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Report 19 Mar 2026

Infosys - Vendor Profile - US

This Vendor Profile provides PAC’s concise analysis of Infosys in the US market, covering company background, market positioning, portfolio strengths, and PAC’s recommendations to restore US growth. The report assesses the revenue mix, sector exposure, and strategic priorities for FY26.

Key findings

  • Market position: Ranked 8th in US IT services; strengths in application services and manufacturing.
  • Revenue mix: Application services ~65% of IT services; banking dominates software revenues.
  • Strategic focus: AI in six core areas, consulting-led transformation, selective US acquisitions (e.g., MRE Consulting).
  • PAC’s view: Service-centric model with robust margins (FY26 guidance: 20–22%); needs to refocus US go-to-market on high-growth sectors.

 

Recommended advisory: PAC Leadership Session – Digital Business Models in the Manufacturing Industry

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Oliver Ojog

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