Macro uncertainty and tariff risks
Geopolitical tensions and tariff uncertainties are causing elongated decision cycles and pressure on discretionary spending, especially in retail and manufacturing.
INFY / Q2-FY26 / risks
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Infy · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
H1B visa fee hike impact on delivery model
Analyst raised concern about visa cost increases; management acknowledged potential model shift but provided no specific quantification of margin impact.
AI deflationary pressure on revenue growth
Analyst questioned whether AI-driven productivity gains could compress revenue; management noted cost reduction focus but did not quantify net impact.
Seasonal H2 softness
Lower working days, furloughs, and calendar effects expected to impact H2 growth; guidance reflects this but could be worse if macro deteriorates.