The IT sector in India is at a crucial juncture. While the Artificial Intelligence market is anticipated to reach USD 244.22 billion, Cloud Computing is expected to hit USD 912.77 billion in 2025. The rapid adoption of these modern technologies in the global corporate landscape is the key driver of this growth prospect. A McKinsey report published in March 2025 highlights that 78% of organisations that participated in the survey use AI in at least one business function, compared to the 72% in early 2024.
This puts businesses like Infosys at a pivotal juncture in their growth story. As the evolving digital landscape opens new opportunities, the question of future relevance and prominence lies in strategic developments for the IT sector in India.
Therefore, this blog takes a closer look at Infosys, one of the flagbearers of next-gen digital services in India to aid an optimal Infosys share price analysis. However, before delving into the key highlights, it’s important to take a look at the background of the company in this space.
Infosys’ growth in global digital transformation
Established in 1981 with USD 250 as capital, Infosys today stands as a USD 19.3 billion company. With a dominant presence in more than 50 countries, the primary functions of the company are in the spaces of AI, cloud services and agile workflows.
The two primary proprietary platforms of the company are Infosys Topaz for AI and Cobalt for Infosys cloud services. Through these two platforms, the company addresses transformation and aids in the deployment of these next-gen technologies across industries. Let’s take a look at some of the top clients of these platforms.
| Client | Industry | Platform Used |
| Daimler (Mercedes-Benz Group) | Automative | Infosys Cobalt |
| Roland Garros | Sports | Infosys Topaz |
| Syngenta | Agriculture | Infosys Cobalt |
| Spark | Telecom | Infosys Topaz and Cobalt |
However, a key strategic partnership of Infosys that has caught recent headlines is that with Google.
Infosys AI Investments: Evolving Google-Infosys Strategic Partnership
Infosys and Google share a strong and multi-faceted strategic partnership based on the shared vision of accelerated digital transformation among various enterprises. Their partnership leverages the strengths of both companies, primarily Infosys Topaz and Cobalt along with the advanced Google Cloud offerings namely Vertex AI and Generative AI technologies.
Let us take a closer look at a recent development in this partnership, aiding in Infosys AI investments.
- Infosys-Google Cloud Partnership Yields Over 200 AI Agents.
Infosys Topaz, in partnership with the Vertex AI platform of Google Cloud, launched over 200 enterprise AI agents. The objective is to simplify complex, intricate and multi-agent enterprise functions over a wide scale. Industry leaders term this development as a ‘milestone’ while recounting its benefits.
| According to the Executive Vice President, Global Services Head, AI and Industry Verticals of Infosys, “the development of more than 200 enterprise AI agents marks a milestone in our continued efforts to innovate and lead in the enterprise AI space. With Infosys Topaz AI offerings and Google Cloud’s advanced AI frameworks, we are enhancing Human+AI collaboration and unlocking new levels of efficiency and precision across industries. This initiative not only demonstrates our capabilities but also reinforces our commitment to helping businesses navigate their next.” |
Some of the prominent advantages of these AI agents are discussed below.
- Industry: These agents can cater to various sectors, including retail, healthcare, telecom, finance, manufacturing and many more.
- Automation: The AI agents strive to offer real-time monitoring and independent decision-making capabilities along with a range of other capabilities.
- Data extraction: Conversion of raw data into actionable insights is made possible through machine learning and other advanced cognitive mechanisms.
- Security: Communication through encryption channels allows privacy of sensitive data and information, amidst the growing cybersecurity concerns.
Now, let’s take a look at some examples of these AI agents and their usage.
| Agent | Use case | Risk mitigation |
| Monitoring Agent | Continuous monitoring of the current system and alerts during any deviation. | Prevent network issues and reduce downtime. |
| Corporate Finance Agent | Cashflow management and optimal fiscal reporting | Combats defaults and fiscal errors. |
| Forecasting agent | Optimal inventory management and supply-chain optimisation through real-time monitoring and prediction. | Aids in reducing shortages and delays. |
However, this is not the first collaboration between these two tech giants. Let’s take a broader view of the historical partnership shared by Infosys and Google.
- Historical collaboration between Infosys and Google
Not only the collaborative manufacturing of next-gen technologies but also training and outreach characterise the Google-Infosys relationship.
- Training: According to an 18 October 2023 press release, Infosys aimed to train 20,000 practitioners on the generative AI platforms developed by Google, namely Vertex AI and Duet AI. However, by 2024, reports claimed the number to be 60,000.
INCREASE IN INFOSYS TRAINING
- Events: Infosys participated as the signature sponsor of the Google Cloud Next 2025. It is the annual flagship event of Google Cloud. The company demonstrated the Infosys cloud services and industry expertise in this event and even delivered a talk on building a scalable and responsible Enterprise AI foundation.
The continued commitment of Infosys towards AI and cloud services amidst the evolving modern needs of the 21st century is crucial for its growth plan. However, what are the tangible impacts of this future-augmented growth plan?
Impact of AI on Infosys Revenue and Client Wins
Infosys has emerged as one of the key players in the next-gen technology services. Various other parameters can indicate its growing trend. Some of them are discussed below.
- Awards: The company won the global Google Cloud Partner of the Year Award 2025. It has won the award for four consecutive years as of 2024. Moreover, Infosys was awarded the Google Cloud Specialisation Partner of the Year Award in 2023. Moreover, Brand Finance ranked Infosys as one of the top three IT brands globally.
- Key deals: The Total Contract Value of large companies stood at USD 2.6 billion in Q4FY25. Strategic collaboration with Citizens Financial Group, Lufthansa Group and Siemens AG expanded, marking a strong client profile.
However, the Q4FY25 report has some other key highlights that require investor consideration.
- Analysing the Fiscal Performance of Infosys
Many quarterly statements have come since the Infosys Q1 2025 earnings and future outlook report. The table below compares the current quarterly report to understand the fiscal health of the company.
| Parameter | March 2024 (₹ Crore) | March 2025 (₹ Crore) |
| Sales | 37,923 | 40,925 |
| Operating Profit | 8,784 | 9,874 |
| Operating Profit Margin (%) | 23 | 24 |
| Net Profit | 7,975 | 7,038 |
Therefore, while Revenue From Operations witnessed an 8% year-on-year increase, net profit diminished by 11.75% year-on-year. Keeping these in mind, let’s understand the Infosys share price analysis.
Infosys Share Price Analysis
In the early trading hours of Monday, 14 July 2025, Infosys’ share has plummeted 1.66%. With ₹652428.50 crore market capitalisation as of 14 July 2025, the company witnesses a daily volatility of 160. The trading volume of ₹91.73 lakhs corresponds to ₹1,439.66 crores. The chart below shows the stock movement.
INFOSYS CHART AS OF 14 JULY 2025
Bottomline
With ₹652428.50 crore market capitalisation as of 14 July 2025, Infosys is the second-largest software company in India. The company has taken significant steps to solidify its position in the evolving tech space. While the company is currently gearing up for its next quarter report on 23 July 2025, it is important to take a comprehensive look at its growth prospects and product offering. The strategic partnership of the company with Google seems like an important milestone, as reported by multiple industry experts.
