Infosys Limited has informed the Exchange about Acquisition

Strategic Transactions View source PDF Explain this filing

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Nifty 100market · index membership as recorded later (tracked since Jun 2026)-2.2%+1.3% vs market

Computers - Software & Consulting peers, median of 68sector-2.5%+1.6% vs sector

On the reaction day the stock moved 1.3 pts more than Nifty 100 and 1.6 pts more than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Infosys' board has approved two all-cash acquisitions on March 25, 2026. First, it will acquire 100% of Optimum Achieve Holdings (parent of Optimum Healthcare IT), a US-based Best in KLAS healthcare digital transformation firm with 1,600+ experts and FY25 revenue of USD 275.9 million, for up to USD 465 million including earnouts. Second, it will buy 100% of Stratus Global LLC, a US-based Guidewire and Property & Casualty (P&C) insurance technology consulting firm with 450+ experts and FY25 revenue of USD 42.8 million, for up to USD 95 million including earnouts. Both deals are expected to close in Q1 FY2027, subject to regulatory approvals. Together, the acquisitions strengthen Infosys' healthcare provider capabilities and its insurance vertical, particularly around AI and cloud-led transformation.

Likely market impact

Combined deal value of up to USD 560 million is sizeable but manageable for Infosys and is fully funded through cash. Both targets add specialised, high-demand capabilities (healthcare and P&C insurance) that should support revenue growth and improve Infosys' positioning in AI-led digital transformation, likely viewed positively by the market.