Q2 2025 Infosys Ltd Earnings Call Transcript
Key Points
- Infosys Ltd (INFY) reported a strong Q2 performance with a 3.1% sequential revenue growth in constant currency terms.
- The company achieved a stable operating margin of 21.1% and generated $839 million in free cash flow for the quarter.
- Large deal wins totaled $2.4 billion, with a strong pipeline of deals below $50 million showing double-digit growth.
- Employee attrition stabilized at 12.9%, and the company added 2,500 employees after six quarters of decline.
- Infosys Ltd (INFY) is advancing in generative AI, developing enterprise platforms and small language models to enhance client productivity and growth.
- The automotive sector in Europe is experiencing slowness, impacting growth in that region.
- Retail sector remains affected by economic and political uncertainties, with clients focusing on cost takeout.
- The communication sector faces challenges with a focus on cost reductions, impacting discretionary spending.
- Despite strong performance, the company revised its revenue growth guidance to a lower range of 3.75% to 4.5% for FY25.
- The company anticipates regular seasonality impacts in H2, including furloughs and fewer working days, which could affect growth momentum.
Ladies and gentlemen, good day, and welcome to Infosys Limited Q2 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Sandeep Mahindroo. Thank you, and over to you, Mr. Mahindroo.
Hello, everyone, and thanks for joining Infosys earnings call for Q2 FY25. Joining us on this call is CEO and MD, Mr. Salil Parekh; CFO, Mr. Jayesh Sanghrajka; and other members of the leadership team. We'll start the call with some remarks on the performance of the company, subsequent to which the call will be opened up for questions.
Please note that anything we say which refers to our outlook for the future is a forward-looking statement that must be read in conjunction with the risk that the company faces. A full statement and explanation of these risks is available in our filings with the SEC, which can be found on www
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