Company Overview
Industry Context and Infosys
Client Centric Strategy
Generative AI - TOPAZ
Financial Performance
Shareholder Value Creation
Environmental, Social & Governance (ESG)
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STRONG REVENUEGROWTH STRATEGIC CLIENT RELATIONSHIPS
5-year CAGR at 8.6% Digital partner-of-choice for clients
Doubled$100M+ clients since FY18
US$19.3 bnFY25 Revenue
Return on Equity (ROE) MARKET CAP
29.0% US$75.8 bn*
OPERATING PROFIT / MARGIN STRONGAND DEBT FREE
US$4.1 bn / 21.1% BALANCE SHEET
Consolidated cash & investments
US$5.6 bn
EMPLOYEES FREECASH FLOW
323K+ with US$4.1 bn
39% women
Data as of FY25
5 * Market Cap on 31-Mar-2025
We are a
Aglobal company
with presence in 55+ countries
NorthAmerica 57.9%
Europe 29.8%
Rest of World 9.2%
To be a globally respected corporation that
India 3.1% provides best-of-breed business solutions,
leveraging technology, delivered by best-in-class
6 Segmentdatafor FY25 people
with the global economy and market leaders
27.7%
Financial Services
9 of the top 10 USbanks
7 of the top 10 global insurancecompanies
3.0%
Others 15.5%
Manufacturing
9 of the top 10 globalauto companies
7.3% Life Sciences
8 of the top 10 global Serving over 200 Global
pharma companies
Fortune 500 Companies 13.5%
Retail
8.0% Hi Tech 8 of the top 10 global
14 of the top 20 global
CPG companies
hi-tech companies
8 of the top 10 in retail
11.7%
Communications
13.3%
9 of the top 10 globaltelcos Energy, Utility, Resources & Services
8 of the top 10 global O&Gsupermajors
7 Segmentdatafor FY25
We are a pioneering company with
Crosses `100k crore
Largest Indian Completes
in revenue Launched
secondary ADS US$2 billion
Incorporated First Indian company offering of USlisting share Announces Topaz, our First
in Pune listed on NASDAQ US$1.6 billion transfer to NYSE buyback ESGVision 2030 GenAI offering
1981 1993 1999 2004 2006 2008 2012 2016 2017 2018 2021 2022 2023
Gets listed on Crosses US$1 billion Selected as Crosses Another US$2 billion Crosses $100 bn
BSE/ NSE in revenue original member of US$10 billion capital return in market cap
The Global Dow in revenue
Unveils Navigate
your Next strategy
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58 “Digital Leader”
ratings 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 $11.6 bn, 56% net new
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Strong Corporate
Governance
to create
Shareholder Value
Corporate Social
Sustainability
Responsibility
Scale Continue Next GenAI, People Care
Cloud intensity generation Automation, and
Business in Digital seeding Modernization Development
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Large and growing
2,355
CAGR 8.4%
1,577
2024 2029
Global IT services spend ($ bn)
Weare a leading player in an industry projected to grow at high single digits
12 Source: Gartner – EnterpriseIT Spending by Vertical Industry Market Worldwide,2024-2029
We are implementing our strategy
in a context that is witnessing
The technology-ledtransformation
of our clients’businesses is
creating new demand, but also
new competitors
The demandfor quality talent
4 2 Traditional IT services are
in new areas is rising globally, rapidly getting commoditized
increasing costs for hiring,
retaining and reskilling 3
The rising but disruptive
promiseof AI and automation
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Infosys
Global IT services business model Infosys Advantage+
Growing market for organization wide Global scale operator with focus on Digital
technology transformations Deep and lasting client relationships
Geographic spread Integrated and broad suite of service and solutions
Industry and client diversification Innovation ecosystem coupled with partnerships and alliances
Multi-currency order book Investments in new service and technology offerings
Limited-energy dependence and low Localization strategy across geographies
environmental footprint Rapid reskilling and refactoring of workforce
Asset light operations Liquid and debt free balance sheet with strongcash flows
Predictable and well-articulated capital allocation policy
Responsible M&Aaligned to business strategy
Strong governance credentials with wide shareholder base,
independent board and US listing
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Continued focus onclient relevance and execution
Scale Continue Next GenAI, People
cloud intensity in generation automation, care and
business Digital seeding modernization development
Cloud advisory, data on Expanding capabilities Investment in digital To be a navigator for Strengthening our
cloud, cloud security, to support client in their natives, new geos and our clients as they human capital &
SaaS, PaaS, IaaS and digital transformation new tech areas ideate, plan and employee value
journeys
private cloud execute their advanced proposition for the
automation journeys newer contexts of work
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Strategic elements-
Market leading capabilities: Proprietary
Key Highlights
Tools and Offerings
Infosys recognized as Leader in
• The Forrester Wave : Application Modernization and Multicloud
Managed Services, Q1 2025
IaaS/Public IaaS/Private SaaS PaaS
• IDC MarketScape: EMEA Industry Cloud Professional Services
2024-2025 Vendor Assessment
• ISG Advanced Analytics and AI Services 2024 Provider lens
study in US and Europe
• Microsoft Azure Services PEAK Matrix® Assessment 2024 by
Data on Cloud Cloud Advisory, Industry
Everest Group
Security Design and solutions
Migration
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Strategic elements-
Market leading capabilities: Proprietary Tools and Offerings Key Highlights
Infosys recognized as Leader in
• The Forrester Wave : Modern Application
Development Services, Q1 2025
Digital
Data, Enterprise • Custom Application Development Services
engineering PEAK Matrix® Assessment 2025 by Everest
analytics,AI tech
services Group
• IDC MarketScape: Worldwide SAP
Implementation Services 2025 Vendor
Assessment
• HFS Horizons: Generative Enterprise
IoT Cybersecurity Experience Services, 2025
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Strategic elements-
Digital Natives Europe New Technologies Sustainability
Key Highlights Key Highlights Key Offerings Key Recognitions
Investment in buildingstrong • Second largest geography with • Infosys MetaverseFoundry fast- • Recognizedas a leader in ISG
partnerships with cloud ~30% revenue contribution; 5-year tracking virtual andaugmented Sustainability and ESG 2024
hyperscalers and SaaS revenue CAGR at ~13% environments adoption Provider lens study in Australia,
providers USand Europe
• Expanded localization and talent • Infosys Center for Emerging
development in Europe Technology Solutions incubating • Honoredwith multiple awards at the
NextGen services Asset ESG CorporateAwards 2024
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Strategic elements-
Next generation BPM
Advanced ADM
• Bridge between core services and digital/cloud
Modernization
• Zero Disruption Modernization
AI, machine learning, automation
• Automatedintelligent processes
• Low touch, high impactecosystem
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Strategic elements-
Faster and predictable
career progression
• Accelerate career growth
• Skill based differential compensation
• Higher internal fulfilment
Enhanced employee engagement Extensive re-skilling for all
• Attract with brand as a talent magnet • Digital, Cloud and GenerativeAI
• Engage and Empower • Full stack
• Incentivize learning culture • Certifications and skill-based
recognition
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Wehave AI is now a part
appliedAI first to of all our
ourselves services
Weare uniquely
configured
internally to
Our platforms are AI address AI Our people are AI
augmented
ready
and connected
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Our Sales is AI driven
Digital First Cloud First AI First
12,000+ AI assets; 150+ pre-trainedAI models; 10+ platforms ‘Responsible by design’ approach
AI-first specialists and data strategists Small language models built on proprietary datasets
Our comprehensive AI offering including Generative AI to accelerate business value for global enterprises Read More
Infosys received ISO 42001:2023 Certification for Artificial Intelligence Management System Read More
While only 2%are ready, most companies expect productivity gains of 10-40% with Enterprise AI: Infosys Research Read More
Capitalizing on Growth: WhyFinancial Services Firms Need a Unified AI Strategy Read More
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AIOps
Generative AI
AI Hyperscalers
AI Vision
AI Startups
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Strong
Operating Profits ($ bn)
4.1
3.8 3.8 3.8
3.3
Revenues ($ bn)
Large Deal ($ bn)
CAGR 8.6%
19.3 FY21 FY22 FY23 FY24 FY25
18.2 18.6
17.7
16.3
Free Cash Flow($ bn)
14.1
13.6
11.6 4.1
3.0 3.1
9.8 2.9
9.5
2.5
FY21 FY22 FY23 FY24 FY25
FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25
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Index
TSR focused
METRIC LONG-TERM OBJECTIVE FY25
FREECASH FLOWGENERATION 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 growth. 1.4% of revenue
Return ~85% of free cash flow cumulatively over 5 years in the form of dividends and 85% of free cash flows
CASH RETURN
buybacks over FY25-FY29 cumulatively over 5 years
Expects to progressively increase its annual Dividend Per Share (excluding special dividend if
DIVIDENDS $ 2.1 bn^
any) over FY25-FY29
^ Includesproposedfinal dividendfor FY25to be approved in upcomingAGM
29 * Keypeers referredin the InfosysExpandedStock OwnershipProgram2019
to creating investor value
Growth with Inorganic Progressive
1 strategic 2 moves aligned 3 capital
investments to strategy allocation
Scale Agile Digital with Invest in inorganic moves Returned 85% of free cash
key investments to expand client relevance flows cumulatively over
a 5-year period (FY20-FY24)
Go-to-market
Expects to return
localization
Acquisitions
capabilities ~85% Free cash flow
cumulatively over FY25 - FY29
Expects to progressively increase its
annual Dividend Per Share (excluding
special dividendif any)
Joint Ventures
Infosys Compaz is JV with Temasek
Hipus is JV with Hitachi, Panasonic and Pasona
Stater is JV with ABN AMRO
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Capital returned(2)
to shareholders
` crore
88,402
46.00
38.00 43.00
22,624
34.00
>4X 31.00
21,337 63,794
27.00
3,312
21.75 21.50
62,466
16.75 17.50
4,721
17.50
37,736
12.88
12.13
11.13
17,814
5.00# 8.00 #
4.00 #
FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25*
FY15-19 FY20-24 FY25*
Capital 30%of 40%of 50%of 70%of ~85% of FCF
Allocation NP NP NP FCF over 5-years Regular Special
policy Buyback
dividend dividend
`
(1)
Excludes Special Dividends. DPS figures are adjusted for Bonus issues.
(2)
Dividend amount is inclusive of Dividend Distribution Tax, as applicable. Buyback amount includes buyback tax
31 * Includes proposed final dividend for FY25 to be approved in upcoming AGM
# Special dividend
To drive medium term
operating margin expansion
Value based Efficient Automation & Improvement in Reduction of
selling pyramid Generative AI critical portfolios indirect costs
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Corporate governance and History of
compliance practices
78%
Independent firsts for an
directors Indian company
Guided by our stakeholders
87% To introduce ESOPs
Public To voluntarily adopt
shareholding US GAAP and IFRS reporting
and comply with SOX
CLIENTS EMPLOYEES COMMUNITY
• Business Value
• Innovation
• Career Opportunities
• Health andSafety
• Learning and development
• Access to Healthcare
• Accessto Education
• Improving Livelihoods
~11% To publish quarterly
auditedfinancials
ADR float
To be listed on NASDAQ
Professional
Management Team To facilitate ADR participation
GOVERNMENT/ SUPPLIERS AND INVESTORS Listed at in Indian share buyback
REGULATORYBODIES ALLIANCE PARTNERS BSE, NSE and NYSE
• GoodGovernance • Long-Term Partnership • Sustainable Performance
• Compliance • ESGEnabledBusinesses • Stability
• Reputation
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Promoting Diversity,
Society and Environment Diversity
Social Impact
Environmental
Infosys Foundation
sustainability
Read more Impactful projects delivered in health, education, arts and
Carbon Neutral for the culture, women’s empowerment, sustainability, destitute
fifth year in a row care and rural development Read more 22%
Awarded the prestigious UN Global Climate Action
Women
Infosys Science Foundation Board members
Award (Category: Climate Neutral Now) – 2019-20
Elevate the prestige of scienceand research in India and
inspire young Indians to choose a vocation in research
Pillars of our carbon neutrality Read more 39%
commitment Infosys FoundationUSA Womenemployees
Expand access to computerscienceand makeeducation
for K-12 studentsand educatorsacross the USA Employees
Energy Renewable Carbon Read more from 156
efficiency energy offsets Nationalities
35 Constituentof DJSI World, FTSE4Good and MSCI Index
Shape and share solutions that serve the development
of businesses and communities
Environment Vision Social Vision Governance Vision
Serve the preservation of our planet by Serve the development of people by shaping a Serve the interests of all our stakeholders by
shaping and sharing technology future with meaningful opportunities for all leading through our core values
solutions
Social Ambitions
Environment Ambitions Governance Ambitions
Enabling digital talent at scale
Climate change Corporate Governance
• Carbon neutrality across Scope • Extending digital skills to 10mn+ (2025) • Empowered, diverse and inclusive Board
1, 2 and 3 emissions
the science • Sustainable supply chains
• Reducing Scope 1 and 2 GHG Tech for good • Robust compliance and integrity
emissions by 75% research. • Empowering 80 mn+ lives via tech for good practices
• Reducing Scope 3 GHG programs (2025) • Transparent communications with
emissions by 30% stakeholders
• Engaging clients on climate Diversity and inclusion
actions • Creating a gender-diverse workforce with 45% Data privacy
women • Leading data privacy standards
Water
• 100% wastewater recycling Energizing local communities Information management
• Delivering 33% of work by leveraging • Industry leadership in our information
Waste flexible/remote work options security practices
• Zero waste to landfill
Employee wellness and experience
• Facilitating best-in-class employee experience
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ESG Committee of the Board has 3 (all Independent)Directors
and Accolades
Received multiple recognitions at TheAsset ESG Recognized as a Top3 IT services brand and the fastest
Corporate Awards 2024 including PlatinumAward growing IT services brand globallyin the Brand Finance
for Excellence and Best Investor RelationsTeam Global 500 2025 Report
Recognized as one of the “Most Honored” Rated as Top100 mostvaluable brand in the
companies, receiving multiple awards at world by Kantar BrandZ; Rankedamong the
the 2024 All-Asia Executive Team most-trusted brands in India and the US
Rankings from Institutional Investor
Recognized as one of the World’s Most Ethical Recognized as the Global Top Employer 2025 for the
Companies in 2025 for the fifth consecutive year fifth consecutiveyear by the TopEmployers Institute
by Ethisphere
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Free cash flow at $4.1 bn, 129% of Wehave positioned our company to Wehave developed a
Net Profit in FY25 work with clients for their digital strong set of capabilities
Strong large deal TCV of $11.6 bn transformation as well as their cost in GenerativeAI with
Margins at 21.1%, up 50 bps efficiency and automation programs Topaz
Our Cobalt capabilities for Our approach of
the cloud continue to One Infosys is the
resonate with our clients foundation of this
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