Infosys Limited (NSE: INFY), a global leader in next-generation digital services and consulting, has scheduled a crucial board meeting for October 15-16, 2025, to review its financial performance and consider an interim dividend.

Financial Results Review

The Board of Directors will convene to approve the audited consolidated and standalone financial results for the quarter and half-year ending September 30, 2025. These results will be prepared in accordance with both Indian Accounting Standards (INDAS) and International Financial Reporting Standards (IFRS).

Key Agenda Items

1. Consolidated Financial Results: The board will review and approve the audited consolidated financial results of Infosys and its subsidiaries under INDAS.

2. Standalone Financial Results: Approval of the company's standalone financial results as per INDAS.

3. IFRS Compliance: The meeting will also cover the approval of financial statements compliant with IFRS standards.

4. Interim Dividend Consideration: The board will deliberate on the declaration of an interim dividend, if any.

Meeting Schedule

Investor and Analyst Call

Infosys has announced that it will host investor and analyst calls on October 16, 2025, following the board meeting. These calls will provide an opportunity for stakeholders to discuss the financial results for the quarter ending September 30, 2025, and gain insights into the company's business outlook.

Additional Information

The company has stated that detailed information regarding the investor and analyst calls will be published on the Infosys website in due course.

This announcement underscores Infosys' commitment to transparency and timely communication with its shareholders and the broader investment community. Investors and analysts will be keenly watching for the Q2 FY2026 results and any potential dividend announcement, which could provide valuable insights into the company's financial health and future prospects in the ever-evolving IT services landscape.

Infosys , one of India's leading IT services companies, has announced a substantial Rs 18,000 crore share buyback program, igniting discussions about the company's priorities between shareholder returns and investments in artificial intelligence (AI) and innovation.

Buyback Details

The buyback, Infosys's fifth in eight years, aims to repurchase nearly 10 crore shares at an 18% premium to the current market price. This move is expected to boost key financial metrics such as earnings per share and return on equity, potentially creating immediate value for shareholders.

Financial Position

Infosys currently holds a robust cash reserve of over Rs 36,000 crore, positioning the company comfortably to execute the buyback while maintaining financial flexibility. The buyback amount represents approximately half of the company's total cash reserves.

Debate on Investment Priorities

The announcement has sparked a debate among industry observers and stakeholders:

Critics' Perspective

Some argue that Infosys should prioritize investments in AI and innovation over returning cash to shareholders. They point to the company's relatively low R&D spending of Rs 850 crore, which represents only 0.5% of its revenue. This figure pales in comparison to global peers like Accenture, which invests 1.8% of its revenue in R&D, and tech giants that allocate 12-25% of their revenue to innovation.

Supporters' View

Proponents of the buyback argue that it creates immediate shareholder value while the company simultaneously invests in AI capabilities. They highlight Infosys's efforts in AI development, including:

• The Topaz AI platform
• Training over 2.75 lakh employees in AI
• Deploying more than 300 AI solutions for clients

Future Outlook and Strategy

Infosys has provided a cautious revenue growth guidance of 1-3% amid AI-led market disruptions. To bolster its AI capabilities, the company plans to hire 20,000 freshers. This strategy suggests that Infosys is attempting to balance shareholder returns with investments in future technologies.

Industry Impact

The decision by Infosys, a bellwether of the Indian IT industry, to pursue a large share buyback while also focusing on AI development could set a precedent for other companies in the sector. It highlights the challenges faced by established IT services firms in navigating the rapidly evolving landscape of AI and automation while meeting shareholder expectations.

As the debate continues, stakeholders will be closely watching how Infosys balances its financial strategies with its technological investments in the coming quarters.