Infosys Ltd Share Price – NSE  / BSE

IT - Software, Mid Cap

Infosys announced a strategic collaboration with Anthropic, an AI safety and research company, to develop and deliver advanced enterprise AI solutions to companies across telecommunications, financial services, manufacturing, and software development. The collaboration will begin in telecommunications with a dedicated Anthropic Center of Excellence to build and deploy AI agents tailored to industry-specific operations. The collaboration will further expand across industries, including financial services, manufacturing, and software development.

At its core, the collaboration integrates Anthropic's Claude models, including Claude Code, with Infosys Topaz AI offerings to help enterprises automate complex workflows, accelerate software delivery, and adopt AI with the governance and transparency that regulated industries require. 

The collaboration reflects a shared commitment to ensuring AI drives real transformational value, not just efficiency gains. Together, Infosys and Anthropic aim to help clients reimagine the enterprise operating model by combining deep industry expertise, frontier AI, and engineering scale into one unified approach.

A core focus will be agentic AI - systems that go beyond answering questions to independently handling multi-step tasks like processing claims, generating and testing code, or managing compliance reviews. Using tools like the Claude Agent SDK, Infosys and Anthropic will help clients build AI agents that can work persistently across long, complex processes rather than one-off interactions. The collaboration will also help organizations modernize legacy systems, combining Infosys Topaz and Claude to accelerate migration and reduce the cost of updating aging infrastructure. 

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The collaboration will begin in telecommunications with a dedicated Anthropic Center of Excellence to build and deploy AI agents tailored to industry-specific operations.

The collaboration will further expand across industries, including financial services, manufacturing, and software development.

At its core, the collaboration integrates Anthropic's Claude models, including Claude Code, with Infosys Topaz AI offerings to help enterprises automate complex workflows, accelerate software delivery, and adopt AI with the governance and transparency that regulated industries require.

A core focus will be agentic AI ? systems that go beyond answering questions to independently handling multi-step tasks like processing claims, generating and testing code, or managing compliance reviews.

Using tools like the Claude Agent SDK, Infosys and Anthropic will help clients build AI agents that can work persistently across long, complex processes rather than one-off interactions.

The collaboration will also help organizations modernize legacy systems, combining Infosys Topaz and Claude to accelerate migration and reduce the cost of updating aging infrastructure.

Salil Parekh, chief executive officer, Infosys, said: ?AI is not just transforming business ? it is redefining the way industries operate and innovate.

Our collaboration with Anthropic marks a strategic leap toward advancing enterprise AI, enabling organizations to unlock value and become more intelligent, resilient, and responsible.

From modernizing financial services with intelligent risk management and compliance, to enabling engineering businesses to lead with AI-driven design and manufacturing, the goal is to leverage the joint expertise of Infosys and Anthropic to accelerate AI value realization for global enterprises.

Infosys is a global leader in next-generation digital services and consulting.

The company reported a 9.6% decline in consolidated net profit to Rs 6,654 crore on a 2.22% increase in revenue from operations to Rs 45,479 crore in Q3 FY26 over Q2 FY26.

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Infosys Ltd is up for a third straight session today. The stock is quoting at Rs 1689.3, up 5.59% on the day as on 12:49 IST on the NSE. The benchmark NIFTY is up around 0.35% on the day, quoting at 25755.6. The Sensex is at 83702.57, up 0.38%. Infosys Ltd has gained around 5.45% in last one month.

Meanwhile, Nifty IT index of which Infosys Ltd is a constituent, has gained around 2.43% in last one month and is currently quoting at 37822.7, up 3.38% on the day. The volume in the stock stood at 139.36 lakh shares today, compared to the daily average of 67.48 lakh shares in last one month.

The benchmark January futures contract for the stock is quoting at Rs 1691.1, up 5.08% on the day. Infosys Ltd is down 6.95% in last one year as compared to a 11% jump in NIFTY and a 6.97% jump in the Nifty IT index.

The PE of the stock is 24.18 based on TTM earnings ending September 25.

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The Nifty IT index rose 3.44% to 39,122.20, rebounding from a 1.08% fall in the previous session. Infosys jumped 5.61%, while LTIMindtree gained 5.55%. Oracle Financial Services Software rose 5.00% and Tech Mahindra advanced 4.98%. Mphasis climbed 4.74%, followed by Wipro, which added 3.31%. Persistent Systems moved up 2.67%, Coforge gained 2.57%, Tata Consultancy Services rose 2.46%, and HCL Technologies climbed 2.17%.

Infosys reported a 9.6% sequential drop in consolidated net profit to Rs 6,654 crore for the December quarter (Q3 FY26), while revenue from operations rose 2.22% quarter-on-quarter to Rs 45,479 crore. On a year-on-year basis, net profit declined 2.2%, while revenue increased 8.9%.

Profit before tax stood at Rs 9,229 crore, down 9.78% quarter-on-quarter and 4.56% year-on-year. Operating profit fell 10.7% sequentially and 6.3% year-on-year to Rs 8,355 crore, with operating margin easing to 18.4% from 21.3% a year ago.

The company said its results were impacted by higher employee-related costs following the implementation of India?s new Labour Codes, notified on 21 November 2025. The changes, which consolidate 29 labour laws, led to higher gratuity and leave liabilities. Infosys recorded a one-time impact of $143 million (Rs 1,289 crore) in its consolidated statement of comprehensive income.

Infosys raised its FY26 constant currency revenue growth forecast to 3.0-3.5%, from 2-3% earlier, while maintaining its operating margin guidance at 20-22%. Constant currency revenue grew 1.7% year-on-year and 0.6% quarter-on-quarter in Q3 FY26. Revenue in dollar terms rose 3.2% year-on-year to $5,099 million.

The improved outlook helped lift sentiment across the IT sector, driving broad-based buying in frontline technology stocks.

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