Infosys to acquire Australian cybersecurity firm The Missing Link to strengthen APAC digital defence offerings

Infosys has signed a definitive agreement to acquire The Missing Link, a leading Australian cybersecurity services provider, in a strategic move that significantly enhances its digital defence capabilities across Asia and the Pacific. The acquisition, expected to close in the first quarter of fiscal 2026, marks a continuation of Infosys’ investment in next-generation cybersecurity infrastructure and talent to meet rising demand from global clients navigating complex digital transformation journeys.

Announced on April 17, 2025, the transaction will bring The Missing Link’s advanced cybersecurity team—including Red and Blue Team experts and a state-of-the-art Global Security Operations Centre (GSOC)—into Infosys’ existing global cyber defence ecosystem. The Sydney-headquartered firm has a track record of delivering strategic advisory, penetration testing, cyber risk assessments, compliance management, and managed security services to multinational clients, using both proprietary accelerators and partnerships with top-tier technology platforms.

Why is Infosys acquiring The Missing Link?

The acquisition aligns with Infosys’ broader strategy of bolstering its cybersecurity and cloud capabilities in the Asia-Pacific region, particularly Australia, where digital maturity is accelerating and cyber threats are becoming more sophisticated. According to Satish HC, Executive Vice President and Chief Delivery Officer at Infosys, the deal is intended to deliver “specialized end-to-end cybersecurity offerings” by combining The Missing Link’s domain expertise with Infosys’ cloud platform, Infosys Cobalt.

This acquisition is part of a series of investments Infosys has made to expand its security services offering globally. The firm has been ramping up its cybersecurity service lines to support hybrid cloud adoption, AI-driven risk intelligence, and resilient digital infrastructure—capabilities increasingly demanded by enterprises operating in regulated sectors such as finance, healthcare, and government.

The Missing Link’s suite of cybersecurity solutions covers the entire stack of enterprise risk, data protection, and compliance, making it a natural fit for Infosys’ digital services business. Together, the companies will offer a comprehensive full-stack cybersecurity suite spanning advisory, implementation, threat detection, mitigation, and governance.

What does The Missing Link bring to Infosys?

Established in 1997, The Missing Link has evolved into a trusted IT and cybersecurity advisor for enterprises across Australia, with growing traction in Asia. The company’s diverse portfolio includes not only cybersecurity but also cloud and infrastructure services, robotic process automation (RPA), and Generative AI-driven automation tools.

Founder and CEO Alex Gambotto highlighted that the deal would allow The Missing Link to tap into Infosys’ global reach, digital platforms, and innovation pipeline, while continuing to deliver on its core promise of “under promise, overdeliver.” The team, he said, remains committed to maintaining its client-first approach and strengthening its solutions through Infosys’ expansive resources and global best practices.

With cyberattacks growing in both volume and sophistication, Australian organisations are under pressure to meet higher cybersecurity standards. The Missing Link’s GSOC and Red Team operations give Infosys a vital localised presence to better serve clients facing region-specific regulatory and threat environments.

How does this acquisition fit into Infosys’ global growth roadmap?

Infosys has long positioned itself as a next-generation digital services and consulting leader, and cybersecurity has increasingly become central to its growth model. The integration of The Missing Link complements previous investments in automation, AI, cloud orchestration, and digital transformation partnerships.

Infosys has over 300,000 employees and serves clients in more than 56 countries. With over four decades of enterprise experience, the company is known for helping large corporations modernise legacy systems, adopt cloud and AI-first strategies, and embed always-on cybersecurity into their digital DNA.

As part of its digital defence strategy, Infosys has built a network of global cyber defence centres, or CDCs, which this acquisition further extends. The Missing Link’s inclusion strengthens Infosys’ cybersecurity services in Australia, an increasingly important market amid geopolitical shifts and a heightened focus on data sovereignty, particularly in sectors like banking, telecom, and utilities.

What are the deal terms and closing expectations?

While financial terms of the transaction have not been disclosed, Infosys confirmed that the acquisition will close by the end of June 2025, subject to regulatory and customary closing conditions. Investment banking advisory was provided to The Missing Link by TH Global Capital.

Infosys has traditionally remained acquisitive, but focused, in its M&A approach. Past acquisitions include U.S.-based Kaleidoscope Innovation, Denmark’s BASE Life Science, and the more recent acquisition of InSemi for semiconductor design services. Each deal targeted high-growth niches aligned with digital transformation demand.

What does this mean for clients in Asia-Pacific and beyond?

With digital transformation programmes expanding, particularly in the APAC region, clients face rising challenges around securing endpoints, governing data in multi-cloud environments, and managing compliance under new cyber regulations. The acquisition of The Missing Link strengthens Infosys’ ability to serve clients with cybersecurity solutions tailored to regional and sector-specific threats.

The move is also likely to attract institutional interest, given the growing focus on data protection, cloud security, and cyber resilience among large-cap tech firms. For publicly traded Infosys (NSE: INFY), this strategic alignment could positively influence long-term investor sentiment.

Infosys stock sentiment and analyst outlook post-acquisition

As of the last trading session before the deal announcement, Infosys shares (NSE: INFY) were trading in a relatively stable range, with institutional investors awaiting quarterly results and forward guidance. The cybersecurity sector remains a high-conviction theme for many funds, especially in the wake of increased cyberattack visibility across critical sectors.

The acquisition of The Missing Link is expected to be margin-accretive in the medium term, given the demand for managed security services and compliance advisory. Infosys’ Cobalt cloud and AI stack could unlock cross-selling synergies, strengthening both its value proposition and pricing power in digital transformation contracts.

Analysts may view this acquisition as a bullish signal for Infosys’ cloud-security convergence roadmap, potentially reinforcing its positioning against global consulting and IT majors such as Accenture, TCS, and Capgemini. In the short term, the stock is likely to see stable to positive movement, depending on macroeconomic cues and Q1FY26 results.

How does this deal reinforce Infosys’ cybersecurity strategy?

The acquisition builds on Infosys’ AI-first and cloud-native cybersecurity vision, adding regional expertise and client intimacy via The Missing Link’s team and capabilities. By expanding its localised cyber defence network, Infosys improves its competitive edge in a region seeing heightened investment in enterprise cybersecurity solutions.

Infosys is expected to integrate The Missing Link into its Cyber Next and Cobalt service portfolios, offering layered protection services, advanced threat intelligence, and compliance solutions built for APAC-specific risk landscapes.

In the coming quarters, Infosys may explore additional bolt-on acquisitions or partnerships to further consolidate its presence in high-growth security services markets, particularly in Asia and North America.