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Infosys - Quarterly Update

Quarterly Update

by Rachael Stormonth

published on Oct 18, 2018

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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:

Q2 FY19: focus on topline growth at expense of margins

  • Highest CC revenue growth for two years, above full year growth target
  • Lowest operating margin for 20 quarters, in spite of low onshore mix and increased productivity offshore, due primarily to spike in sub-contractor costs.

Largest ever bookings quarter

But not clear what proportion is net new business.

Salesforce specialist acquisition in Nordics

Expands local presence.

We expect to see further local tuck-in acquisitions.

Advances in support of localization

  • Announces fourth U.S. Technology & Innovation Hub
  • Almost 50% on its target to hire 10k local U.S. employees by 2020).
  • New digital center in Europe.

Further planned expansion of India delivery capabilities

Will remain heavily offshore-centric

Attrition remains a concern

Level of recruitment is outstripping current and expected near-term revenue growth.

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