Enterprise DNA

Infosys

Indian IT services firm that builds and runs AI and digital systems for global clients.

Revenue
FY26 (year to Mar 2026) constant-currency growth of 3.1%
Growth
Deal wins of $14.9B in FY26, which management tied to its enterprise AI pitch
Based in
Bengaluru, India
Listed
Public (INFY)
Why it is winning

Large deal wins give it a long run of AI-led contracts.

The risk to watch

FY27 guidance is only 1.5% to 3.5% growth in constant currency.

Money coming in

Who pays Infosys, and for what.

No customers of Infosys mapped yet.

Money going out

Who Infosys pays to do what it does.

No suppliers of Infosys mapped yet.

Where it sits on the map

Competitors and neighbours

OpenAI

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Open profile
Anthropic

Makes Claude and Claude Code, and is strongest with businesses and software builders.

Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)

Open profile
Accenture
ACN

The largest global integrator, building and running AI systems for large firms and governments.

Record $22.1B of bookings in one quarter (Mar 2026)

Open profile
Capgemini
CAP.PA

French consulting and engineering firm that builds AI and runs outsourced operations for clients.

2025 revenue €22.5B, up 1.7%

Open profile
Deloitte

Big Four firm selling AI consulting, audit and tax work, plus its ZoraAI agentic product business.

Global revenue $74.5B for the year to May 2026, up 5.7% in dollars

Open profile
IBM
IBM

IBM Consulting designs and runs AI and digital change for large banks, insurers and governments.

Q2 2026 revenue about $17.2B, up about 1%

Open profile
Palantir
PLTR

Data software plus engineers who work inside a client's business to put AI to use.

Q2 2026 revenue $1.94B, up 93% year on year. Full-year guidance about $8.15B

Open profile
BCG

Strategy consultancy with AI and deployment teams, named in the February 2026 OpenAI partnership.

Open profile
McKinsey

Strategy consultancy with a large AI practice, named in a February 2026 OpenAI deployment partnership.

Open profile

Sources: multibagg.ai

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