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Infosys Q3 Results Live Updates: The Bengaluru-based IT firm is set to report its third quarter earnings today. A CNBC-TV18 poll has estimated a 1% increase in its profit after tax (PAT) at 7,445 crore from 7,364 crore. It has also estimated EBIT of 9,624 crore from 9,353 crore in the previous quarter and its EBIT margin to expand marginally to 21.3% from 21%. Infosys is likely to narrow its FY26 revenue growth guidance towards the upper end of 2.5-3% and maintain margins of 20-22%. This does not include the contribution from the Versent Group acquisition, which is yet to close. Gradual sequential EBIT margin improvement is expected, primarily driven by benefits from Project Maximums. The Street is estimating Infosys' dollar revenue to come in at $5,071 million in the third quarter compared to 5,076 million in the previous quarter. Meanwhile, it has estimated rupee revenue to increased 1.7% to 45,255 crore from 44,490 crore in the previous quarter. The company also won a large order worth £1.2 billion, 15-year contract by the NHS in October 2025. In the second quarter its deal total contract value was at $3.1 billion with 67% of that being "net new" business. Investors are focusing on tech spend outlook for the calendar year 2026, competitive intensity and pricing pressure in large deals, the willingness of clients to take up large transformation programmes that are margin-dilutive initially, the pace of enterprise AI adoption and the resultant pricing and deflationary pressure and incremental benefits that can accrue from Project Maximus.
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CNBC TV18•16-02-2026, 15:39

Infosys to Unveil AI Roadmap at Investor Day Amid Market Volatility

  • •Infosys will detail its AI roadmap at Investor Day on February 17, with CEO Salil Parekh outlining a medium to long-term AI strategy.
  • •Investors seek clarity on generative AI's impact on outsourcing models, competitive positioning, and long-term growth for IT services companies.
  • •Market volatility intensified due to concerns that rapid AI advancements could disrupt conventional IT services and limit near-term revenue growth.
  • •Infosys aims to balance AI risks and opportunities, focusing on scaling generative AI internally and with clients from FY226, as per a Kotak report.
  • •The company has over 500 AI agents in use and engages in AI projects with over 90% of its top 200 clients, positioning itself as an "AI partner of choice".
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