Page 2 - Infosys

Real challenge lies in execution of AI: Infosys chairman Nandan Nilekani

At Infosys' Investor AI Day, Nandan Nilekani said AI's opportunity is larger than ever but enterprises face an execution gap, needing legacy overhaul, workforce reskilling and new operating models

Infosys reveals AI accounted 5.5% of its revenue share in Dec quarter

The disclosure comes as India's $283 billion IT industry faces rising investor concerns about AI's potential to disrupt traditional, labour-intensive outsourcing models

Infosys partners with Anthropic for AI solutions with focus on agentic AI

Infosys on Tuesday announced a strategic collaboration with American artificial intelligence company Anthropic to develop and deploy advanced enterprise AI solutions for companies across telecommunications, financial services, manufacturing, and software development. The partnership will launch in telecommunication sector a dedicated Anthropic Center of Excellence to build and deploy AI agents tailored to industry-specific operations, before expanding into other regulated sectors, Infosys said in a statement. "The collaboration reflects a shared commitment to ensuring AI drives real transformational value, not just efficiency gains," it said. At the core of the collaboration is the integration of Anthropic's Claude models, including Claude Code, with Infosys Topaz AI offerings. The companies aim to help enterprises automate complex workflows, accelerate software delivery and adopt AI with governance and transparency suited to regulated environments. A key focus will be agentic AI -

Indian IT stocks may stage technical rebound after selloff creates value

The correction in IT stocks has been driven by mounting concerns among investors over the potential impact of AI on the sector's growth outlook

Mcap of 6 top valued firms erodes by ₹3 trn; TCS, Infosys biggest laggards

The combined market valuation of six of the top 10 valued firms eroded by more than Rs 3 lakh crore last week, with IT majors Tata Consultancy Services (TCS) and Infosys emerging as the biggest laggards amid a bearish trend in equities. The BSE benchmark declined by 953.64 points, or 1.14 per cent, over the past week. TCS, Infosys, HDFC Bank, Reliance Industries, Life Insurance Corporation of India (LIC), and Bharti Airtel faced erosion from their valuation, while State Bank of India, Bajaj Finance, Larsen & Toubro and ICICI Bank were the gainers. The market valuation of TCS tumbled Rs 90,198.92 crore to Rs 9,74,043.43 crore, while Infosys' valuation eroded by Rs 70,780.23 crore to Rs 5,55,287.72 crore. The market valuation of HDFC Bank declined by Rs 54,627.71 crore to Rs 13,93,621.92 crore, and that of Reliance Industries plunged by Rs 41,883 crore to Rs 19,21,475.79 crore. Life Insurance Corporation of India's market capitalisation (mcap) dropped by Rs 23,971.74 crore to Rs ...

Infosys declares 85% average Q3 bonus for employees after strong results

Improved variable pay for December quarter follows steady revenue momentum and deal wins, lifting employee sentiment even as technology stocks face pressure over automation concerns

Nifty IT index tanks 10% in 2 days; TCS, Infy, Wipro slump to 52-week lows

The Nasdaq IT services basket has corrected meaningfully, dragging Indian IT ADRs lower and triggering a risk-off sentiment that has spilled into domestic markets, said ICICI Securities.

Infosys, Wipro ADRs slump up to 10% as global tech selloff persists

Over the past two trading sessions, the Nifty IT index has declined 7 per cent, while losses over the last seven trading days stand at 14 per cent

Tech Mahindra, Infy among top analyst picks as IT stocks continue to slide

Analysts at Geojit Investments and Choice Broking are bullish on Tech Mahindra stock, and view the current fall as a correction rather than trend reversal.

Nifty IT index tumbles over 4%; TCS, Wipro, Cyient, Hexaware hit 52-wk lows

TCS, Wipro, Infosys, Coforge, Tech Mahindra, Persistent Systems, HCL Technologies, LTIMindtree and Mphasis were down in the range of 4 per cent to 5 per cent in intra-day trade on Thursday.

IT index down 9% in 4 days; at 3-mth low; what's making the Street nervous?

Cyient, Birlasoft, Cigniti Technologies, eClerx Services and Tata Technologies were down between 4 per cent and 6 per cent in Friday's intra-day trade.

IT shares in focus as ADRs slide overnight; why are tech stocks falling?

ADRs of Wipro and Infosys fell by up to 3.3 per cent on Wednesday, extending losses after declining around 6 per cent amid rising concerns about the global tech sector

Tech stocks sink as Anthropic AI triggers global selloff; Nifty IT skids 6%

The Nifty IT index plummeted 5.9 per cent, the steepest intraday fall since April 7, 2025, with the fall led by Persistent Systems, LTIMindtree, and Infosys

Infosys to help US bank Citizens set up AI innovation hub in India

Infosys will work with US-based Citizens to launch an AI-first innovation hub in Bengaluru to drive AI-led transformation across banking operations and services

Nifty IT index soars 6% intra-day, TechM hits record high; here's why

Improved policy optics could encourage US enterprises to advance discretionary tech spending and GCC expansion, even though immediate revenue or margin acceleration for IT firms is unlikely.

Nifty IT jumps 3.5% from day's low; TCS, Infy, Wipro shine on Budget boost

Budget 2026 has proposed a tax holiday till 2047 for IT companies providing cloud services using India-based data centres.

Nifty100 PBT could have been 8.5% higher without labour Code effect

TCS, Infosys book one-time exceptional charges, while HDFC Bank absorbs higher wage costs directly into quarterly P&L

Stocks to Watch today: Vedanta, Vodafone Idea, Infosys, LIC, Marico, RVNL

Stocks to Watch today, January 28, 2026: Vodafone Idea, Infosys, Vedanta, Marico, RVNL, Vishal Mega Mart, ONGC, Titagarh Rail, and Caplin Point Labs are among the top stocks to watch today

TCS, Infosys retain top positions in global IT brand value rankings

India's information technology behemoths continue to dominate the global landscape, with Tata Consultancy Services (TCS) and Infosys maintaining their positions as the world's second and third most valuable IT services brands, respectively, according to the latest IT Services 25 (2026)' report by Brand Finance. India stood toe-to-toe with the US in the global IT rankings, with both nations fielding eight firms each in the top 25 list. The report, which tracks the brand value and strength of the world's leading IT firms, highlighted that Accenture (USD 42.2 billion brand value) has retained its position as the world's most valuable IT services brand for the eighth consecutive year. According to the report, TCS the world's second most valuable IT Services brand for the fifth year in a row holds a brand value of USD 21.2 billion in 2026. Infosys, with a brand value of USD 16.4 billion, was termed as the fastest growing IT Services brand over the past 6 years, with a brand value CAGR

IT firms meander through deal-pricing complexity in era of AI agents

As AI agents begin working alongside humans, IT services firms are rethinking time-and-material contracts, experimenting with outcome-based and hybrid pricing models