Infosys announced the definitive purchase of Stratus, a U.S. property‑and‑casualty insurance technology firm, for $95 million, and Optimum Healthcare IT, a top‑rated healthcare digital‑transformation provider, for $465 million, bringing the total transaction value to $560 million.
Stratus brings a team of more than 450 experts and deep Guidewire platform expertise, positioning Infosys to strengthen its presence in the property‑and‑casualty insurance market through advanced cloud, data, and AI‑enabled services.
Optimum Healthcare IT adds a workforce of over 1,600 healthcare specialists and a proven delivery model that has earned it recognition as a Best in KLAS firm, expanding Infosys’s capabilities in cloud, data, and AI for health‑care providers.
The acquisitions align with Infosys’s AI‑first strategy. CEO Salil Parekh said, "Optimum Healthcare IT has established a strong position in the healthcare sector by consistently delivering measurable outcomes through deep domain expertise and trusted client engagements. By bringing together Optimum's provider experience with Infosys Topaz and Infosys Cobalt, we are positioned to create a differentiated value proposition for healthcare providers – accelerating end to end cloud, data, and digital transformation at scale." He added, "Infosys is unlocking AI value for P&C insurers through digital and data‑led transformation. By combining Stratus' deep technology consulting capabilities with Infosys' established leadership in insurance sector, we are further enhancing our ability to drive value for our clients. We are excited to welcome Stratus and its leadership team to Infosys."
Stratus CEO Chuck Fillizola noted, "Stratus was built to help property and casualty insurers modernize their core platforms with deep domain expertise, disciplined execution and meaningful outcomes, while putting people at the heart of every engagement. The future of insurance transformation requires more than technology. It demands execution rigor and the ability to operationalize AI across delivery and operations. Joining Infosys allows us to carry this mission forward at global scale by combining our Guidewire and P&C specialization with Infosys Topaz and Infosys Cobalt."
The deals are expected to close in the first quarter of FY 2027 and are projected to contribute 2‑2.5% to Infosys’s inorganic growth in FY 2027. Analysts note that while the acquisitions may generate near‑term margin pressures, successful integration and leveraging of Infosys’s global scale could offset these effects and support long‑term profitability.
Optimum CEO Gene Scheurer said, "From the beginning, Optimum was built to deliver results through a focus on execution, collaboration, and quality." He added, "With Infosys' long‑term investment and global scale behind us, we're positioned to accelerate AI‑ and digital‑led growth and expand what we can deliver while remaining anchored in the values, service model, and healthcare focus our clients count on."
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