Infosys (INFY) — concall transcript

📢 Key Event
Infosys reported 16.9% YoY constant currency growth in Q1 2021, its fastest in a decade, with digital revenue at 53.9% of total.

🔄 What Changed
Revenue guidance raised to 14-16% constant currency from 12%, operating margin guidance unchanged at 22-24% but sequential decline to 23.7%. Attrition increased to 13.9% and India revenue share fell to 2.9%.

🔮 What's Next
FY22 revenue growth guidance raised to 14-16% constant currency; operating margin guidance maintained at 22-24%.

💡 Investor Takeaway
Strong digital momentum and growth justify higher revenue guidance, but margin pressure from hiring and subcontractor costs requires monitoring.

Infosys reported 16.9% YoY constant currency growth in Q1 2021, its fastest in a decade, driven by digital revenue rising to 53.9% of total. Operating margins reached 23.7% despite margin pressures from subcontractor costs and hiring. Management raised FY22 revenue growth guidance to 14-16% constant currency and maintained 22-24% margin guidance. Key concerns include 13.9% attrition, India revenue decline to 2.9%, and unresolved Income Tax portal issues.

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About Infosys Ltd (INFY)

Information Technology · IT - Software · Listed on BSE

Market Cap: ₹4,30,367.1 Cr P/E: 14.3 ROE: 32.7% ROCE: 44.9% Div Yield: 4.53%

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🔥 Also filed on 30 June 2021

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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