BSE IT Technology Sector Regulatory Filings — October 23, 2026

23-10-2026

Infosys reported Q2 FY27 consolidated revenue of $5,145 million (up 1.3% YoY in USD, 10.7% YoY to ₹49,244 crore in INR) with operating margin stable at 21.0%, though net profit after non-controlling interests declined 2.5% YoY in USD terms to $817 million and other income net of finance cost fell 23.0% YoY to $77 million. H1 FY27 consolidated revenue rose 12.3% YoY to ₹97,454 crore, while H1 net profit in USD terms declined 0.6% YoY, and the board declared an interim dividend of ₹26 per share (up 13% YoY). FY27 revenue guidance was revised to 1%-2% constant currency growth, with operating margin guidance retained at 20%-22%.

• · Operating profit (USD) rose 1.3% YoY to $1,079 million, but other income net of finance cost fell 23.0% YoY to $77 million
• · Free cash flow was $928 million (Q2) at 113.3% of net profit; FCF in INR was ₹8,898 crore, down 8.1% YoY
• · Large deal TCV was $5.2 billion with 62% net new; AI revenue was 10.5% of revenue, up 29% QoQ
• · H1 FY27 net profit in USD fell 0.6% YoY to $1,637 million despite 12.3% INR revenue growth, reflecting rupee-USD translation effects
• · Standalone (Infosys Limited only) Q2 revenue from operations was ₹40,719 crore, up 10.3% YoY from ₹36,907 crore

23-10-2026

Infosys reported Q2 FY27 consolidated revenue of ₹49,244 crore (US$5,145 million), up 10.7% YoY and 2.1% QoQ in reported terms, with constant-currency growth of 1.5% YoY. Net profit after non-controlling interests was ₹7,823 crore, up 6.2% YoY but down 2.5% YoY in USD terms, and the Board declared an interim dividend of ₹26 per share with record date November 3, 2026 and payout November 11, 2026. Performance was mixed: Hi-Tech revenue fell 17.5% YoY and Retail fell 8.1%, while Life Sciences grew 32.5% and Energy, Utilities, Resources & Services grew 7.4%.

• · Hi-Tech segment revenue declined 17.5% YoY (reported) and 17.3% in constant currency, its steepest drop in the segment table
• · Free cash flow fell 15.7% YoY in USD terms to $928 million, though it was broadly stable QoQ
• · Other income, net of finance cost declined 23.0% YoY in USD and 16.3% in INR terms
• · Consolidated cash and investments rose sharply QoQ to ₹45,232 crore from ₹37,065 crore
• · Board approved grant of 9,640 RSUs under the 2015 Plan effective November 1, 2026, with exercise price equal to par value
• · Auditor Deloitte Haskins & Sells LLP issued an unmodified review opinion on the Q2 and H1 consolidated results under Ind AS 34 and LODR Regulation 33

23-10-2026

Coforge Limited filed its Q2 FY27 investor presentation, fact sheet and web presentation for the quarter and half year ended September 30, 2026. Consolidated revenue rose 53.6% YoY to INR 61,708 Mn (US$652.2 Mn, +40.1% YoY in USD) and EBIT grew 67.8% to INR 9,847 Mn, with FY27 consolidated EBIT margin guidance upgraded from 15.5% to 16.0%. Growth was partly offset by a 1.2% QoQ-to-flat margin profile in gross margin, a sharp rise in net interest expense, and FX losses, while FCF conversion was 89% of PAT versus 86% a year ago.

• · Net interest expense rose 186.7% YoY to INR 836 Mn, and FX loss was INR 465 Mn versus a small gain a year ago, weighing on PBT growth (PBT before exceptional items +53.1%).
• · Gross margin slipped 19 bps QoQ and 45 bps YoY to 34.1%, while EBITDA margin improved to 20.6%.
• · Fixed-price mix fell to 40.5% from 45.9% a year ago, while Time & Materials rose to 59.5%.
• · EMEA revenue grew only 1.9% QoQ and its revenue share fell from 28.9% to 24.6% YoY, while Americas share rose to 63.1%.
• · Top 5 and Top 10 client concentration both declined YoY (21.0% to 18.1% and 30.8% to 26.4%), a diversification positive.
• · Exceptional items of INR 557 Mn were booked, including Encora integration-related expenses.
• · Minority interest fell 66.1% YoY to INR 168 Mn, and Non-Controlling Interest on the balance sheet dropped to INR 1,751 Mn from INR 20,278 Mn a year earlier.

23-10-2026

Coforge Limited reported strong results for the quarter ended September 30, 2026, with revenue of INR 61,708 Mn (USD 652.2 Mn), up 53.6% YoY in INR terms and 40.1% in USD terms, and EBIT of INR 9,847 Mn (16.0% margin, up 134 bps YoY). Management raised FY27 EBIT margin guidance from 15.5% to 16% and reported eight large deals and a next-twelve-month signed order book of $2.38 Bn (up 45% YoY). Performance was not uniformly positive: LTM attrition was flat at 10.4% versus the prior quarter, and the release does not disclose a YoY comparison for LTM attrition.

• · Order intake of USD 1.04 Bn TCV for the quarter
• · Management expects to lift EBIT margin to 17% next year and aims to be among the top three scaled IT services firms on margins
• · LTM attrition held flat at 10.4% quarter over quarter, which the release does not contrast against prior-year levels
• · Recognised as a Leader in multiple NelsonHall, HFS, ISG Provider Lens and Everest Group assessments

23-10-2026

Coforge Limited reported consolidated revenue from operations of ₹61,708 Mn in the quarter ended September 30, 2026, up about 53.6% year-over-year from ₹40,164 Mn, and up 11.6% sequentially from ₹55,277 Mn. Consolidated profit for the period was ₹6,049 Mn versus ₹4,254 Mn a year earlier, a 42.2% increase, though sequential profit growth was 13.8%. Standalone revenue grew 60.0% YoY while standalone PAT declined 42.0% YoY, and standalone profit was also down sequentially, reflecting a sharp rise in professional charges and exceptional items.

• · Standalone professional charges rose to ₹14,601 Mn in the quarter from ₹4,262 Mn a year earlier and ₹8,986 Mn in the preceding quarter, a major driver of the standalone profit decline.
• · Consolidated employee benefits expense was ₹35,363 Mn versus ₹22,723 Mn a year earlier, up about 55.6%.
• · Consolidated year-to-date revenue from operations was ₹116,985 Mn versus ₹77,208 Mn for the prior-year period, up about 51.5%, while year-to-date consolidated profit for the period was ₹11,366 Mn versus ₹7,818 Mn (including discontinued operations), up about 45.4%.
• · Standalone other income fell to ₹724 Mn from ₹2,316 Mn a year earlier, a decline of about 68.7%.
• · Consolidated finance costs rose to ₹1,080 Mn from ₹409 Mn a year earlier, and net exchange losses were ₹465 Mn versus a small gain in the prior-year quarter.
• · Standalone paid-up equity share capital rose to ₹886 Mn from ₹669 Mn a year earlier.

23-10-2026

Coforge Limited's Board, at its October 23, 2026 meeting, took note of the voluntary liquidation and winding up of Digital Mobile Innovations Italy S.R.L., a step-down wholly owned Italian subsidiary inherited from the Encora group. Liquidation was initiated in September 2025, before Coforge's acquisition of Encora, and the entity has now been formally dissolved/closed. The filing is a housekeeping disclosure to streamline the group entity structure; no financial impact is disclosed.

• · Liquidation was initiated in September 2025, before Coforge's acquisition of Encora
• · The subsidiary has been formally dissolved/closed
• · Turnover contribution, sale agreement date, consideration and buyer details are not applicable, as this is a dissolution rather than a sale

23-10-2026

Coforge Limited's Board approved, on the Audit Committee's recommendation, the appointment of Price Waterhouse Chartered Accountants LLP as Statutory Auditors for a 5-year term, running from the conclusion of the 35th AGM (2027) to the conclusion of the 40th AGM (2032), subject to shareholder approval. The incumbent auditor, S R Batliboi & Associates LLP, will continue to audit the Company and its subsidiaries until the 35th AGM. No financial results or monetary amounts are disclosed in this notice.

• · Price Waterhouse Chartered Accountants LLP (ICAI Firm Registration No. 012754N/N500016) was established in 1991 and converted to an LLP in 2014, with 17 branch offices and more than 120 Assurance Partners as of April 1, 2026
• · The filing is made under Regulation 30 of SEBI Listing Regulations, referencing SEBI Master Circular dated January 30, 2026
• · Incumbent auditor S R Batliboi & Associates LLP (ICAI Firm Registration No. 101049W/E300004) continues to audit the Company and its subsidiaries until the 35th AGM in 2027

24-10-2026

Infosys Limited has submitted to BSE, NSE and NYSE the auditors' reports, bearing Unique Document Identification Numbers (UDIN), on its financial statements for the quarter and half year ended September 30, 2026, following the Board Meeting held on October 23, 2026. The filing is administrative in nature and contains no financial figures, so no performance metrics are disclosed in this document.

23-10-2026

Oracle Financial Services Software Limited reported standalone revenue from operations of ₹14,265 million for Q2 FY27 (quarter ended September 30, 2026), up 9.7% YoY from ₹13,009 million but down 44.4% QoQ from ₹25,669 million, which included a one-time ₹9,353 million license deal in June 2026. Standalone net profit was ₹6,275 million, up 35.6% YoY but down 54.0% QoQ, while six-month PAT rose 89.7% to ₹19,911 million. Consolidated revenue was ₹19,066 million (up 6.6% YoY, down 39.0% QoQ), and consolidated PAT was ₹7,024 million (up 28.6% YoY, down 50.4% QoQ). The company also disclosed leadership changes, including a new Managing Director & CEO and a new CFO.

• · Standalone six-month revenue from operations rose 48.0% YoY to ₹39,934 million, while consolidated six-month revenue rose 38.2% YoY to ₹50,318 million, largely reflecting the June 2026 license transaction.
• · Employee severance expenses were ₹299 million standalone and ₹353 million consolidated for Q2 (six-month: ₹1,450 million and ₹2,135 million respectively).
• · Standalone other income declined 0.0% YoY for six months to ₹1,259 million versus ₹6,800 million for full FY26, which included ₹4,334 million dividend from subsidiaries.
• · Consolidated IT solutions and consulting segment revenue grew 10.7% YoY for six months to ₹3,802 million, while Product licenses segment revenue grew 41.1% to ₹46,516 million.
• · Standalone trade receivables declined to ₹7,695 million from ₹9,899 million at March 31, 2026 (down 22.3%), and consolidated trade receivables fell to ₹11,986 million from ₹13,514 million.
• · Standalone reserves (other equity) fell to ₹66,730 million from ₹69,710 million at March 31, 2026 due to dividend payments exceeding profit in the period.

23-10-2026

Oracle Financial Services Software Limited reported standalone revenue from operations of ₹14,265 million for Q2 FY27 (quarter ended September 30, 2026), up 9.7% year-over-year from ₹13,009 million, and profit after tax of ₹6,275 million, up 35.6% from ₹4,626 million. However, sequentially revenue fell 44.4% from ₹25,669 million in Q1, which included a one-time ₹9,353 million license deal, and PAT declined 54.0% from ₹13,636 million. Consolidated revenue from operations was ₹19,066 million (up 6.6% YoY, down 39.0% QoQ) and consolidated PAT was ₹7,024 million (up 28.6% YoY). Leadership changed during the period, with Avadhut Ketkar appointed MD & CEO and Manish Bhandari appointed CFO.

• · Standalone employee severance expenses were ₹299 million in Q2 and ₹1,450 million for the six months; consolidated severance was ₹353 million in Q2 and ₹2,135 million for the six months.
• · Consolidated product licenses segment revenue fell 40.9% QoQ to ₹17,158 million, while IT solutions and consulting revenue rose 0.8% QoQ to ₹1,908 million and grew 15.3% YoY.
• · Consolidated Q2 revenue from IT solutions and consulting grew 15.3% YoY, while product license segment revenue grew 5.7% YoY.
• · Standalone six-month revenue from operations was ₹39,934 million, up 48.0% YoY... (six-month figures include the one-time ₹9,353 million license deal recognized in Q1).
• · Cash and cash equivalents on a standalone basis declined to ₹1,766 million from ₹2,207 million at March 31, 2026, while consolidated cash rose to ₹16,150 million.
• · Standalone equity dividend paid for the six months was ₹23,495 million, slightly up from ₹23,018 million a year earlier.
• · On October 2, 2026, shareholders approved Avadhut Ketkar's appointment as MD & CEO and Andrew Mark Morawski's appointment as Non-Executive, Non-Independent Director via postal ballot.