INFY Infosys Q3 FY26 results (Oct–Dec 2025) and concall
Infosys's Q3 FY26 Investor AI Day highlighted the company's deep engagement in AI transformation, with AI-related services contributing 5.5% of Q3 revenue and growing robustly. Management emphasized the massive $300-400 billion AI services opportunity by 2030, driven by legacy modernization and new agentic solutions. While acknowledging potential compression from AI-driven productivity, Infosys is investing heavily in talent reskilling, proprietary platforms like Topaz Fabric, and strategic partnerships to capitalize on this shift, aiming for continued headcount growth and stable margins.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q3 FY26: revenue up 8.9%, net profit down 2.3% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|
| Revenue | 41,764 | 40,925 | 42,279 | 44,490 | 45,479 +9% |
| EBITDA | 10,115 | 9,874 | 9,943 | 10,535 | 10,634 +5% |
| Net profit | 6,822 | 7,038 | 6,924 | 7,375 | 6,666 −2% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
