• Leadership succession plan: Ashiss Dash, a 31-year company veteran, has been appointed to succeed Salil Parekh as CEO on April 1, 2027, following a transition and mentorship period starting October 1.
• Financial guidance revision: Infosys revised its full-year constant currency revenue growth guidance down to 1.5%–3% due to macroeconomic uncertainty and a one-time client impact, while maintaining operating margin guidance at 20%–22%.
• Quarterly operating metrics: In Q1, constant currency revenue grew 2.4% year-on-year and 1% quarter-on-quarter, supported by $3.6 billion in large deal total contract value with 61% net new deals and an operating margin of 21.1%.
• AI revenue and adoption: AI services contributed 8.2% of total Q1 revenue and have grown at a double-digit quarter-on-quarter rate, with over 80,000 employees actively deploying AI coding tools on client projects.
• AI platform strategy: Infosys is scaling up to 6,000 frontier engineers and deploying its Topaz Fabric platform to optimize client token costs, maintain data sovereignty, and integrate diverse foundation models.