Core Insights - Infosys has introduced an AI First Value Framework aimed at helping global enterprises unlock AI value at scale, with a potential market opportunity of USD 300-400 billion by 2030 according to a Nasscom - McKinsey report [1] Group 1: AI Strategy and Implementation - The company has a two-pronged strategy for AI: capturing new demand for AI-first services across six value pools and augmenting existing services with AI to expand wallet share [1] - Six value pools identified include AI Trust, Physical AI, Agentic Legacy Modernization, Process AI, Data for AI, and AI Strategy & Engineering, each focusing on different aspects of AI integration and implementation [1] Group 2: Client Engagement and Market Position - Infosys is collaborating with 90% of its top 200 clients on their AI journeys and has over 4600 AI projects currently underway [1] - The company has developed more than 30 new service offerings across the six identified value pools, positioning itself as a preferred partner for clients seeking to unlock AI value [1] Group 3: Leadership Perspectives - Nandan Nilekani, Co-founder and Chairman, emphasized the critical role of IT services companies in the AI era, highlighting the need for deep systems integration and governance [1] - Salil Parekh, CEO and MD, stated that the AI First value framework uniquely positions Infosys to capture market share across the identified value pools, reinforcing client trust in their AI transformation capabilities [1]

Core Viewpoint - Infosys has been recognized as one of the top 3 most valuable IT services brands globally, with a brand value of USD 16.4 billion and a 15% CAGR over the last six years, highlighting its strong market position and growth trajectory [1][3]. Group 1: Brand Recognition and Value - Infosys is ranked as the third most valuable IT services brand in the world according to Brand Finance's Global 500 2026 report [1][3]. - The company achieved a Brand Strength Index (BSI) score of 86.8 out of 100, improving its ranking by 16 places from the previous year [1]. - Infosys has demonstrated exceptional growth with a brand value CAGR of 15% over the past six years, reflecting strong demand for its services [3]. Group 2: Strategic Initiatives and Offerings - Infosys is committed to enhancing human potential through transformative enterprise AI solutions, which distinguishes it in the market [2]. - The company offers a suite of AI-powered solutions, including Infosys Topaz™, Infosys Cobalt™, and Infosys Aster™, which support businesses in their digital transformation journeys [2]. - Infosys has established strong partnerships and collaborations, such as a decade-long partnership with ATP and brand ambassadorships with international tennis stars, further enhancing its brand equity [3]. Group 3: Ethical Leadership and Sustainability - Infosys has been recognized as one of the World's Most Ethical Companies by Ethisphere, showcasing its commitment to trust and excellence [4]. - The company has achieved carbon neutrality for six consecutive years and has empowered millions through digital skilling initiatives [4]. - Infosys' ESG Vision 2030 emphasizes delivering transformative solutions while fostering inclusivity and creating sustainable value for businesses and communities [4].

Core Insights - Infosys has launched an AI-First Global Capability Center (GCC) Model aimed at transforming GCCs into AI-powered innovation hubs for enterprises [1][2][5]. Group 1: Offering Details - The AI-First GCC Model provides comprehensive support for setting up and transforming GCCs, addressing challenges in scaling and operational readiness [2][6]. - Key components of the offering include Infosys Agentic Foundry for AI agent development, EdgeVerve AI Next as a unified platform for enterprise-scale AI, and Infosys Topaz™ for integrating AI services across the GCC lifecycle [3][5]. Group 2: Client Engagements and Impact - Infosys has a proven track record with over 100 engagements, including partnerships with Lufthansa Systems, zooplus, and Danske Bank, focusing on establishing and managing GCCs [2][5]. - Lufthansa Systems highlighted the collaboration with Infosys as pivotal for their digital transformation, enhancing aviation safety and operational efficiency through AI [4]. - Danske Bank reported significant integration of AI into their software delivery lifecycle, showcasing the impact of Infosys' expertise in creating an AI-first banking environment [4]. Group 3: Strategic Capabilities - Infosys enables clients to transform GCCs into scalable innovation engines, emphasizing technology, talent, and operational models [4][7]. - The offering includes various operational models such as Build-Operate-Transfer (BOT) and joint ventures to suit enterprise needs [6][7]. - The Infosys Springboard digital learning platform is utilized to ensure a sustainable talent pipeline tailored to enterprise requirements [6].