When Albert Einstein said, ‘I want to know the thoughts of God, the rest are details,’ he was implying that there are circumstances when the broader underlying theme or principle is more important to understand first than getting into too many specifics.

For IT services companies like Infosys , the current times reflect such a circumstance.

While minor hits or misses in revenue, EBIT and margin may draw attention in the quarterly results, what is of utmost importance to investors is the long-term strategy of the company to reignite growth in an industry disrupted by AI . From that standpoint, Infosys shareholders got nothing in its Q2 result and hence must look past headline numbers in rupee terms that are optically boosted by currency tailwinds.

The company appears comfortable with

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