Infosys has reported strong financial performance in Q2 FY26, with total revenue of $5,076 million, marking a 2.9 percent year-on-year growth and 2.2 percent sequential growth.
The global IT services leader continues to strengthen its market position through AI-driven solutions, digital transformation services, and strategic client engagements.
Sector-wise Performance Highlights
Infosys’ diversified business model delivered growth across all major verticals:
Financial Services: 27.7 percent of revenue
Manufacturing: 16.5 percent
Energy, Utilities, Resources & Services: 13.4 percent
Retail: 12.7 percent
Communication: 12.1 percent
Hi-Tech: 8.3 percent
Life Sciences: 6.4 percent
Others: 2.9 percent
This performance underscores Infosys’ leadership in providing industry-specific digital and AI-first solutions across multiple sectors.
Global Revenue Mix
North America remained the largest contributor at 56.3 percent, followed by Europe at 31.7 percent, Rest of the World at 8.9 percent, and India at 3.1 percent, reflecting Infosys’ strong global client base and delivery capability.
Client Expansion and Large Deal Wins
Infosys expanded its client base to 1,896, adding 118 new clients in Q2 FY26. Key client metrics include:
1,012 clients with $1M+ revenue
322 clients with $10M+ revenue
85 clients with $50M+ revenue
41 clients with $100M+ revenue
The total contract value (TCV) of large deal wins reached $3.1 billion, with 67 percent net new deals, highlighting Infosys’ strong business development and enterprise engagement strategy.
AI Initiatives and Workforce Growth
Infosys added 8,203 employees, reflecting its growing talent base to support AI-first and digital transformation initiatives.
Infosys said the total number of employees has reached 331,991 on Sep 30, 2025 vs 323,788 on Jun 30, 2025 and 317,788 on Sep 30, 2024.
Infosys said the total number of software developers has reached 314,500 on Sep 30, 2025 vs 306,706 on Jun 30, 2025 and 300,774 on Sep 30, 2024.
Voluntary attrition (LTM – IT Services) was 14.3 percent on Sep 30, 2025 vs 14.4 percent on Jun 30, 2025 and 12.9 percent on Sep 30, 2024.
CEO Salil Parekh said: “Our investments over the last three years in embracing an AI-first culture have ensured that our people are reskilled to thrive in a human+AI workplace. Infosys Topaz’s differentiated value proposition is unlocking value at scale in every transformation program.”
CFO Jayesh Sanghrajka said: “We had robust all-round performance in Q2 — strong growth, resilient margins, very high cash generation, and 13.1 percent EPS growth year-on-year in rupee terms. We continue to make strategic investments to futureproof the business with a tight focus on execution, amidst high uncertainty.”
With these results, Infosys reinforces its position as a global IT services and consulting leader, driving growth through AI-first strategies, large-scale digital transformation, and client-centric innovation.
Rajani Baburajan
