Infosys Sees No Material Impact from U.S. PERM Suspension
Yahoo Finance ·
Infosys (NSE: INFY) stated on Saturday, October 10, 2026, that it anticipates no material financial or operational impact resulting from the U.S. government's suspension of its participation in the Permanent Labor Certification (PERM) program. The suspension, announced by U.S. authorities on Thursday, impacts numerous prominent technology and IT service providers, including Infosys, Tata Consultancy Services, Wipro, HCL Technologies, Cognizant, Microsoft, Adobe, and Capgemini. Under this directive, affected corporations are barred from submitting new PERM applications or advancing pending files. This regulatory action forms a key component of the Trump administration's expanded restrictions on skilled foreign labor, amid allegations that certain organizations exploited the pathway to substitute American staff with lower-cost overseas personnel. PERM operates independently from the H-1B temporary work visa framework, and current indicators suggest existing H-1B visa holders remain unaffected by the latest measures.
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Infosys stated that the financial impact of the U.S. government's temporary suspension of the Permanent Labor Certification (PERM) program will be minimal. This measure follows the U.S. Department of Labor's suspension of green card sponsorships for skilled foreign workers, affecting major global IT companies including Infosys. Amid the Trump administration's tightening regulations on foreign labor, new and pending applications have been halted. Investors should closely monitor whether regulatory risks will spread across the middleware and IT services sectors.
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- IT Services — Concerns over increased labor supply costs and operational disruptions have emerged as the U.S. government's temporary suspension of the PERM program blocks green card sponsorships for new foreign workers.
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The suspension of the U.S. government's PERM program is a factor that could impact the workforce operation strategies of major IT service companies such as Infosys, Tata Consultancy Services, and Wipro. However, Infosys has expressed its stance that it can cushion the regulatory shock through business diversification and expanded local hiring.
The bullish scenario is that the regulation turns out to be temporary, alleviating concerns over a slowdown in earnings, while the bearish scenario is that it expands to additional employment regulations such as H-1B visas, causing labor costs to surge. Future additional executive orders from the U.S. Department of Labor and the speed of localization response by each company will be key indicators.
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