Infosys (INFY) — concall transcript

📢 Key Event
Infosys raised FY2023 revenue growth guidance to 19.5%-20% in constant currency and maintained 22%-24% operating margin guidance.

🔄 What Changed
Revenue guidance increased from 16.5%-17.5% to 19.5%-20% in constant currency; operating margin guidance unchanged at 22%-24%.

🔮 What's Next
Increasing annual revenue growth guidance to 19.5%-20% in constant currency; operating margin guidance remains 22%-24%.

💡 Investor Takeaway
Stronger demand and digital momentum justify higher growth guidance, but margin pressure from attrition and supply constraints requires ongoing cost management.

Infosys reported 7% sequential constant currency growth and 21.5% YoY growth, with digital revenue at 58.5% of total. Operating margin held at 23.5% despite higher attrition. Management raised FY2023 revenue growth guidance to 19.5%-20% in constant currency and maintained 22%-24% operating margin guidance. CEO Salil Parekh highlighted strong demand across digital, cloud, and manufacturing, while CFO Nilanjan Roy detailed cost optimization and attrition mitigation strategies.

📄 View Original Announcement (PDF)

📊 Stock Analysis — INFY ✨ Ask AI About This

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%

View full INFY stock details →

📡 Get AI alerts when INFY files next

Free • Daily 5 PM digest • Track filings, board meetings, and corporate actions

Track INFY — Free

💡 Ask AI about this filing

"What is the specific revenue growth target for FY23 in constant currency?" "How does Infosys plan to stabilize attrition rates beyond quarterly stabilization?" "What is the expected contribution of digital and cloud services to total revenue?"

Ask AI Free →

📊 More INFY filings

See all INFY filings →

🔥 Also filed on 31 December 2021

M&M Mahindra & Mahindra Ltd concall transcript ASIANPAINT Asian Paints Ltd concall transcript RELIANCE Reliance Industries Ltd concall transcript

View all today's announcements →

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

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

📡 Get AI alerts when INFY files new disclosures

Track INFY filings, board meetings, and corporate actions. Free email alerts at 5 PM.

Track INFY — Free

Free account · 2 AI queries/day

About · Privacy Policy · Terms of Service · Pricing

Today's Announcements · Screener · Insights · AI Chat

Data provided by CMOTS Internet Technologies Pvt Ltd