Infosis Information PDF - 222222
Infosis Information PDF - 222222
Strategy Generative AI -
TOPAZ Financial
Performance Shareholder
Value Creation
3
Environmental, Social &
4
STRONG REVENUE STRATEGIC CLIENT
GROWTH RELATIONSHIPS
5-year CAGR at Digital partner-of-choice for clients
8.6% Doubled $100M+ clients
since FY18 US$19.3 bn FY25
Revenue
Return on Equity MARKET
(ROE) CAP
29.0% US$75.8 bn*
A global company
with presence in 55+
countries
North 57.9
America %
Europ 29.8
e %
Rest of 9.2
World %
To be a globally respected corporation
Indi 3.1 that provides best-of-breed business
a %
solutions, leveraging technology,
6 Segment data for delivered by best-in-class people
FY25
with the global economy and market
leaders 27.7%
Financial Services
9 of the top 10 US banks
7 of the top 10 global insurance
3.0 companies
% 15.5%
Manufacturing
Other
9 of the top 10 global auto
s
7.3% Life companies
Sciences Serving over 200
8 of the top 10
global pharma Global Fortune 500 13.5%
companies
8.0% Hi Companies Retail
8 of the top 10
Tech global CPG
14 of the top companies
20 global 8 of the top 10
hi-tech in retail
companies 11.7
13.3%
% Energy, Utility, Resources &
Comm Services
unicati 8 of the top 10 global O&G
7 Segment data for ons supermajors
FY25 9 of the
We are a pioneering
company with
Crosses `100k
Largest Complete
crore Launched
Indian s US$2
Incorporated First Indian US listing in revenue Topaz, our
secondary billion
in Pune company listed ADS offering transfer to share Announces First Gen AI
on NASDAQ of US$1.6 NYSE buyback ESG Vision 2030 offering
billion
1981 1993 1999 2004 2006 2008 2012 2016 2017 2018 2021 2022 2023
Gets listed Crosses US$1 Selected Crosse Another US$2 Crosses $100
on billion as original s US$10 billion bn
BSE / in member of The billion in capital in market cap
Unveils
NSE revenue Global Dow revenue return
Navigate your
Next strategy
8
58 “Digital
ratings
Leader”across offerings of Digital
Pentagon
by industry analysts in FY25
(24 in FY18)
9
Strong
Corporate
Governanc
e
to create
Shareholder
Value
Corporate
Sustainabili
Social
ty
Responsibilit
y
Scale Continu Next Gen AI, People
Cloud e generati Automatio Care and
Busines intensit on n, Developme
s y in seeding Modernizati nt
Digital on
10
11
Large and growing
2,35
CAG 8.4
R %
5
1,57
7
202 202
4 9
Global IT services spend ($
bn)
We are a leading player in an industry projected to grow at
high single digits
1 Source: Gartner – Enterprise IT Spending by Vertical Industry Market Worldwide, 2024-
2 2029
We are implementing our
strategy
in a context that is The technology-led
witnessing transformation of our
clients’ businesses is
creating new demand, but
also new competitors
1
6
Strategic elements-
1
7
Strategic elements-
1
8
Strategic elements-
1
9
Strategic elements-
Modernization
• Zero Disruption Modernization
Faster and
predictable career
progression
• Accelerate career
growth
• Skill based
differential
Enhanced employee engagement compensation
Extensive re-skilling for all
• Higher internal
• Attract with brand as a talent • Digital,
fulfilmentCloud and
magnet Generative AI
• Engage and Empower • Full stack
• Incentivize learning culture • Certifications and skill-
based
recognition
2
1
2
2
We have AI is now a
applied AI first part of all our
to services
ourselves
We are
uniquely
configured
Our platforms are internally to Our people are
AI
augmented address AI AI ready
and
connected
2
3 Our Sales is AI
Digital First Cloud First AI First
While only 2% are ready, most companies expect productivity gains of 10-40% with Enterprise More R
AI: Infosys Research ead More
2Capitalizing on Growth: Why Financial Services Firms Need a Unified AI Strategy
4 Read
AIOps
Generative AI
AI Hyperscalers
AI Vision
AI Startups
2
5
26
Strong
Operating Profits ($
bn)
4.
3. 3. 3. 1
3. 8 8 8
3
Revenues ($
bn) Large Deal ($
8.6 bn)
% 19. FY FY FY FY FY
CAGR
18. 3 21 22 23 24 25
18.
2 6 17.
16. 7
3 Free Cash Flow ($
14.
13.
1 bn)
6 11.6 4.
1
3. 3.
9. 1 2.
9. 0 9
8 2.
5 5
FY FY FY FY FY
FY2 FY2 FY2 FY2 FY2 FY2 FY2 FY2 FY2 FY2 21 22 23 24 25
1 2 3 4 5 1 2 3 4 5
27
28
Inde
x
TSR focused
FREE CASH FLOW GENERATION Maximize long-term growth of free cash flow conversion 129% of Net income
CAPITAL EXPENDITURE Invest to support new technology infrastructure development and drive organic 1.4% of revenue
growth.
Return ~85% of free cash flow cumulatively over 5 years in the form 85% of free cash
CASH RETURN
of dividends and buybacks over FY25-FY29 flows cumulatively
over 5 years
Expects to progressively increase its annual Dividend Per Share (excluding
DIVIDENDS $ 2.1 bn^
special dividend if any) over FY25-FY29
capabilities
flow
cumulatively over FY25 - FY29
Expects to progressively increase
Joint Ventures
its annual Dividend Per Share
Infosys Compaz is JV with Temasek (excluding special dividend if any)
Hipus is JV with Hitachi, Panasonic and
Pasonais JV with ABN
Stater
3 AMRO
0
Capital returned(2)
to
46.0 shareholders
88,40
0 43.0 ` crore
2
38.0 0
34.0 0
22,62
>4 31.0 0
63,79
4
X 27.0 0
3,31
0
21.7 21.5
2
21,33
62,46
5 0
7
16.7 17.5
6
4,72
5 0 17.5
1
0
37,73
12.8
12.1
6
11.1 8
3 5.00 8.00
17,81
3 4.00 #
#
4
#
FY1 FY16 FY18 FY20 FY21 FY22 FY2 FY25
FY15-19 FY20-24
5 FY17 40%
FY19 FY23 4 *
30% 70% ~85% of FY25*
Capital of of 50% of Regular Speci
Allocation NP NP FCF Buyback
of FCF dividend al
po over 5-
NP dividen
licy
` years d
Excludes Special Dividends. DPS figures are adjusted for Bonus issues.
(1)
Dividend amount is inclusive of Dividend Distribution Tax, as applicable. Buyback amount includes
(2)
3 buyback tax
1 * Includes proposed final dividend for FY25 to be approved in upcoming AGM
# Special dividend
To drive medium term
operating margin
expansion
Social Ambitions
Environment Ambitions Governance Ambitions
Enabling digital talent at scale
Climate change Corporate Governance
• Carbon neutrality across • Extending digital skills to 10mn+ • Empowered, diverse and inclusive
Scope 1, 2 and 3 emissions (2025) Board
• Reducing Scope 1 and 2 the scienc
Tech for good • Sustainable supply chains
GHG emissions by 75% researc • eEmpowering 80 mn+ lives via tech • Robust compliance and
• Reducing Scope 3 GHG h. for good integrity practices
emissions by 30% programs (2025) • Transparent
• Engaging clients on communications with
Diversity and inclusion
climate actions • Creating a gender-diverse workforce stakeholders
Data privacy
with 45% women • Leading data privacy
Water standards
• 100% wastewater
Energizing local communities Information management
recycling • Delivering 33% of work by • Industry leadership in our
Waste leveraging flexible/remote work information
• Zero waste to options security practices
landfill Employee wellness and experience
• Facilitating best-in-class employee
experience
3
6 ESG Committee of the Board has 3 (all Independent)
Directors
and
Accolades
Received multiple recognitions at The Recognized as a Top 3 IT services brand and
Asset ESG Corporate Awards 2024 the fastest growing IT services brand globally
including Platinum Award for Excellence in the Brand Finance
and Best Investor Relations Team Global 500 2025
Report
Recognized as one of the World’s Most Recognized as the Global Top Employer 2025
Ethical Companies in 2025 for the fifth for the fifth consecutive year by the Top
consecutive year by Ethisphere Employers Institute
37
Free cash flow at $4.1 bn, We have positioned our We have developed
129% of Net Profit in FY25 company to work with clients a strong set of
Strong large deal TCV of for their digital transformation capabilities in
$11.6 bn as well as their cost efficiency Generative AI with
Margins at 21.1%, up 50 bps and automation programs Topaz
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