Infosys Q2: Profit Up 6%, ₹26 Dividend, but Growth Forecast Cut Again

KoshfinInvestment News Infosys Q2: Profit Up 6%, ₹26 Dividend, but Growth Forecast Cut Again
Koshfin: Infosys Q2: Profit Up 6%, ₹26 Dividend, but Growth Forecast Cut Again
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Investment News · 24 October 2026 · 3 min read

In short: Infosys reported a net profit of ₹7,823 crore for July to September 2026, up 6% from a year ago. Revenue rose 10.7% to ₹49,244 crore. It declared an interim dividend of ₹26 a share. But it lowered its full-year growth forecast to 1–2%, from 1.5–3% earlier.

Key numbers

Jul–Sep 2026Change vs last year
Net profit₹7,823 crore+6.2%
Revenue₹49,244 crore ($5.15 billion)+10.7% in rupees; +1.5% in constant currency
Operating margin21.0%Flat
Large deals signed$5.2 billionIncludes one deal above $2 billion
Employees3,32,5424,480 added in the quarter

Dividend dates

Details
Interim dividend₹26 a share (₹23 last year)
Record date3 November 2026
Payment date11 November 2026

To get the dividend, you need to own the shares at the end of the record date. Since trades settle the next working day, buy by 2 November at the latest.

Why the forecast cut matters

  • Rupee growth looks better than it is: most of the 10.7% rise came from a weaker rupee. In constant currency, which removes currency moves, revenue grew only 1.5%.
  • Clients are cautious: Infosys said demand remains difficult, so it now expects 1–2% growth for the full year.
  • AI is growing fast: AI work rose 29% from the last quarter and is now 10.5% of revenue.
  • Margins held: the company kept its 20–22% operating margin target.

Sources

This is a news summary for education, not investment advice. Figures are as reported on or before 24 October 2026; check official filings before making decisions.


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