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Infosys

AI first value framework, To 2030

To amplify human potential and create the next opportunity for people, businesses and communities
Infosys’s purpose

AI first value framework

Infosys builds and runs technology for large companies around the world from its base in Bengaluru. Its AI first value framework of February 2026 has four parts: new services built on AI, existing services rebuilt with AI, the platforms and partners behind them, and training for its staff.

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AI first services

Six value pools
Go after an incremental market for AI first services of US$300–400 billion by 2030, through six value pools.,
New services
Offer more than 30 new services across the six pools, built on Infosys Topaz.
  • AI services made 8.2% of revenue, up from 5.5% when the framework was launched in February 2026, and growing by double digits each quarter.,23 July 2026
  • At the framework’s launch, Infosys was working on AI with 90% of its top 200 clients, on more than 4,600 projects.17 February 2026

US$300–400 billion of new AI work by 2030

Infosys divides the new work it expects AI to create for companies into six value pools, and puts their size on market estimates. AI services made 5.5% of its revenue when it set this out in February 2026, and 8.2% two quarters later.,,,

123456US$300–400bnby 2030

AI Strategy & Engineering

Designing AI strategies, platforms, and architectures, and orchestrating agents and tools into one enterprise-wide operating model.

Infosys lowered the top of its revenue guidance for fiscal 2027

Infosys passed US$20 billion of revenue in fiscal 2026. In the first quarter of fiscal 2027 its operating margin was 21.1% and it signed US$3.6 billion of large deals. It gave two reasons for the lower guidance: the uncertain economy, and a one-off decision by one client.,,

  1. Sell the new and protect the old, separately.

    Infosys runs two AI strategies side by side: AI first services for new demand, and AI augmented services that rebuild what clients already buy. We recommend separating growth from new offers and defence of existing ones, with a measure for each.

  2. Draw the map of the opportunity.

    Infosys named six value pools and counted the market they add up to. We recommend breaking a large opportunity into a few named parts, so teams, offers, and hires can each be pointed at one.

  3. Report the new thing’s share.

    Infosys reports AI services as a share of revenue: 5.5% at the launch of its framework, 8.2% two quarters later. We recommend one share-of-revenue number for a new line of business, reported every quarter, so its progress cannot be hidden in the total.

Sources

  1. 1. Infosys Limited (2026). AI revenues at 8.2% in Q1; resilient operating margin of 21.1%. Form 6-K, exhibit 99.1, 23 July 2026. sec.gov
  2. 2. Infosys Limited (2026). Q1 FY27 media conference call. Form 6-K, exhibit 99.3, 23 July 2026. sec.gov
  3. 3. Infosys Limited (2026). Revenue crosses $20 billion mark with resilient growth of 3.1% in FY 26 in constant currency. Form 6-K, exhibit 99.1, 23 April 2026. sec.gov
  4. 4. Infosys Limited (2026). Annual report for fiscal 2026. Form 20-F, 15 June 2026. sec.gov
  5. 5. Infosys Limited (2026). Infosys unveils AI first value framework: uniquely positioned to capture new AI services opportunity of over $300 billion. PR Newswire, 17 February 2026. prnewswire.com

Headwater is not connected with Infosys. Infosys, Infosys Topaz, Topaz Fabric, Infosys Cobalt, Finacle, and EdgeVerve are trade marks of their owners. Updated 30 September 2026.

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