Infosys Limited (INFY) Discusses Tech Transitions and the Unique Aspects of the AI Era Transcript

SA Transcripts158.45K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Infosys Limited (INFY) Discusses Tech Transitions and the Unique Aspects of the AI Era February 17, 2026 12:30 AM EST Company Participants Nandan Nilekani - Co-Founder & ChairmanSalil Parekh - MD, CEO & DirectorH. Satish - Executive VP & Chief Delivery OfficerDinesh Rao - Executive VP & Co-Head of DeliveryD. Balakrishna - Executive VP and Service Offering Head of Energy, Utilities, Communications, Resources & ServicesMohammed Tarafdar - Senior VP & Unit Technology OfficerAnand Swaminathan - Executive VP and Segment Head of Communication, Media & TechnologyJasmeet Singh - Executive VP & Segment Head of ManufacturingDennis Gada - Senior VP & Head of Financial Services IndustryAshiss Kumar DashAmbeshwar NathShaji Mathew - Chief Human Resources OfficerSumit Virmani - Executive VP & Chief Marketing OfficerJayesh Sanghrajka - Chief Financial Officer Conference Call Participants Yu Lee - Guggenheim Securities, LLC, Research DivisionPankaj MurarkaAditya Chandrasekar - UBS Investment Bank, Research DivisionGaurav Rateria - Morgan Stanley, Research DivisionSurendra Goyal - Citigroup Inc., Research DivisionKunal Tayal - BofA Securities, Research DivisionSandeep Shah - Equirus Securities Private Limited, Research DivisionKawaljeet Saluja - Kotak Securities (Institutional Equities) Presentation Unknown Executive Good morning, everyone, and a warm welcome to the Infosys Investor AI Day at our Bengaluru campus. A special hello to everyone who's joining us via the Investor Relations webcast. Today's proceedings are being recorded and the audio transcript and the presentations will be made available soon on our website. So we request you not to take pictures or record the sessions while they're going on. Before we begin, I have some important housekeeping announcements. On your tables, you will find the agenda, an important information sheet, and the feedback forms. Please follow the timings in the agenda to help us keep the day running smoothly. The important information sheet also has the Wi-Fi details. We request you to fill in the feedback forms after every