Infosys is rapidly emerging as a global leader in artificial intelligence (AI) services, with AI-led programmes now deployed across 90% of its top 200 clients, according to Chief Executive Officer and Managing Director Salil Parekh.
In the company’s Annual Report 2026, Parekh said Infosys is accelerating its transition towards AI-powered services, positioning itself to capture a significant share of the estimated $300 billion market opportunity emerging around enterprise AI adoption.
“Infosys is well-positioned as the leading company for AI services,” Parekh said, highlighting the growing demand among enterprises for AI-driven transformation, modernisation and productivity enhancement initiatives.
Six-pillar AI strategy driving transformation
The company’s AI strategy is anchored on six core pillars of its AI-First value framework: strategy and engineering, data, process, legacy modernisation, physical AI, and trust.
Together, these capabilities enable organizations to modernize legacy technology environments, strengthen data and process readiness, accelerate growth programmes and deploy AI responsibly at scale.
According to Parekh, Infosys is already witnessing strong momentum across these service lines. Revenue from the six AI-focused areas accounted for 5.5% of total revenue during the third quarter and is growing substantially faster than the company’s overall business. “We are executing on our strategy of pivoting to AI services at speed,” he said.
Partnerships and talent investments fuel AI growth
Infosys has built strategic partnerships with leading AI-native companies and has trained a large pool of employees on advanced foundation models, enabling faster and more effective enterprise AI deployments.
The company is also investing heavily in workforce readiness as it scales its AI ambitions. Parekh said Infosys continues to focus on continuously reskilling its workforce of more than 325,000 employees to meet the evolving needs of clients.
The company is currently advising enterprises on a broad spectrum of AI-powered transformation programmes. Among the most sought-after applications are AI-assisted software development, code modernization initiatives and the deployment of AI agents across business functions.
Topaz at the centre of AI offerings
At the heart of Infosys’ AI portfolio is Infosys Topaz, the company’s enterprise AI suite designed to help organizations unlock growth, efficiency and innovation.
Parekh said Topaz Fabric offers a purpose-built composable stack of AI services and intelligent agents that enables enterprises to leverage multiple foundation models in a token-efficient manner, helping maximize business value while minimizing costs and risks.
He emphasized that Infosys’ long-standing client relationships, deep understanding of enterprise technology environments, innovation capabilities and expertise in AI position the company as a trusted transformation partner.
“Our clients’ trust in Infosys, our deep knowledge of their technology landscape, our market-leading offerings, our innovation track record, and our comprehensive understanding of AI make us an ideal partner and a navigator for our clients’ AI programmes,” Parekh noted.
Strong financial performance backs AI ambitions
The AI push is being supported by another year of solid financial performance for Infosys. Parekh said disciplined execution helped the company deliver more than $20 billion in revenue, an adjusted operating margin of 21%, and free cash flow of $3.7 billion during the fiscal year.
The company returned more than $4 billion to shareholders through dividends and share buybacks, including $2.1 billion in dividends and $2 billion through share repurchases. Infosys also announced a total dividend of ₹48 per share.
Large deal wins provide growth visibility
Infosys continued to strengthen its talent pipeline during the year, recruiting more than 20,000 college graduates. The company also secured large deal wins worth $14.9 billion, providing a strong foundation for future growth and reinforcing its position as a preferred partner for complex digital and business transformation initiatives worldwide.
“Infosys continues to be the leading partner for some of the largest business transformation programs worldwide,” Parekh said.
Confident about the AI future
Looking ahead, Parekh expressed confidence that AI will fundamentally reshape industries and create substantial value for businesses that embrace the technology.
“With a clear strategy, strong execution, and deep client trust, we are well placed to unlock value for our clients,” he said, adding that Infosys is uniquely positioned to help enterprises navigate and lead the next wave of AI-driven transformation.