印孚瑟斯(INFY)
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Infosys(INFY) - 2024 Q3 - Earnings Call Transcript
2024-01-12 01:07
财务数据和关键指标变化 - 公司Q3收入同比下降1%,前三季度同比增长1.8% [6] - 公司Q3营业利润率为20.5%,前三季度为20.8% [19][20] - 公司Q3每股收益同比下降6.1%,前三季度同比增长3% [23] - 公司Q3自由现金流为6.65亿美元,现金流转净利润率为90.6% [22] - 公司Q3应收账款周转天数增加5天至72天 [22] 各条业务线数据和关键指标变化 - 公司看到数字化转型项目需求减弱,但成本优化和效率提升项目以及生成式AI项目需求增加 [7] - 公司在金融服务、电信和高科技行业受到一定影响,但制造业、能源、公用事业和生命科学行业保持强劲 [10] - 公司在生成式AI领域取得进展,已有100,000名员工接受培训,并开发出多个应用场景 [11][12] 各个市场数据和关键指标变化 - 公司在美国和欧洲市场签订了大量大单,但北美市场表现相对较弱 [83][84] - 公司看到客户在成本优化和效率提升方面的需求增加,但数字化转型项目需求有所下降 [55][56] 公司战略和发展方向及行业竞争 - 公司通过大单获取市场份额,并利用成本效率、自动化和生成式AI等能力帮助客户应对当前环境 [9] - 公司正在将生成式AI能力整合到各项服务中,为客户创造价值 [11][12] - 公司的"Project Maximus"持续推进,通过多个举措提升运营效率和盈利能力 [13][19][74] 管理层对经营环境和未来前景的评论 - 管理层认为当前经营环境仍然偏弱,但公司大单签订情况良好,有助于未来增长 [55][56][83][84] - 管理层对公司中长期发展前景保持乐观,并预计在"Project Maximus"等举措的推动下,公司盈利能力将得到改善 [57][74] 问答环节重要的提问和回答 问题1 **Kumar Rakesh提问** 询问公司新签大单和续签大单的情况 [40][41] **Salil Parekh回答** 公司新签大单和续签大单情况良好,续签大单有助于未来收入增长 [42][43] 问题2 **Ankur Rudra提问** 询问公司已签订大单和小单的执行情况 [67][68] **Salil Parekh回答** 公司已签订的大单和小单执行情况与预期一致,未出现明显变化 [69][70] 问题3 **Nilanjan Roy回答** 公司正在通过"Project Maximus"等多项举措持续提升运营效率和盈利能力,对中长期发展前景保持乐观 [74][75][76]
Infosys(INFY) - 2024 Q2 - Earnings Call Transcript
2023-10-13 02:03
Infosys Limited (NYSE:INFY) Q2 2024 Earnings Conference Call October 12, 2023 8:30 AM ET Company Participants Salil Parekh - Chief Executive Officer Nilanjan Roy - Chief Financial Officer Sandeep Mahindroo - Head of Investor Relations Conference Call Participants Bryan Bergin - Cowen Kawaljeet Saluja - Kotak Moshe Katri - Wedbush Securities Kumar Rakesh - BNP Paribas Sandeep Shah - Equirus Securities Nitin Padmanabhan - Investec Vibhor Singhal - Nuvama Equities Ashwin Mehta - Ambit Capital Gaurav Rateria - ...
印孚瑟斯(INFY) - 2023 Q2 - Quarterly Report
2023-10-12 00:00
Exhibit 99.3 Form of Release to Stock Exchanges Infosys Limited CIN : L85110KA1981PLC013115 Regd. office: Electronics City, Hosur Website: www.infosys.com Road, email: investors@infosys.com Bengaluru 560 100, India T: 91 80 2852 0261, F: 91 80 2852 0362 Statement of Consolidated Audited Results of Infosys Limited and its subsidiaries for the quarter and half-year ended September 30, 2023 prepared in compliance with the Indian Accounting Standards (Ind-AS) (in crore, except per equity share data) Particulars ...
Infosys(INFY) - 2024 Q1 - Earnings Call Transcript
2023-07-21 00:28
Infosys Limited (NYSE:INFY) Q1 2024 Earnings Conference Call July 20, 2023 8:30 AM ET Company Participants Sandeep Mahindroo - IR Salil Parekh - CEO & Managing Director Nilanjan Roy - CFO Conference Call Participants Kawaljeet Saluja - Kotak Institutional Equities Yogesh Aggarwal - HSBC Ankur Rudra - JPMorgan Apurva Prasad - HDFC Securities Kumar Rakesh - BNP Paribas James Friedman - Susquehanna Abhishek Bhandari - Nomura Moshe Katri - Wedbush Securities Mukul Garg - Motilal Oswal Financial Services Surendr ...
Infosys(INFY) - 2023 Q4 - Annual Report
2023-06-15 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ Registration statement pursuant to Section 12(b) or (g) of the Securities Exchange Act of 1934 OR ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended March 31, 2023 OR ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to _________ OR ☐ Shell Company Report pursuant to Sect ...
Infosys(INFY) - 2023 Q4 - Earnings Call Transcript
2023-04-14 00:01
Infosys Limited (NYSE:INFY) Q4 2023 Earnings Conference Call April 13, 2023 8:30 AM ET Company Participants Sandeep Mahindroo - Investor Relations Salil Parekh - Chief Executive Officer and Managing Director Nilanjan Roy - Chief Financial Officer Conference Call Participants Yogesh Aggarwal - HSBC Bryan Bergin - TD Cowen Ankur Rudra - JPMorgan Kawaljeet Saluja - Kotak Institutional Equities Pankaj Kapoor - CLSA Abhishek Bhandari - Nomura Ashwin Mehta - AMBIT Capital Pvt Ltd Gaurav Rateria - Morgan Stanle ...
Infosys(INFY) - 2023 Q2 - Earnings Call Transcript
2022-10-14 01:35
Infosys Limited (INFY) Q2 2023 Earnings Call 2022-10-14 01:35:07 Infosys Limited (NYSE:INFY) Q2 2023 Earnings Conference Call October 13, 2022 8:00 AM ET Company Participants Sandeep Mahindroo - Investor Relations Salil Parekh - Chief Executive Officer and Managing Director Nilanjan Roy - Chief Financial Officer Conference Call Participants Ankur Rudra - J.P.Morgan Moshe Katri - Wedbush Securities Ashwin Mehta - Ambit Capital James Friedman - Susquehanna Zach Ajzenman - Cowen Keith Bachman - BMO Capital Mar ...