Infosys (INFY) reported that AI‑driven services accounted for 10.5 % of its Q2 revenue, a jump of 29 % from the previous quarter, underscoring the firm’s growing AI footprint—said CEO Salil Parekh on CNBC‑TV18.
CFO Jayesh Sanghrajka announced a cut to the FY27 revenue‑growth outlook, tightening the range to 1‑2 % from the earlier 1.5‑3 % projection, citing softer volumes, pricing pressure and higher productivity expectations.
Despite the revenue‑growth downgrade, Infosys will keep its EBIT margin guidance between 20‑22 %, a level it has maintained for several quarters. Sanghrajka explained that margin resilience stems from currency gains and a higher calendar‑day benefit, offsetting a 70‑basis‑point hit from post‑sale support and a 20‑basis‑point impact from acquisitions.
Sector‑level insights reveal that financial services, energy and manufacturing remain robust for Infosys, while retail and high‑tech segments lag. The company is sharpening its focus on large‑scale AI deployments for enterprise clients, leveraging its Topaz framework and partner ecosystem.
Looking ahead, Infosys warns of headwinds in the second half of FY27, including compensation costs and persistent pricing pressure. The firm will continue to deploy Project Maximus to mitigate these risks, while keeping an eye on the evolving AI landscape and its impact on long‑term growth prospects.