INFY
Infosys Limited$11.92
LiveJun 15, 2026
Market cap
$48.34B
52w range
11.42 – 30.00
P / E
—
EPS · FY 2026
$0.83
Volume
1.04M
Revenue · FY 2026
$20.16B
Explain this page
Arphra AIPlain-English read on Infosys Limited’s valuationEarnings-call language
How INFY management's narrative shifts across quarters — theme emphasis, emerging vs fading terms, and an AI tone read.
Across 8 calls (FY25 Q1→FY26 Q4), management's language leaned most into restructuring (+1.2/1k words) and away from guidance. Newly prominent: growth, services, little.
AI tone read
Theme emphasis by quarter
Mentions per 1,000 words · FY25 Q1 → FY26 Q4
| Theme | FY25 Q1 | FY25 Q2 | FY25 Q3 | FY25 Q4 | FY26 Q1 | FY26 Q2 | FY26 Q3 | FY26 Q4 |
|---|---|---|---|---|---|---|---|---|
| AI & automation | · | 3.0 | 3.6 | 3.4 | 2.5 | · | 1.4 | · |
| Tariffs & trade | · | · | · | · | · | · | · | · |
| Demand | 1.1 | 3.1 | 2.3 | · | 1.5 | 1.8 | 1.3 | · |
| Macro & uncertainty | · | · | · | 1.6 | 1.3 | · | · | · |
| Margins & cost | 4.7 | 3.0 | 5.3 | 9.0 | 5.8 | 1.5 | 7.7 | 4.0 |
| Guidance | 4.1 | 2.7 | 1.7 | 6.2 | 3.3 | 3.8 | 2.2 | 2.8 |
| Restructuring | · | · | · | · | · | · | · | 1.2 |
| Supply chain | · | · | · | · | · | · | · | · |
Emerging language
Rising vs prior quarters
growth +3.2services +2.1little +1.9acquisitions +1.8something +1.7infosys +1.1parekh +1.1large +1.1
Fading language
Falling vs prior quarters
impact -2.0environment -1.8part -1.6client -1.2enterprise -1.0hiring -1.0strong -0.9already -0.8
Source: per-call keyword index (earnings_transcripts). Frequencies are normalised per 1,000 words so quarters are comparable. Read the full calls on the INFY earnings tab.