Infosys Unveils Comprehensive AI Playbook at Investor Day 2026, Projects $300-400 Billion Market Opportunity

Bengaluru, February 24, 2026: Infosys Limited today released the transcript of its Investor AI Day 2026, held on February 17, revealing a sweeping transformation strategy aimed at capturing what it estimates to be a $300-400 billion AI services opportunity by 2030.

The event, addressed by Chairman Nandan Nilekani, CEO Salil Parekh, and a dozen senior leaders, laid out the company's detailed roadmap for capitalizing on what Nilekani termed "the most fundamental technology transition of our era."

The 'Deployment Gap' Opportunity

In his opening address, Nilekani drew on four decades of industry experience to distinguish the current AI revolution from previous technology shifts. "This time, it is not a layer of technology—it is a fundamental change in the way we do things," he said. "Modernization of legacy systems cannot be deferred anymore. The accumulated tech debt over decades must be paid."

Nilekani introduced the concept of a "deployment gap"—the widening chasm between rapidly advancing AI model capabilities and enterprises' ability to implement them. "If you guys think some better product has come, nothing is going to happen, because the problem is here, not there. It is about how fast companies can implement," he told investors.

The AI Value Framework

CEO Salil Parekh unveiled the company's strategic response: a six-pronged "AI Value Framework" (the "Hexagon") comprising:

1. AI strategy and engineering

2. Data for AI

3. Process reimagination

4. Legacy modernization

5. Physical AI

6. AI trust and governance

Parekh revealed that AI-related work already accounts for 5.5% of Infosys' Q3 revenue and is "growing at a robust pace," with 90% of the company's top 200 clients engaged in AI initiatives.

"We see six large areas where there is growth opportunity for AI services," Parekh said. "This is not theoretical—these are things actually happening on the ground with Infosys."

Major Client Wins and Case Studies

Throughout the day, business segment leaders presented detailed client success stories:

Hertz Corporation: In a featured video case study, the mobility giant detailed its modernization journey with Infosys, moving approximately 3 million lines of code from legacy tandem computers to modern architecture. The project leveraged multiple AI models—Claude for code generation and OpenAI for code critique—demonstrating Infosys' multi-model approach.

Danske Bank: The bank has selected Infosys as its strategic partner for its Forward '28 transformation, with the establishment of an AI innovation lab and enterprise-wide ChatGPT deployment serving 16,000 users.

Rolls-Royce: A multi-agentic AI solution for aircraft engine maintenance procedures has delivered 40% reduction in engineering effort and improved "first-time right" rates from under 40% to 75%, receiving regulatory approval from the European Union Aviation Safety Agency (EASA).

Ralph Lauren: In collaboration with Microsoft, Infosys developed an AI-powered styling assistant leveraging 50 years of archival data, contributing to the retailer's 12.2% revenue increase.

BP: A mega-deal spanning 50+ AI initiatives across the energy major's value chain has delivered 18% improvement in IT operations efficiency and 50% faster contract validation.

Platform Strategy: Topaz Fabric and AI Next

Chief Technology Officer Mohammed Rafee Tarafdar detailed the company's intellectual property strategy, anchored by Infosys Topaz Fabric—a platform offering approximately 600 purpose-built agents for different services and industry-specific flows.

"We have created a rapid experimentation and innovation infrastructure," Tarafdar said. "Today, there are about 39 such innovation labs running with our clients across the globe."

For clients seeking fully integrated solutions, Infosys offers AI Next as an end-to-end agentic platform. A logistics client implementation achieved 70% workflow automation, reducing turnaround time from 24 hours to 30 minutes across 116 countries and 15 languages.

Partnerships: The Anthropic Announcement

Anand Swaminathan, Segment Head for Communications, Media and Technology, highlighted the company's evolving partner ecosystem, including the morning's announcement of a significant partnership with Anthropic.

"Enterprises want the stack to be governed—it is not easy to manage contracts or performance obligations unless they have somebody who will take ultimate accountability," Swaminathan said. "That is where we come in—at the center, orchestrating outcomes."

Talent Transformation: The 'Ambidextrous Organization'

Chief Human Resources Officer Shaji Mathew outlined the company's workforce strategy, built on creating an "ambidextrous organization" combining deep engineering talent with broad AI-enabled employees.

"We are recruiting 20,000 college graduates this year, and next financial year we also have a plan to recruit 20,000 college graduates," Mathew said, noting that 90% of the existing workforce has already been trained on AI.

The company has introduced a new "Y-shaped" career architecture allowing specialists in deep engineering and domain expertise to progress without transitioning into general management roles.

Financial Outlook and Market Dynamics

In the concluding Q&A session with CFO Jayesh Sanghrajka, executives addressed investor concerns about potential revenue compression from AI-driven productivity gains.

"What we have shared externally is the $300-400 billion quantification from a couple of sources," Parekh said. "On compression, we have not quantified that number for external use. We have said that the expansion number from what we see today looks larger than the compression number."

Sanghrajka emphasized that investments in AI capabilities are being absorbed within existing margin guidance. "All the investments—partnerships, tech investments, training investments, sales and marketing—we have absorbed and delivered on our margins stability."

On deal timelines, Sanghrajka noted that large deal conversion cycles have not yet compressed, though modernization projects are showing accelerated delivery timelines.

Brand Momentum

Chief Marketing Officer Sumit Virmani presented data showing Infosys as the fastest-growing brand in its category globally for six consecutive years, according to Brand Finance, with enterprise AI association metrics placing the company "at the top of the stack."

Looking Ahead

Parekh concluded with a forward-looking assessment: "The macro is improving—in the U.S., with changes in regulations, tax reduction, and potential interest rate impact, we see some move. On the tech cycle, each of the six areas will play out differently, but we see strong growth in Financial Services and Energy & Utilities next year."

The complete transcript, along with audio and video recordings, has been made available on Infosys' investor relations website.