Infosys Unveils ‘Topaz Fabric’ to Accelerate Enterprise AI Transformation

Infosys introduced Topaz Fabric, an advanced stack of AI agents and services designed to accelerate enterprise adoption of artificial intelligence. The platform integrates over 50 AI agents with nine enterprise systems, aiming to enhance IT operations, transformation, cybersecurity, and quality engineering.

Nu Skin has partnered with Infosys to leverage the platform for beauty and wellness technology operations using Agentic AI. The launch signifies Infosys’s shift toward scalable AI-driven enterprise models that enhance value realization.

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Bharti Airtel and Bharti Hexacom Report Robust Growth Momentum

Bharti Airtel posted stellar Q2 FY26 results with consolidated net profit rising 89% YoY to ₹6,791 crore. Revenue climbed 26% YoY to ₹52,145 crore, supported by higher ARPU (₹256) and expanding 4G/5G user base. India Mobile segment saw strong momentum with over 1 million postpaid additions.

Bharti Hexacom, its regional arm, reported net profit of ₹421 crore (+66% YoY) with revenue growth of 10%. The company’s EBITDA margin improved to 52%, highlighting operating efficiency in key circles.

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Vodafone Idea Gains on AGR Relief and Fundraising Clarification

Vodafone Idea clarified that media reports about a $6 billion investment by a US PE firm were incorrect. However, the company confirmed ongoing discussions for capital raising. Legal sources highlighted that the Supreme Court may permit AGR dues reconsideration until FY27, potentially lowering liabilities and improving valuations.

Brokerages estimate that full AGR relief could add ₹4–5 per share to Vodafone Idea’s valuation. A positive court outcome, along with tariff rationalization, may significantly de-leverage its balance sheet over the next two years.

Urban Company Delivers 37% YoY Revenue Growth in Q2 FY26

Urban Company reported revenue of ₹380 crore, up 37% YoY, driven by growth in core cleaning and beauty services. Adjusted EBITDA loss narrowed to ₹35 crore, with its core India business generating ₹18 crore profit. The company’s new vertical, Insta Health, recorded 4.7 lakh monthly orders within eight months of launch.

Native, its connected home solutions arm, reported NTV of ₹97 crore (+164% YoY) and turned EBITDA positive. The management guided for long-term steady-state margins of 9–10% of NTV post FY27.

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Investor Takeaway

India’s digital transformation theme continues to build momentum across IT, telecom, and home service platforms. Infosys’s AI stack, Bharti Airtel’s performance, and Urban Company’s scale-up validate strong consumer and enterprise adoption. With AI, 5G, and platform consolidation emerging as next growth drivers, selective exposure can deliver compounding returns.

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