Infosys: Differentiated AI strategy and a sharp focus on value unlock propels 29% sequential growth in AI revenues

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  "detected_at": "2026-10-24T07:44:43+00:00",
  "company": {
    "name": "Infosys",
    "domain": "infosys.com"
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    "url": "https://www.tribuneindia.com/news/business/infosys-differentiated-ai-strategy-and-a-sharp-focus-on-value-unlock-propels-29-sequential-growth-in-ai-revenues-2-2",
    "title": "Infosys: Differentiated AI strategy and a sharp focus on value unlock propels 29% sequential growth in AI revenues - The Tribune",
    "excerpt": "• Robust Q2 large deal TCV at $5.2 billion with 62% net new; lays solid foundation for future growth • FY 27 revenue guidance revised to 1%-2% and margin guidance retained at 20%-22% BENGALURU, India, Oct. 23, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, delivered $5,145 million in Q2 revenues, year on year growth of 1.5% and sequential growth of 1.2% in constant currency. Operating margin was stable at 21.0%. EPS growth was 8.7% year on year in rupee terms. TCV of large deal wins was $5.2 billion, with 62% net new. H1 revenues grew at 1.9% year on year in constant currency. Operating margin for H1 was at 21.0%. \"We had strong large deals of $5.2 billion, including a mega deal of over $2 billion, reinforcing our position as a trusted partner in the marketplace when clients embark on large and complex transformation programs. Our AI revenue was at 10.5% and grew 29% quarter-on-quarter. As enterprises move to AI adoption at scale, the strong growth in AI revenues is a recognition of our differentiated market positioning and client confidence,\" said Salil Parekh, CEO and MD. \"We are advising some of the largest global enterprise on their AI strategy and continue to invest in deep domain and technology capabilities to bring new ideas and an integrated ecosystem to help businesses unlock...",
    "summary": "Infosys collaborated with Mondelez International to drive its supply chain transformation through AI-enabled workflows.",
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    "image_url": "https://www.tribuneindia.com/sortd-service/imaginary/v22-01/jpg/large/high?url=dGhldHJpYnVuZS1zb3J0ZC1wcm8tcHJvZC1zb3J0ZC9tZWRpYWUyNjI3YmQwLWNmN2UtMTFmMS05N2QyLTcxMzIwNTZiZTJjZS5qcGc=",
    "confidence": 0.9,
    "published_at": "2026-10-24T07:44:43Z",
    "article_sentence": "Infosys collaborated with Mondelez International to drive its supply chain transformation through AI-enabled decision-making, data standardization, and intelligent enterprise workflows.",
    "related_company_name": "Mondelez International",
    "related_company_domain": "mondelezinternational.com"
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