Infosys Limited filed a revised Integrated Annual Report for the financial year 2025-26 with stock exchanges on May 30, 2026, incorporating a corrected 45th Annual General Meeting (AGM) Notice. The revision was necessitated after the explanatory statement pertaining to Item No. 6 of the AGM Notice — relating to reclassification of certain promoter group members to the 'Public' category — was inadvertently omitted from the version submitted on May 29, 2026. All other contents of the Integrated Annual Report remain unchanged. The 45th AGM is scheduled for Tuesday, June 23, 2026, at 4:00 p.m. IST, to be held via video conference.

Financial Performance: Consolidated and Standalone Results

The company delivered strong growth across both standalone and consolidated financial statements for the year ended March 31, 2026. The following tables summarise key financial metrics:

Consolidated revenues in constant currency grew by 3.1% for fiscal 2026. The company added 443 new customers (gross) during fiscal 2026, compared to 365 in fiscal 2025, bringing the total client base to 1,965. Days Sales Outstanding (DSO) in USD terms improved to 67 days from 69 days in the previous year. The company delivered over US$20 billion in revenue and US$3.7 billion in free cash flow for fiscal 2026.

Capital Allocation and Shareholder Returns

Infosys returned over ₹37,500 crore to shareholders during fiscal 2026 through dividends and buybacks, reflecting disciplined capital allocation. The company has returned approximately 82.1% of the free cash flow for fiscals 2025 and 2026 through dividends and buybacks, in line with its Capital Allocation Policy.

Consolidated cash and investments stood at ₹43,075 crore as on March 31, 2026, compared to ₹47,549 crore as on March 31, 2025. Free cash flows for fiscal 2026 were ₹34,549 crore. The buyback was completed on December 4, 2025, with all shares extinguished, resulting in a cash outflow of ₹18,000 crore (excluding transaction costs).

AGM Details and Key Agenda Items

The 45th AGM will be conducted via video conference. The revised AGM Notice now includes the complete explanatory statement for all agenda items.

Key agenda items include: reappointment of Nandan M. Nilekani as a director liable to retire by rotation; approval of amendments to the Infosys Expanded Stock Ownership Program 2019 (Amended 2019 Plan), extending the grant period by seven years from the date of shareholder approval; and approval of reclassification of Shreyas Shibulal and Bhairavi Madhusudhan Shibulal from the 'Promoter and Promoter Group' category to the 'Public' category — the explanatory statement for this last item was the subject of the revision.

AI Strategy and Large Deal Performance

Infosys reported large deal wins of US$14.9 billion for fiscal 2026. AI-led programs are now deployed across 90% of the company's top 200 clients. The company's AI-first value framework is built on six pillars — AI Strategy & Engineering, Data for AI, Process AI, Agentic Legacy Modernization, Physical AI, and AI Trust — targeting an incremental AI-first services opportunity of USD 300-400 billion by 2030 as per market estimates. Revenue from these six AI-first areas represented 5.5% of total revenue in Q3 and was growing at a significantly faster pace than the overall company. The company was recognized as the fastest-growing IT services brand in the world by Brand Finance for the sixth year and was named the number one employer in India by LinkedIn.

Key Client Engagements

The annual report highlights several marquee client partnerships that demonstrate the company's AI-first delivery capabilities. The following table summarises key client outcomes:

Mergers, Acquisitions and Business Developments

During fiscal 2026, Infosys completed two acquisitions:

Additionally, the company entered into definitive agreements to acquire a 75% stake in the Versent Group (Australia's leading digital transformation solutions provider), Stratus Global LLC (insurance consulting and technology services, USA), and Optimum Achieve Holdings, Inc. (healthcare digital transformation, USA). The acquisition of Stratus Global LLC was completed as on the date of the report.

ESG and Sustainability Highlights

Infosys maintained carbon neutrality for the seventh consecutive year since fiscal 2020. Key sustainability metrics include:

• 81.8% of electricity in India operations sourced from renewables
• 84% of office space certified to the highest green building standards
• 100% of wastewater recycled within campuses
• Approximately 14 million saplings planted through the agroforestry program
• Over 3,00,000 rural families benefited through carbon offset programs
• Global CSR spends of ₹666 crore

The company's workforce stood at 3,28,594 employees on a consolidated basis as of March 31, 2026, across 155 nationalities, with 84% of employees now AI-aware and women comprising 39.5% of the total workforce. The Auditors' Report for fiscal 2026 from Deloitte Haskins & Sells LLP and the Secretarial Auditors' Report from Makarand M. Joshi & Co. do not contain any qualification, reservation, or adverse remark.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE009A01021/70d18388d1014f4d.pdf

Infosys Limited has scheduled a series of investor meetings and non-deal roadshows (NDRs) across Mumbai, Paris, London, Helsinki, and Copenhagen between June 5 and June 12, 2026. The company's management representatives, including Chief Financial Officer Jayesh Sanghrajka, will engage with the investment community to discuss performance and strategy. These interactions are part of the company's ongoing efforts to maintain transparency with its shareholders and the broader market.

The disclosures were submitted to the stock exchanges on May 29, 2026, under Regulation 30. The events include participation in the Citi India Conference 2026 and the BofA Global Research C-Suite TMT Conference 2026, alongside several NDRs. The company confirmed that information regarding these events will be hosted on its official website.

The following table outlines the schedule and participants for the upcoming events:

The filing was signed by A.G.S. Manikantha, Company Secretary and Compliance Officer, on behalf of Infosys Limited. The participation of senior leadership, including the CFO, highlights the importance of these engagements in communicating the company's strategic vision to global investors.