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Infosys - Quarterly Update

Quarterly Update

by Rachael Stormonth

published on Apr 14, 2017

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Report Overview:

NelsonHall’s Quarterly Update on Infosys provides a snapshot of developments at Infosys in the last quarter.

Who is this Report for:

NelsonHall’s Quarterly Update on Infosys provides a snapshot of developments at Infosys in the last quarter. It accompanies NelsonHall’s more comprehensive Key Vendor Assessment program. Both programs are designed for:

  • Marketing, sales and business managers developing strategies to target service opportunities within the BPO/IT Services markets
  • Sourcing managers monitoring the capabilities of existing suppliers of IT outsourcing services and identifying vendor suitability for IT services
  • Consultants advising clients on vendor selection
  • Vendor marketing, sales and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the BPO/IT services sector.

Scope of this Report:

The report provides a quarterly update on Infosys.

It accompanies NelsonHall’s Key Vendor Assessment program which looks at Infosys’ IT and BPO offerings, capabilities, and market and financial strengths, including:

  • Identification of the company’s strategy, emphases, and new developments
  • Revenue breakdowns
  • Analysis of the company’s offerings and key service components
  • Analysis of the profile of the company’s client base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s strengths, weaknesses, and outlook.

Key Findings & Highlights:

Q4 PerformanceUnanticipated execution challenges and distractions”

  • Fourth consecutive quarter of decelerating growth
  • Operating margin was up 20 bps y/y.

FY17 Performance: maintained operating margin against backdrop of slowing topline growth

  • Revenues up 8.3% in CC (just missing revised guidance). Rev per capita up slightly
  • Operating margin towards the higher end of guidance

Management highlighted strong growth in “new software and software-related services”. Starting in Q1 FY18, management will report revenues on a quarterly basis from the new software also from new offerings. Color on current dynamics is that approximately 35% of the workforce is producing ~45% of the revenue

Guidance for full FY18 Muted

Revised Capital Allocation Policy

Large deal bookings up in Q4, but mostly renewals.

Significant increase in FY17 in a number of $100m+ accounts, a major step up on previous years. 

Progress in Automation/AI

Board Change: new Co-Chairman

Should help some of the founders.

Leadership Changes in Two Software Units, to accelerate growth

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