Key Points:
- Infosys Q2 profit rise 13.2% to ₹7,364 crore.
- FY26 margin steady at 20–22%, growth outlook 2–3%.
- Plans 20,000 hires in AI and digital roles.
Infosys Ltd. reported a 13.2 percent increase in net profit for the second quarter ended Sept. 30 (Infosys Q2 results FY26), supported by stable margins and strong deal wins. The company also maintained its full-year operating margin guidance at 20–22 percent and plans to hire 20,000 employees this fiscal year.
The IT services major’s net profit stood at ₹7,364 crore in Q2FY26, compared with ₹6,506 crore a year earlier. Revenue rose 8.6 percent to ₹44,490 crore from ₹40,986 crore in Q2FY25.
“We had a strong performance in Q2. Revenue for the quarter grew 2.2 percent sequentially and 2.9 percent year on year in constant currency terms. Our operating margin was 21 percent,” said Salil Parekh, managing director and chief executive officer of Infosys. “Large deals were at $3.1 billion, out of which 67 percent was net new work.”
Parekh added that the company revised its revenue growth guidance for the financial year to 2–3 percent in constant currency terms, compared with the earlier projection of 1–3 percent. The operating margin guidance remains unchanged at 20–22 percent for FY26.
Margins stay steady
Infosys maintained its profitability despite global macroeconomic headwinds. The company’s deal pipeline remained strong, with a significant portion of new business coming from digital transformation and artificial intelligence-driven projects.
“Our focus on cost optimization and automation continues to support our margin performance,” Parekh said. “Client spending remains cautious, but our large deal wins demonstrate trust in our capabilities.”
Global revenue trends
North America, which contributes 56.3 percent of Infosys’s total revenue, grew 2 percent in constant currency terms during Infosys Q2 results FY26. Revenue in India and Europe increased by 6.8 percent and 6.3 percent, respectively. Other markets recorded a 3.9 percent decline compared with the previous year.
The company continues to expand its presence in key global markets through new technology hubs and partnerships. Analysts noted that steady North American performance helped offset slower growth in other regions.
Hiring and visa outlook
Infosys’s total headcount rose to 3,31,991 employees in Infosys Q2 results FY26 from 3,17,788 a year earlier. “We had earlier guided for 15,000 to 20,000 hires this year. In the first half, we have already hired 12,000 freshers and are on track to reach our target of 20,000,” said Jayesh Sanghrajka, chief financial officer of Infosys.
Addressing recent changes in U.S. H-1B visa fees, Parekh said the company does not expect any disruption in client services. “The number of employees requiring sponsorship is a minority,” he said. “We have built several centers focused on digital, innovation, technology, and AI across the U.S. We also maintain strong partnerships with universities and training facilities there.”
Infosys’s continued investment in local hiring and onshore delivery centers has helped it reduce dependence on work visa sponsorships in the U.S. market.
The company’s board approved an interim dividend of ₹23 per share for the quarter.
With stable margins, consistent hiring, and resilient overseas operations, Infosys Q2 results FY26 show that Infosys remains on course to navigate global uncertainty while sustaining growth momentum in FY26.
