Company Overview

Industry Context and Infosys

Client Centric Strategy

Generative AI - TOPAZ

Financial Performance

Shareholder Value Creation

Environmental, Social & Governance (ESG)

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 STRONG REVENUE GROWTH STRATEGIC CLIENT RELATIONSHIPS
5-year CAGR at 8.6% Digital partner-of-choice for clients
Doubled $100M+ clients since FY18
US$19.3 bn FY25 Revenue

Return on Equity (ROE) MARKET CAP

29.0% US$75.8 bn*

STRONG AND DEBT FREE

OPERATING PROFIT / MARGIN
US$4.1 bn / 21.1% BALANCE SHEET
Consolidated cash & investments
US$5.6 bn

EMPLOYEES FREE CASH FLOW

323K+ with US$4.1 bn
39% women
Data as of FY25
5 * Market Cap on 31-Mar-2025
 We are a

A global company
with presence in 55+ countries
North America 57.9%

Europe 29.8%

Rest of World 9.2%

To be a globally respected corporation that
India 3.1% provides best-of-breed business solutions,
leveraging technology, delivered by best-in-class
6 Segment data for FY25 people
with the global economy and market leaders
27.7%
Financial Services
9 of the top 10 US banks
7 of the top 10 global insurance companies
3.0%
Others 15.5%
Manufacturing
9 of the top 10 global auto companies
7.3% Life Sciences
8 of the top 10 global Serving over 200 Global
pharma companies
Fortune 500 Companies 13.5%
Retail
8.0% Hi Tech 8 of the top 10 global
14 of the top 20 global
CPG companies
hi-tech companies
8 of the top 10 in retail

11.7%
Communications
13.3%
9 of the top 10 global telcos Energy, Utility, Resources & Services
8 of the top 10 global O&G supermajors

7 Segment data for FY25

We are a pioneering company with

Crosses `100k crore

Largest Indian Completes
secondary ADS US$2 billion in revenue Launched
Incorporated First Indian company offering of US listing share Announces Topaz, our First
in Pune listed on NASDAQ US$1.6 billion transfer to NYSE buyback ESG Vision 2030 Gen AI offering

1981 1993 1999 2004 2006 2008 2012 2016 2017 2018 2021 2022 2023

Gets listed on Crosses US$1 billion Selected as Crosses Another US$2 billion Crosses $100 bn
BSE / NSE in revenue original member of US$10 billion capital return in market cap
The Global Dow in revenue
Unveils Navigate
your Next strategy

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 58 “Digital Leader”
ratings across offerings of Digital Pentagon
by industry analysts in FY25
(24 in FY18)

▪ Significant market share gain

▪ Doubled $100M+ accounts since 2018
▪ FY25 large deal wins of $11.6 bn, 56% net new

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 Strong Corporate
Governance

to create
Shareholder Value

Corporate Social
Sustainability
Responsibility

Scale Continue Next Gen AI, People Care

Cloud intensity generation Automation, and
Business in Digital seeding Modernization Development

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Large and growing

2,355
CAGR 8.4%

1,577 1,096

2024 2029

Global IT services spend ($ bn)

We are a leading player in an industry projected to grow at high single digits

12 Source: Gartner – Enterprise IT Spending by Vertical Industry Market Worldwide, 2024-2029

We are implementing our strategy
in a context that is witnessing
The technology-led transformation
of our clients’ businesses is
creating new demand, but also
new competitors

The demand for quality talent

4 2 Traditional IT services are
in new areas is rising globally, rapidly getting commoditized
increasing costs for hiring,
retaining and reskilling 3
The rising but disruptive
promise of AI and automation

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Infosys

Global IT services business model Infosys Advantage+

Growing market for organization wide Global scale operator with focus on Digital
technology transformations Deep and lasting client relationships
Geographic spread Integrated and broad suite of service and solutions
Industry and client diversification Innovation ecosystem coupled with partnerships and alliances
Multi-currency order book Investments in new service and technology offerings
Limited-energy dependence and low Localization strategy across geographies
environmental footprint
Rapid reskilling and refactoring of workforce
Asset light operations
Liquid and debt free balance sheet with strong cash flows
Predictable and well-articulated capital allocation policy
Responsible M&A aligned to business strategy
Strong governance credentials with wide shareholder base,
independent board and US listing
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 Continued focus on client relevance and execution

Scale Continue Next Gen AI, People

cloud intensity in generation automation, care and
business Digital seeding modernization development
Cloud advisory, data on Expanding capabilities Investment in digital To be a navigator for Strengthening our
cloud, cloud security, to support client in their natives, new geos and our clients as they human capital &
SaaS, PaaS, IaaS and digital transformation new tech areas ideate, plan and employee value
journeys
private cloud execute their advanced proposition for the
automation journeys newer contexts of work

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 Strategic elements-

Market leading capabilities: Proprietary

Key Highlights
Tools and Offerings

Infosys recognized as Leader in

• The Forrester Wave : Application Modernization and Multicloud
Managed Services, Q1 2025
IaaS/Public IaaS/Private SaaS PaaS
• IDC MarketScape: EMEA Industry Cloud Professional Services
2024-2025 Vendor Assessment

• ISG Advanced Analytics and AI Services 2024 Provider lens

study in US and Europe

• Microsoft Azure Services PEAK Matrix® Assessment 2024 by

Data on Cloud Cloud Advisory, Industry
Everest Group
Security Design and solutions
Migration

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 Strategic elements-

Market leading capabilities: Proprietary Tools and Offerings Key Highlights

Infosys recognized as Leader in

• The Forrester Wave : Modern Application
Development Services, Q1 2025
Digital
Data, Enterprise • Custom Application Development Services
engineering
analytics, AI tech PEAK Matrix® Assessment 2025 by Everest
services Group

• IDC MarketScape: Worldwide SAP

Implementation Services 2025 Vendor
Assessment

• HFS Horizons: Generative Enterprise

IoT Cybersecurity Experience Services, 2025

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 Strategic elements-

Digital Natives Europe New Technologies Sustainability

Key Highlights Key Highlights Key Offerings Key Recognitions

Investment in building strong • Second largest geography with • Infosys Metaverse Foundry fast- • Recognized as a leader in ISG
partnerships with cloud ~30% revenue contribution; 5-year tracking virtual and augmented Sustainability and ESG 2024
hyperscalers and SaaS revenue CAGR at ~13% environments adoption Provider lens study in Australia,
providers US and Europe
• Expanded localization and talent • Infosys Center for Emerging
development in Europe Technology Solutions incubating • Honored with multiple awards at the
NextGen services Asset ESG Corporate Awards 2024

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 Strategic elements-

Next generation BPM

Advanced ADM
• Bridge between core services and digital/cloud

Modernization
• Zero Disruption Modernization

AI, machine learning, automation

• Automated intelligent processes
• Low touch, high impact ecosystem

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 Strategic elements-

Faster and predictable

career progression
• Accelerate career growth
• Skill based differential compensation
• Higher internal fulfilment

Enhanced employee engagement Extensive re-skilling for all

• Attract with brand as a talent magnet • Digital, Cloud and Generative AI
• Engage and Empower • Full stack
• Incentivize learning culture • Certifications and skill-based
recognition

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 We have AI is now a part
applied AI first to of all our
ourselves services

We are uniquely
configured
internally to
Our platforms are AI address AI Our people are AI
augmented
ready
and connected

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Our Sales is AI driven
 Digital First Cloud First AI First

▪ 12,000+ AI assets; 150+ pre-trained AI models; 10+ platforms ▪ ‘Responsible by design’ approach
▪ AI-first specialists and data strategists ▪ Small language models built on proprietary datasets

▪ Our comprehensive AI offering including Generative AI to accelerate business value for global enterprises Read More

▪ Infosys received ISO 42001:2023 Certification for Artificial Intelligence Management System Read More

▪ While only 2% are ready, most companies expect productivity gains of 10-40% with Enterprise AI: Infosys Research Read More

▪ Capitalizing on Growth: Why Financial Services Firms Need a Unified AI Strategy Read More

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 AIOps

Generative AI

AI Hyperscalers

AI Vision

AI Startups

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Strong
Operating Profits ($ bn)

4.1
3.8 3.8 3.8
3.3

Revenues ($ bn)
Large Deal ($ bn)
CAGR 8.6%
18.6
19.3 FY 21 FY 22 FY 23 FY 24 FY 25

18.2 18.6
17.7
16.3
Free Cash Flow ($ bn)
14.1
13.6
18.6
11.6 4.1

3.0 3.1
9.8 2.9
9.5
2.5

FY 21 FY 22 FY 23 FY 24 FY 25
FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25
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Index
 TSR focused

METRIC LONG-TERM OBJECTIVE FY25

FREE CASH FLOW GENERATION Maximize long-term growth of free cash flow conversion 129% of Net income

CAPITAL EXPENDITURE Invest to support new technology infrastructure development and drive organic growth. 1.4% of revenue

Return ~85% of free cash flow cumulatively over 5 years in the form of dividends and 85% of free cash flows
CASH RETURN
buybacks over FY25-FY29 cumulatively over 5 years
Expects to progressively increase its annual Dividend Per Share (excluding special dividend if
DIVIDENDS $ 2.1 bn^
any) over FY25-FY29

^ Includes proposed final dividend for FY25 to be approved in upcoming AGM

29 * Key peers referred in the Infosys Expanded Stock Ownership Program 2019
 to creating investor value

Growth with Inorganic Progressive

1 strategic 2 moves aligned 3 capital
investments to strategy allocation
Scale Agile Digital with Invest in inorganic moves Returned 85% of free cash
key investments to expand client relevance flows cumulatively over
a 5-year period (FY20-FY24)
Go-to-market
Expects to return
localization
~85% Free cash flow
Acquisitions

capabilities
cumulatively over FY25 - FY29
Expects to progressively increase its
annual Dividend Per Share (excluding
special dividend if any)
Joint Ventures
Infosys Compaz is JV with Temasek
Hipus is JV with Hitachi, Panasonic and Pasona
Stater is JV with ABN AMRO
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 Capital returned(2)
to shareholders
46.00 ` crore

88,402
38.00 43.00

22,624
34.00
>4X 31.00

63,794
27.00

3,312
21.75 21.50

21,337

62,466
16.75 17.50

4,721
17.50
15.00

37,736
15.00
12.88
12.13
11.13
8.00 #

17,814
5.00# 4.00 #
FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25*
FY15-19 FY20-24 FY25*
Capital 30% of 40% of 50% of
Allocation 70% of ~85% of FCF
NP NP NP FCF Regular Special
policy over 5-years Buyback
dividend dividend

`
(1)
Excludes Special Dividends. DPS figures are adjusted for Bonus issues.
(2)
Dividend amount is inclusive of Dividend Distribution Tax, as applicable. Buyback amount includes buyback tax
31 * Includes proposed final dividend for FY25 to be approved in upcoming AGM
# Special dividend
 To drive medium term
operating margin expansion

Value based Efficient Automation & Improvement in Reduction of

selling pyramid Generative AI critical portfolios indirect costs

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 History of
Corporate governance and
compliance practices
78%
Independent firsts for an
directors Indian company
Guided by our stakeholders
87%
Public
To introduce ESOPs
To voluntarily adopt
shareholding US GAAP and IFRS reporting
and comply with SOX
CLIENTS EMPLOYEES COMMUNITY
• Business Value
• Innovation
• Career Opportunities
• Health and Safety
• Learning and development
• Access to Healthcare
• Access to Education
• Improving Livelihoods ~11% To publish quarterly
audited financials
ADR float
To be listed on NASDAQ
Professional
Management Team To facilitate ADR participation
GOVERNMENT/ SUPPLIERS AND INVESTORS Listed at in Indian share buyback
REGULATORY BODIES ALLIANCE PARTNERS
BSE, NSE and NYSE
• Good Governance • Long-Term Partnership • Sustainable Performance
• Compliance • ESG Enabled Businesses • Stability
• Reputation
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Promoting Diversity,

Society and Environment Diversity

Social Impact
Environmental
Infosys Foundation
sustainability
Read more Impactful projects delivered in health, education, arts and
Carbon Neutral for the culture, women’s empowerment, sustainability, destitute
fifth year in a row care and rural development Read more 22%
Awarded the prestigious UN Global Climate Action Women
Infosys Science Foundation Board members
Award (Category: Climate Neutral Now) – 2019-20
Elevate the prestige of science and research in India and
inspire young Indians to choose a vocation in research
Pillars of our carbon neutrality
commitment
Read more 39%
Infosys Foundation USA Women employees
Expand access to computer science and make education
Employees
Energy Renewable Carbon
for K-12 students and educators across the USA
Read more from 156
efficiency energy offsets Nationalities

35 Constituent of DJSI World, FTSE4Good and MSCI Index

 Shape and share solutions that serve the development
of businesses and communities
Environment Vision Social Vision Governance Vision
Serve the preservation of our planet by Serve the development of people by shaping a Serve the interests of all our stakeholders by
shaping and sharing technology future with meaningful opportunities for all leading through our core values
solutions

Social Ambitions
Environment Ambitions Governance Ambitions
Enabling digital talent at scale
Climate change Corporate Governance
• Carbon neutrality across Scope • Extending digital skills to 10mn+ (2025) • Empowered, diverse and inclusive Board
1, 2 and 3 emissions
• Reducing Scope 1 and 2 GHG
elevate the prTech science
for good
and research in India and i • Sustainable supply chains
• Robust compliance and integrity
emissions by 75% re young in research. • Empowering 80 mn+ lives via tech for good practices
• Reducing Scope 3 GHG programs (2025) • Transparent communications with
emissions by 30% stakeholders
• Engaging clients on climate Diversity and inclusion
actions • Creating a gender-diverse workforce with 45% Data privacy
women • Leading data privacy standards
Water
• 100% wastewater recycling Energizing local communities Information management
• Delivering 33% of work by leveraging • Industry leadership in our information
Waste flexible/remote work options security practices
• Zero waste to landfill
Employee wellness and experience
• Facilitating best-in-class employee experience

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ESG Committee of the Board has 3 (all Independent) Directors
and Accolades

Received multiple recognitions at The Asset ESG Recognized as a Top 3 IT services brand and the fastest
Corporate Awards 2024 including Platinum Award growing IT services brand globally in the Brand Finance
for Excellence and Best Investor Relations Team Global 500 2025 Report

Recognized as one of the “Most Honored” Rated as Top 100 most valuable brand in the
companies, receiving multiple awards at world by Kantar BrandZ; Ranked among the
the 2024 All-Asia Executive Team most-trusted brands in India and the US
Rankings from Institutional Investor

Recognized as one of the World’s Most Ethical Recognized as the Global Top Employer 2025 for the
Companies in 2025 for the fifth consecutive year fifth consecutive year by the Top Employers Institute
by Ethisphere

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 Free cash flow at $4.1 bn, 129% of We have positioned our company to We have developed a
Net Profit in FY25 work with clients for their digital strong set of capabilities
Strong large deal TCV of $11.6 bn transformation as well as their cost in Generative AI with
Margins at 21.1%, up 50 bps efficiency and automation programs Topaz

Our Cobalt capabilities for Our approach of

the cloud continue to One Infosys is the
resonate with our clients foundation of this
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THANK YOU

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