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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.
Technology
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CNBC TV18•17-02-2026, 12:27

Infosys CEO Salil Parekh Identifies $300-400 Billion AI Opportunity in 6 Key Areas

  • •Infosys CEO Salil Parekh highlighted six areas of AI services that could generate $300-400 billion in business by 2030.
  • •The six promising areas include AI strategy, data for AI, process for AI, agentic legacy modernization, physical AI, and AI trust.
  • •Legacy modernization is identified as one of the largest opportunities, while physical AI involves embedding AI software directly into devices.
  • •Infosys is expanding its partnership ecosystem and recruited 20,000 college graduates to build future-ready AI capabilities.
  • •The company performs AI work for 90% of its top 200 clients, demonstrating client trust in its AI initiatives.
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