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Infosys is acquiring two US-based companies in a $560 million deal to strengthen its healthcare and insurance capabilities.
What’s the deal: the company will acquire Optimum Healthcare IT for up to $465 million and Stratus for up to $95 million.
Optimum is a Florida-based healthcare consulting firm with 1,600+ employees and FY25 revenue of $275.9 million, while Stratus is a New Jersey-based firm with 450+ employees, focused on tech services for insurance companies.
What this brings to Infosys: these companies brings in deeper expertise in healthcare systems, electronic health records, and insurance tech platforms like Guidewire.
Infosys is getting into these platforms because that’s where the real money and future growth in IT services is shifting.
First, these are core systems. Hospitals and insurers run their entire operations on them, patient data, billing, claims, compliance, everything. Once a company like Infosys gets into these systems, it becomes deeply embedded with clients, leading to long-term, sticky contracts.
Second, clients today don’t just want coding help, they want end-to-end solutions
Big theme: India’s healthcare market is already worth over $370 billion and is expected to cross $600 billion by 2030, while the financial services ecosystem is expanding rapidly with rising insurance penetration and digital adoption.
At the same time, global clients in these sectors are cutting discretionary tech spends, pushing IT companies to focus on domain expertise. This is why deals like these are becoming common, it’s less about scale, more about specialisation.
