Infosys Limited

INFYintermediary

Infosys is India's second-largest IT services company, providing application development, ERP implementation, and digital transformation services to Fortune 500 companies globally. It employs a high-margin offshore delivery model.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($19.3B)

Data statis (memuat keuangan langsung…)

Financial Services (28%)

Retail, Consumer & Logistics (16%)

Manufacturing (14%)

Other Verticals (42%)

Komposisi segmen dan pelanggan utama

Detail produk

IT Services & Consulting55%

Application management, ERP implementation, and IT infrastructure services. Core offshore delivery model.

Digital & Cloud Transformation35%

Cloud migration, data analytics, AI/ML implementation, and cybersecurity services.

Business Process Management (BPO)10%

Finance, procurement, and HR outsourcing through Infosys BPM.

Hubungan Rantai Pasok

Pesaing

Accenture plc

IT consulting and outsourcing

Dampak: Accenture is larger but direct competitor

International Business Machines Corporation

IT services

Dampak: competing in enterprise IT

Konteks makro dan pasar

IT / 소프트웨어Berita sektor

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Katalis mendatang

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

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Info Perusahaan

Kantor Pusat

Bengaluru, India

Didirikan

1981

Karyawan

317,000

Situs Web

infosys.com

Gambaran umum sektor — IT / 소프트웨어

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