Infosys is making strategic moves to boost its service offerings in cybersecurity and energy/commodity trading through the acquisition of two companies:
- The Missing Link, a Sydney-based cybersecurity firm
- MRE Consulting, a Houston-based expert in energy and commodity trading risk management (E/CTRM)
These deals aim to strengthen Infosys’ position in two fast-growing sectors, with both acquisitions expected to close by the end of Q1 FY2026 (June 30).
🔒 Cybersecurity Focus
The Missing Link will be integrated with Infosys Cobalt, enhancing Infosys’ end-to-end cybersecurity offerings. The firm brings expertise in risk assessments, offensive and defensive security, and managed services. EVP Satish HC noted the move is part of a broader effort to “usher in a new wave of differentiated value” for customers.
⚡ Energy Sector Push
With MRE Consulting, Infosys gains 200+ experts and proprietary E/CTRM frameworks across multiple commodities and business models. EVP Ashiss Kumar Dash emphasized the growing demand for digital transformation in the energy and sustainability space, highlighting MRE’s strategic fit for global corporations integrating renewables and navigating energy complexity.
💰 Financial Outlook
For FY2025, Infosys reported:
- Revenue: $19.28B (up 4.2%)
- Operating margin: 21.1%
- EPS growth: 8.3%
However, FY2026 guidance is cautious, with expected revenue growth between 0% and 3%, and operating margins projected between 20%-22%.
These acquisitions are part of Infosys’ effort to drive growth through specialized capabilities, even in a slower revenue growth environment.
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