Infosys shares in focus after acquiring two US-based companies for $560 million – News Air Insight

Spread the love


Shares of IT services major Infosys will be in focus heading into trade on Friday after announcing that it will acquire two U.S.-based firms in all-cash deals: healthcare digital transformation company Optimum Healthcare IT for $465 million and insurance technology consulting firm Stratus for $95 million.

The combined deal value of $560 million makes it the second-largest acquisition since 2025, behind Tata Consultancy Services’ $700 million purchase of Coastal Cloud in December last year.

Infosys said the larger acquisition, Optimum, will strengthen its presence in the healthcare provider segment by adding new client relationships, expanding its technology capabilities and creating synergies across new buying centres.

Optimum, previously owned by private equity firm Achieve Partners, along with its founders and management, will bring over 1,600 employees with deep healthcare expertise into Infosys.

Chief executive Salil Parekh said the integration of Optimum’s provider capabilities with Infosys Topaz and Infosys Cobalt will help deliver end-to-end cloud, data and digital transformation for healthcare clients at scale.


Gene Scheurer, CEO and co-founder of Optimum Healthcare IT, said the backing of Infosys’ global scale and long-term investments will support faster AI-led and digital growth, while maintaining the company’s existing service focus and client relationships.

Also Read | Less than half equity mutual funds offer positive returns in FY26. Were they a part of your portfolio?

The second acquisition, Stratus, was earlier owned by U.S.-based Smart Global Holdings, along with its founders and management. It adds a team of more than 450 professionals to Infosys.

Infosys said combining Stratus’ expertise in Guidewire and property and casualty insurance platforms with its AI offerings will help improve customer experience for insurers and support core modernisation, cloud adoption and data-driven transformation. The deal is also expected to widen Infosys’ reach among global insurance clients and decision-makers.

Chuck Fillizola, chief executive of Stratus, said the partnership will accelerate innovation while maintaining the firm’s consulting-led and client-focused approach.

The transactions include upfront payments and earn-outs, and exclude management incentives and retention bonuses. Infosys will acquire 100% equity in Optimum Healthcare IT and partnership interest in Stratus.

Both deals are expected to close in the first quarter of fiscal 2027 through Infosys Nova Holdings LLC, a wholly owned subsidiary of Infosys Limited, subject to customary closing conditions.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times.)



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *