Infosys: AI accounts for 10.5% of Q2 revenue, up 29% sequentially

Infosys reported Q2 revenue of $5,145 million with a 21.0% operating margin for the quarter ended September 30, 2026. AI revenue reached 10.5% of total revenue and grew 29% quarter on quarter, while large-deal TCV totaled $5.2 billion.

• Revenue of $5,145 million, up 1.5% year on year in constant currency
• AI revenue grew 29% sequentially to 10.5% of total revenue
• Large-deal TCV of $5.2 billion, including a mega deal over $2 billion
• Interim dividend of 26 rupees per share, up 13% year on year