Infosys has published the transcript from its Investor AI Day held on February 17, 2026. The presentation detailed the company’s comprehensive AI strategy, emphasizing a shift from experimentation to large-scale deployment across six key value areas, including AI-first services and AI-augmented services. Leaders stressed the importance of enterprise context, foundational IP like Topaz Fabric, and building an “ambidextrous organization” to manage the rapid pace of AI transformation.
Infosys Limited has formally released the transcript from its Investor AI Day 2026, which took place on February 17, 2026, following initial letters on January 23 and February 17. The information, including audio/video recordings, is now available on the company’s investor relations website.
The Fundamental AI Transition
Chairman Nandan Nilekani framed the current AI transition as fundamentally different and faster than previous technological shifts, noting AI reached 1 billion users in a couple of years, compared to over 10 years for the Internet. He emphasized that this shift is a fundamental change in how businesses operate, requiring an AI-native architecture and extensive organizational change, particularly addressing accumulated tech debt, which consumes 60% to 80% of IT spend for many large firms.
The AI-First Value Framework (The Hexagon)
CEO Salil Parekh outlined that Infosys is already executing AI work for 90% of its large 200 clients, structured around an AI-first value framework (The Hexagon). This framework covers six large areas of opportunity:
- AI Strategy and Engineering: Building agents and orchestrating platforms.
- Data for AI: Making complex enterprise data ready for AI models.
- Process Transformation: Driving business processes using agents (e.g., customer service case).
- Legacy Modernization: Accelerating the transition from legacy landscapes.
- Physical AI: Embedding AI into devices and real-time edge intelligence.
- AI Trust: Focusing on security and responsible AI implementation.
The overall external market opportunity in AI services is estimated between $300 billion and $400 billion leading up to 2030.
Delivery and Platform Strategy: Topaz Fabric
Mohammed Rafee Tarafdar detailed the role of Infosys Topaz in accelerating adoption across 5 runways, including creating runways for rapid experimentation and building enterprise context (or “Enterprise Twins”) using graph technology. Topaz Fabric, the integrated IP layer, enables 5 key capabilities, including abstraction to integrate any model and providing nearly 600 purpose-built agents.
In client examples, the multi-agentic solution for Rolls-Royce delivered a 40% reduction in engineering effort and accelerated repair processes. Another example with a major oil and gas operator showed 20% to 35% efficiency gains in the upstream value chain using agents built on Amazon Bedrock and Azure OpenAI Foundry.
Sector Deep Dives and Impact
Speakers provided specific results across sectors:
- Financial Services (Dennis Gada): Highlighted the Citizens Bank “Reimagine the Bank” initiative, which saw a 44% reduction in calls to the contact center and targets a $450 million cost run rate reduction.
- Manufacturing (Jasmeet Singh): Noted that AI is embedded in 75% of leading manufacturers’ strategies, citing the Rolls-Royce case.
- Energy, Utilities, Resources (Ashiss Kumar Dash): Emphasized the circular economy, noting data centers project to consume 10% to 12% of global electricity by 2030.
- Communications, Media, Tech (Anand Swaminathan): Mentioned a partnership with Telstra and noted that AI adoption is moving beyond experimentation to core operating models for resilience and efficiency.
- CPG/Retail/Logistics (Ambeshwar Nath): Shared the Ralph Lauren engagement, leveraging 50 years of archives, which resulted in a 12.2% increase in revenue via hyper-personalization.
Talent and Culture Transformation
Shaji Mathew stressed that success relies on preparing the workforce, detailing a strategy to build an “ambidextrous organization.” Infosys is training its developers, with 90% now having received AI training. The company is redesigning its career architecture and focusing on developing deep engineering and domain expertise, reflected in hiring fresh graduates at salaries up to INR 21 lakh per annum.
Q&A Summary: Growth and Execution
During Q&A, CFO Jayesh Sanghrajka confirmed that despite absorbing significant investments in tech and partnerships, the company has maintained margin stability, expanding margins by 50 basis points in FY ’25. Salil Parekh noted that while compression exists in areas like application development, the expansion opportunity in the six areas is currently seen as larger than the compression. The company also confirmed adding approximately ~13,000 net headcount in the first three quarters of the fiscal year, suggesting continued investment in scale.
Source: BSE
