Infosys Limited (INFY) — Annual Report Announcement

Infosys Limited (INFY) reported fiscal 2026 revenue of $20,158 million, up 4.6% year-over-year, with adjusted operating margin at 21.0%. The company maintained strong global presence with 328,594 employees across 290 locations in 59 countries, and 79% of its workforce operating in hybrid mode. Revenue was heavily concentrated in North America (56.1%) and Europe (32.1%), with Financial Services contributing 27.9% of total revenue. The filing highlights significant risks including AI-driven industry disruption, geopolitical tensions affecting client spending, regulatory changes in immigration and data privacy, and cybersecurity threats. It also details strategic investments in AI platforms like Infosys Topaz Fabric and Topaz AI Next, capital expenditure of $141 million as of March 2026, and a proposed ₹18,000 crore buyback. Governance disclosures include board composition with 80% independent directors, gender diversity requirements, and compliance with SEBI and NYSE listing standards. The company returned ~85% of free cash flow via dividends and buybacks, with a final dividend of ₹25 per share proposed. Tax provisions included a 12.5% long-term capital gains rate post-July 23, 2024, and a 23.296% buyback tax rate effective October 1, 2024. The filing confirms effective internal controls, unqualified audit opinion, and adherence to IFRS standards.