Core Viewpoint - Genpact is set to report its financial results for Q2 2025 on August 7, 2025, after U.S. market close, followed by a management conference call to discuss performance [1]. Group 1 - The financial results will cover the period ended June 30, 2025 [1]. - A conference call is scheduled for 5:00 p.m. ET on the same day to discuss the results [1]. - Participants are encouraged to register in advance for a seamless experience during the call [2]. Group 2 - Genpact is described as an advanced technology services and solutions company that aims to deliver lasting value for leading enterprises globally [3]. - The company utilizes deep business knowledge, operational excellence, and cutting-edge solutions to help various industries [3]. - Genpact emphasizes its commitment to innovation through data, technology, and AI to create future solutions [3].

Core Insights - Genpact has been included in TIME's America's Best Midsize Companies 2025 list, marking its second recognition, which highlights the company's commitment to innovation, employee satisfaction, and sustainability transparency [1][2] Group 1: Company Recognition - Genpact's inclusion in the TIME list reflects its strong performance in revenue growth, employee satisfaction, and sustainability transparency, which are critical parameters for scoring [1][2] - The company operates within a revenue range of $100 million to $10 billion, as highlighted by the TIME and Statista collaboration [2] Group 2: Leadership Statements - Balkrishan "BK" Kalra, President and CEO of Genpact, emphasized the importance of a dynamic and inclusive employee culture, sustained innovation, and exceptional client value as key factors for this recognition [2] Group 3: Company Overview - Genpact is described as an advanced technology services and solutions company that aims to deliver lasting value for enterprises globally through operational excellence and cutting-edge solutions [3] - The company leverages data, technology, and AI to drive innovation and create future solutions [3]

Core Insights - Genpact (G) has experienced a significant share price increase of 41.3% over the past year, outperforming the Computers - IT Services industry growth of 7.4% and the Zacks S&P 500 composite growth of 11.7% [1] Financial Performance - The Zacks Consensus Estimate for Genpact's 2025 earnings is projected at $3.5 per share, reflecting a 5.8% growth from the previous year. For 2026, earnings are expected to reach $3.9 per share, indicating an 8.9% year-over-year increase. The long-term earnings per share growth rate is estimated at 8.6% [4] Sustainability and Recognition - Genpact has been recognized for its commitment to sustainability, making it onto TIME and Statista's 2025 list of the World's Most Sustainable Companies. The company actively reduces its carbon footprint and leverages advanced technologies to drive both environmental impact and financial performance [5] - The company has also been honored as one of the World's Most Ethical Companies by Ethisphere and one of Forbes' World's Best Employers [5] Technological Advancements - The launch of Genpact's agentic AI-powered AP Suite is enhancing its operational efficiency by transforming traditional accounts payable processes through autonomous AI agents, which streamline invoice processing and improve supplier relationships [6][8] - By integrating Microsoft's Azure AI stack, the AP Suite achieves measurable benefits, including up to 90% early discount capture and reduced manual errors [7][8] Strategic Acquisitions - The acquisition of XponentL Data significantly strengthens Genpact's AI and data capabilities, aligning with its focus on delivering end-to-end AI solutions. This move enhances its expertise in life sciences and healthcare [9][10] Shareholder Commitment - Genpact has demonstrated a commitment to its shareholders through increasing dividend payouts, with a quarterly cash dividend of $0.17 per share declared for Q2 2025, marking an 11% increase. The annual dividend is raised to $0.68 per share from $0.61 in 2024 [11] - Additionally, the company has expanded its share repurchase program by $500 million [11]

My recommendation for Genpact Limited (NYSE: G ) is a buy rating. I believe Genpact is entering a new phase of predictable, double-digit EPS growth supported by AI-led transformation and strong demand signals. During the investor day, management laid outI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment dur ...

Core Insights - Genpact has appointed John M. Hinshaw to its Board of Directors, effective July 1, 2025 [1][2][3] Company Overview - Genpact is an advanced technology services and solutions company that aims to deliver lasting value for leading enterprises globally [6] - The company focuses on leveraging AI and advanced technology to help clients drive their businesses forward [2][5] Leadership and Expertise - John M. Hinshaw brings extensive experience in managing change and transformation across various industries, having served in senior roles at HSBC, Hewlett-Packard, Boeing, and Verizon [4][5] - His past roles include Group Chief Operating Officer at HSBC Bank, Executive Vice President at Hewlett-Packard, and Chief Information Officer at Boeing [4] - Hinshaw also has experience as an independent director on the board of Sysco Corporation and previously served on the boards of Bank of New York Mellon and Docusign [5] Strategic Vision - Hinshaw expressed excitement about joining Genpact's Board, emphasizing the need for smarter technology and bold thinking in today's complex global operations [6] - The leadership team at Genpact is focused on driving meaningful and lasting change for clients through innovation and AI [6]

Core Insights - Genpact has been recognized in the TIME World's Best Companies in Sustainable Growth 2025 list, reflecting its strong financial performance and commitment to sustainable business practices [1][2] - The evaluation for this recognition involved 5,700 companies assessed across 20 key performance indicators, with the final ranking of 500 companies based on criteria such as revenue growth, profitability, carbon footprint, water consumption, waste output, and reliance on green energy [2][4] - The company emphasizes a culture of sustainability, investing in upskilling its workforce to drive innovation and deliver purpose-driven work [3][4] Company Performance - Genpact's inclusion in the sustainable companies list highlights its exceptional global talent and the impact of its responsible business practices [1][3] - The company has also been recognized as one of the 2025 World's Most Ethical Companies by Ethisphere for the seventh time and has appeared on Forbes' World's Best Employers list for four consecutive years [4] Commitment to Sustainability - Sustainability is a core aspect of Genpact's culture, with continuous investments in employee development and advanced technologies to help clients achieve sustainable growth objectives [3][4] - The company aims to create lasting value for enterprises globally through operational excellence and innovative solutions [5]

Financial Performance & Growth - Genpact's total net revenue in 2024 was $4.77 billion[38], with Core Business Services contributing $3.74 billion (79%)[37] and Advanced Technology Solutions contributing $1.02 billion (21%)[37] - Genpact achieved a revenue CAGR of 6% from 2022 to 2024[52], growing from $4.4 billion in 2022 to $4.8 billion in 2024[52] - Adjusted EPS grew at a CAGR of 10% from 2022 to 2024[52] - Free cash flow increased from $389 million in 2022 to $530 million in 2024[54] - Return on invested capital increased by 380 basis points from 11.2% in 2022 to 15.0% in 2024[54] Advanced Technology Solutions (ATS) - Advanced Technology Solutions revenue grew 16.2% year-over-year in Q1 2025[62] - Annuitized revenue for Advanced Technology Solutions is approximately 70%[63] - Revenue per headcount for Advanced Technology Solutions is approximately $75,000[63] - Non-FTE revenue accounts for approximately 70% of Advanced Technology Solutions revenue[63] GenAI Solutions - GenAI solutions have seen significant growth, with a 9X year-over-year revenue increase in Q1 2025[56] Future Targets - Genpact aims for at least 7% revenue growth in the medium term[75], with Advanced Technology Solutions expected to grow at least 15%[75]

Genpact Investor Day 2025 Summary Company Overview - **Company**: Genpact - **Event**: 2025 Investor Day - **Date**: June 26, 2025 Key Industry Insights - **Industry**: Business Process Outsourcing (BPO) and AI-led solutions - **Market Size**: Total addressable market exceeds $1 trillion and is growing [13] - **Client Base**: Partners with over 125 Fortune 500 companies, many of which have been clients for over a decade [7] Core Themes and Strategic Initiatives 1. **Transformation to AI-First Company**: - Genpact is pivoting to become an AI-first, data-led innovation company [5] - Emphasis on integrating advanced technologies, especially AI, into core business processes [19] 2. **Growth Model**: - The growth model is built on three pillars: capabilities, clients, and catalysts [43] - Focus on partnerships, data technology, AI simplification, and leading with Genpact as a model for AI-led transformation [15] 3. **Advanced Technology Solutions**: - Introduction of four differentiated capabilities: data and AI, digital technologies, advisory, and agentic solutions [23] - Advanced technology solutions account for approximately 20% of total revenues and are growing rapidly [25] 4. **Client-Centric Approach**: - Strong focus on delivering measurable business outcomes and maintaining high client retention rates (over 106%) [62] - Expansion opportunities arise from delivering predictable outcomes in one area, leading to requests for additional services [52] 5. **Investment in Talent and Partnerships**: - Significant investments in AI talent and partnerships with major firms like AWS, Salesforce, and Microsoft [63][67] - Development of a partnership ecosystem to enhance service offerings and accelerate growth [63] Financial Performance and Goals - **Revenue Growth**: Committed to achieving 10% top-line growth, with a focus on rebuilding momentum after falling short in revenue targets [14] - **Revenue Disaggregation**: Detailed revenue breakdown across Data Tech AI, digital operations, advanced technology solutions, and core business services [25] Client Success Stories 1. **Unilever**: - Collaboration to enhance supply chain efficiency and redefine supplier operations using AI and technology [28] - Focus on improving customer and supplier experiences through co-created global process models [29] 2. **Cisco**: - Partnership aimed at transforming core finance and accounting operations, resulting in significant efficiency gains [54] - Deployment of advanced digital systems to modernize processes and automate transactions [55] 3. **Advantage Solutions**: - Partnership to develop an innovative digital solution for order management, expected to significantly reduce response times and improve efficiency [58][60] Challenges and Solutions - **Common Challenges**: Fragmented data, lack of integration between business and technology teams, and a shortage of scalable AI-ready talent [15][16] - **Proposed Solutions**: Genpact is addressing these challenges through new solutions that integrate capabilities, orchestration, and domain understanding [16] Future Outlook - **Genpact Next**: A new strategy focused on innovation and growth, aiming to establish Genpact as a global leader in advanced technology solutions [20] - **AI Gigafactory**: A delivery model designed to help enterprises rapidly deploy AI, resulting in faster implementation times and reduced costs [90] Conclusion - Genpact is at a pivotal moment, focusing on transforming its business model to leverage AI and advanced technologies, aiming to drive significant growth and deliver enhanced value to clients [39]

Core Insights - Genpact is hosting an Investor Day to discuss its growth model and strategic pivot towards AI and advanced technologies [1][2] - The company aims to integrate advanced technologies into its operations to drive business growth for both clients and itself [2] Company Strategy - Genpact's strategy focuses on becoming an AI-first, data-led innovation company [2] - The leadership emphasizes the importance of combining advanced technologies with operational data to enhance service delivery [2] Financial Outlook - The event will include updates on medium-term financial targets and performance for the second quarter and full year 2025 [1] Client Engagement - Presentations will feature testimonials from clients on how Genpact delivers AI-driven value [2]

Core Insights - Genpact has launched the Genpact AP Suite, an advanced solution aimed at transforming accounts payable processes through autonomous, goal-oriented tools powered by Microsoft Azure's AI stack [1][5]. Product Overview - The Genpact AP Suite consists of four modules: AP Capture, AP Advance, AP Trace, and AP Assist, each equipped with AI agents to manage accounts payable nuances [3]. - The suite utilizes pre-trained, self-learning AI agents to optimize the AP process, enhancing touchless processing, resolving exceptions, and adapting to changes in supplier terms and tax rules [4]. Measurable Outcomes - The Genpact AP Suite has demonstrated measurable results, including improved efficiency, reduced errors, and the transformation of finance from a cost center to a strategic differentiator [4]. - Clients have reported significant benefits such as up to 90% early discount capture, enhanced cash visibility, and improved supplier relationships through high-speed processing [6]. Strategic Importance - The launch of the Genpact AP Suite is seen as a significant milestone in the automation of complex workflows, showcasing the potential of agentic AI in finance transformation [5]. - The initiative reflects a broader movement towards agent-based service delivery, emphasizing domain-specific intelligence and end-to-end process redesign [5].