Investor Presentation

This presentation includes statements which may constitute forward-looking

statements made pursuant to the safe harbor provisions of the Private Securities

Litigation Reform Act of 1995. Although Infosys believes that the expectations

contained in such forward-looking statements are reasonable, it can give no

assurance that such expectations will prove correct. These statements may involve

risks and uncertainties that could cause actual results to differ materially from the

expected results. Such risks include, but are not limited to, the risk factors described

in Infosys' Registration Statement on Form F-3, a prospectus supplement to such

Registration Statement and in other reports and periodic filings made from time to

time with the Securities and Exchange Commission.

Safe Harbor

2

• An overview

• Next Generation Business model

• Market opportunities

• Competitive situation

• Strategy and approach to market

• Investments

• Financials

• Challenges

Highlights

3

LTM Q1 FY 14 Revenues / 5-year CAGR $7.64 billion / 12%

LTM Q1 FY 14 Net Income / 5-year CAGR $1.73 billion / 8%

Employees (Jun-13) 157,263 from 101 nationalities

Market cap (Jun-13)* $23.7 billion

Global Presence 73 Sales Offices 90 Global Development Centers Operating in 35 countries

Business Model Next Generation business model combining best of Consulting and Global Delivery

An overview

* As of last day of the quarter based on closing NYSE price

4

Next Generation Business Model

1996

2001

2008

1981

2012 • New Engagement Models

People | Organization | Infrastructure | Process | Quality

Infosys Global Delivery Model

5

Non-ADM services as % of revenue

31% revenues from Consulting and System integration in FY13 as against 24% in FY 08

6

51.0 53.7 54.5

56.1 57.0 59.2 60.1

0.0

10.0

20.0

30.0

40.0

50.0

60.0

FY 08 FY 09 FY 10 FY 11 FY 12 FY 13 LTM Q1 FY14

Resulting in New Clients and Increasing Revenue Per Client

325

466

Execution excellence resulted in high share of repeat business (98% in FY 13)

* revenue per client has decreased due to client additions resulting from Lodestone acquisition

7

272

384

35

41

12

26

6

15

0

50

100

150

200

250

300

350

400

450

500

LTM Q1 FY 09 LTM Q1 FY 14

Nu

mb

er

of

clie

nts

co

ntr

ibu

tin

g >$

1m

m in

LTM

re

ven

ue

s

Large, Growing Client Relationships

1-20 mn 20-50 mn 50-100 mn 100 mn+

7.8 8.1 8.4 9.7 10.1

9.3 9.1

0

2

4

6

8

10

12

FY 08 FY 09 FY 10 FY 11 FY 12 FY 13* LTM Q1FY 14*

Increasing revenue per client ($ mn)

Market Opportunities

• Asia – New “center of gravity” for the world

• “Geography becomes History” with reduced telecommunication costs

• Technology – the supreme enabler

Global Mega Trends

• Differentiated access to highly educated, cost-competitive

human capital

• Leading the Next-Generation Business Model and

investing in innovations and business solutions

• Redefining scalability with modular global infrastructure

Infosys – Transformation Partner

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Offshore Outsourcing is a Global Mega Trend

• Convert fixed costs to variable

• Reduce TCO

• Improve competitiveness

• Improve time-to-market

• Enhance ROI

Outsourcing Benefits

• Deliver high quality at great value

• Highly scalable with a large

resource pool available

• Proven track record

Offshore Benefits

~$31bn

~$60bn

Source: NASSCOM

Indian IT – BPO Market is Increasing

• Indian IT- BPO sector is estimated to grow from

$101bn in FY 2012 to $225bn in FY 2020 at

CAGR of 11%

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High Quality Delivery and Offerings

• Established track record of exceptional quality

• Expanded offerings that encompass the entire value chain

Abundant Skilled Resources

• 2.5 million English speaking graduate pool 2

• 1,478 engineering colleges with a capacity to produce over 500,000

engineering graduates annually 3

Established Industry

• Services market (including BPO) estimated at $50 billion in 2008,

exports to grow to $60 billion by 2010 1

• Offshore „home‟ for virtually all the leading technology companies

Strong Government Support

• “Tax Holiday” schemes

• Supportive Government policy environment

Significant Benefits

• Substantial cost savings associated with moving offshore

• Large intangible benefits such as reduced time to market

Competitive Situation

India – Uniquely positioned

Source:

1. NASSCOM Strategic Review 2007

(includes engineering services and software products)

2. NASSCOM Strategic Review 2004

3. Annual report 2005-06, HRD Ministry, Government of India

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Competitive Situation

Client ROI

Clie

nt

Vis

ibili

ty

Non-GDM GDM

GDM + Consulting

Large Onsite Firms

GDM

(~1980s)

(~1990s) Next Generation Business Model

• Consulting + solution mindset

• Continue to strengthen brand

• Strengthen Board-level relationships

• Thought Leadership

Need to

• Replace resources

• Overcome “offshore-is-cost-center” mindset

• Combat revenue cannibalization

• Provide seamless sales and delivery

• Reduce SG&A

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Strategy

• To have superior revenue growth and margins relative to the industry

• Have end-to-end service capability, deep vertical penetration, broad geographical

footprint

• Increase revenue productivity and build long-term scalability by creating industry

specific solutions, platforms, IP etc.

Approach to market

• „One Infy‟

• Cross-selling of services

• Vertical focus to create industry specific competencies

• Investing in the business

Strategy and approach to market

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• Industry wide preferred employer

– Recognized as one of the „Achievers 50 Most Engaged Workplaces™‟ In The United

States

– The most preferred company to work for in India by Business Today magazine in 2010

• Able to simultaneously evaluate 10,000+ candidates across 7 cities in India

• Global hiring

– US, UK, China and Eastern Europe

– Supplementing with experienced local hires

• Tapping non-traditional labor pool

– Employing non-engineers for infrastructure management, testing

and BPO

– Proactive assistance provided to India‟s educational system to produce engineers with

high quality software skills

Talent Management : Hiring the Best

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• Learning support to employees

towards development and

career progression, which

improves long-term retention

and solidifies culture

• Currently able to train 13,500

entry-level recruits at the

Mysore campus

simultaneously

Developing and Retaining the Best

Leadership Development

Leadership Training

Advanced Training

Managerial Training

Client-facing Training

Domain Training

Role-Based Development

Soft Skills Training Quality Training

On-the-job Training

Foundation Training

Role-Based Development Induction

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2011 2012 2013 LTM Q1 FY 14

Sales & Marketing expenses ($ mn) 332 366 373 390

Sales & Marketing employees 1,001 1,132 1,263 1,295

Losses in Subsidiaries ($ mn)

Infosys Brazil (1.9) (3.6) (3.1) (5.3)

Infosys Technologies(Shanghai) Co. Ltd. (1.1) (2.9) (2.8)

Investing in front-end, services and subsidiaries

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• 90 Global Development Centers (“GDC”)*

– 32 in India

– 58 in North America, Europe and Asia-Pacific

– 31.9 million sq. feet* of total area to house 155,045 employees

– 13 million sq. feet* under construction to house 52,126 employees

• Ability to rapidly scale new engagements

• Flexibility to distribute engagements and capacity across centers worldwide

• Disaster recovery / business continuity capabilities

Robust, Flexible, Modular Global Infrastructure

*As of June 30, 2013

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Building World Class Systems and Processes

Note: EFQM – European Foundation for Quality Management

CMMI – Capability Maturity Model PRIDE – Process Repository at Infosys for Driving Excellence

Technology-driven Scalable

Business Processes

Award-winning Knowledge

Management Processes

• PRIDE: Infosys process repository

• 2008 Asian Most Admired Knowledge Enterprise (MAKE) award

Quality Par Excellence

• Benchmarked to Global Standards

• Deployment of improvement techniques

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Superior Revenue Growth

928

1991

18

$0

$500,000,000

$1,000,000,000

$1,500,000,000

$2,000,000,000

$2,500,000,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1

FY08 FY09 FY10 FY11 FY12 FY13 FY14

Qu

arte

rly

Re

ven

ue

(U

S$)

Revenue Progression

Sustained, Industry-leading Profitability

418

263

19

24.7%

23.5%

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

$0

$50,000,000

$100,000,000

$150,000,000

$200,000,000

$250,000,000

$300,000,000

$350,000,000

$400,000,000

$450,000,000

$500,000,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1

FY08 FY09 FY10 FY11 FY12 FY13 FY14

Op

era

tin

g In

com

e in

%

Qu

arte

rly

Ne

t In

com

e (

US$

)

Flexible cost structure helps Infosys deliver industry-leading margins

• Highly liquid (cash & cash equivalents stand at $4.1bn)*

• Zero debt

• High quality receivables (94% aging less than 60 days)*

• ROCE of 34.6%, ROIC of 54.2% for Q1 FY 14

• Dividends up to 30% of annual post-tax profits

Strong and Liquid Balance Sheet

*As of June 30 2013

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• Economic uncertainty

• Regulatory changes

• Currency Volatility

• Resource availability

• Ability to expand addressable market

• Wage inflation

Challenges

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