Infosys (INFY) Q3 FY26 earnings call

Infosys delivered a strong Q3 FY26, marked by robust large deal wins, including a significant $1.6 billion contract with the NHS, and an upward revision of its full-year revenue guidance. While certain segments like North America and manufacturing faced headwinds, the company is observing increased discretionary spending in financial services and energy/utilities, coupled with growing traction in AI-led projects, positioning it favorably for the upcoming fiscal year. The company's focus on AI capabilities and strategic partnerships is driving new opportunities.