Infosys Limited has announced a strategic collaboration with Cursor, a leading AI-powered development platform, to accelerate software engineering capabilities for global enterprises. The partnership, announced on January 27, 2026, focuses on establishing a Center of Excellence (CoE) to drive enterprise adoption of AI-powered software engineering agents in developing AI-native products.

Strategic Collaboration Framework

The collaboration centers on integrating Cursor's enterprise-grade AI-assisted development capabilities with Infosys Topaz Fabric™, a purpose-built agentic services suite. This multi-layer AI fabric unifies infrastructure, models, data, applications, and workflows into a composable, agent-ready ecosystem. The integration aims to help clients build, modernize, and scale enterprise systems with increased velocity and higher quality across both greenfield and brownfield opportunities.

Center of Excellence Features

The CoE will serve multiple strategic functions to enhance AI-powered software development:

Cursor Platform Performance Metrics

Cursor's platform demonstrates significant enterprise adoption and performance improvements. Trusted by 64 percent of the Fortune 1000, the platform combines frontier coding models with a secure, enterprise-grade Integrated Development Environment (IDE). The platform enables multi-agent development, deep codebase understanding, automated test generation, and accelerated refactoring capabilities.

Leadership Perspectives

Michael Truell, CEO and Co-Founder of Cursor, emphasized Infosys' commitment to building an AI-first organization as a natural foundation for collaboration. He highlighted Infosys' global scale, delivery rigor, and deep industry expertise as creating an ideal environment to demonstrate AI software engineering tools' enterprise capabilities. The collaboration will enable over 100,000 software engineers at Infosys with agentic coding platforms.

Salil Parekh, Chief Executive Officer & Managing Director of Infosys, described the strategic collaboration as aimed at redefining how global enterprises build and scale AI-powered digital solutions. He emphasized the Center of Excellence's role in equipping both Infosys developers and clients with robust, enterprise-grade tools to facilitate major modernization efforts and enable organizations to update their systems and processes efficiently.

Enterprise Impact and Modernization

The collaboration strengthens modernization capabilities through Infosys Topaz Fabric, which accelerates modernization and fosters innovation to help clients reach strategic goals. The partnership focuses on transforming ideas into measurable impact by providing comprehensive tools and resources for enterprise system development and scaling. The initiative addresses both immediate development needs and long-term strategic digital transformation objectives for global enterprises seeking to leverage AI-powered software engineering capabilities.

Infosys shares gained 0.52% in Tuesday's trading session, closing at Rs 1,679.50. The stock witnessed significant trading activity with over 65.4 lakh shares changing hands on the NSE during afternoon trading, indicating strong investor interest in the IT services major.

Strong Annual Financial Performance

Infosys has demonstrated robust financial growth over the past five years. The company's annual performance shows consistent expansion across key metrics:

The annual revenue has risen steadily from Rs 100,472.00 crore in 2021 to Rs 162,990.00 crore in 2025, representing significant growth momentum. Net profit has similarly increased from Rs 19,423.00 crore to Rs 26,750.00 crore during the same period.

Recent Quarterly Trends

The company's quarterly performance shows mixed trends in recent periods:

Revenue increased from Rs 41,764.00 crore in December 2024 to Rs 45,479.00 crore in December 2025. However, net profit decreased slightly from Rs 6,822.00 crore to Rs 6,666.00 crore during the same period.

Strong Balance Sheet and Cash Position

Infosys maintains a robust financial position with total assets growing from Rs 108,386 crore in March 2021 to Rs 148,903 crore in March 2025. The company operates with zero debt, maintaining a debt-to-equity ratio of 0.00 across all reported periods. Cash flow from operating activities has strengthened significantly, increasing from Rs 23,224 crore in March 2021 to Rs 35,694 crore in March 2025.

Shareholder Returns and Corporate Actions

Infosys has consistently rewarded shareholders through various corporate actions:

Recent Dividend Announcements:

• Interim dividend of Rs 23 per share (460%) announced on October 16, 2025
• Final dividend of Rs 22 per share (440%) announced on April 17, 2025

Historical Bonus Issues:

• 1:1 bonus issues announced on July 13, 2018, April 24, 2015, October 10, 2014, and April 14, 2006
• Stock split executed on January 24, 2000, changing face value from Rs 10 to Rs 5

Key Financial Metrics

The company's financial ratios reflect stable operational performance. The current ratio stands at 2.27 as of March 2025, indicating strong liquidity position. Net profit margin was 16.41% in March 2025, while the return on equity was 27.87%. The price-to-earnings ratio stands at 24.35, with book value per share at Rs 231.11.