0% found this document useful (0 votes)
18 views38 pages

Infosis Information PDF - 222222

Infosys is a global IT services company with a strong revenue growth of 8.6% CAGR, aiming for US$19.3 billion in revenue by FY25. The company focuses on client-centric strategies, leveraging generative AI and maintaining a robust balance sheet with significant cash flows. Infosys is recognized for its leadership in various digital services and aims to create long-term shareholder value through strategic investments and capital allocation.

Uploaded by

jp0056186
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
18 views38 pages

Infosis Information PDF - 222222

Infosys is a global IT services company with a strong revenue growth of 8.6% CAGR, aiming for US$19.3 billion in revenue by FY25. The company focuses on client-centric strategies, leveraging generative AI and maintaining a robust balance sheet with significant cash flows. Infosys is recognized for its leadership in various digital services and aims to create long-term shareholder value through strategic investments and capital allocation.

Uploaded by

jp0056186
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

Company Overview

Industry Context and

Infosys Client Centric

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*

STRONG AND DEBT


OPERATING PROFIT /
FREE BALANCE SHEET
MARGIN
Consolidated cash &
US$4.1 bn /
investments
21.1%
US$5.6 bn

EMPLOYEE FREE CASH


S FLOW
323K+ US$4.1 bn
Data as of FY25
with
5 * Market Cap on 31-Mar- 39%
2025 women
We are
a

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)

 Significant market share gain


 Doubled $100M+ accounts since 2018
 FY25 large deal wins of $11.6 bn, 56%
net new

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

The demand for quality


4 2 Traditional IT services are
talent in new areas is rapidly getting
rising globally, increasing commoditized
costs for hiring,
retaining and reskilling
3
The rising but disruptive
promise of AI and
automation
1
3
Infosys

Global IT services business Infosys Advantage+


model Global scale operator with focus
Growing market for organization on Digital Deep and lasting client
wide technology
relationships
transformations
Integrated and broad suite of
Geographic spread service and solutions
Industry and client Innovation ecosystem coupled with partnerships
diversification Multi- and alliances Investments in new service and
currency order book technology offerings
Limited-energy dependence Localization strategy across
and low
environmental footprint geographies Rapid reskilling and
Asset light operations refactoring of workforce
Liquid and debt free balance sheet with strong
1 cash flows Predictable and well-articulated
4 capital allocation policy Responsible M&A
1
5
Continued focus on client relevance and execution

Scale Continu Next Gen AI, Peopl


cloud e generati automatio e care
busines intensity on n, and
s in seeding modernizati develo
Cloud advisory, data Expanding Investment in To be a navigator for Strengthening our
on cloud, cloud
Digital
capabilities to digital natives, new
on
our clients as they
pment
human capital &
security, SaaS, PaaS, support client in geos and new tech ideate, plan and employee value
their digital
IaaS and private areas execute their proposition for the
transformation
cloud journeys advanced newer contexts of
automation journeys work

1
6
Strategic elements-

Market leading capabilities:


Key
Proprietary Tools and
Highlights
Offerings
Infosys recognized as
Leader in
• The Forrester Wave :
IaaS/ IaaS/ SaaS PaaS Application Modernization
• IDC MarketScape: EMEA Industry Cloud Professional
Public Private and Multicloud
Services 2024-2025 Vendor Assessment
Managed Services, Q1 2025
• ISG Advanced Analytics and AI Services 2024 Provider
lens
study in US and Europe
Data on Cloud Advisory, Industr
• Microsoft Azure Services PEAK Matrix® Assessment
Cloud Securit Design y
2024 by Everest Group
y and solution
Migration s

1
7
Strategic elements-

Market leading capabilities: Proprietary Tools and Key


Offerings Highlights
Infosys recognized as Leader in
• The Forrester Wave : Modern
Application
Digital Development Services, Q1 2025
Data, Enterpris • Custom Application Development
engineerin Services PEAK Matrix® Assessment
analytics, e
g 2025 by Everest Group
AI tech
services
• IDC MarketScape: Worldwide SAP
Implementation Services 2025
Vendor Assessment
• HFS Horizons: Generative
IoT Cybersecuri Experienc Enterprise Services, 2025
ty e

1
8
Strategic elements-

Digital Europ New Sustainabilit


Natives e Technologies y
Key Key Key Key
Highlights Highlights Offerings Recognitions
• Recognized as a leader in ISG
Investment in building • Second largest geography with • Infosys Metaverse Foundry
strong partnerships with ~30% revenue contribution; 5- fast- tracking virtual and Sustainability and ESG 2024
cloud hyperscalers and year revenue CAGR at ~13% augmented environments Provider lens study in
SaaS providers adoption Australia, US and Europe
• Expanded localization and • Infosys Center for Emerging
• Honored with multiple awards
talent Technology Solutions
development in Europe incubating NextGen at the
services Asset ESG Corporate Awards
2024

1
9
Strategic elements-

Next generation BPM


Advanced ADM
• Bridge between core services and
digital/cloud

Modernization
• Zero Disruption Modernization

AI, machine learning, automation


• Automated intelligent processes
• Low touch, high impact ecosystem
2
0
Strategic elements-

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

 12,000+ AI assets; 150+ pre-trained AI models;  ‘Responsible by design’ approach


10+ platforms  Small language models built on proprietary
 AI-first specialists and data strategists datasets
 Our comprehensive AI offering including Generative AI to accelerate business value for global Read
enterprises More
 Infosys received ISO 42001:2023 Certification for Artificial Intelligence Management System Read

 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

METRIC LONG-TERM OBJECTIVE FY25

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

^ Includes proposed final dividend for FY25 to be approved in upcoming


2 AGM
9 * Key peers referred in the Infosys Expanded Stock Ownership Program
2019
to creating investor
value
Growth Inorganic Progressive
1 with 2 moves 3 capital
strategic aligned to allocation
investment
Scale Agile Digital strategy
Invest in inorganic Returned 85% of free
with key moves to expand client cash
s
investments relevance flows cumulatively over
Go-to- a 5-year period (FY20-
market Expects
FY24) to return
localization
~85% Free cash
Acquisitions

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

Value Efficie Automation Improvement Reduction


based nt & in of
selling pyrami Generative critical indirect
32 d AI portfolios costs
33
History of
Corporate governance
and
78
Independent firsts for
compliance practices
Guided by our
%
directors an
Indian
stakeholders 87% company
Public
shareholdin To introduce
g ESOPs
CLIENTS EMPLOYEES COMMUNITY
• Business
Value
• Innovation
• Career Opportunities
• Health and Safety
• Learning and
• Access to
Healthcare
• Access to
Education
~11% To voluntarily
adopt
development
• Improving ADR float US GAAP and IFRS
Livelihoods
Professional reporting and comply with
Management SOX
Team at
Listed
GOVERNMENT/ SUPPLIERS AND INVESTORS To publish
REGULATORY
BODIES
ALLIANCE PARTNERS
• Long-Term • Sustainable
BSE, NSE and quarterly audited
• Good Partnership Performance NYSE financials
Governance • ESG Enabled • Stability
• Compliance Businesses • Reputation
34 To be listed on
NASDAQ
Promoting Diversity,

Society and Diversit


Environment Social Impact y
Infosys Foundation
Environmental
Read Impactful projects delivered in health,
sustainability
Carbon Neutral for more education, arts and culture, women’s
the fifth year in a empowerment, sustainability, destitute care 22
row the prestigious UN Global
Awarded
Climate Action Award (Category: Climate
and rural development Read more
%
Neutral Now) – 2019-20 Infosys Science Foundation Wome
n
Pillars of our carbon
neutrality commitment
Elevate the prestige of science and research in
Read
India and inspire young Indians tomore
choose a
39
Board
Infosys Foundation USA
vocation in research
Expand access to computer science and make
%
membe
rs
education for K-12 students and educators Employee
Women
Energy Renewabl Carbon employees
s
from 156
across the USA Read
efficiency e offsets more Nationalities
energy
3 Constituent of DJSI World, FTSE4Good and MSCI
5 Index
Shape and share solutions that serve the
development
Environment Vision
of businesses and communities
Social Vision Governance Vision
Serve the preservation of our Serve the development of people by Serve the interests of all our
planet by shaping and sharing shaping a future with meaningful stakeholders by
technology solutions opportunities for all leading through our core values

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 “Most Rated as Top 100 most valuable


Honored” companies, receiving brand in the world by Kantar BrandZ;
multiple awards at the 2024 All- Ranked among the most-trusted
Asia Executive Team Rankings from brands in India and the US
Institutional Investor

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

Our Cobalt Our approach


capabilities for the of One Infosys
cloud continue to is the
resonate with our foundation of
38 clients this
THANK
YOU

© 2025 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,
product names and such other intellectual property rights mentioned in this document. Except as expressly permitted, neither this
documentation nor any part of it may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic,
mechanical, printing, photocopying, recording or otherwise, without the prior permission of Infosys Limited and/ or any named intellectual
property rights holders under this document.

You might also like