NSE:INFY management interview: Will AI Wipe Out The I.T Industry? Infosys Chairman Nandan Nilekani's Big Statement On AI
NDTV Profit, 2026-06-23. Video: https://www.youtube.com/watch?v=dsrIFxoHMqU
- Fiscal 2026 performance: Infosys delivered US$20.2 billion in revenue with 3.1% constant-currency growth, a 21% adjusted operating margin, and US$14.9 billion in large deal TCV. Free cash flow reached US$3.7 billion, supporting a total dividend of ₹48 per share and an overall capital payout of 113.9% of free cash flow.
- AI market opportunity: The company is actively collaborating with 90% of its top 200 clients on AI initiatives across its Topaz and Cobalt platforms. Its newly unveiled AI-first value framework aims to capture an addressable AI-first services market estimated at US$300 billion to US$400 billion by 2030.
- Strategic acquisitions: Infosys finalized the acquisitions of Emari Consulting, Missing Link Group, Status Global LLC, and Optimum Achieve Holdings. It also agreed to form a joint venture with Telstra by acquiring a 75% stake in Versent Group.
- Sustainability milestones: Global operations achieved carbon neutrality for the seventh consecutive year, with renewable energy sourcing reaching 81.8% across Indian operations alongside 11 zero-waste certified campuses.