Infosys to acquire Optimum Healthcare IT and Stratus in $560 million expansion push

Infosys has announced plans to acquire two U.S.-based firms—Optimum Healthcare IT for $465 million and Stratus for $95 million—in all-cash deals, marking a significant step in its strategy to strengthen domain capabilities in healthcare and insurance. The development, reported in March 2026, brings the total deal value to $560 million.

The acquisition of Optimum Healthcare IT is expected to enhance Infosys’ presence in the healthcare provider segment by adding new client relationships, expanding domain expertise, and strengthening its digital transformation capabilities. The firm, which brings over 1,600 employees with healthcare specialization, will help Infosys deepen its offerings in cloud, data, and AI-driven healthcare solutions.

Infosys plans to integrate Optimum’s capabilities with its existing platforms, including Infosys Topaz and Infosys Cobalt, to deliver end-to-end digital transformation services for healthcare providers. This combination is aimed at accelerating modernization efforts and improving operational efficiency across healthcare systems.

The second acquisition, Stratus, focuses on strengthening Infosys’ position in the property and casualty insurance sector. With a team of over 450 professionals, Stratus brings expertise in insurance platforms such as Guidewire, along with consulting capabilities that will support AI-led transformation, cloud adoption, and data-driven innovation for insurance clients.

The deals are part of Infosys’ broader strategy to expand its vertical-specific offerings and accelerate AI-driven digital transformation across industries. By combining domain expertise with its technology platforms, the company aims to deliver more specialized and scalable solutions to global clients.

Both acquisitions are expected to close during the first quarter of fiscal 2027, subject to regulatory approvals and customary closing conditions. The transactions will be executed through Infosys Nova Holdings, a wholly owned subsidiary of the company.

Overall, the move underscores Infosys’ continued focus on inorganic growth to strengthen its capabilities in high-demand sectors such as healthcare and insurance, particularly as enterprises increasingly invest in AI, cloud, and digital transformation initiatives.

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