Infosys to Acquire Leading Cybersecurity Services Provider The Missing Link

Rhea-AI Summary

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.

Positive

• Strategic expansion into Australian cybersecurity market
• Addition of specialized security teams and Global Security Operations Centre
• Enhancement of full-stack cybersecurity service capabilities
• Integration with existing Infosys Cobalt cloud offerings

Negative

• None.

Insights

Financial Analyst

Infosys strengthens cybersecurity capabilities through strategic Australian acquisition, expanding service offerings and regional presence in high-growth sector.

Infosys' acquisition of The Missing Link represents a strategic expansion in the high-growth cybersecurity services market. This move directly addresses two critical business imperatives: capability enhancement in specialized cybersecurity services and geographical expansion across Australia and Asia.

The cybersecurity services market is experiencing accelerated growth amid increasing digital threats, with enterprises prioritizing security alongside their digital transformation initiatives. By acquiring an established player with a 27-year track record, Infosys gains immediate access to specialized cybersecurity talent—a significant advantage given the global shortage of qualified security professionals.

This acquisition complements Infosys' Cobalt cloud offering, creating potential cross-selling opportunities across their combined client base. The expanded security capabilities should strengthen Infosys' value proposition, especially for clients seeking end-to-end digital and security services from a single provider.

While the financial terms remain undisclosed—limiting assessment of immediate financial impact—the strategic fit is clear. The extended closing timeline (Q1 FY2026 ending June 30, 2025) suggests a carefully structured integration plan, allowing for retention of key talent and preservation of The Missing Link's specialized expertise.

For investors, this represents Infosys' continued commitment to enhancing its digital capabilities portfolio through targeted acquisitions, a strategy that has contributed to the company's competitive positioning in higher-margin services beyond traditional IT outsourcing.

Cybersecurity Expert

Infosys gains comprehensive offensive and defensive security capabilities through strategic acquisition, addressing critical enterprise security needs.

This acquisition significantly enhances Infosys' cybersecurity posture by adding crucial Red Team (offensive security testing) and Blue Team (defensive monitoring) capabilities—two fundamental components of modern enterprise security programs. The Missing Link's established Global Security Operations Centre (GSOC) provides Infosys with immediate threat monitoring infrastructure and expertise.

What makes this acquisition particularly valuable is the comprehensiveness of The Missing Link's offerings. They deliver the full security spectrum: strategic advisory services, tactical support, risk assessment, compliance verification, and managed security services. This holistic approach aligns with how enterprises now view cybersecurity—not as isolated technical controls but as an integrated business function.

The timing is strategic amid the evolving threat landscape. Organizations increasingly require partners who can secure their entire digital footprint across cloud, hybrid, and on-premises environments. The integration with Infosys Cobalt (their cloud platform) creates a security-by-design approach that addresses the significant cloud security challenges many organizations face during digital transformation.

For clients, this means access to expanded security testing capabilities, threat detection services, and security advisory expertise through a single provider. The acquisition addresses the critical shortage of qualified cybersecurity talent by bringing specialized professionals into Infosys' delivery model.

The Australian location also provides Infosys with security delivery capabilities in a key geographic region, supporting follow-the-sun security operations and enabling better service to multinational clients requiring global security coverage.

Acquisition strengthens Infosys' cybersecurity and cloud capabilities across Australia and Asia

BENGALURU, India and SYDNEY, April 17, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY) , a global leader in next-generation digital services and consulting, today announced a definitive agreement to acquire The Missing Link, an award winning Australian cybersecurity services specialist firm with capabilities across the full stack of cyber solutions. This strategic investment further strengthens Infosys' cybersecurity capabilities, while bolstering its presence in the fast-growing Australian market, and reaffirms its continued commitment to global clients to navigate their digital transformation journey.

Headquartered in Australia, The Missing Link brings to Infosys, a group of highly skilled cybersecurity professionals consisting of Red Team, Blue Team, and a state-of-the-art Global Security Operations Centre (GSOC) adding to the network of Infosys' global cyber defense centers. The Missing Link's accomplished cybersecurity practice provides strategic advice, offensive and defensive security services and tactical support, cybersecurity risk assessments & compliance, and managed services. The company has been serving leading global enterprises in collaboration with market leading technology products, further complemented by its innovative proprietary solutions and accelerators. Their solutions help protect networks, secure assets and equip staff with the tools to mitigate cyber-attacks. Together, Infosys and The Missing Link will be able to offer clients cutting-edge full-stack cybersecurity services covering all aspects of a customer's business, data, systems and networks.

Satish HC, EVP, Chief Delivery Officer, Infosys, said, "Technology led transformation and securing the enterprise are amongst the highest priorities for global corporations.Together with The Missing Link, and our cloud offering Infosys Cobalt, we aim to usher in the  new wave of differentiated value to customers, with specialized end-to-end cybersecurity offerings and solutions. We are excited to welcome The Missing Link and their leadership team to Infosys."

Alex Gambotto, Founder & CEO, The Missing Link said, "As we take this exciting next step in our journey, I am proud of all we have accomplished together over the last 27 years. Our team has worked tirelessly to build a company that delivers excellence, innovation, and value to our clients and partners with our core ethos of under promise and overdeliver. I am thrilled that The Missing Link will be joining Infosys. This acquisition marks a significant milestone for us, allowing The Missing Link to leverage the immense expertise, platforms, and global reach of Infosys to better serve our customers and expand our capabilities. While our ownership may change, our commitment to delivering top-tier solutions remains unwavering. We are confident that together, we can create even greater value for all our clients, partners, and team."

Investment Bank TH Global Capital advised The Missing Link on the transaction.

The acquisition is expected to close during the first quarter of fiscal year 2026 (i.e. quarter ending June 30, 2025), subject to customary closing conditions.

About The Missing Link

Established in 1997, The Missing Link was born from a vision to help businesses achieve their goals with the right IT solutions and services. Headquartered in Australia, The Missing Link is a cybersecurity and cloud services specialist, delivering services across the entire spectrum of IT strategy, technology roadmap, project management, cybersecurity, risks assessments & mitigation and automation services. Their highly skilled team of IT specialists includes Cybersecurity, IT Infrastructure/Cloud and Robotic Process Automation & Generative AI experts, with many years of experience and a commitment to delivering first-class solutions that exceed customers' expectations.

About Infosys

Infosys is a global leader in next-generation digital services and consulting. Over 300,000 of our people work to amplify human potential and create the next opportunity for people, businesses and communities. We enable clients in more than 56 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer clients, as they navigate their digital transformation powered by cloud and AI. We enable them with an AI-first core, empower the business with agile digital at scale and drive continuous improvement with always-on learning through the transfer of digital skills, expertise, and ideas from our innovation ecosystem. We are deeply committed to being a well-governed, environmentally sustainable organization where diverse talent thrives in an inclusive workplace.

Visit www.infosys.com to see how Infosys (NYSE: INFY) can help your enterprise navigate your next.

Safe Harbor

Certain statements in this release concerning our future growth prospects, or our future financial or operating performance, are forward-looking statements intended to qualify for the 'safe harbor' under the Private Securities Litigation Reform Act of 1995, which involve a number of risks and uncertainties that could cause actual results or outcomes to differ materially from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding the execution of our business strategy, our ability to attract and retain personnel, our transition to hybrid work model, economic uncertainties, technological innovations such as Generative AI, the complex and evolving regulatory landscape including immigration regulation changes, our ESG vision, our capital allocation policy and expectations concerning our market position, future operations, margins, profitability, liquidity, capital resources, our corporate actions including acquisitions, and cybersecurity matters. Important factors that may cause actual results or outcomes to differ from those implied by the forward-looking statements are discussed in more detail in our US Securities and Exchange Commission filings including our Annual Report on Form 20-F for the fiscal year ended March 31, 2023. These filings are available at www.sec.gov. Infosys may, from time to time, make additional written and oral forward-looking statements, including statements contained in the Company's filings with the Securities and Exchange Commission and our reports to shareholders. The Company does not undertake to update any forward-looking statements that may be made from time to time by or on behalf of the Company unless it is required by law.

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SOURCE Infosys

FAQ

What is the strategic importance of Infosys acquiring The Missing Link?

The acquisition strengthens Infosys' cybersecurity capabilities, expands its presence in the Australian market, and adds specialized security services including Red Team, Blue Team operations, and a Global Security Operations Centre.

When will Infosys (INFY) complete The Missing Link acquisition?

The acquisition is expected to close during the first quarter of fiscal year 2026, ending June 30, 2025, subject to customary closing conditions.

What cybersecurity services does The Missing Link bring to Infosys?

The Missing Link provides strategic advice, offensive and defensive security services, cybersecurity risk assessments, compliance, managed services, and proprietary solutions to protect networks and secure assets.

How will The Missing Link acquisition impact Infosys' service offerings?

The acquisition will enable Infosys to offer enhanced full-stack cybersecurity services covering all aspects of clients' business, data, systems, and networks, complemented by Infosys Cobalt cloud offerings.