--- title: "Weekly Recap: Infosys Q1 results and JPMorgan cuts Infosys to Neutral" type: "News" locale: "en" url: "https://longbridge.com/en/news/293862987.md" description: "Infosys reported modest Q1 growth with AI revenue gains but cut FY27 guidance due to soft demand, prompting a JPMorgan downgrade to Neutral. The board named Ashiss Kumar Dash as CEO-designate for a five-year term starting April 2027 and declared a Rs25 final dividend. Additionally, Infosys received a €175,000 fine from French authorities for labor violations, which the company stated will not materially impact its finances." datetime: "2026-07-27T01:13:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293862987.md) - [en](https://longbridge.com/en/news/293862987.md) - [zh-HK](https://longbridge.com/zh-HK/news/293862987.md) generator: "portal-rs" --- # Weekly Recap: Infosys Q1 results and JPMorgan cuts Infosys to Neutral Infosys (NSE:INFY) posted modest Q1 growth with AI revenue gains and strong cash, yet cut FY27 guidance amid softer demand and pricing pressure, prompting a JPMorgan downgrade as the board names long‑time executive Ashiss Kumar Dash CEO‑designate and declares a Rs25 dividend. **Previous Week Recap** - **INFY Q1 Revenue Beat; AI Revenue 8.2%**: INFY Q1 FY27 revenue $5.08B (+2.4% CC), EBIT margin 21.1%, net profit ≈₹7,770cr, AI revenue 8.2%, large-deal TCV $3.6B, FCF $955M, cash $3.9B, FY27 revenue guide 1.5–3.0%. 1 2 3 - **JPMorgan Cuts INFY to Neutral**: JPMorgan cut INFY to Neutral and lowered its target to $10.90 from $12.70 after fiscal Q1 missed revenue expectations, reduced FY27 growth guidance, and cited AI pricing pressure. 4 5 - **Ashiss Kumar Dash Named CEO-Designate**: Infosys (INFY) named Ashiss Kumar Dash CEO-designate; he will become CEO and MD on April 1, 2027, for a five-year term. Transition includes handover and mentorship from current CEO Salil Parekh. 6 7 - **Infosys Cuts Revenue Guidance**: Infosys cut its top revenue guidance after weaker near-term demand and tech budget cuts by clients, and promoted an internal executive to CEO; sales outlook scaled back accordingly. 8 - **INFY Declares Final Dividend**: Infosys (INFY) declared a final dividend of Rs 25.00/share on Apr 24, 2026, record/effective date Jun 10, 2026. Prior interim dividend was Rs 23.00/share on Oct 16, 2025. 9 - **AI Momentum Drives Revenue Growth**: Infosys (INFY) cites AI-driven revenue growth, naming partnerships and faster deployment of Topaz and Cobalt platforms as key drivers as AI momentum converts into commercial sales. 10 - **Energy Vertical Head Named CEO**: Infosys says its energy vertical head, a 30+ year veteran, will become CEO for a five-year term starting 2027; board cited his strategic and delivery experience. 11 - **INFY ADR Fined €175,000**: Infosys ADR (INFY) was fined €175,000 by French labor authorities over work-time recording violations; company says the penalty won’t materially affect its finances or operations. 12 **Disclaimer** This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources. ### Related Stocks - [INFY.US](https://longbridge.com/en/quote/INFY.US.md) - [JPM.US](https://longbridge.com/en/quote/JPM.US.md) - [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/en/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md) ## Related News & Research - [Infosys Ltd. ADR Falls Wednesday, Underperforms Market](https://longbridge.com/en/news/299236764.md) - [These Analysts Slash Their Forecasts On Infosys After Q1 Results](https://longbridge.com/en/news/293751203.md) - [Is AI Leadership Shift Altering The Investment Case For Masco (MAS)?](https://longbridge.com/en/news/299152325.md) - [Bitcoin emerges as alternative to bonds for AI-heavy portfolios](https://longbridge.com/en/news/298811933.md) - [Hewlett Packard Enterprise Raises 2027 Outlook as AI Networking Demand Surges](https://longbridge.com/en/news/298838905.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**