Infosys Ltd. recorded a notable block trade on the National Stock Exchange (NSE) worth Rs. 63.93 crores, highlighting significant institutional activity in the IT major's shares.

Block Trade Details

The large transaction involved substantial volume and value, demonstrating active participation from institutional investors in Infosys shares.

Market Significance

Block trades represent large-volume transactions typically executed by institutional investors, mutual funds, or other significant market participants. Such transactions are conducted outside the regular market to avoid impacting the stock's market price during execution.

The execution price of Rs. 1268.60 per share reflects the prevailing market conditions at the time of the transaction. The substantial volume of over 500,000 shares indicates meaningful institutional interest in Infosys stock.

Transaction Impact

This block trade represents a significant monetary transaction in the Indian IT sector, with the total value exceeding Rs. 63 crores. Such large-scale transactions often reflect strategic portfolio adjustments by institutional investors or fund managers.

The transaction demonstrates continued institutional confidence in Infosys as a leading player in the information technology services sector.

Infosys Limited has announced a strategic collaboration with Anthropic, an AI safety and research company, to develop advanced enterprise AI solutions across multiple regulated industries. The partnership, announced on February 17, 2026, aims to deliver transformational AI value beyond efficiency gains by combining deep industry expertise with frontier AI technology.

Strategic Collaboration Framework

The collaboration integrates Anthropic's Claude models, including Claude Code, with Infosys Topaz AI offerings to help enterprises automate complex workflows, accelerate software delivery, and adopt AI with the governance and transparency that regulated industries require. The partnership will launch in telecommunications with a dedicated Anthropic Center of Excellence before expanding across financial services, manufacturing, and software development sectors.

Agentic AI Solutions Across Industries

A core focus of the collaboration will be agentic AI systems that go beyond answering questions to independently handling multi-step tasks like processing claims, generating and testing code, or managing compliance reviews. Using tools like the Claude Agent SDK, Infosys and Anthropic will help clients build AI agents that can work persistently across long, complex processes rather than one-off interactions.

The partnership will develop custom AI agents tailored to specific industries:

• Telecommunications: AI agents will modernize network operations, streamline customer lifecycle management, and improve service delivery in operationally complex and heavily regulated environments
• Financial Services: AI agents will detect and assess risk faster, automate compliance reporting, and deliver personalized customer interactions based on full account history and market conditions
• Manufacturing and Engineering: Claude will accelerate product design and simulation, reducing R&D timelines and enabling more iterations before production
• Software Development: Teams will use Claude Code to write, test, and debug code, helping developers move faster from design through production

Leadership Perspectives

Dario Amodei, Chief Executive Officer and Co-Founder of Anthropic, emphasized the importance of domain expertise in bridging the gap between AI demos and regulated industry applications. He highlighted Infosys's expertise across telecommunications, financial services, and manufacturing as crucial for creating AI agents that demand precision, compliance, and deep domain knowledge.

Salil Parekh, Chief Executive Officer of Infosys, described the collaboration as a strategic leap toward advancing enterprise AI, enabling organizations to unlock value and become more intelligent, resilient, and responsible. He emphasized the goal of leveraging joint expertise to accelerate AI value realization for global enterprises across various sectors.

Implementation and Modernization Focus

The collaboration will also help organizations modernize legacy systems by combining Infosys Topaz and Claude to accelerate migration and reduce the cost of updating aging infrastructure. Infosys is already deploying Claude Code within its own Exponential Engineering organization, building internal expertise and best practices that will directly inform client engagements.

The partnership represents a commitment to ensuring AI drives real transformational value by reimagining the enterprise operating model through the combination of deep industry expertise, frontier AI, and engineering scale into one unified approach.