Infosys — Q3 FY26
Infosys delivered a strong Q3 FY26 with constant currency revenue growth of 1.7% YoY and adjusted operating margin of 21.2%, expanding 20 bps sequentially.
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q2 FY26
FY26 revenue growth guidance raised to 2-3% CC
Revised from previous range; reflects strong H1 performance and includes seasonal H2 softness.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Operating margin guidance maintained at 20-22%
Margin guidance unchanged despite revenue guidance revision; Project Maximus and cost levers support.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Mega deal with NHS worth $1.6B to ramp up this fiscal year
100% net new deal announced post-Q2; expected to contribute to H2 revenue.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1