STOCK TITAN

Infosys to Acquire Leading Healthcare Digital Transformation Company, Optimum Healthcare IT

(Moderate)
(Very Positive)

Infosys (NSE: INFY) has signed a definitive agreement to acquire Optimum Healthcare IT, a healthcare digital transformation and consulting firm, to strengthen Infosys' provider-focused capabilities. The deal expands Infosys' healthcare client relationships and adds provider-domain expertise, ServiceNow/AWS/Workday/Azure partnerships, and access to Infosys Topaz AI and Cobalt cloud offerings.

The transaction is expected to close in the first quarter of FY 2027, subject to regulatory approvals and customary closing conditions, and was advised by Harris Williams.

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Positive

  • Acquisition expands provider-segment relationships and client base
  • Adds specialized provider-domain expertise in health record advisory and implementation
  • Integrates Infosys Topaz AI and Infosys Cobalt cloud capabilities for healthcare
  • Brings elite partnerships: ServiceNow, AWS, Workday, and Azure

Negative

  • Deal closing is subject to regulatory approvals and customary closing conditions

News Market Reaction – INFY

+0.69%
+0.69% Session close to close

In the Mar 25 session, INFY gained 0.69%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement adds a healthcare provider–focused digital transformation platform to Infosys’ por...
Analysis

This announcement adds a healthcare provider–focused digital transformation platform to Infosys’ portfolio, leveraging Optimum Healthcare IT’s domain expertise alongside Infosys’ AI and cloud offerings. It follows earlier acquisitions in cybersecurity, energy consulting, and engineering R&D, indicating a consistent buy-to-build strategy. With closing targeted for Q1 FY 2027, key watchpoints include regulatory approvals, integration execution, client retention at Optimum, and whether the deal accelerates growth in the healthcare vertical.

Key Figures

ServiceNow award year: 2026 Expected closing timeline: Q1 FY 2027
2 metrics
ServiceNow award year 2026 Optimum Healthcare IT received the 2026 ServiceNow Partner of the Year Award
Expected closing timeline Q1 FY 2027 Transaction expected to close in first quarter of FY 2027, subject to approvals

Previous Acquisition Reports

3 past events · Latest: Apr 17 (Positive)
Same Type Pattern 3 events
Date Event Sentiment 24h Move Catalyst
Apr 17 Cybersecurity acquisition Positive -2.6% Deal to acquire Australian cybersecurity firm The Missing Link to expand capabilities.
Apr 17 Energy consulting buy Positive -2.6% Acquisition of MRE Consulting to strengthen E/CTRM and energy trading expertise.
Apr 18 Engineering R&D deal Positive -2.6% Planned acquisition of in-tech to expand engineering R&D services portfolio.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent acquisition announcements have consistently seen negative next-day moves of about -2.6%, indicating a tendency for the stock to trade down on such strategic deals.

Recent Company History

Over the past two years, Infosys has repeatedly used acquisitions to deepen domain capabilities. Prior deals targeted cybersecurity in Australia (Apr 17, 2025), energy consulting and E/CTRM in the U.S. (Apr 17, 2025), and engineering R&D services (Apr 18, 2024). Each announcement was followed by a roughly -2.6% one-day move. Today’s Optimum Healthcare IT agreement extends this pattern into healthcare digital transformation, continuing the strategy of buying specialized expertise in key verticals.

Key Terms

ai-powered, cloud engineering, cybersecurity
3 terms
ai-powered technical
"Acquisition to unlock AI-powered cloud and digital transformation for healthcare"
"AI-powered" describes technology that uses artificial intelligence to perform tasks, make decisions, or analyze information automatically. It’s similar to having a highly skilled assistant that can learn from data, recognize patterns, and improve over time, helping to make processes faster and more accurate. For investors, this means better insights and more efficient operations, potentially leading to smarter investment choices.
cloud engineering technical
"access to Infosys' broader offerings across Infosys Cobalt cloud offerings, cloud engineering"
Cloud engineering is the practice of designing, building and managing software and the infrastructure that runs in remote data centers accessed over the internet, often replacing on-site servers. Think of it like creating and maintaining a utility system for computing: it affects how quickly a company can add features, scale up for more customers, control costs, and protect data, so investors watch it as a driver of growth, efficiency and operational risk.
cybersecurity technical
"cloud engineering, infrastructure services, cybersecurity and application transformation."
Cybersecurity involves protecting computers, networks, and digital information from theft, damage, or unauthorized access. It is essential for safeguarding sensitive data and maintaining trust in digital systems, which matters to investors because strong cybersecurity reduces the risk of costly breaches and disruptions that can impact a company’s performance and reputation. Think of it as locking and safeguarding valuable information much like securing a safe to prevent theft.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Acquisition to unlock AI-powered cloud and digital transformation for healthcare providers

BENGALURU, India and JACKSONVILLE BEACH, Fla., March 25, 2026 /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 Optimum Healthcare IT, recognized as a Best in KLAS healthcare digital transformation and consulting firm recognized for helping provider organizations drive large-scale transformation.

Infosys Logo

The acquisition of Optimum Healthcare IT underscores Infosys' commitment to strengthening its healthcare capabilities, particularly in collaboration with health systems and provider organizations to deliver measurable outcomes across complex clinical and operational environments. Optimum Healthcare IT brings deep provider–domain expertise and a proven delivery model – making it a strong strategic fit for Infosys' scale and healthcare growth strategy. This investment significantly enhances Infosys' presence in the provider segment, adding new clients and relationships, expanding technology capabilities, and creating synergies across new buying centers. Healthcare providers served by Optimum Healthcare IT will now have access to Infosys' broader offerings across Infosys Topaz AI offerings, Infosys Cobalt cloud offerings, cloud engineering, infrastructure services, cybersecurity and application transformation.

Salil Parekh, Chief Executive Officer, Infosys, said, "Optimum Healthcare IT has established a strong position in the healthcare sector by consistently delivering measurable outcomes through deep domain expertise and trusted client engagements. By bringing together Optimum's provider experience with Infosys Topaz and Infosys Cobalt, we are positioned to create a differentiated value proposition for healthcare providers – accelerating end–to–end cloud, data, and digital transformation at scale. We are pleased to welcome Optimum Healthcare and its leadership team to Infosys as we advance our shared vision for the future of healthcare."

Gene Scheurer, Chief Executive Officer and Co-Founder of Optimum Healthcare IT, said, "From the beginning, Optimum was built to deliver results through a focus on execution, collaboration, and quality. With Infosys' long-term investment and global scale behind us, we're positioned to accelerate AI and digital led growth and expand what we can deliver while remaining anchored in the values, service model, and healthcare focus our clients count on."

Venky Ananth, EVP & Head of Healthcare, Infosys, said "Optimum Healthcare IT brings specialized provider–focused capabilities, including health record advisory, implementation, and support, further strengthening Infosys' healthcare portfolio. Together, Infosys and Optimum Healthcare IT will advance AI–led, large–scale cloud and data transformation initiatives for healthcare providers through an integrated, end–to–end set of offerings – supporting improved patient experiences through data–driven, personalized care while driving greater operational efficiency and cost optimization."

Jason Mabry, President and Co-Founder of Optimum Healthcare IT, added, "Our success has always been driven by our people and the trust our clients place in them. This next chapter with Infosys, strengthens our healthcare industry leadership position while maintaining the same Optimum team, leadership involvement, and client-first experience that organizations know and expect and an unwavering commitment towards execution."

Optimum Healthcare is an Elite ServiceNow partner, and received the 2026 ServiceNow Partner of the Year Award, is a Premier AWS partner, Workday Services partner and a Microsoft Azure partner.

Investment Bank Harris Williams advised Optimum Healthcare IT on the transaction.

The transaction is expected to close during the first quarter of FY 2027, subject to regulatory approvals and completion of closing conditions.

About Optimum Healthcare IT
Optimum Healthcare IT is a Best in KLAS healthcare IT digital transformation and consulting firm based in Jacksonville Beach, Florida. Optimum's comprehensive service offerings include Enterprise Application Services, Digital Transformation, and Workforce Management, which features our skill development program, Optimum CareerPath®. Backed by a leadership team with extensive expertise, we deliver tailored healthcare consulting solutions to diverse organizations.

About Infosys
Infosys is a global leader in next-generation digital services and consulting. Over 330,000 of our people work to amplify human potential and create the next opportunity for people, businesses and communities. We enable clients in 63 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 (NSE, BSE, 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, increased competition for talent, our ability to attract and retain personnel, increase in wages, investments to reskill our employees, our ability to effectively implement a hybrid work model, economic uncertainties and geo-political situations, technological disruptions and innovations such as artificial intelligence ("AI"), 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, 2025. 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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Cision View original content:https://www.prnewswire.com/news-releases/infosys-to-acquire-leading-healthcare-digital-transformation-company-optimum-healthcare-it-302725298.html

SOURCE Infosys

FAQ

What did Infosys (INFY) announce about acquiring Optimum Healthcare IT on March 25, 2026?

Infosys announced a definitive agreement to acquire Optimum Healthcare IT to strengthen healthcare capabilities. According to the company, the acquisition adds provider-domain expertise, client relationships, and access to Infosys Topaz AI and Cobalt cloud offerings to accelerate provider digital transformation.

When is the Infosys acquisition of Optimum Healthcare IT expected to close for INFY shareholders?

The transaction is expected to close during the first quarter of FY 2027, subject to approvals. According to the company, closing remains conditional on regulatory approvals and completion of customary closing conditions before the transaction becomes final.

How will the Optimum Healthcare IT acquisition affect Infosys' healthcare offerings (INFY)?

The deal adds provider-focused services, health record advisory, implementation, and support to Infosys' portfolio. According to the company, this integration will combine Optimum's delivery model with Infosys Topaz AI, Cobalt cloud, cloud engineering, and cybersecurity capabilities.

Which technology partnerships does Optimum Healthcare IT bring to Infosys (INFY)?

Optimum brings elite partnerships including ServiceNow, AWS, Workday services, and Microsoft Azure. According to the company, Optimum is an Elite ServiceNow partner and received the 2026 ServiceNow Partner of the Year Award, strengthening joint technology offerings.

Who advised Optimum Healthcare IT on the transaction with Infosys (INFY)?

Investment bank Harris Williams advised Optimum Healthcare IT on the acquisition transaction. According to the company, Harris Williams served as the financial advisor during the deal process leading up to the definitive agreement.