Infosys disclosed that AI-driven services accounted for 5.5% of its total revenue in the third quarter (Q3 FY26).
This marks the first time the company has officially broken out a specific revenue metric for its AI business, providing a concrete benchmark for the Indian IT sector as it pivots toward “AI-first” services.
The Q3 AI Snapshot
Based on its reported quarterly revenue of approximately $5.1 billion (₹45,479 crore), the 5.5% share translates to roughly $275–280 million in AI-related income for the quarter.
- Project Scale: The company is currently engaged in over 4,600 AI projects.
- Agentic Ecosystem: Infosys has already deployed more than 500 AI agents and generated over 28 million lines of code using internal AI tools.
- Client Adoption: Approximately 90% of the company’s top 200 clients are now leveraging its Infosys Topaz AI suite for active transformation projects.
The “Six Value Pools” of Opportunity
CEO Salil Parekh identified six specific areas where the company is seeing massive demand for AI implementation:
- AI Engineering Services: Building the core infrastructure for enterprise AI.
- Data for AI: Preparing and cleaning massive enterprise datasets for model ingestion.
- Agents for Operations: Automating legacy business processes.
- Agentic Legacy Modernization: Using AI to rewrite and upgrade old software systems.
- Physical AI: Embedding AI capabilities into hardware and product designs.
- AI Trust & Governance: Ensuring safety, compliance, and ethical standards for enterprise deployments.
Broader Financial Performance (Q3 FY26)
The AI disclosure coincided with an upward revision of the company’s overall growth outlook, signaling increased confidence in its order book.
| Metric | Q3 FY26 Performance |
| Consolidated Revenue | ₹45,479 Crore ($5.1 Billion) |
| Year-on-Year Growth | +9% (Reported) / +1.7% (Constant Currency) |
| Large Deal TCV | $4.8 Billion (57% was “Net New”) |
| Annual Revenue Guidance | Revised Upward to 3.0%–3.5% (from 2%–3%) |
| Operating Margin | 21.2% (Adjusted) |
Industry Context: The $400 Billion Race
Infosys is positioning itself to capture a significant portion of what it estimates to be a $300–$400 billion AI services opportunity by 2030.
- Comparison: Its 5.5% AI revenue share is in line with peers like TCS, which reported AI services contributing roughly 5.8% of its annualized revenue run rate this month.
- Collaboration with Anthropic: To bolster its “Agentic AI” push, Infosys also announced a strategic partnership with Anthropic to establish a dedicated center for building telecom-specific AI agents.
“AI is not just a pilot project anymore. It is moving from the lab to enterprise-wide impact, and it’s growing at a robust pace.” — Salil Parekh, CEO of Infosys.
