one18
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.
टेक्नोलॉजी
C
CNBC TV18•17-02-2026, 12:27

इंफोसिस के सीईओ सलिल पारेख ने AI में 300-400 अरब डॉलर के अवसर बताए

  • •इंफोसिस के सीईओ सलिल पारेख ने AI सेवाओं के छह क्षेत्रों में 2030 तक 300-400 अरब डॉलर के व्यावसायिक अवसर का अनुमान लगाया है.
  • •इन छह क्षेत्रों में AI रणनीति, AI के लिए डेटा, AI के लिए प्रक्रिया, एजेंटिक लेगेसी आधुनिकीकरण, फिजिकल AI और AI ट्रस्ट शामिल हैं.
  • •पारेख ने लेगेसी आधुनिकीकरण को सबसे बड़े अवसरों में से एक बताया, जबकि फिजिकल AI में AI सॉफ्टवेयर को सीधे उपकरणों में एम्बेड करना शामिल है.
  • •इंफोसिस अपनी साझेदारी का विस्तार कर रहा है और भविष्य के लिए तैयार AI क्षमताओं के निर्माण हेतु 20,000 कॉलेज स्नातकों को नियुक्त किया है.
  • •कंपनी अपने शीर्ष 200 बड़े ग्राहकों में से 90% के लिए AI कार्य करती है, जो AI पहलों में ग्राहकों के विश्वास को दर्शाता है.
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