展览99.2
IFRS 印度卢比新闻稿
CC营业收入按季节性增长3.1%,同比增长3.3%,表现强劲且广泛。
FY25 营业收入指引修订为3.75%-4.50%; 毛利指引保持在20%-22%
印度班加罗尔 - 2024年10月17日: 印孚瑟斯(NSE,北交所,纽交所:INFY),作为全球下一代数字化服务和咨询的领导者,在Q2收入方面取得了广泛的增长表现,达到489400万美元,环比增长3.1%,同比增长3.3%,按不变货币计算。 Q2的运营利润率为21.1%。 Q2的自由现金流为83900万美元,同比增长25.2%。 大型交易获胜的TCV为24亿美元,其中41%是净新资产。
H1收入以恒定币值年增2.9%,H1的营业利润率为21.1%。
「我们按季度增长 3.1% 的强劲增长 第二季度以固定货币计算。增长为基础,金融服务的动力很好。这源于我们在行业中的实力 专业知识、采用 Cobalt 云端领先市场的能力,以及 Topaz 的生成人工智能,从而使客户对合作伙伴的偏好不断增加 与我们一起」, 首席执行官兼执行长萨利尔·帕雷克说。「我们第二季度的大型交易达到 2.4 亿美元,反映了我们的差异化地位。 在我们进一步加强市场领导地位,我感谢员工对客户的坚定承诺」 他 添加.
对FY25的指引:
· | 收入增长 以固定货币计算为 3.75%-4.50% |
· | 营业利润率 为20%-22% |
主要 亮点: |
截至九月三十日止季度, 2024 |
截至九月止六个月 二零二四年三十 |
· 以 CC 计算的收入按年增长 3.3%,按季度增长 3.1% · 报告收入于 40,986 亿元,按年增长 5.1% · 营业利润率为 21.1%,按年下跌 0.1%,按季平 · 基本 EPS 在 15.71,按年增长 4.7% · 金融基金会在 7,010 万亿,同比增长 26.6%;非金融基金融资转换为净利润的 107.6% |
· 收入 以 CC 计算,按年增长 2.9% · 已报告 收入在 80,300 亿元,按年增长 4.4% · 营业利润率为 21.1%,同比增长 0.1% · 基本 EPS 在 31.09 年,按年增长 5.8% · 金融基金会在 16,165 亿元,按年增长 43.2%;非金融基金融资转化为净利润的 125.4% |
「我们继续专注于加速营业收入增长,并著重于保持利润表现。本季的营运利润率为21.1%,在高员工支出情况下,仍受益于价值定价和使用率方面的持续优势。我们专注于现金生成,再次实现了将超过100%的自由现金流转换为净利润的一季。」 财务长Jayesh Sanghrajka表示:「董事会宣布派息股息,每股21元,比去年增加16.7%。」 他补充说。 他补充说。
1. 客户获得及 推荐评论
· | 印孚瑟斯宣布已与银行进行了长期合作,以增强其一些IT和压力位功能,同时数字化转型该银行的业务运营。 Metro银行首席执行官丹尼尔·弗鲁姆金表示:“这与印孚瑟斯这样的世界一流供应商合作,建立在我们已经奠定的稳固基础之上,释放我们真正的潜力,创建一个可持续盈利且可扩展的组织,以适应未来。在这次转型结束时,我们将成为一家非常不同的业务,但Metro银行的真正本质将保持不变-一家高质量的服务组织,将客户置于中心位置。 Metro银行预计今年将通过多项举措实现8000万英镑的年化成本节省,并朝著在2027年实现中至高电子权益回报率的目标迈进。我们对2025年及以后Metro银行的愿景将将我们的商店网络坚定地放在中心位置,随著我们继续计划开设新商店,将Metro银行的体验带到英格兰北部。”,认为:“这种与印孚瑟斯这样的世界一流供应商合作,是在我们已经奠定的稳固基础之上进行的,从而释放了我们真正的潜力,并创建了一个可持续盈利且可扩展的组织,以应对未来。在这次转变结束后,我们将是一个非常不同的业务,但Metro银行的真实本质将保持不变,即一家以客户为中心的高品质服务组织。Metro银行期望今年将通过多个倡议实现8,000万英镑的年化成本节省,并朝著在2027年实现高青少年至高青年实质权益回报目标迈进。我们对2025年及以后Metro银行的展望将商店网络牢牢置于中心地位,并计划继续开设新店,将Metro银行的体验带到英格兰北部。” |
· | 印孚瑟斯宣布与Proximus展开战略合作,以帮助开创新业务机遇。 安东尼埃塔·马斯特罗亚尼,Proximus的首席数字及资讯官,表示: “我们很高兴加强与印孚瑟斯的长期合作。通过利用印孚瑟斯的全球影响力以及我们在CPaaS和DI解决方案领域的专业知识,这项合作将推动创新并为我们的共同客户提供卓越的客户体验。我们相信,我们彼此的深厚专业知识和丰富的成功履历将对这个双向合作伙伴关系至关重要。” |
· | 印孚瑟斯宣布与TDC Net合作,帮助他们从传统的制造行业公司转变为一家领先的以客户为中心的科技公司。 TDC Net的CTIO Campbell Fraser表示:“在TDC Net,我们致力于通过改变我们的IT架构,为客户提供卓越的价值。我们与印孚瑟斯的合作将使我们能够利用行业标准流程和平台,为客户创造更好的体验。印孚瑟斯在电信领域的丰富专业知识,再加上他们在推动端到端转型方面的验证能力,让我们对实现目标充满信心。这种合作代表著我们迈向成为一家完全数位化和客户为中心的科技公司的重要里程碑。”为何Corcept Therapeutics股票今天飙升? |
· | 印孚瑟斯宣布延长与Posti的现有合作,以帮助其提升客户体验和运营效率,同时继续创新、扩展和成长其IT业务。 Petteri Naulapää,Posti集团CIO兼资讯通讯技术及数位化副总裁,表示:“我们很高兴宣布与印孚瑟斯的合作将再次延续七年。通过利用印孚瑟斯的Topaz人工智能和印孚瑟斯的Cobalt云端能力,我们旨在打造更高效、以客户为中心的组织。与印孚瑟斯的合作将加快我们的数位转型之旅,帮助我们提供优质服务,优化运营,并强化我们作为领先的交付和物流服务提供商的地位。”说“我们很高兴宣布与印孚瑟斯的合作将再次延续七年。通过利用印孚瑟斯的Topaz人工智能和印孚瑟斯的Cobalt云端能力,我们旨在打造更高效、以客户为中心的组织。与印孚瑟斯的合作将加快我们的数位转型之旅,帮助我们提供优质服务,优化运营,并强化我们作为领先的交付和物流服务提供商的地位。” |
· | 印孚瑟斯宣布与Sally Beauty Holdings, Inc. (SBH) 达成战略合作,推动企业级 IT 转型并实施最佳实践,透过优化 IT 服务交付来提高效率。 Scott Lindblom,Sally Beauty 的CIO表示:「我们很高兴能与印孚瑟斯合作,将 SBH 带入未来, 透过现代化我们的 IT 服务交付,实现我们“成长动力”倡议设定的目标。采纳AI增效 是我们向前迈出的重要一步,让我们能够为客户提供卓越的体验。」 |
· | 印孚瑟斯宣布与Polestar达成战略合作,为Polestar在车载信息娱乐、软件和电气/电子(SW&EE)工程、用户体验(UX)以及云服务方面的基础建设。 Polestar的软件负责人斯文·鲍尔表示称:“Polestar与我们的合作伙伴印孚瑟斯在班加罗尔开始了公司全球布局的新篇章。我们期待在Polestar技术中心建立汽车专业能力,以支持我们不断增长的车辆产品系列和新车型的推出。” |
· | 印孚瑟斯宣布与印度生命保险公司(LIC)成功合作,共同主导名为DIVE的数字转型计划。 LIC首席执行官兼董事总经理Shri Siddhartha Mohanty表示:“我们与印孚瑟斯的合作标志着我们数字化转型征程中的重要里程碑。这不仅将增强我们的运营能力,还将使我们能够为广大客户、代理商和员工群体提供更新、更个性化的体验。我们致力于利用印孚瑟斯提供的最新技术,包括云和企业人工智能,推动创新,改善我们的产品。”说道:“我们与印孚瑟斯的合作标志着我们数字化转型征程中的重要里程碑。这不仅将增强我们的运营能力,还将使我们能够为广大客户、代理商和员工群体提供更新、更个性化的体验。我们致力于利用印孚瑟斯提供的最新技术,包括云和企业人工智能,推动创新,改善我们的产品。” |
2. 认可与奖项
Naked。
· | 印度最佳工作场所™ 女性2024年:前50名(大型) 连续第四年荣获由Great Place to Work® Institute 授予 |
· | 被评为印度最佳工作场所™,在多样性、公平、包容与归属感方面2024年度的前25名,由Great Place to Work® Institute评定 |
· | 被Avtar和Seramount评选为“2024年印度最佳公司女性研究”,并连续六届入选“最佳公司名人堂” |
· | 被Avtar和Seramount评为2024年最具包容性公司指数中的“包容冠军”,连续第五年荣获此殊荣 |
人工智能和云服务
· | 在2024年加特纳的Magic Quadrant中,定位为公共云IT转型服务的领导者 |
· | 被NelsonHall评为2024年端到端云基础建设管理服务的领导者 |
· | 在Constellation Shortlist 2024中被誉为领先者:人工智能和机器学习最佳平台 |
· | Recognized as a leader in Constellation Shortlist 2024: AI-Driven Cognitive Applications |
· | Recognized as a leader in Constellation Shortlist 2024: AI Services: Global |
· | Recognized as a leader in Constellation Shortlist 2024: Public Cloud Transformation Services: Global |
Key Digital Services
· | Recognized as a leader in Global In-house Center (GIC) Setup Capabilities in India - Provider PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Digital Transformation Consulting Services PEAK Matrix® Assessment 2024 – North America by Everest |
· | Recognized as a leader in Salesforce Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Open Banking IT Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Private Equity IT Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as leader in Life & Annuity (L&A) Insurance IT Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Digital Commerce Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Digital Workplace Services PEAK Matrix® Assessment 2024 – Europe by Everest |
· | Recognized as a leader in Digital Workplace Services PEAK Matrix® Assessment 2024 – North America by Everest |
· | Recognized as a leader in Focus on Appian - Low-code Application Development Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Focus on OutSystems - Low-code Application Development Services PEAK Matrix® Assessment 2024 by Everest |
· | Recognized as a leader in Focus on Microsoft Power Apps - Low-code Application Development Services PEAK Matrix® Assessment 2024 by Everest |
· | Rated as a leader in IDC MarketScape: Asia/Pacific SAP Implementation Services 2024 Vendor Assessment |
· | Positioned as a leader in HFS Horizons: The Best Service Providers for Core Banking Modernization |
· | Rated as a leader Learning Platforms NEAT 2024 by NelsonHall |
· | Recognized as a leader in Constellation Shortlist 2024: Metaverse Design and Services |
· | Recognized as a leader in Constellation Shortlist 2024: Custom Software Development Services |
· | Recognized as a leader in Constellation Shortlist 2024: Digital Transformation Services (DTX): Global |
· | Recognized as a leader in Constellation Shortlist 2024: Customer Experience (CX) Operations Services: Global |
· | Recognized as a leader in Constellation Shortlist 2024: Customer Experience (CX) Design & Execution Services: Global |
· | Won the SAP LeanIX Growth Partner of the Year Award at the SAP Transformation Excellence Summit |
· | Infosys BPM recognized as a Leader in the Lending Services PEAK Matrix® Assessment 2024 by Everest |
· | Infosys BPM recognized as a leader in ISG Provider LensTM Global Financing & Accounting Outsourcing Services Study (P2P, O2C, R2R and FP&A) |
· | Infosys BPM won the Avasant Digital Masters Award 2024 in the Business Process Transformation category |
· | Infosys BPM ranked as Innovators in Avasant Digital Masters Business Process Transformation Radarview™ |
· | Infosys BPM won an award at NIQR Lean Six Sigma Case Study Contest 2024 |
Industry & Solutions
· | Rated as a leader in IDC FinTech 2024 Rankings |
· | Infosys BPM recognized as a leader in the Finance & Accounting Outsourcing (FAO) PEAK Matrix® Assessment 2024 by Everest |
· | Infosys Finacle positioned as a leader in the IDC MarketScape: Worldwide Cash Management Systems 2024 Vendor Assessment; Worldwide Integrated Bank Payment Systems 2024 Vendor Assessment; North America Digital Core Banking Platforms 2024 Vendor Assessment; Europe, Middle East, and Africa Digital Core Banking Platforms 2024 Vendor Assessment; Asia/Pacific Digital Core Banking Platforms 2024 Vendor Assessment |
· | Infosys McCamish ranked as a leader in ISG Provider LensTM Insurance Platform Solutions study in North America |
· | Infosys Finacle won Excellence in Corporate Digital Banking with Zand Bank at the Finnovex Awards Middle East 2024 |
· | Infosys Finacle won 2 industry awards at Finnovex Awards Southern Africa 2024: ‘Excellence in Customer Experience with Standard Bank’, ‘Excellence in Payment Solutions for Finacle Payments’ |
Read more about our Awards & Recognitions here.
About Infosys
Infosys is a global leader in next-generation digital services and consulting. Over 300,000 of our people work to amplify human potential and create the next opportunity for people, businesses and communities. We enable clients in more than 56 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer clients, as they navigate their digital transformation powered by the cloud. We enable them with an AI-powered core, empower the business with agile digital at scale and drive continuous improvement with always-on learning through the transfer of digital skills, expertise, and ideas from our innovation ecosystem. We are deeply committed to being a well-governed, environmentally sustainable organization where diverse talent thrives in an inclusive workplace.
Visit www.infosys.com to see how Infosys (NSE, BSE, NYSE: INFY) can help your enterprise navigate your next. |
Safe Harbor
Certain statements in this release concerning our future growth prospects, our future financial or operating performance, the McCamish cybersecurity incident and the related review and notification process are forward-looking statements intended to qualify for the 'safe harbor' under the Private Securities Litigation Reform Act of 1995, which involve a number of risks and uncertainties that could cause actual results or outcomes to differ materially from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding the execution of our business strategy, increased competition for talent, our ability to attract and retain personnel, increase in wages, investments to reskill our employees, our ability to effectively implement a hybrid working model, economic uncertainties and geo-political situations, technological disruptions and innovations such as Generative AI, the complex and evolving regulatory landscape including immigration regulation changes, our ESG vision, our capital allocation policy and expectations concerning our market position, future operations, margins, profitability, liquidity, capital resources, our corporate actions including acquisitions, the amount of any additional costs, including indemnities or damages or claims, resulting directly or indirectly from the McCamish cybersecurity incident and the outcome and effect of pending litigation. Important factors that may cause actual results or outcomes to differ from those implied by the forward-looking statements are discussed in more detail in our US Securities and Exchange Commission filings including our Annual Report on Form 20-F for the fiscal year ended March 31, 2024. These filings are available at www.sec.gov. Infosys may, from time to time, make additional written and oral forward-looking statements, including statements contained in the Company's filings with the Securities and Exchange Commission and our reports to shareholders. The Company does not undertake to update any forward-looking statements that may be made from time to time by or on behalf of the Company unless it is required by law.
Contact
Investor Relations |
Sandeep Mahindroo +91 80 3980 1018 Sandeep_Mahindroo@infosys.com |
|
Media Relations |
Rishi Basu +91 80 4156 3998 Rajarshi.Basu@infosys.com |
Harini Babu +1 469 996 3516 Harini_Babu@infosys.com |
Infosys Limited and subsidiaries
Extracted from the Condensed Consolidated Balance Sheet under IFRS as at:
(in crore)
September 30, 2024 | March 31, 2024 | |
ASSETS | ||
Current assets | ||
Cash and cash equivalents | 21,799 | 14,786 |
Current investments | 7,432 | 12,915 |
Trade receivables | 32,013 | 30,193 |
Unbilled revenue | 13,066 | 12,768 |
Other current assets | 15,221 | 18,770 |
Total current assets | 89,531 | 89,432 |
Non-current assets | ||
Property, plant and equipment and Right-of-use assets | 19,148 | 19,370 |
Goodwill and other Intangible assets | 13,445 | 8,700 |
Non-current investments | 9,962 | 11,708 |
Unbilled revenue | 2,135 | 1,780 |
Other non-current assets | 7,649 | 6,824 |
Total non-current assets | 52,339 | 48,382 |
Total assets | 141,870 | 137,814 |
LIABILITIES AND EQUITY | ||
Current liabilities | ||
Trade payables | 3,841 | 3,956 |
Unearned revenue | 7,209 | 7,341 |
Employee benefit obligations | 2,872 | 2,622 |
Other current liabilities and provisions | 26,908 | 24,875 |
Total current liabilities | 40,830 | 38,794 |
Non-current liabilities | ||
Lease liabilities | 6,336 | 6,400 |
Other non-current liabilities | 3,874 | 4,159 |
Total non-current liabilities | 10,210 | 10,559 |
Total liabilities | 51,040 | 49,353 |
Total equity attributable to equity holders of the company | 90,463 | 88,116 |
Non-controlling interests | 367 | 345 |
Total equity | 90,830 | 88,461 |
Total liabilities and equity | 141,870 | 137,814 |
Extracted from the Condensed Consolidated statement of Comprehensive Income under IFRS for:
(In crore except per equity share data)
3 months ended September 30, 2024 | 3 months ended September 30, 2023 | 6 months ended September 30, 2024 | 6 months ended September 30, 2023 | |
Revenues | 40,986 | 38,994 | 80,300 | 76,927 |
Cost of sales | 28,474 | 27,031 | 55,651 | 53,412 |
Gross profit | 12,512 | 11,963 | 24,649 | 23,515 |
Operating expenses: | ||||
Selling and marketing expenses | 1,855 | 1,754 | 3,792 | 3,538 |
Administrative expenses | 2,008 | 1,935 | 3,920 | 3,812 |
Total operating expenses | 3,863 | 3,689 | 7,712 | 7,350 |
Operating profit | 8,649 | 8,274 | 16,937 | 16,165 |
Other income, net (3) | 604 | 494 | 1,337 | 965 |
Profit before income taxes | 9,253 | 8,768 | 18,274 | 17,130 |
Income tax expense | 2,737 | 2,553 | 5,384 | 4,970 |
Net profit (before minority interest) | 6,516 | 6,215 | 12,890 | 12,160 |
Net profit (after minority interest) | 6,506 | 6,212 | 12,874 | 12,157 |
Basic EPS () | 15.71 | 15.01 | 31.09 | 29.38 |
Diluted EPS () | 15.68 | 14.99 | 31.02 | 29.34 |
NOTES:
1. | The above information is extracted from the audited condensed consolidated Balance sheet and Statement of Comprehensive Income for the quarter and six months ended September 30, 2024, which have been taken on record at the Board meeting held on October 17, 2024. |
2. | A Fact Sheet providing the operating metrics of the Company can be downloaded from www.infosys.com . |
3. | Other income is net of Finance Cost |
4. | As the quarter and six months ended figures are taken from the source and rounded to the nearest digits, the quarter figures in this statement added up to the figures reported for the previous quarter might not always add up to the six months ended figures reported in this statement. |