Infosys Limited

NSE:INFY
Q2 FY2025 • 2024-10-17
REVENUE GROWTH: 3.1%
Revenue growth: 3.1% QoQ, 3.3% YoY in constant currency
OPERATING MARGIN: 21.1%
Operating margin: 21.1%
FINANCIAL SERVICES GROWTH:
Financial Services growth: 2% QoQ
MANUFACTURING GROWTH: DOUBLE
Manufacturing growth: double digits QoQ
AI-powered analysis providing a comprehensive overview of the earnings call
Infosys reported robust growth in Q2, driven by strong performance across various sectors and geographies. The company is also focusing on generative AI initiatives to enhance its service offerings.
Strong performance with stable margins.
Management Tone: Optimistic
Performance Overview
Business Progress
Future Outlook
Financial Highlights
Revenue Growth: 3.1% QoQ, 3.3% YoY
Operating Margin: 21.1%
Operational Excellence
  • Financial Services grew 2% QoQ.
  • Manufacturing sector saw double-digit growth.
  • Energy, utilities, and services grew 5.8% QoQ.
Key Achievements
  • Deepening work in generative AI with new enterprise platforms.
  • Building a small language model and multi-agent solutions.
Strategic Updates
  • Revised revenue growth guidance for FY25 to 3.75% - 4.5% in constant currency.
  • Operating margin guidance remains at 20% - 22%.
Future Guidance
  • Revenue growth guidance: 3.75% - 4.5% for FY25.
  • Operating margin guidance: 20% - 22%.
Strategic Priorities
  • Focus on cost take-outs over discretionary spending.
  • Enhancing capabilities in generative AI.
Risk Factors
  • Slowness in the automotive sector in Europe.