Infosys stock weighs AI growth against lower FY27 outlook

Infosys stock traded at 11.28 euros on Lang & Schwarz at 15:06:02 CET on Friday, November 6, 2026. That was 1.31% below the 11.43-euro quote in the latest relevant report published earlier on Friday at 09:15:10 CET, a separate report-to-report comparison.

The operating backdrop remains mixed after Infosys released its second-quarter results for the period ended September 30, 2026. In its investor results release, the company said constant-currency revenue rose 1.5% year on year and 1.2% sequentially. Operating margin held at 21.0%.

AI momentum meets a softer outlook

Infosys recorded 5.2 billion US dollars in large-deal total contract value during the quarter, with 62% classified as net new business. The bookings included a mega deal worth more than 2 billion US dollars, supporting the pipeline even as near-term demand remained uneven.

AI revenue reached 10.5% of total revenue and grew 29% sequentially. That expansion gives investors a visible growth area, but the company lowered its fiscal 2027 constant-currency revenue-growth guidance to 1%-2% from the previous range of 1.5%-3.0%.

Infosys kept its fiscal 2027 operating-margin outlook at 20%-22%. The combination puts the focus on converting large contracts and AI demand into broader revenue growth while protecting profitability.

Dividend sets the next shareholder date

The board declared an interim dividend of 26 Indian rupees per share, 13% above the previous year's interim distribution. The record date was November 3, 2026, and payment is scheduled for November 11, 2026.

Investors can follow the real-time quote of Infosys stock as the market weighs the lower growth range against deal momentum and AI adoption.

India's broader equity backdrop can be followed through current BSE Sensex market reports.

More news and analyses on Infosys stock cover the company's outlook, capital returns and operating progress.