Infosys Ltd ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
3.3%projected annual EPS growth
Analyst Coverage
12analysts covering
FY EPS (est.)
$0.81next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q2 FY 2027 Earnings Release | 15 Oct 2026 |
| Q3 FY 2027 Earnings Release | 14 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Large Deal Wins Total Contract Value (TCV) Quarterly3.6BTarget: Sustained above $2.5 billion per quarter
AI Services Revenue Share Quarterly8.2%Target: Double-digit sequential growth and expansion of AI-led services
Operating Margin Quarterly21.1%Target: 20% to 22% for FY 2027
Voluntary Attrition (LTM) Quarterly0.1Target: Stabilization below historical averages
Watch Items
- FY 2027 Constant Currency Revenue Growth GuidanceTrigger: Below 1.5% or further downward revisionsAction: Re-evaluate growth assumptions, assess impact of client terminations and pricing pressures, and adjust valuation models.
- CEO Transition ExecutionTrigger: Delays in transition or key leadership departures ahead of April 1, 2027Action: Monitor organizational stability and client relationship continuity during the transition from Salil Parekh to Ashiss Kumar Dash.
- Discretionary IT Spending RecoveryTrigger: Continued softness in BFSI and retail verticalsAction: Analyze vertical-specific performance and adjust near-term revenue forecasts.
Research as of 2 Sep 2026