Infosys Limited (INFY) — Board Meeting

📢 Key Event
Board reappointments and dividend approval at Infosys 45th AGM

🔄 What Changed
Diane Jurgens appointed Independent Director; Nitin Paranjpe named Vice Chairman; final dividend set at ₹25/share; share price fell to ₹1,030 amid AI investment concerns

🔮 What's Next
AI services to drive growth; 1.5-3.5% FY27 revenue growth guided; 20-22% operating margin target; 85% free cash flow return policy maintained

💡 Investor Takeaway
AI investments and share price pressure create short-term volatility, but long-term AI strategy and capital returns remain intact

Infosys held its 45th AGM on June 23, 2026, endorsing FY2025-26 results, declaring a final dividend of ₹25 per share, and approving board reappointments including Diane Jurgens and Nitin Paranjpe as Vice Chairman. Shareholders raised concerns about AI revenue growth, talent retention, and share price decline to ₹1,030, while urging continued virtual AGMs and strategic focus on AI, cybersecurity, and cloud services. Leadership reaffirmed AI as a $300-400 billion opportunity by 2030, with $1 billion annualized AI services revenue contributing 5.5% of total revenue, and maintained an 85% free cash flow return policy via dividends and buybacks.

📄 View Original Announcement (PDF)

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