Q2 Results Live Updates: Infosys, Tata Motors, Adani Power in focus

Infosys Q2 Earnings Results Live Updates: Investment caseInfosys’ revenue growth has consistently been underwhelming, but on a like-for-like basis, the company continues to perform in line with its larger peers, with no clear evidence of structural market share losses. The constructive outlook is supported by two key factors: a strong AI capacity build-out that positions Infosys to capture a greater share of enterprise AI-led transformation spending as budgets expand, and an attractive valuation that already factors in subdued near-term growth. Its vertical mix is also expected to support growth, with management projecting EURS and Financial Services to lead the way through FY27. The appointment of an internal candidate as CEO designate further signals leadership continuity and stability. The BNP maintains an Outperform rating on Infosys, although it now prefers TECHM within the sector.