#India #revenue growth #Bengaluru #Infosys #large deals

Infosys Reports Strong Q3 2025 Performance with Revenue Growth and Major Client Wins

Infosys, a leading entity in the realm of digital services and consulting, has reported a robust performance for the third quarter of fiscal year 2025. The company's earnings reveal a total revenue of $5,099 million, marking a year-on-year growth of 1.7% and a modest sequential increase of 0.6% in constant currency (CC). The results reflect a strategic emphasis on delivering consistent value to clients through innovative services in artificial intelligence and digital transformation.

In a statement, Salil Parekh, the CEO and Managing Director of Infosys, attributed this growth to the company's focus on AI and its agile digital solutions. He observed that clients increasingly recognize Infosys as their trusted AI partner, leveraging the company's expertise to unlock business potential and generate substantial value.

Financial Highlights

For the quarter ended December 31, 2025, several key financial metrics stood out:

• - Revenue: $5,099 million (Growth of 3.2% YoY)
• - Operating Margin: 18.4% reported, 21.2% adjusted
• - Free Cash Flow: Robust generation at $915 million
• - Total Contract Value (TCV) of Large Deal Wins: A remarkable $4.8 billion, predominantly from new contracts

The revenues for the first nine months of the fiscal year extended this positive trend, with total revenues reaching $15,117 million and a year-on-year growth of 3.9%.

Strategic Deals and Innovations

Infosys has also made headlines with its notable client wins, including a partnership with Metro Bank to overhaul its finance operations using Workday's solutions. The CFO of Metro Bank expressed enthusiasm for this collaboration, highlighting its potential to bolster digital transformation and operational efficiencies.

Furthermore, Infosys unveiled its AI-first Global Capability Center (GCC) model, aimed at transforming GCCs into AI-driven hubs for innovation. This initiative is designed to empower clients to enhance aviation safety and operational efficiency, with Lufthansa Systems praising their collaboration with Infosys as pivotal for their digital transformation journey.

The healthcare sector also witnessed significant advancements as Infosys partnered with the NHS Business Services Authority to introduce a new workforce management solution, enhancing operational capabilities within the NHS.

Infosys showcased its versatility through a variety of strategic initiatives that focus on driving digital transformation across different sectors. Its collaborative project with Telenor Shared Services, aimed at modernizing HR operations with Oracle Fusion Cloud, highlights the company's commitment to enhancing employee experience through technology.

Future Outlook

Looking ahead, Infosys revised its revenue growth guidance for FY 26 to between 3.0% and 3.5% in constant currency. The operating margin is also expected to remain stable, between 20% and 22%. This outlook underscores the company’s commitment to achieving sustained growth while adapting to the evolving needs of its client base.

Jayesh Sanghrajka, CFO of Infosys, expressed optimism about the company's broad-based performance, showcasing strong free cash flow generation and a successful capital allocation strategy that includes significant stock buybacks and dividends.

As businesses globally navigate their digital journeys, Infosys's strong financial performance, coupled with strategic innovations in service delivery, positions the company as a key player in the competitive landscape of digital transformation.

Conclusion

In summary, Infosys’s strong Q3 performance solidifies its role as a leader in the digital services domain. Its ability to forge strategic partnerships and invest in innovative technologies will enable it to continue providing value to clients and stakeholders alike. As the company prepares to tackle the future challenges in the industry, its focus remains on empowering its workforce and clients to thrive in an increasingly digital world.