Infosys Forecasts 13% Revenue Growth, Joins ExxonMobil on AI Cooling
SGA’s Emerging Markets Growth Strategy named Infosys a top Q4 contributor, driven by recurring revenues, robust free cash flow from industry-leading operating margins, and large digital-transformation wins including the NHS workforce management contract, while projecting 13% revenue and 16% EPS annual growth over the next three years. Infosys also expanded its collaboration with ExxonMobil to integrate immersion-fluids cooling technology with its Topaz AI platform and Cobalt cloud suite, aiming to cut data-center energy costs and carbon emissions for hyperscalers, enterprises, and public-sector clients.
1. Q4 Outperformance and Growth Outlook
SGA’s Emerging Markets Growth Strategy highlighted Infosys as a top contributor in Q4, attributing performance to steady execution, resilient recurring revenues, and industry-leading operating margins. The firm noted large digital-transformation wins, including the NHS workforce management contract, and forecasts 13% annual revenue growth and 16% earnings growth over the next three years.
2. AI Infrastructure Cooling Collaboration
Infosys expanded its strategic collaboration with ExxonMobil to deploy Data Center Immersion Fluids, combining ExxonMobil’s thermal management technology with Infosys Topaz AI and Cobalt cloud suite. The partnership aims to deliver high-efficiency cooling systems to reduce energy costs and carbon emissions across hyperscalers, global enterprises, and public-sector data centers.