Infosys Stock Price, News & Analysis

Infosys has launched Infosys Topaz for SAP S/4HANA Cloud, an AI-first suite that combines generative AI with cloud transformation capabilities. This offering helps enterprises:

• Improve demand forecast accuracy by 20% and reduce planning costs by 15% for CPG companies
• Achieve up to 50% faster code remediation from SAP ECC to SAP S/4HANA Cloud
• Save up to 15% effort through Gen AI data mapping and 20% in program governance
• Enable 70% auto correction of code during cloud transformation

As a RISE with SAP Validated Partner, Infosys has demonstrated success with complex implementations. A notable case study shows an electric utility company achieving 30% reduction in billing errors using Infosys' Intelligent Customer Insights solution. The partnership with SAP focuses on leveraging Business AI to accelerate enterprise digital transformation and create sustainable value.

Infosys (NYSE: INFY) has announced a definitive agreement to acquire The Missing Link, an Australian cybersecurity services specialist firm. The strategic acquisition aims to enhance Infosys' cybersecurity capabilities and strengthen its presence in the Australian market.

The Missing Link brings highly skilled cybersecurity professionals and a state-of-the-art Global Security Operations Centre (GSOC) to Infosys' network of cyber defense centers. Their services include Red Team, Blue Team operations, strategic advice, offensive and defensive security services, risk assessments, compliance, and managed services.

The acquisition is expected to close during Q1 FY2026 (ending June 30, 2025). Together, the companies will offer comprehensive full-stack cybersecurity services to protect clients' business, data, systems, and networks.

Infosys (NYSE: INFY) reported robust financial results for FY25, achieving a 4.2% revenue growth in constant currency to $19,277 million. The company demonstrated strong operational performance with a 21.1% operating margin, expanding 0.5% year-on-year. Free Cash Flow reached a record high of $4.1 billion, up 41.8% from the previous year.

Q4 revenues stood at $4,730 million, showing 4.8% year-on-year growth in constant currency. The company secured large deal wins worth $11.6 billion for the year, with 56% being net new. For FY26, Infosys projects revenue growth of 0-3% in constant currency and operating margin of 20-22%.

The company expanded strategic collaborations with major clients including Citizens, Siemens AG, Lufthansa Group, and LKQ Europe, focusing on AI-led transformation and digital initiatives. The Board proposed a final dividend of ₹22, representing a 13.2% increase over the previous year.

Infosys (NSE, BSE, NYSE: INFY) has announced a definitive agreement to acquire MRE Consulting , a Houston-based technology and business consulting service provider. The acquisition strengthens Infosys's capabilities in Energy/Commodity Trading and Risk Management (E/CTRM).

MRE Consulting brings a team of over 200 professionals with expertise in E/CTRM platforms and ecosystems. The company has developed proprietary business process frameworks for commodity trading across multiple commodities and transportation modes. This strategic investment will enhance Infosys's ability to serve clients in the energy sector, particularly in trading and risk management solutions.

The acquisition is scheduled to close during Q1 FY2026 (ending June 30, 2025), subject to customary closing conditions.

Infosys (INFY) announced that Mitsubishi Heavy Industries (MHI) has invested in HIPUS, an Infosys-led Joint Venture in Japan. MHI acquired a 2% stake from Infosys in HIPUS, which specializes in end-to-end procurement processes and digital platforms for Japanese corporations.

HIPUS, established in 2019 with Infosys holding a majority stake, has been serving MHI as a longstanding customer. The investment aims to explore new business opportunities in the region and enhance procurement operations through advanced analytics and data-driven strategies.

The transaction is expected to close during Q1 FY2026 (ending June 30, 2025), subject to customary closing conditions. This collaboration reinforces Infosys' commitment to the Japanese market and accelerates digital business process transformation for enterprises.

Infosys (NYSE: INFY) has announced an extension of its strategic collaboration with AIB, a major financial services group in Ireland and the UK. This expanded partnership builds on their existing 10-year relationship, with Infosys taking on an enhanced role in AIB's digital transformation initiatives.

The collaboration focuses on application development, maintenance, and support services, leveraging Infosys' expertise in agile practices and AI-powered tooling. The partnership aims to increase AIB's operational efficiency and enhance agile processes to expedite innovation.

The extended collaboration will support AIB's vision to modernize its technology and data capabilities, focusing on delivering optimal customer outcomes while strengthening operational efficiency and resilience. Infosys will utilize its global digital engineering teams to enable AIB's business and technology transformation, positioning the bank competitively in the evolving banking landscape.

Infosys (NYSE: INFY) has launched the Formula E Stats Center in partnership with the ABB FIA Formula E World Championship. The platform, powered by Infosys Topaz, an AI-first offering, aims to enhance fan engagement through advanced data-driven insights and immersive experiences.

The Stats Center features dynamic key stat cards, AI-powered insights, and an AI Companion interface that allows fans to access comprehensive race statistics and team performances across 10 seasons. The platform leverages generative AI technologies to provide interactive access to driver and team statistics, milestones, and narratives through a trending bubble chat format.

Additionally, Infosys has led Formula E's central datalake migration to Google Cloud, establishing a secure architecture for marketing, business intelligence, and sporting operations. The announcement coincides with Season 11's introduction of the GEN3 Evo, which achieves 0-60 mph in 1.82 seconds, making it 30% faster than current Formula 1 cars.

Infosys (NYSE: INFY) has announced a successful collaboration with LKQ Europe, implementing a cloud-based digital Human Capital Management (HCM) platform across 18 countries. The project leverages Infosys Cobalt to streamline HR processes and enhance operational efficiency.

The advanced analytics-enabled platform, part of a five-year collaboration, aims to improve HR operations, reduce costs, and boost productivity. It provides real-time insights into employee engagement, retention, performance management, and workplace planning. The solution ensures regulatory compliance and enhances employee experience through self-service capabilities and streamlined workflows.

The platform will unify LKQ Europe's HR processes across locations, enabling faster delivery and better service for end customers while fostering a more cohesive organizational culture in the automotive aftermarket industry.

Infosys (NYSE: INFY) and HFS Research's new study reveals a significant gap in AI strategy implementation among banking and financial services (BFS) firms. While 66% of BFS enterprises have updated their AI strategy due to generative AI, a striking 88% lack a comprehensive enterprise-wide approach.

The study, sampling 505 global BFS leaders, highlights that only 12% have implemented a global AI strategy, with 34% defining strategies at regional levels. Key findings include: AI budgets expected to increase 25% in 2025, representing 16% of total tech budgets; ROI expectations set at 2 years; and average AI program tenure of 2.6 years.

Top AI initiatives focus on data modernization (58%), gen AI software licensing (53%), and AI model development (40%). Major challenges include data quality, security, and talent shortage, compounded by only 23% of firms having mature AI governance practices. The primary objective for 65% of BFS enterprises is improving bottom-line productivity.