Infosys Limited · NSE:INFY
Infosys — Investor Presentation (July 2026)
33 slides from Infosys's investor presentation, July 2026
Slide 1: Investor Presentation
INVESTOR PRESENTATION Infosys Navigate your next
Slide 2: Safe Harbor
SAFE HARBOR Certain statements in this release, including those concerning our future events, future growth prospects, our future financial or operating performance and our offerings and collaborations, are “forward looking statements” intended to qualify for the 'safe harbor' under the Private Secu
Slide 3: Index
INDEX Company Overview Industry Context and Infosys Client Centricity Financial Performance Shareholder Value Creation Environmental, Social & Governance (ESG) 3
Slide 4: Company Overview
COMPANY OVERVIEW Navigate your next
Slide 5: About Infosys
ABOUT INFOSYS STRONG REVENUE GROWTH STRATEGIC AI POSITIONING LTM US$20.3 bn Revenue Preferred AI partner-of-choice for clients; AI as a % of Q1 Revenue 8.2% AI engagements with 90% of top 200 clients Doubled $100M+ clients since FY18 Return on Equity (ROE) MARKET CAP 32.1% US$43 bn* STRONG AND DEBT
Slide 6: Global Company
We are a GLOBAL COMPANY… with presence in 59 countries North America 56.4% Europe 32.1% Rest of World 9.0% INFOSYS VISION To be a globally respected corporation that India 2.5% provides best-of-breed business solutions, leveraging technology, delivered by best-in-class 6 people Segment data for Q1 F
Slide 7: Deeply Integrated with the global economy and market leaders
…DEEPLY INTEGRATED with the global economy and market leaders 27.9% Financial Services All top 10 US banks 8 of the top 10 global insurance companies 2.3% Others 15.9% Manufacturing 9 of the top 10 global auto companies 7.7% Hi-Tech 19 of the top 20 global Serving over 200 Global hi-tech companies F
Slide 8: Many Firsts
We are a pioneering company with MANY FIRSTS Crosses `100k crore Unveils Largest Indian in revenue ‘AI First Value Framework’ First Indian secondary ADS Completes Launched Incorporated company listed on offering of US$1.6 US listing US$2 billion Announces Topaz, our First Crosses in Pune NASDAQ bill
Slide 9: Benchmark
BENCHMARK 78% History of Independent firsts for an directors Guided by our stakeholders Indian company 87% To introduce ESOPs Public To voluntarily adopt shareholding US GAAP and IFRS reporting CLIENTS EMPLOYEES COMMUNITY and comply with SOX • Business Value • Innovation • Career Opportunities • Hea
Slide 10: Building Blocks
Strong Corporate Governance BUILDING BLOCKS to create Shareholder Value Corporate Social Sustainability Responsibility Scale Continue Next Gen AI, People Care Cloud intensity generation Automation, and Business in Digital seeding Modernization Development 10
Slide 11: Industry Context and Infosys
INDUSTRY CONTEXT AND INFOSYS 11
Slide 12: Large and Growing Market
Large and growing MARKET 2,582 CAGR 8.1% 1,615 1,096 2024 2030 Global IT services spend ($ bn) We are a leading player in an industry projected to grow at high single digits 12 Source: Gartner Services Forecast by Segment, 2024-2030
Slide 13: Fundamental Transformation
We are implementing our strategy in a context that is witnessing FUNDAMENTAL The technology-led transformation of our clients’ businesses is creating new demand, but also TRANSFORMATION new competitors 1 The demand for quality talent 4 2 Traditional IT services are in new areas is rising globally, r
Slide 14: Value Proposition
Infosys VALUE PROPOSITION Global IT services business model Infosys Advantage+ Growing market for organization wide Global scale operator with focus on Digital and AI value pools technology transformations Deep and lasting client relationships Geographic spread Integrated and broad suite of service
Slide 15: Client Centricity
CLIENT CENTRICITY Navigate your next
Slide 16: Strategic Elements
STRATEGIC ELEMENTS Continued focus on client relevance and execution Scale Continue Next People Gen AI, Gen AI, cloud intensity in generation automation, care and automation, business Digital seeding modernization development modernization Cloud advisory, data on Expanding capabilities Investment in
Slide 17: Building an AI First Enterprise
BUILDING AN AI FIRST ENTERPRISE We have AI is now a part applied AI first to of all our ourselves services We are uniquely configured internally to Our platforms are AI address AI Our people are AI augmented ready and connected 17 Our Sales is AI driven
Slide 18: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services drive growth to win higher wal
Slide 19: AI First Value framework
Our AI First Value framework is comprehe Data for AI Physical AI INNOVATE INSIGHT Unlock AI Value 19
Slide 20: Recognized As Market Leader In AI
Recognized As Market Leader In AI Topaz 16 16 13 12 10 10 8 7 7 5 5 2 Infosys Player 2 Player 3 Player 4 Player 5 Player 6 Player 7 Player 8 Player 9 Player 10 Player 11 Player 12 20 Data as of FY26
Slide 21: Financial Performance
FINANCIAL PERFORMANCE Navigate your next
Slide 22: Financial Track Record
Strong Operating Profits ($ bn) FINANCIAL TRACK 3.8 3.8 3.8 4.1 4.1 RECORD Revenues ($ bn) FY 22 FY 23 FY 24 FY 25 FY 26 Large Deal ($ bn) 20.2 18.6 19.3 18.6 18.2 18.6 17.7 16.3 Free Cash Flow ($ bn) 14.9 4.1 3.7 18.6 18.6 11.6 3.1 2.9 2.5 9.5 9.8 FY 22 FY 23 FY 24 FY 25 FY 26 FY22 FY23 FY24 FY25 F
Slide 23: Shareholder Value Creation
SHAREHOLDER VALUE CREAT 23 Index
Slide 24: Capital Management
TSR focused CAPITAL MANAGEMENT METRIC LONG-TERM OBJECTIVE FY26 FREE CASH FLOW GENERATION Maximize long-term growth of free cash flow conversion ~113% of Net income CAPITAL EXPENDITURE Invest to support new technology infrastructure development and drive organic growth. 1.5% of revenue 82.1% of FCF r
Slide 25: Structured Approach to creating investor value
STRUCTURED APPROACH to creating investor value Growth with Inorganic Progressive 1 strategic 2 moves aligned 3 capital investments to strategy allocation Scale Agile Digital with Invest in inorganic moves Returned 85% of free cash key investments to expand client relevance flows cumulatively over a
Slide 26: Capital Allocation
CAPITAL ALLOCATION Capital returned(2) to shareholders 46.00 ` crore 88,411 48.00 38.00 43.00 22,624 34.00 >4X 31.00 63,794 27.00 3,313 21.75 21.50 23.00 21,337 62,474 23.00 16.75 17.50 4,721 17.50 37,468* 18,058 15.00 37,736 15.00 12.88 12.13 5.00# 8.00 # 4.00 # FY16 FY17 FY18 FY19 FY20 FY21 FY22 F
Slide 27: Project Maximus
PROJECT MAXIMUS To drive medium term operating margin expansion Value based Efficient Automation & Improvement in Reduction of selling pyramid Generative AI key portfolios indirect costs 27
Slide 28: Environmental, Social & Governance
ENVIRONMENTAL, SOCIAL & GOV 28
Slide 29: ESG Highlights 2025-26
ESG HIGHLIGHTS - 2025-26 '@1S5I ° | Environment Social Governance Carbon neutral 7 years ina row Tomine 300+ Worid's most ethical Company 7 ~14mn 100% Gan enh ? . saplings planted ie comes 180 42001:2028 1$0.27701:2019 Cerne en 2,62,000+ 84% snes lier coer Ce ee ca besayarnin ist bs security managem
Slide 30: ESG Vision 2030 Refresh
ESG VISION -2030 REFRESH Core areas Vision Material topics Environment Serve the preservation of our Climate change Water Waste planet by shaping Become climate positive in 2030 Reduce our water footprint and Reduce, reuse and recycle and sharing enhance water availability in the to minimize waste,
Slide 31: Recognitions and Accolades
RECOGNITIONS and Accolades #1Won multiple awards at the 2026 Asia Executive #2 Multiple awards from FinanceAsia, including Best Survey by Extel and ranked among the Top 3 overall CFO, Best Investor Relations and Best Large Cap in three categories: Best CFO, Best IR Program, and Company Best ESG Prog
Slide 32: Conclusion
Conclusion A strong set of capabilities in Have positioned our company to work Strong AI revenues at 8.2% Generative AI with Topaz and Topaz with clients for their digital in Q1 FY27, growing double Fabric with robust partnerships and transformation as well as their cost digit sequentially leader an
Slide 33: Thank You
THANK YOU © 2026 Infosys Limited, Bengaluru, India. All Rights Reserved. Infosys believes the information in this document is accurate as of its publication date; such information is subject to change without notice. Infosys acknowledges the proprietary rights of other companies to the trademarks, p