Infosys: Next Fiscal Year Is Another Low-Single-Digit Growth Year (Rating Downgrade)

Infosys Ltd. is downgraded to a hold as revenue growth remains subdued, with FY2027 guidance at only 1.5%–3.5%. Client-specific headwinds and a shift to offshore delivery are weighing on near-term growth, despite positives in Financial Services and EURS. Large-deal activity and AI-driven demand support INFY's long-term outlook, but the backlog is not yet translating into accelerated revenue growth.

Seeking Alpha • May 7, 2026

Infosys Ranked as Number One IT Services Provider for Banking in Europe and Financial Services in Nordics by Whitelane Research

Recognized as a top three "Exceptional Performer" in 'Financial Services - Overall' and 'Cloud & Infrastructure Services' in Europe BENGALURU, India, April 30, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, today announced that it has been ranked as number one IT services provider for 'Financial Services – Banking' in the 'Whitelane Research IT Sourcing Study 2025/2026 Financial Services Europe', and the number one IT services provider for Financial Services in the Nordics by 'Whitelane Research IT Sourcing Study 2026'. Infosys has also been recognized as a top three "Exceptional Performer" in 'Financial Services – Overall' and 'Cloud & Infrastructure Services' underscoring its strong performance and client satisfaction across the European financial services market.

PRNewsWire • Apr 30, 2026

Infosys Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

INFY beats Q4 FY26 estimates as revenues rose 6.6%, driven by Europe strength and digital demand, while guiding FY27 growth of 1.5-3.5%.

Zacks Investment Research • Apr 24, 2026

India's Infosys pegs fiscal year 2027 revenue growth at 1.5%-3.5%

Infosys , India's second-largest IT services firm, on Thursday forecast 1.5%-3.5% revenue growth for fiscal 2027, ​slightly below expectations, with the management saying the demand environment ‌remained steady.

Reuters • Apr 23, 2026

India's Infosys slips on weak 2027 growth outlook

Shares of Infosys fell ​as much ‌as 3.3% on Friday after ​the IT ​firm forecast weaker-than-expected fiscal ⁠2027 revenue ​growth, as ​AI-driven spending caution amid macro uncertainty ​raised concerns ​over demand recovery in ‌the ⁠sector.

Reuters • Apr 24, 2026

Infosys Limited (INFY) Q4 2026 Earnings Call Transcript

Infosys Limited (INFY) Q4 2026 Earnings Call Transcript

Seeking Alpha • Apr 23, 2026

Infosys (INFY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Infosys (INFY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Apr 23, 2026

Revenue crosses $20 billion mark with resilient growth of 3.1% in FY 26 in constant currency

Strong Large Deal wins of $14.9 Billion and healthy Free Cash Flow of $3.7 Billion FY 27 Guidance – Revenue Growth of 1.5%-3.5%, Operating Margin of 20%-22% BENGALURU, India, April 23, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, delivered $20,158 million in FY 26 revenues with a growth of 3.1% in constant currency. Reported IFRS operating margin was at 20.3% and adjusted1 operating margin at 21.0%.

PRNewsWire • Apr 23, 2026

Infosys Announces Strategic Collaboration with OpenAI to Accelerate Enterprise AI Transformation and Unlock AI Value at Scale

Enabling structured co-innovation, scalable enterprise delivery, and responsible adoption of agentic AI with Infosys Topaz and Codex BENGALURU, India, April 22, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, today 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.

PRNewsWire • Apr 22, 2026

OpenAI teams up with Infosys to bring AI tools to more businesses

OpenAI has partnered with Infosys to integrate its artificial intelligence tools, including coding assistant Codex, into the Indian IT giant's Topaz AI platform.

TechCrunch • Apr 22, 2026