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Infosys (INFY) Q2 Earnings Match Estimates, Revenues Top

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Infosys Limited (INFY - Free Report) reported second-quarter fiscal 2019 earnings of 13 cents per share, which came in line with the Zacks Consensus Estimate.

Revenues of $2.92 billion increased 7.1% year over year and surpassed the Zacks Consensus Estimate of $2.89 billion. In terms of constant currency (C), revenues were up 8.1%.

Infosys is benefiting from growth across geographies and business segments. Large deal wins are a positive for the company.

Quarter Details

Digital Revenues (31% of total) were up 31.9% year over year to $905 million whereas Core Revenues (69%) declined 1.3% to $2.02 billion.

In the quarter, the company signed deals with a total contract value (TCV) of more than $2 billion compared with $1.1 billion in the previous quarter.

The company reported that its number of $100 million-plus clients is now 23, compared with 19 in the year-ago quarter.

Geographically, on a sequential basis, North America, Europe, Rest of the World and India revenues grew 3.8%, 4%, 6.8% and 3%, respectively in CC.

On the basis of segment, Retail and Financial Services recorded highest growth of 5.9% and 5.8% respectively. Energy, Utilities, Resources & Services; Communication, Manufacturing, Hi Tech and Life Sciences rose 2.8%, 1.2%, 4.8%, 3.6% and 0.7% respectively.

Gross profit increased 5.7% year over year to $1.04 billion. Gross margin contracted nearly 60 basis points (bps) on a year-over-year basis to 35.5%.

The company’s operating income increased 5% year on year to $692 million. However, operating margin declined 50 bps to 23.7%.

Infosys Limited Price, Consensus and EPS Surprise

Infosys Limited Price, Consensus and EPS Surprise | Infosys Limited Quote

Liquidity

As of Sep 30, 2018, Infosys had cash and cash equivalents of $2,462 million compared with $2,411 million recorded in the previous quarter.

Outlook

Infosys reiterated its fiscal 2019 guidance. Revenues are expected to grow in the range of 6-8% at CC.

Operating margin range is anticipated to be between 22 and 24%.

Zacks Rank and Other Stocks to Consider

Infosys currently has a Zacks Rank #2 (Buy).

A few other top-ranked stocks in the broader technology sector are Ciena (CIEN - Free Report) , Veeva Systems (VEEV - Free Report) and j2 Global , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings growth rate for Ciena, Veeva and j2 Global is currently projected to be 15.5%, 19.3% and 8% respectively.

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