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Infosys Limited

INFYintermediary

Infosys is India's second-largest IT services company, providing application development, ERP implementation, and digital transformation services to Fortune 500 companies globally. It employs a high-margin offshore delivery model.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($19.3B)

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Financial Services (28%)
Retail, Consumer & Logistics (16%)
Manufacturing (14%)
Other Verticals (42%)

Segment Breakdown & Key Customers

Product Details

IT Services & Consulting55%

Application management, ERP implementation, and IT infrastructure services. Core offshore delivery model.

Digital & Cloud Transformation35%

Cloud migration, data analytics, AI/ML implementation, and cybersecurity services.

Business Process Management (BPO)10%

Finance, procurement, and HR outsourcing through Infosys BPM.

Macro & Market Context

IT / 소프트웨어Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Upcoming Catalysts

Salesforce·ServiceNow·CRM Q1 실적 (2026.05)Microsoft Build 컨퍼런스 (2026.05)CrowdStrike Fal.Con 2026 발표

Latest News

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AI Analysis

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Company Info

Headquarters

Bengaluru, India

Founded

1981

Employees

317,000

Sector OverviewIT / 소프트웨어

Sector News

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Key Themes

  • AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • 사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

Upcoming Catalysts

  • Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • Microsoft Build 컨퍼런스 (2026.05)