Despite a strong Q2, Infosys trimmed its full-year revenue growth outlook to 2–3%, tightening the lower bound from 1%. The decision reflects cautious macro assumptions and backlog roll-forwards. In Q2, the company also reported strong performance in financial services and manufacturing verticals. The adjustment signals management’s efforts to balance ambition with prudence amid global headwinds. Analysts will monitor trajectory in H2 for signs of sustained growth recovery or further downward revisions amid digital spending scrutiny.