Infosys AI revenue share hits 8.2% as full-year guidance narrows to 1.5%-3.0%

The Indian IT giant reports resilient margins and strong deal wins, but the tightened outlook signals persistent client caution in a shifting tech landscape.

By Handelsavisen Newsroom · Automated 2026-07-23 14:04 UTC · 1 min read

Infosys has reported first-quarter fiscal 2027 results that highlight a growing reliance on artificial intelligence, with AI-related revenues accounting for 8.2% of total income.

The Bangalore-based technology services provider also posted a resilient operating margin of 21.1%, supported by robust free cash flow of $0.96 billion and large deal wins totaling $3.6 billion, of which 61% were net new business.

5% to 3.0%, reflecting continued uncertainty in client spending.

Despite the strong operational metrics, the company revised its full-year revenue guidance to a range of 1.5% to 3.0%, reflecting continued uncertainty in client spending.

The narrower outlook underscores the challenges facing India’s second-largest IT services firm as it navigates a complex macroeconomic environment.

Previous reports indicated that quarterly revenue had fallen short of market expectations, signaling ongoing headwinds for the sector.

The results demonstrate that recent strategic acquisitions are beginning to contribute to the bottom line, with consolidated profit rising 12.3% year-on-year to ₹7,769 crore.