Infosys FY26 revenue rises 9.6% to ₹1,78,650 crore, dividend declared
Infosys Limited announced its FY26 financial results, showcasing a 9.6% revenue increase to ₹1,78,650 crore and a 10.2% rise in net profit to ₹29,474 crore. The Board recommended a total dividend of ₹48 per share for the year. The company emphasized its strong AI capabilities with US$1 billion in AI services revenue and significant large deal wins of US$14.9 billion.
*this image is generated using AI for illustrative purposes only.
Infosys Limited reported a 9.6% increase in revenue to ₹1,78,650 crore for the fiscal year 2026, while net profit rose 10.2% to ₹29,474 crore. The company’s operating profit for the period stood at ₹36,254 crore. The Board of Directors has recommended a final dividend of ₹25 per share, which, combined with an interim dividend of ₹23, totals ₹48 per share for the fiscal year.
Financial Performance
The company’s financial results for FY26 reflect growth across key metrics. Infosys generated US$20.2 billion in revenue, growing 3.1% in constant currency, and maintained an adjusted operating margin of 21%. The free cash flow for the year was US$3.7 billion, representing 112.6% of net profit. Large deal total contract value (TCV) for fiscal 2026 reached US$14.9 billion, with 55% classified as net new.
| Fiscal Year | Total Revenue | Operating Profit | Net Profit | Free Cash Flow |
|---|---|---|---|---|
| FY 25 | 162,990 | 34,424 | 26,750 | 34,549 |
| FY 26 | 178,650 | 36,254 | 29,474 | 33,097 |
Note: Above numbers are based on IFRS Consolidated financials in INR Crore.
Capital Allocation and Dividend
Infosys has returned significant capital to shareholders, with a total payout of 113.9% of free cash flow for FY25-FY26, including a recently completed buyback. The company has returned 82.1% of free cash flow cumulatively over the last two years under its Capital Allocation Policy. The total dividend of ₹48 per share for FY26 represents an 11.6% growth year-on-year.
| Fiscal Year | Dividend per share (INR) |
|---|---|
| FY 26 | 48 |
| FY 25 | 43 |
| FY 24 | 38 |
| FY 24 | 8 (Special dividend) |
| FY 23 | 34 |
| FY 22 | 31 |
Strategic Developments and AI
The company continues to focus on AI-driven growth, with AI services revenue reaching approximately US$1 billion annually. Infosys is collaborating with 90% of its top 200 clients on their AI journeys. The company recently unveiled an AI-first value framework to tap into an AI-first services opportunity estimated at US$300 to 400 billion by 2030. Strategic acquisitions completed during the year include MRE Consulting Ltd. and The Missing Link Group, alongside agreements to acquire Stratus Global LLC and Optimum Achieve Holdings, Inc.
Corporate Governance and Board Updates
During the 45th Annual General Meeting held on June 23, 2026, shareholders approved six resolutions, including the adoption of financial statements, declaration of dividend, and the re-appointment of Nandan M. Nilekani as a director. The Board also appointed Diane Enberg Jurgens as an Independent Director effective April 22, 2026, and reappointed Helene Auriol Potier as an Independent Director for a second term effective May 26, 2026. Nitin Paranjpe was appointed as Vice-Chairman of the Company effective April 30, 2026.
Historical Stock Returns for Infosys
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +1.68% | -8.48% | -10.89% | -37.27% | -33.93% | -30.37% |
How will Infosys balance aggressive capital allocation with the need to fund R&D for the projected $300-400 billion AI opportunity by 2030?
What impact will the recent strategic acquisitions have on the company's operating margins and revenue growth in the upcoming fiscal year?
Can Infosys sustain its current free cash flow conversion rates given the heavy investment required for AI-first service offerings?
16
Create Custom Screeners 
Access 200+ Pre-built Filters 
Use 50+ Readymade Screener 
