Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q2 FY27 revenue US$1.693bn +6.8% y-y (7.2% constant currency); EBIT margin 14.8%, +260 bps y-y - Communications vertical grew 9.5% y-y; BFSI +4.6%, Manufacturing +7%, Retail/Travel/Logistics +9.2%, Healthcare +6.2% - AI initiative Helix driving strategic engagements; launched Zero-Gravity Telco Architecture and Consumer Agentic Experience Studio - Total deal wins US$1.023bn in Q2; 12 consecutive quarters of margin expansion - AI revenue reporting to start H2 FY27; focus on AI toolchains per service line and AI-led vertical transformation - Margin expansion potential remains; AI toolchains expected to improve productivity and release headcount - Growth led by large strategic accounts with >US$20m revenue growing 11.7% y-y - Quantum computing initiatives progressing; commercial impact expected beyond 12 months - Normal seasonality expected in H2 FY27; European auto manufacturing softness manageable - Interim dividend INR15/share declared; Board recommended 1:1 bonus share issue