Infosys Stock Price, News & Analysis

Infosys (INFY) announced on November 3, 2025 the launch of Infosys Topaz Fabric, a composable, open stack of data infrastructure, models, agents, flows and AI apps designed to accelerate enterprise AI adoption.

The platform offers enterprise services across IT operations, transformation, quality engineering and cybersecurity, includes 50+ purpose-built IT agents and provides out-of-the-box integration with 9 enterprise platforms. Services use AI agents with humans-in-the-loop and are contextualized by Infosys forward-deployed engineers. The product is positioned to integrate with partner AI solution providers and AI-native startups to speed value realization from AI programs.

Infosys (NYSE: INFY) announced on October 29, 2025 a strategic collaboration with Metro Bank and Workday (NASDAQ: WDAY) to modernize Metro Bank's finance operations.

Infosys and Workday will transition Metro Bank from legacy systems to a unified, cloud-native platform by implementing Workday Financial Management, Workday Accounting Center, Workday Spend Management, and Workday Prism Analytics to centralize financial data, automate functions, accelerate close and reporting, and strengthen governance and audit trails.

The partnership aims to improve agility, decision-making, employee self-service, and support Metro Bank's long-term growth and scalability.

Infosys (NYSE: INFY) reported Q2 FY26 revenue of $5,076 million (2.9% YoY, 2.2% QoQ in constant currency) and H1 reported revenue of $10,018 million (+3.3% YoY CC). Operating margin was 21.0% for Q2 and 20.9% for H1. Free cash flow was $1.1 billion in Q2 (131.1% of net profit). Large-deal TCV was $3.1 billion with 67% net new. Management revised FY26 revenue guidance to 2%-3% CC and maintained margin guidance at 20%-22%. The company announced a share buyback of ₹18,000 crores and an interim dividend of ₹23 per share.

Infosys (NYSE: INFY) was awarded a £1.2 billion, 15-year contract by the NHS Business Services Authority to deliver the Future NHS Workforce Solution for England and Wales (Oct 14, 2025). The platform will replace the Electronic Staff Record (ESR) and continue to support payroll for 1.9 million NHS employees, covering over £55 billion in annual payroll.

The solution is described as a modern, AI-driven, integrated workforce platform covering recruitment, onboarding, payroll, career development and retirement, aimed at supporting the NHS 10-year Health Plan and improving operational efficiency and user experience.

Infosys (NYSE: INFY) launched the Infosys Customer Experience Suite for Salesforce on October 10, 2025, integrating Infosys Topaz with Salesforce agentic AI to deliver Agentforce solutions for sales, service and marketing.

The suite aims to scale digital workforces, automate service inquiries and sales tasks, enable real-time decisioning, enhance personalization, and integrate with existing ecosystems while following ethical and regulatory standards. Early client deployments reportedly reduced response and case handling times and automated lead processes for research and media customers.

Infosys (NYSE: INFY) on October 3, 2025 announced a collaboration with Telenor Shared Services (TSS) to implement Oracle Cloud Human Capital Management (HCM). Infosys will standardize HR processes, unify HCM, Financial Management, Supply Chain Management, and Project Portfolio Management on a single platform, and improve data quality, dashboards, and analytics to enhance employee productivity and experience. The project highlights Infosys' Oracle Cloud HCM expertise and aims to streamline operations and partner/supplier engagement.

Infosys (NYSE: INFY) has expanded its strategic collaboration with Sunrise, Switzerland's second-largest telecommunications provider, to accelerate IT transformation and AI integration. The partnership focuses on implementing a modern technology foundation to enhance customer experience and operational agility.

Infosys will leverage its AI-first offering Infosys Topaz and expertise in analytics to help Sunrise become an AI-powered organization. The collaboration aims to deliver enhanced service reliability, faster time-to-market, and personalized digital experiences while maintaining high security standards. Infosys has already successfully consolidated multiple vendors and transitioned various applications for Sunrise.

Infosys (NYSE: INFY) has announced a 10-year strategic alliance with HanesBrands Inc. (NYSE: HBI) to drive digital transformation and AI-powered efficiency. The collaboration will leverage Infosys' proprietary platforms including the Live Enterprise Automation Platform (LEAP) and Infosys Topaz, an AI-first suite of services.

The partnership focuses on modernizing HanesBrands' core operations through generative AI and AIOps technologies, aiming to enhance agility, simplify IT infrastructure, and maximize data value. The alliance emphasizes cultural alignment between both companies and targets key strategic priorities including technology optimization and resource efficiency.

Infosys (NYSE: INFY) has announced a strategic collaboration with Mastercard to enhance access to Mastercard Move, a comprehensive money movement solution. The integration with Infosys Finacle will significantly reduce implementation time for financial institutions seeking cross-border payment capabilities.

Mastercard Move's network spans 200+ countries and 150+ currencies, reaching over 95% of the world's banked population. The collaboration aims to streamline cross-border payments, offering financial institutions improved control over risk, operations, costs, and liquidity while delivering enhanced customer experiences.