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[BUSINESS] · India · 13 sources

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Part of situation: Infosys revenue guidance and AI impact (2 clusters)

Infosys lowers FY27 revenue growth guidance amid AI shifts

Infosys IT services revenue guidance artificial intelligence quarterly earnings

Infosys has reduced its revenue growth forecast for the financial year ending March 2027 to 1%–2% in constant currency, down from its previous guidance of 1.5%–3%. The company cited a challenging business environment, softer volumes in sectors like retail and high tech, and pricing pressures driven by competitive intensity and client productivity expectations.

Despite the lowered outlook, the company reported a 6.2% year-on-year increase in consolidated net profit to Rs 7,823 crore for the second quarter ended September. Revenue for the quarter rose 10.7% year-on-year to Rs 49,244 crore, slightly exceeding market expectations.

Artificial intelligence is playing a significant role in the company's performance; AI revenue accounted for 10.5% of total revenue during the quarter, representing a 29% sequential growth. The company also secured $5.2 billion in large deal total contract value, which included a mega deal exceeding $2 billion. While AI presents growth opportunities, the company noted that it is also reshaping the industry by challenging traditional staffing-based billing models as clients seek outcome-linked productivity gains.

Entities

Bansal Wire Industries Limited · Infosys · Jayesh Sanghrajka · Pranav Bansal · Prateek Gupta & Company · Salil Parekh

Claims

What the coverage asserts, and how many sources carry each claim.

  • [○ 1 SOURCE] The company sold 1.29 LT in the quarter, up 12.4% year-on-year.
  • [○ 1 SOURCE] EBITDA rose to Rs 105.03 crore.
  • [● 3 SOURCES] Bansal Wire Industries consolidated net profit rose 38% year-on-year to Rs 52.90 crore in the September quarter.
  • [○ 1 SOURCE] EBITDA per tonne was Rs 8,150.4, the highest in the company's history.
  • [● 3 SOURCES] Consolidated revenue from operations increased 23.9% year-on-year to Rs 1,308.14 crore.
  • [● 2 SOURCES] Earnings per share (EPS) was Rs 0.68.
  • [○ 1 SOURCE] Bansal Wire Industries is the second largest steel wire manufacturing company by volume.

Sources

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Infosys:Differentiated AI strategy and a sharp focus on value unlock propels 29% sequential growth in AI revenues [web3wire.org]
Infosys Cuts FY27 Growth Forecast Despite Revenue Beat [stratnewsglobal.com]
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