Infosys Limited · NSE:INFY
Infosys — Investor Day (February 2026)
111 slides from Infosys's investor day presentation, Feb 17, 2026
Slide 1: Letter to stock exchanges: Investor AI Day agenda and presentation
TO ALL STOCK EXCHANGES BSE LIMITED NATIONAL STOCK EXCHANGE OF INDIA LIMITED NEW YORK STOCK EXCHANGE February 17, 2026 Dear Sir/ Madam, Sub: Investor AI day – Agenda & Presentation In continuation to our letter dated January 23, 2026 regarding Investor AI day in Bengaluru, please find attached the ag
Slide 2: Infosys AI Day
Infosys AI Day February 17th, 2026 1
Slide 3: Agenda
February 17, 2026 Convention Center, Infosys Agenda Campus, Bengaluru Session Name Speaker Title Time (IST) Tech transitions – Why is the AI transition different? Nandan Nilekani Chairman of the Board 11:00 – 11:20 AM The AI Services Opportunity Salil Parekh Chief Executive Officer and Managing Dire
Slide 4: Infosys Investor AI Day 2026
Infosys —_— INVESTOR Al DAY 2026
Slide 5: Tech transitions - Why is the AI transition different?
Tech transitions - Why is the AI transition different? Nandan Nilekani Chairman of the Board 4
Slide 6: Safe harbor
Safe harbor Certain statements mentioned in this presentation concerning our future growth prospects, our future financial or operating performance, our use of AI and its effects on our Business, and the United States H-1B visa program are forward looking statements intended to qualify for the 'safe
Slide 7: Technology has seen fundamental shifts over the years
Technology has seen fundamental shifts over the years Physical, Static Digital, Dynamic Information Operations $500 Tr GenAI Agentic AI Mobile Global GDP $50 Tr Transistors Cloud PCs & $5 Tr Internet Printing Press $500 Bn Electrification & Telegraph (adjusted $Mn) 1400 1900 1960 2000 2025 Source: C
Slide 8: Tech innovations have continuously redefined enterprise operations
Tech innovations have continuously redefined enterprise operations Computerization Internet Access Cloud Access • Replacement of paper-based • Globalization and digital reach • Digital scalability workflows • Platform-based business models • Modular business architecture and • Enterprise systems mic
Slide 9: AI adoption is faster than the earlier tech transitions
AI adoption is faster than the earlier tech transitions AI Smartphones Internet 1 Bn users AI – the fastest tech innovation to reach 1 Bn users 0 5 10 20 Years from launch Public data sources 8
Slide 10: The shift has multiple dimensions
The shift has multiple dimensions AI is not a layer of technology nor is an adjacency Operating Mental Technology Business Talent Model Model • AI-ready systems • Integrated • Scalable AI- • Cross-functional • Evident-first • AI-enabled data business augmented knowledge graph principle platform func
Slide 11: Modernization of legacy systems cannot be deferred anymore
Modernization of legacy systems cannot be deferred anymore The true cost of delaying modernization Demand side needs modernization Low agility Tech debt Financial 60-80% of IT budgets drain spent on outdated systems Slow rate of change Cost of security Average breach detection Security exceeds 200 d
Slide 12: Build vs Buy: balance moves towards build and re-engineering
Build vs Buy: balance moves towards build and re- engineering as AI becomes the core AI as a core of enterprise IT Build Buy Customizable Standardized % of IT spend on AI Proprietary Vendor dependency 23% Organic and steady Faster deployment High internal control External control As of 2025, ~50% of
Slide 13: AI is evolving at an astonishing speed
AI is evolving at an astonishing speed led by hyper competitive market, large capital access and rapid R&D Gemma 3 Llama 4 Innovation cycles Gemini 3 Pro Mistral-3 are tightening Deepseek R1 Gemini GPT-5.2 Claude Sonnet 4.5 GPT-4 Leaderboards Claude 2 remain in constant Grok 4.1 Kimi 2 Thinking GPT-
Slide 14: The foundational technology is ahead of its diffusion and deployment
The foundational technology is ahead of its diffusion and deployment A widening gap between AI progress and enterprise value Performance / Value creation Deep learning Frontier models Benchmark model performance The deployment gap Realized enterprise value Tech progress AI progress is outpacing ente
Slide 15: Talent demand is pivoting from legacy roles to high-growth AI skills
Talent demand is pivoting from legacy roles to high-growth AI skills Fastest declining IT jobs New/upcoming IT jobs Front-End Web Developers Data Annotator AI Engineer QA Testers AI Forensic Forward Deployed Analyst Engineers IT Support Specialist AI leads Blockchain Developers 92 Mn Traditional job
Slide 16: Greenfield AI development is easier than brownfield
Greenfield AI development is easier than brownfield The greenfield-brownfield productivity gap New build environments Legacy environments • Technical debt • Clean structure and consistent patterns • Data silos • Real-time data availability • Undocumented dependencies • Structured environments • Brow
Slide 17: AI implementation requires laser focus
AI implementation requires laser focus AI’s zero marginal cost of Structure AI usage guidelines generation Set clear quality gates for AI content AI slops Maintain explainability & traceability Illusion of productivity Establish AI value capture instead of usage Organizational atrophy Empower high s
Slide 18: What still matters
What still matters First Principles thinking Leadership in effective change Understanding enterprise Strong collaboration context Agnostic design Intense focus on productivity Getting the house in order Engineering bent of mind 17
Slide 19: Thank You
Ll — INVESTOR Al DAY 2026 | Thank You
Slide 20: The AI Services Opportunity
The AI Services Opportunity Salil Parekh Chief Executive Officer and Managing Director 19
Slide 21: Clients trust Infosys for their AI Journey
Clients trust Infosys for their AI Journey “Now, like most companies, we're still early in our AI dream. The real transportation is still to come. But with Infosys, we now have the delivery model, the talent, the platform, and a Infosys partner that can move from pilots to meaningful enterprise-wide
Slide 22: Our AI First Value framework is comprehensive
Our AI First Value framework is comprehensive Data for AI Physical AI INNOVATE INSIGHT Unlock AI Value 21
Slide 23: We see six areas of new services opportunity from AI
We see six areas of new services opportunity from AI AI Strategy and AI strategy, building AI agents, and orchestrating 1 Engineering across platforms, tools and assets Make enterprise data ready for AI models, and drive 2 Data for AI business insights 3 Process AI Reimagine core business processes
Slide 24: We have successful AI programs at several clients
We have successful AI programs at several clients in these areas Data for AI Physical AI INNOVATE INSIGHT Unlock AI Value 23
Slide 25: Scaling AI First Services
Scaling AI First Services AI First Services 30 100 offerings sub offerings New offerings in Humans and agents high growth areas Enabled by Topaz Fabric and partnerships with AI disrupters 24
Slide 26: We help clients create impact with AI
We help clients create impact with AI Clients’ AI Journey Infosys strengths Deep 1 understanding of client landscape Today • Fragmented data 2 Domain knowledge • Legacy systems • Talent scarcity The Future 3 Robust engineering talent • Reimagined business and engineering workflows • Modernized tech
Slide 27: The dynamic in AI services
The dynamic in AI services AI First services Several entities have opportunity*: $300 – estimated that AI $400 billion by 2030 AI services productivity will lead to AI Productivity led led compression in IT expansion compression services revenue * NASSCOM’s Future of Tech Services 2030 – In partners
Slide 28: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 29: Infosys Investor AI Day 2026
Infosys —_— INVESTOR Al DAY 2026
Slide 30: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 31: AI Services Playbook
AI Services Playbook Satish H.C. Dinesh Rao Chief Delivery Officer Chief Delivery Officer 30
Slide 32: Enterprise AI is much more than plug and play
Enterprise AI is much more than plug and play C loud 31
Slide 33: Enterprise Stack is transforming – Myth vs Reality
Enterprise Stack is transforming – Myth vs Reality State of Enterprise Enterprise AI Myth Enterprise AI Reality Amplified Intelligence 32
Slide 34: Monetizing the Opportunity
Monetizing the Opportunity Human + Agent Workflow New Services Stack Reimagination Physical AI Data for AI INNOVATE INSIGHT Unlock AI Codifying New Domain Stack Value Enterprise Context Agentic Engineering (Infosys Topaz Fabric + New Deal Archetypes Specialist talent) Context | Accountability | Grow
Slide 35: AI First Journey for a Multinational Food Products Company
AI First Journey for a Multinational Food Products Company Oct 2023 May 2024 Jan 2025 Jul 2025 Jan 2026 Jan 2024 Aug 2024 Apr 2025 Oct 2025 Feb 2026+ Pilot: Market Research Knowledge Agent (Internal + Web) Food Storage Optimization Reimagine Business Market Research Product Research & Spend HR Conci
Slide 36: Introducing Infosys AI First Value framework
Introducing Infosys AI First Value framework Growth drivers Indicative offerings 1 • AI experimentation to enterprise- AI Strategy, Roadmap And scale deployment Architecture Agentic AI Platform Build & • Optimize AI infra cost and Implementation performance Context Engineering Data for AI Physical A
Slide 37: Introducing Infosys AI First Value framework
Introducing Infosys AI First Value framework Growth drivers Indicative offerings 4 • Accumulating tech debt Tech Debt Assessment slowing change Reverse Engineering & Target • Compelling business case State Design driven by AI Agentic-led Full-stack Modernization Data for AI Physical AI INNOVATE INSI
Slide 38: Physical AI at Nova Chemicals
Physical AI Data for AI Unlock AI Value Physical AI at Nova Chemicals Business context AI First Solutions Impact NOVA Chemicals is Infosys has brought deep domain & AI expertise through • Increase in planning evolving into an accelerators like Infosys Agri-Chemical AI Cloud in this efficiency AI-ena
Slide 39: Agentic Legacy Modernization at Hertz
Physical AI Data for AI Unlock AI Value Agentic Legacy Modernization at Hertz Business context AI First Solutions Impact Need for Agility as Critical AI-first modernization strategy to speed code 60% workflows run on legacy comprehension, reverse engineering, and cloud- COBOL-based HP ready redevelo
Slide 40: Thank You
Ll — INVESTOR Al DAY 2026 | Thank You
Slide 41: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 42: AI Services Playbook
AI Services Playbook Balakrishna D.R. Head - Global Services 41
Slide 43: Differentiated services powered by Agentic AI
Differentiated services powered by Agentic AI Powered by Best-in- Amplified by Infosys Delivered by World Reimagined Services Class Models and Enterprise Context Class AI Native Talent Tools Topaz Fabric Dedicated AI Centre of Application Development, Models Excellence (GitHub, Cursor, Maintenance a
Slide 44: Application Development and Support at Microsoft
Application Development and Support at Microsoft Business context AI First Solutions Impact ▪ Microsoft is transforming the Infosys is involved in Greenfield development of new way they engage with their commerce platform to transition to MCA. Enterprise Customers through Infosys also provides missi
Slide 45: AI and Cloud powered transformation at Danske Bank
AI and Cloud powered transformation at Danske Bank Business context AI First Solutions Impact ▪ Accelerate the bank’s AI first strategy and governance co-led with Client ~2M Lines of AI generated "Forward '28" Chief AI Officer and technology leadership to become code (accepted) strategy to modernize
Slide 46: Thank You
Ll — INVESTOR Al DAY 2026 | Thank You
Slide 47: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 48: Infosys Topaz Fabric - AI platform suite
Infosys Topaz Fabric - AI platform suite Mohammed Rafee Tarafdar Chief Technology Officer 47
Slide 49: Enterprise complexity & AI Scaling
Enterprise complexity & AI Scaling AI runways required for enterprise adoption & scaling Rapid experimentation & innovation infrastructure Infosys IP & Platforms power the AI runways to Value driven, end to end reimagined workflow & ways of working scale and realize value faster Evolvable architectu
Slide 50: Infosys Topaz Fabric powering AI at scale
Infosys Topaz Fabric powering AI at scale Agentic Services powered AI Strategy & by agents and Data for AI Process AI Legacy Physical AI AI Trust automation Engineering Modernization workflows Topaz Fabric (Core & AI Next) Infosys Topaz Fabric provides out Data & AI Process Enterprise Agent Suite RA
Slide 51: AI Innovation pillars
AI Innovation pillars • Innovation Network • Living Labs • Research partnerships 39 Client Living Labs Industry Partnerships with LFN, Applied Research Centre on CNCF, TMForum Agentic AI, Cybersecurity & 14 Infosys Living Labs Physical AI 200+ Startups with 100 AI Innovators University Collaboration
Slide 52: Platform deployment at a global shipping and logistics group
Platform deployment at a global shipping and logistics Physical AI Data for AI Unlock AI Value group Business context AI First Solutions Impact Complex customer care Platform-led, AI-driven automation deployed across 24H → 30m SLA time reduction workflows spanning multiple Customer Care workflows (B
Slide 53: Thank You
Ll — INVESTOR Al DAY 2026 | Thank You
Slide 54: Unlocking AI Value - Communication, Media and Technology
Unlocking AI Value - Communication, Media and Technology Anand Swaminathan Segment Head - Communication, Media and Technology 53
Slide 55: State of AI in CMT - Opportunities & Challenges
State of AI in CMT - Opportunities & Challenges Semiconductor OEMs CSPs Cloud & Software Media & Ent. Memory & Non-Memory Telcom, Storage & Compute Wireless, Wireline, Satellite Enterprise + Consumer Studios, OTT, Broadcasters COMMUNICATIONS MEDIA & TECHNOLOGY 1. Growth Void: 4. Spending Surge: Stag
Slide 56: Top clients account for 60%+ of CMT segment revenues
Top 15 clients account for 60%+ of CMT segment revenues and we are integral to their AI Journey Operations Improved Better Faster Lower Higher Customer Exp. Reliability Resolution Cost-to-Serve Productivity Gains AI-Automated Service Customer & Partner Predictive Network AI-Driven Case Workflows in
Slide 57: AI Journey with Liberty Global
Physical AI Data for AI Unlock AI Value AI Journey with Liberty Global Business Context AI First Solutions Impact * • 10 million + subscribers 1 Customer/Agent Assist: Open AI Based 60% Fewer Customers Personalized FAQ/chat for self-serve and Impacted • AI is moving from customer care Experiment to
Slide 58: Thank You
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Slide 59: Unlocking AI Value - Manufacturing
Unlocking AI Value - Manufacturing Jasmeet Singh Segment Head – Manufacturing 58
Slide 60: Manufacturing players are embracing AI
Manufacturing players are embracing AI “AI is helping accelerate what we offer our customers, 1 Process & business model transformation transforming Toyota into the mobility company we need Applying AI for reimagined processes, as a service to be to compete in this changing landscape.” business mode
Slide 61: AI use cases across value chain
AI use cases across value chain Design Source Make Sell Service Vertical AI-driven product Predictive Smart factory Precision Predictive & use cases & portfolio demand, inventory operations & marketing, pricing proactive service High impact AI optimization & S&OP scheduling & lead scoring operations
Slide 62: Process AI and Physical AI at Rolls-Royce
Process AI and Physical AI at Rolls-Royce Physical AI Data for AI Unlock AI Value Business context AI First Solutions Impact Speed-up Engine Turn Around Multi agent framework to augment engineering Time by improving decision-making across the MRO lifecycle $ Multi Mn engineering workloads and Init
Slide 63: AI Engineering, Process, and Trust at GE Vernova
AI Engineering, Process, and Trust at GE Vernova Physical AI Data for AI Unlock AI Value AI First Solutions Use of agentic AI for reimagination of priority value Message from GE Vernova stream workflows, enabling repeatable scaling of AI Agentic AI solutions: 25+ multi-agent AI use cases Enterprise-
Slide 64: Thank You
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Slide 65: Unlocking AI Value - Financial Services
Unlocking AI Value - Financial Services Dennis Gada Segment Head - Banking & Financial Services 64
Slide 66: Financial Services is at the forefront of AI adoption
Financial Services is at the forefront of AI adoption In the near term, generative A.I. will drastically improve productivity. Over the long term, it has the potential to 1. Increased enterprise spend revolutionize all functions across our bank and the industry changing how we write code, onboard cl
Slide 67: AI use cases across sub verticals
AI use cases across sub verticals Risk Consumer Commercial Cards & Asset & Wealth Management & Banking Banking Payments Management Compliance Vertical use cases Fraud Detection & RM copilots to AI hardens real- Always-on KYC for Advisor copilots Prevention multiply coverage time fraud defense compli
Slide 68: Re-imagining Citizens Bank
Re-imagining Citizens Bank Physical. AI Data for AI Unlock AI Value Business context AI First Solution Impact Multi-year journey to Accelerated platform modernization and AI adoption “re-imagine the bank” and through full-stack transformation $450Mn deliver modern, secure, and ▪ 700 applications mig
Slide 69: AI First services at other leading Financial Services clients
AI First services at other leading Financial Services clients One of the largest global A Top 5 US Bank A Top 3 Cards Provider Wealth Management Firms • Productivity improvement by • Enterprise AI Platform Buildout • Modernization of Cards Platform 30-50% for Financial Advisors using Domain-Driven,
Slide 70: Thank You
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Slide 71: Infosys Living Labs Walkthrough
Infosys Living Labs Walkthrough 70
Slide 72: Unlocking AI Value - Energy, Utilities, Resources & Services
Unlocking AI Value - Energy, Utilities, Resources & Services Ashiss Kumar Dash Segment Head - Energy, Utilities, Resources & Services 71
Slide 73: Rapid adoption of AI across EURS Industries
#AIforEnergy #EnergyforAI Rapid adoption of AI across EURS Industries Energy, Utilities & Resources industries are the engines of AI and have a massive impact on this circular economy Utilities power AI and determine where AI can 1 Circularity in action grow and how fast • Energy decides AI’s physic
Slide 74: Infosys is the AI Partner of choice for our top clients
Infosys is the AI Partner of choice for 15 of our Top 25 clients Responsible AI, Security Agentic AI Platform Testing and validation Build and Implement 15+ Clients 15+ Clients EURS clients see us as their leading partner to “unlock AI Data for AI Digital Twins, AI Grade Data Data for AI Physical AI
Slide 75: AI First Transformation at BP
AI First Transformation at BP Physical AI Data for AI Unlock AI Value Business context AI First Solutions Impact Enhance enterprise-wide Established AI leverage points across the energy 18% operations by modernizing value chain - refining optimization, dynamic pricing, Y1 improvement in IT systems a
Slide 76: AI Strategy, Data for AI and Process AI at Woodside Energy
AI Strategy and Engineering, Data for AI and Process Physical AI Data for AI Unlock AI Value AI at Woodside Energy Business context AI First Solutions Impact Unified Enterprise AI Platform with GenAI workflows, Scale Enterprise-wide AI adoption across multi-agent orchestration, and enhanced UI capab
Slide 77: Thank You
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Slide 78: Unlocking AI Value - CPG, Logistics and Retail
Unlocking AI Value - CPG, Logistics and Retail Ambeshwar Nath Industry Head – CPG, Logistics and Retail 77
Slide 79: AI is transforming CRL players
AI is transforming CRL players “We are embedding AI throughout our 1 Consumer Goods operations to better meet the increasing • Precision Revenue Growth Management demands of our consumers and customers” • Hyper-personalized Marketing - Ramon Laguarta, Chairman and CEO • AI-powered Planogram Complian
Slide 80: Process AI and Data for AI at Ralph Lauren
Process AI and Data for AI at Ralph Lauren Physical AI Data for AI Unlock AI Value Business context AI First Solutions Impact • Needed to reimagine how Use of conversational and personalization AI to consumer shops online transform high-intent customer queries into curated, creating experiences simi
Slide 81: Agentic Legacy Modernization and Process AI at Posti
Agentic Legacy Modernization and Process AI at Physical AI Data for AI Unlock Posti AI Value Business context AI First Solutions Impact Legacy IT estate driving key business issues: AI-first operating model across Run and Transform 50+% • High run-costs Software code developed by • Operational risk
Slide 82: Thank You
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Slide 83: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 84: Partnership Ecosystem for AI Value delivery
Partnership Ecosystem for AI Value delivery Anand Swaminathan Segment Head - Communication, Media and Technology 83
Slide 85: AI Partnership Ecosystem
AI Partnership Ecosystem INFRASTRUCTURE COMPUTE PLATFORM CLOUD MODEL LAYER DATA LAYER ENTERPRISE AI APPLICATIONS ENTERPRISE APPLICATIONS DOMAIN SPECIALISTS SECURITY AND GOVERNANCE PHYSICAL AI 84
Slide 86: Examples of Joint GTM (1/3)
Examples of Joint GTM (1/3) Bringing AI to Life THEME PARTNERS LLM AI ADOPTION Faster onboarding process with Infosys AI Next; reputation and 30% financial Risk Reduction at a large Financial Services client 30% Effort saved for a logistics major in order booking using Infosys AI Next. 5X improvemen
Slide 87: Examples of Joint GTM (2/3)
Examples of Joint GTM (2/3) Bringing AI to Life THEME PARTNERS LLM AI ADOPTION Invoices automated per year; autonomous finance Azure OpenAI 400K+ operations by AI Agents at a Restaurant chain 1st Organization to deploy a live AI led Sales Development Representative (SDR) agent on Agentforce at a Nor
Slide 88: Examples of Joint GTM (3/3)
Examples of Joint GTM (3/3) Bringing AI to Life THEME PARTNERS LLM AI ADOPTION Reimagined retail experience and transformed in-store productivity leveraging AI technologies: Higher accuracy, lower labor needs Physical AI Autonomous smart store solution through AI-powered computer vision & video anal
Slide 89: Thank You
Ll — INVESTOR Al DAY 2026 | Thank You
Slide 90: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 91: The Human-AI Workforce Reimagination
The Human-AI Workforce Reimagination Shaji Mathew Chief Human Resources Officer 90
Slide 92: AI Talent Transformation Strategy
AI Talent Transformation Strategy 1 2 3 Talent Operating Talent Career Talent Model Model Development Model Ambidextrous Y AI First Organization Talent Transformation Strategy 91
Slide 93: Talent Operating Model
Talent Operating Model Building an Ambidextrous Organization External Hiring Internal Development Specialist Programmers, Power Internships Bridge Programs 2X Full-Stack Engineers Assessment COE, Capability Quotient (CQ) Enhanced focus on Domain Expertise Business Incubator Series 92
Slide 94: Talent Career Model
Talent Career Model Integrated Future-Ready Dual Pathway Career Structure Evolving Structure Current Structure Enhanced Role-Based Organization (Core) Expertise-Led Organization (Accelerator) Management Experts – Domain / Technology Deep skills (Engineering / Domain AI led Execution / Functional) Ex
Slide 95: Talent Development Model
Talent Development Model Forward Deployed Engineers Embed AI in client environment Integrate, deploy, and scale AI Master Drive AI adoption Set vision, governance, & culture AI Builder Build contextual AI platforms & IP Develop tools and interfaces AI Enabled Leverage AI tools Boosts productivity an
Slide 96: In Summary
In Summary 1 2 3 We are building deep engineering and domain expertise We are redesigning career architecture to future proof the organization Talent Talent Career Talent Operating Model Development Model Model Ambidextrous Y AI First Organization We are developing a future ready Talent Transformati
Slide 97: Thank You
Ll — INVESTOR Al DAY 2026 | Thank You
Slide 98: Infosys AI Playbook
Infosys AI Playbook Vision Infosys aspires to be the leading partner to “unlock AI value” and deliver business outcomes on revenue growth, cost optimization, and innovation Pillars AI First Services AI Augmented Services Capture new demand to Reinvent existing services to drive growth win higher wal
Slide 99: Brand as a Growth Catalyst
Mindshare Leads Market Share Brand as a Growth Catalyst Sumit Virmani Chief Marketing Officer 98
Slide 100: The Mathematics of Strong Brands
The Mathematics of Strong Brands Greater Growth & Higher And they Consistently Outperform Shareholder Value the Market +2pp +4pp Total Revenue Growth Shareholder Value +4pp Low budget share on brand +2pp High budget 3.4% share on brand 1.4% -0.4% -0.5% Source: ‘Building Lasting Brand Equity in the A
Slide 101: When a Billion Hearts Beat With Infosys AI
When a Billion Hearts Beat With Infosys AI
Slide 102: Infosys: Fastest Growing IT Services Brand Globally
Infosys: Fastest Growing IT Services Brand Globally Infosys Brand Value ($Mn) Infosys brand value grew at 15% CAGR 16,413 over 6 years 16,338 14,213 12,777 13,010 8,402 7,087 2020 2021 2022 2023 2024 2025 2026 Source: Brand Finance: Infosys 2026 Brand Value Results 101
Slide 103: An Industry Leading Enterprise AI Brand
An Industry Leading Enterprise AI Brand AI Association (Top 10) AI Client Voice (Infosys) 50 45 Global IT Peers Indian IT Peers Infosys 36 40 30 17 74% 73% 20 72% 10 73% 2023 2024 2025 72% 70% Number of Unique Clients 67% AI Thought Leadership (Infosys) 65% 2000 1734 1549 65% 1500 1347 928 FY25 1000
Slide 104: Industry Analysts Acknowledge That As Well
Industry Analysts Acknowledge That As Well Digital (FY26 YTD) Topaz (FY26 YTD) 103
Slide 105: Brand Mathematics is Showing up in Business Too
Brand Mathematics is Showing up in Business Too Revenue growth CAGR (FY20-25) Revenue share FY25 Incremental market share (FY20-25) 10 9 6.6% 12.3% 8 8.6 7 6 5 4 4.6 3 2 1 93.4% 87.7% 0 Others Infosys Source: 20 IT Services Companies Business Performance 104
Slide 106: The Next Frontier
The Next Frontier Data for AI Physical AI INNOVATE UNLOCK INSIGHT = AI VALUE
Slide 107: Thank You
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Slide 108: Summary and Q&A
Summary and Q&A Salil Parekh Jayesh Sanghrajka Chief Executive Officer and Managing Director Chief Financial Officer 107
Slide 109: Summary
Summary 1 Comprehensive AI services offerings 2 Large opportunity 3 Large enterprise clients trust Infosys 4 We are working with clients in each of the AI services areas 5 We have a strong platform 6 We have deep engineering talent and culture 7 We have built strong partnerships 8 Go to market plan
Slide 110: AI First Value framework
AI First Value framework Data for AI Physical AI INNOVATE INSIGHT Unlock AI Value 109
Slide 111: Thank You
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