Infosys set to unveil AI growth roadmap at investor meet tomorrow

Infosys

• Infosys to outline medium- to long-term AI strategy on Feb 17
• AI now deeply embedded in Infosys services and client projects
• Infosys has over 500 AI agents and works with 90% of top clients

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Infosys is expected to sharpen its artificial intelligence (AI) narrative for investors, with chief executive officer Salil Parekh likely to outline the company’s medium- to long-term AI strategy at its "Investor Day" on February 17, sources said.

The meeting comes at a time when investors are pressing large IT firms for answers on how generative AI will translate into sustainable revenue growth, margins and competitive differentiation.

The focus on AI has gained urgency amid a sharp selloff in IT stocks globally and in India over the past few sessions. The company, which  announced the Investor Day after declaring the quarterly results last month, confirmed the date in a regulatory filing .

The latest bout of volatility has been triggered by developments around Anthropic’s new AI plugin, which has reignited fears that rapid advances in AI tooling could disrupt traditional IT services models faster than anticipated.

The selloff reflected investor concerns that productivity gains from AI could cap near-term revenue growth for large outsourcing firms, even as client’s demand price resets and outcome-linked deals.

Against this backdrop, Infosys’ Investor Day is expected to address how the company plans to navigate both the risks and opportunities thrown up by AI.

Brokerage Kotak's Infosys take

A December 2025 report by brokerage Kotak Institutional Equities said Infosys has moved beyond experimentation and is now focused on scaling Gen AI internally and with clients from FY26.

This includes helping enterprises modernise data, build AI-ready architectures, and put responsible AI guardrails in place, while also reimagining service delivery through AI orchestration layers and agents

The report also noted that AI adoption in services is outpacing adoption in core business processes, with broader enterprise transformation expected to play out over several years.

Infosys views AI as a seven- to eight-year journey for enterprises, where service providers will play a central role in integrating AI agents with complex legacy systems and tailoring them to specific industry and client contexts

Investors will be keen to hear management’s assessment of how AI-led efficiency gains could impact revenues in the near term, even as platforms such as Infosys Topaz and Topaz Fabric are positioned to drive longer-term growth through workflow-level transformation.

What Infosys has to say 

During the Q3 earnings call, Parekh highlighted that AI is now deeply embedded across the company’s services and client engagements, with enterprise AI adoption driving both deal momentum and strategic transformation.

The Bengaluru-based IT major said it now has more than 500 AI agents in use and is working on AI engagements with over 90 percent of its top 200 clients, as it positions itself as an “AI partner of choice” for large enterprises.

Parekh added that Infosys has generated over 28 million lines of code using generative AI so far, marking a 12 percent sequential increase.

Stock down 18%

Over the last few weeks, Infosys has faced significant pressure driven by concerns over AI-led disruption and a sequential decline in quarterly net profit.

Between January 19 and February 13, the stock dropped more than 18 percent on the NSE to Rs 1,369.10.