Genpact(G)
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Down 20.8% in 4 Weeks, Here's Why Genpact (G) Looks Ripe for a Turnaround
ZACKS· 2026-02-06 15:36
A downtrend has been apparent in Genpact (G) lately with too much selling pressure. The stock has declined 20.8% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is ...
Genpact(G) - 2025 Q4 - Earnings Call Transcript
2026-02-05 23:02
Financial Data and Key Metrics Changes - Genpact reported revenues of $5.08 billion for 2025, reflecting a 6.6% year-over-year increase [4][25] - Adjusted diluted EPS increased by 11% to $3.65, marking the fifth consecutive year of growth faster than revenue [26] - Gross margin expanded by 60 basis points to 36%, while adjusted operating income margin improved by 40 basis points to 17.5% [26][24] Business Line Data and Key Metrics Changes - Advanced Technology Solutions revenue grew by 17% to $1.2 billion, now representing 24% of total revenue [4][25] - Core Business Services revenue increased by 3.7% to $3.876 billion [26] - Data-Tech-AI revenue rose by 9.3% to $2.442 billion, while Digital Operations revenue grew by 4.1% to $2.638 billion [25] Market Data and Key Metrics Changes - High Tech and Manufacturing sector grew by 9.9%, Financial Services by 5%, and Consumer and Healthcare by 1.5% [22] - Non-FTE revenue, reflecting a strategic shift, accounted for 48% of fourth-quarter revenue [22] Company Strategy and Development Direction - Genpact is focusing on scaling data, AI, and domain-driven agentic solutions to transform client operations [4][6] - The company is pioneering a new operating model called Agentic Operations, which integrates AI with human expertise [9][10] - The strategy includes expanding partnerships and investing in AI talent, with over 7,000 AI builders and nearly 20,000 AI practitioners [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand and a robust pipeline entering 2026, expecting at least 7% revenue growth [28][29] - The company anticipates continued margin expansion and double-digit adjusted EPS growth [29][31] - Management highlighted the importance of integrating AI into business processes to drive measurable financial outcomes for clients [9][10] Other Important Information - Genpact returned $401 million to shareholders through share repurchases and dividends in 2025 [27] - The company has a significant backlog and is well-positioned to capitalize on the growing demand for Advanced Technology Solutions [28] Q&A Session Summary Question: Changes in contracting conversations due to market pressures - Management noted that the excitement in Silicon Valley is accelerating their pivot and driving outcomes for clients faster, viewing it as a tailwind [35] Question: Factors driving confidence in ATS growth - Management indicated increased conversations and invitations to participate in larger deals, with over a third of bookings coming from Advanced Technology Solutions [40][41] Question: Adoption patterns of new clients for AP Suite - Management highlighted that many new clients are mid-market and existing clients expanding their use of finance technology, significantly enhancing the total addressable market [48] Question: Improvements in sales cycle or ramp times - Management acknowledged that large deals have varying timelines but expressed confidence in the record levels of pipeline across cohorts [49] Question: Drivers of margin expansion - Management attributed margin expansion to the shift towards Advanced Technology Solutions and disciplined operational efficiencies [57][58] Question: Client expectations regarding efficiencies - Management confirmed that while client aspirations are high, they are successfully offsetting costs and creating higher value solutions [70] Question: Decision-makers for agentic solutions within client organizations - Management stated that both business managers and CIOs are integral in driving the adoption of agentic AI solutions [79]
Genpact(G) - 2025 Q4 - Earnings Call Transcript
2026-02-05 23:02
Genpact (NYSE:G) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsBalkrishan Kalra - CEOBradley Clark - Vice PresidentKrista Bessinger - Head of Investor RelationsMichael Weiner - SVP and CFOConference Call ParticipantsBryan Bergin - Senior Equity Research AnalystDavid Koning - Senior Equity Research AnalystMaggie Nolan - Equity Research AnalystPuneet Jain - Equity Research AnalystSurinder Thind - Equity Research AnalystOperatorGood day, ladies and gentlemen, and welcome to the 2025 f ...
Genpact(G) - 2025 Q4 - Earnings Call Transcript
2026-02-05 23:00
Genpact (NYSE:G) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker7Good day, ladies and gentlemen, and welcome to the 2025 fourth quarter Genpact Limited Earnings Conference Call. My name is Carmen, and I will be your conference moderator for today. At this time, all participants are in a listen-only mode. We will conduct a question-and-answer session towards the end of this conference call. As a reminder, this call is being recorded for replay purposes. The replay of the call will be archived and ...
Genpact(G) - 2025 Q4 - Annual Results
2026-02-05 21:08
Exhibit 99.1 Genpact Reports Fourth Quarter and Full Year 2025 Results 2025 Net Revenues of $5.080 billion, Up 6.6% (6.4% constant currency) 2025 Advanced Technology Solutions Net Revenues of $1.204 billion, Up 17.0% 2025 Core Business Services Net Revenues of $3.876 billion, Up 3.7% 2025 Data-Tech-AI Net Revenues of $2.442 billion, Up 9.3% 2025 Digital Operations Net Revenues of $2.638 billion, Up 4.1% 2025 Diluted EPS of $3.13, Up 9.8%; Adjusted Diluted EPS of $3.65, Up 11.3% Increases Planned Quarterly D ...
Genpact Reports Fourth Quarter and Full Year 2025 Results
Prnewswire· 2026-02-05 21:05
expenses913,061967,1451,046,713Amortization of acquired intangible assets31,46326,47624,292Other operating (income) expense, net(4,716)(5,616)9,800Income from operations$ 630,857$ 702,061$ Genpact Reports Fourth Quarter and Full Year 2025 Results [Accessibility Statement] Skip Navigation2025 Net Revenues of $5.080 billion, Up 6.6% (6.4% constant currency)12025 Advanced Technology Solutions Net Revenues2 of $1.204 billion, Up 17.0%2025 Core Business Services Net Revenues2 of $3.876 billion, Up 3.7%2025 Data- ...
Down 19.1% in 4 Weeks, Here's Why Genpact (G) Looks Ripe for a Turnaround
ZACKS· 2026-02-05 15:36
A downtrend has been apparent in Genpact (G) lately with too much selling pressure. The stock has declined 19.1% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is ...
Down 17.7% in 4 Weeks, Here's Why Genpact (G) Looks Ripe for a Turnaround
ZACKS· 2026-02-04 15:36
Genpact (G) has been on a downward spiral lately with significant selling pressure. After declining 17.7% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator ...
Genpact Achieves CDP 'A' Rating for Climate Action
Prnewswire· 2026-01-29 15:15
Explore how Genpact is using digital innovation and process expertise to solve environmental sustainability challenges here. About Genpact CDP is a globally recognized disclosure platform that is fully aligned with ISSB's (International Sustainability Standards Board) IFRS2 climate related standard, as its foundational baseline. CDP is used by companies, investors, and other stakeholders to assess environmental impacts, climate risks, and sustainability strategies. In the latest CDP assessment cycle, Genpac ...
G vs. EPAM: Which Stock Should Value Investors Buy Now?
ZACKS· 2026-01-26 17:40
Investors interested in stocks from the Computers - IT Services sector have probably already heard of Genpact (G) and Epam (EPAM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies wit ...