Infosys二季度净利增6.2%却下调全年指引AI收入环比猛增29%难挽谨慎预期
班加罗尔——印度第二大 IT 服务公司 Infosys 10 月 23 日公布 2027 财年第二季度（7–9 月）财报：合并净利润 782.3 亿卢比（7,823 crore），同比增长 6.2%（去年同期 736.4 亿卢比（7,364 crore））；营业收入 4,924.4 亿卢比（49,244 crore），同比增长10.7%；恒定汇率下营收增长 1.5%；营业利润率 21.0%。财报的最大看点是指引下调：公司将 FY27 全年恒定汇率营收增长指引从此前的 1.5%–3% 下调至 1%–2%，理由是需求环境充满挑战；全年营业利润率指引维持在 20%–22%。
董事会同时宣布中期股息每股 26卢比。订单与 AI 业务仍是亮点：当季大额订单总额（TCV）52 亿美元，其中 62% 为新增业务，包括一单超过 20亿美元的七年期超级大单；AI 相关收入已占总营收的 10.5%，环比大增 29%。
首席执行官帕雷克（SalilParekh）与首席财务官桑格拉吉卡（JayeshSanghrajka）在电话会上称，下调指引反映了不确定性上升，分析师则追问这是七年来最弱的指引。财报公布后，Infosys 美股 ADR 盘前一度下跌约 6%。
（GSM 据公司财报、多家财经媒体综合）
来源：GSM·美国
Infosys Q2 Profit Rises 6.2% but Full-Year Guidance Cut; AI Revenue Jumps 29% Quarter on Quarter
BENGALURU — Infosys, India's second-largest IT services company, reported second-quarter FY27 (July–September) results on October 23: consolidated net profit of ₹7,823 crore, up 6.2% year on year from ₹7,364 crore; revenue from operations of ₹49,244 crore, up 10.7%; constant-currency revenue growth of 1.5%; and an operating margin of 21.0%. The headline was the guidance cut: the company lowered its FY27 constant-currency revenue growth forecast to 1%–2% from 1.5%–3%, citing a challenging demand environment, while keeping its fullyear operating margin guidance at 20%–22%.
The board declared an interim dividend of ₹26 per share. Orders and AI remained bright spots: large-deal total contract value hit $5.2 billion, 62% of it net new, including a mega deal worth over $2 billion across seven years; AI-related revenue reached 10.5% of total revenue, up 29% quarter on quarter.
On the earnings call, CEO Salil Parekh and CFO Jayesh Sanghrajka defended the cut as reflecting heightened uncertainty, while analysts pressed on what they called the weakest guidance in seven years. Infosys ADRs fell about 6% in premarket trading after the announcement.
(GSM, from the company's results via financial media)
Source: GSM · America
来源：GSM·美国（原文链接）
图片来源：Infosys 迈索尔园区（资料图）。照片：L'Astorina，CC BY 4.0，经 Wikimedia Commons。 / File photo. Photo: L'Astorina, CC BY 4.0, via Wikimedia Commons.
