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

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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 & Chairman
Salil Parekh – MD, CEO & Director
H. Satish – Executive VP & Chief Delivery Officer
Dinesh Rao – Executive VP & Co-Head of Delivery
D. Balakrishna – Executive VP and Service Offering Head of Energy, Utilities, Communications, Resources & Services
Mohammed Tarafdar – Senior VP & Unit Technology Officer
Anand Swaminathan – Executive VP and Segment Head of Communication, Media & Technology
Jasmeet Singh – Executive VP & Segment Head of Manufacturing
Dennis Gada – Senior VP & Head of Financial Services Industry
Ashiss Kumar Dash
Ambeshwar Nath
Shaji Mathew – Chief Human Resources Officer
Sumit Virmani – Executive VP & Chief Marketing Officer
Jayesh Sanghrajka – Chief Financial Officer

Conference Call Participants

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Yu Lee – Guggenheim Securities, LLC, Research Division
Pankaj Murarka
Aditya Chandrasekar – UBS Investment Bank, Research Division
Gaurav Rateria – Morgan Stanley, Research Division
Surendra Goyal – Citigroup Inc., Research Division
Kunal Tayal – BofA Securities, Research Division
Sandeep Shah – Equirus Securities Private Limited, Research Division
Kawaljeet Saluja – Kotak Securities (Institutional Equities)

Presentation

Unknown Executive

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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

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