インフォシスは,収入の成長と強いAI需要にもかかわらず,インドの新しい労働法により,FY26のQ3で利益が低下しました. Infosys saw a profit drop in Q3 FY26 due to new Indian labor laws, despite revenue growth and strong AI demand.

InfoSystemsは,インドの新労働法で定める1回の請求により,Q3FY26でRs6,6654の収益が2.2%減少したと報告した. Infosys reported a 2.2% year-on-year profit decline to Rs 6,654 crore in Q3 FY26 due to a Rs 1,289 crore one-time charge from India’s new labour codes, which increased employee benefits liabilities. 売上高は前年比8.9%増加し,45,479億ルピーとなり,同社は全年成長予測を固定通貨で3〜3.5%に上昇させた. Revenue rose 8.9% year-on-year to Rs 45,479 crore, and the company raised its full-year growth forecast to 3-3.5% in constant currency. 9.6%の収益低下にもかかわらず,AIの強い需要,事業サービス,金融サービスなどの鍵部門は,実効を生んだ. Despite a 9.6% sequential profit drop, strong demand in AI, enterprise services, and key sectors like financial services drove performance. インフォシスは5,043人の従業員を雇い,18,000億ルピーの買い戻しを行い,純新価値の57%で48億ルピーの取引を完了しました. Infosys added 5,043 employees, completed a Rs 18,000 crore buyback, and secured a Rs 4.8 billion deal with 57% net new value. 2025年11月点の効力を誇る新労働法は,インドのIT部門で継続的なマージン圧を生ずるものと見込まれている. The new labour laws, effective November 2025, are expected to cause ongoing margin pressure across India’s IT sector.