Infosys ADR Crashes 4% to 6-Month Low After Q2 Results
Infosys American Depository Receipt (ADR) shares plunged 4% on the NYSE to $15.82, hitting their lowest level since mid-April 2025 as the decline extended into a third consecutive trading session. The sharp drop followed the company’s Q2 FY26 results announcement.
Key Takeaways
- Infosys ADR shares fell 4% to $15.82, a 6-month low
- Net profit rose 13.2% to ₹7,364 crore in Q2 FY26
- Revenue grew 8.6% to ₹44,490 crore year-over-year
- Company raised lower end of annual revenue guidance to 2-3%
- Declared dividend of ₹23 per share
Q2 FY26 Financial Performance
Infosys reported strong quarterly numbers with consolidated net profit increasing 13.2% to ₹7,364 crore compared to ₹6,506 crore in the same quarter last year. Revenue from operations saw healthy growth of 8.6% to ₹44,490 crore from ₹40,986 crore in September 2024 quarter.
The company demonstrated growth across multiple business verticals, with North America – its largest market – showing 2% growth. Among specific segments, financial services revenue increased 5.4% year-over-year in constant currency terms, while hi-tech and manufacturing segments jumped 8.6% and 6.6% respectively.
Revised Outlook and Deal Pipeline
Infosys raised the lower end of its annual revenue forecast, citing increased spending on technologies like artificial intelligence. The company now projects constant-currency revenue growth of 2% to 3% for FY26, compared to its previous guidance of 1% to 3%.
Large deal bookings for the quarter stood at $3.1 billion, showing improvement from $2.4 billion in the year-ago period though lower than the previous quarter’s $3.8 billion.
Dividend Declaration and Shareholder Benefits
The company declared an interim dividend of ₹23 per share. October 27, 2025 has been set as the record date to determine eligible shareholders, with the payout scheduled for November 7, 2025.
Long-term Stock Performance
Infosys ADR shares have faced significant pressure throughout 2025, declining 28% year-to-date. This trend mirrors the performance of its NSE-listed shares, which are down 22% over the same period.
The NYSE-listed shares reached an all-time high of $26.39 in January 2022 and had approached those levels earlier this year. However, persistent selling pressure has driven the stock to its yearly low of $15.82 in Thursday’s trading session.
