per share, which along with interim dividend and recently concluded buyback, amounts to over Rs 37,500 crore returned to shareholders for FY26,” he said.

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On Wednesday, Infosys announced a strategic collaboration with OpenAI to help enterprises transform software development and modernization with OpenAI’s frontier AI models and products like Codex. Through this collaboration, Infosys will combine OpenAI’s technology with Infosys Topaz Fabric, its purpose-built, composable and open agentic services suite, to help customers move from AI experimentation to practical, responsible deployment and measurable business outcomes.

  

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