Infosys Research: AI investments show ROI gap, focus on operational value
Infosys research reveals a gap in AI ROI, with 80% of executives seeing AI as critical for revenue but 25% experiencing below-expectation returns. The report highlights AI's current strength in operational efficiency and cost savings, not direct revenue growth. Challenges in measuring ROI and scaling pilots hinder value realization.
This is a research report published by Infosys, not a direct operational or financial announcement impacting the company's immediate performance.
The report presents findings on the current state of AI investments and their ROI, highlighting both opportunities and challenges. It is an informative piece rather than a direct announcement of positive or negative company performance.
Infosys has released a new report, "The AI ROI Gap: Turning Ambition Into Enterprise Value," highlighting a disconnect between executive expectations for AI and the actual returns companies are realizing. The report surveyed over 1,000 U.S. senior executives and found that while 80 percent believe AI is critical for revenue growth, one in four report AI investment ROI falling below expectations.
The research indicates that AI's primary current impact is in accelerating speed to market, improving operational efficiency, and reducing costs, rather than direct top-line revenue growth. Three-quarters of respondents noted a net positive value from AI, with significant gains in speed to market and cost savings.
However, measuring AI success remains a challenge, with two-thirds of executives reporting difficulty in quantifying AI ROI. Nearly half lack a centralized KPI framework, and only a quarter formally track speed to market, potentially undercounting AI's value creation. A major barrier to realizing returns is the scaling of AI pilots; nearly three-quarters of respondents stated fewer than 25 percent of AI pilots successfully scale enterprise-wide with intended ROI, often due to unclear business cases and poorly defined ROI targets.
Furthermore, workforce behavior and governance are emerging as critical ROI factors. Concerns about employee overreliance on AI tools, unapproved usage, and security risks are growing. The report suggests that effective governance, training, and human oversight are as crucial as the technology itself for AI success.
To bridge the AI ROI gap, Infosys recommends organizations define business outcomes before technology implementation, expand measurement frameworks beyond revenue, and strengthen governance practices. Disciplined execution, coupled with ambitious AI investments, will be key for companies aiming to realize lasting value as AI deployment matures.
What to do with a filing like this
Infosys Limited filed this with the NSE as a statutory disclosure, categorised under press release. It is a primary document, not a recommendation, and the desk marks it low impact, the band that almost never moves a portfolio on its own.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Infosys Limited. Read the original for the full detail.