Brand essence, 'on it,' reflects Genpact's strength to transform at scale NEW YORK , Sept. 8, 2025 /PRNewswire/ -- Genpact (NYSE: G), an advanced technology services and solutions company recognized for its deep industry knowledge, process intelligence, and last-mile expertise, today announced a global rebrand that reflects its recent strategic pivot. ...

Core Insights - Genpact has been recognized by Newsweek as one of America's Greatest Workplaces for Parents & Families 2025, highlighting its commitment to creating an inclusive workplace for working parents [1][2] Group 1: Recognition and Commitment - The recognition reflects Genpact's dedication to building a supportive workplace culture for parents at all levels [1] - The list was compiled based on independent employee surveys, employer benefits, and over 120 workplace metrics, analyzing more than 200,000 reviews from working parents [2] Group 2: Workplace Policies and Support - Genpact offers a range of integrated programs and policies to support working parents, including competitive paid parental leave, flexible work options, and well-being programs [3] - Leadership accountability is emphasized to foster inclusive team environments [3] Group 3: Company Overview - Genpact is an advanced technology services and solutions company that aims to deliver lasting value for enterprises globally through operational excellence and innovative solutions [4]

Question-and-Answer SessionSo let's start with the most obvious place to start, which is just the overall demand environment for IT services. And maybe you could talk a little bit about the last 12 to 18 months and kind of where we are today and maybe any kind of vision going forward for just demand for IT in general.Balkrishan KalraCEO, President & Director Sure. So look, I think maybe let's just a little bit go back to what are in many client conversations that I have been and what our clients seeing? Wha ...

Genpact (G) 2025 Conference September 04, 2025 12:50 PM ET Company ParticipantsBryan Keane - Head - North America Payments Processors & IT Services ResearchBalkrishan Kalra - CEO, President & DirectorBryan KeaneCiti Tech Conference. I'm Brian Keene. I cover the IT services group here for Citi, and we're excited to have Genpact. And in particular, we have BK here who is the CEO and long time how many years at Genpact?Balkrishan KalraLet's say over two decades.Bryan KeaneSo a couple of decades.Balkrishan Kalr ...

Core Insights - The article compares Genpact (G) and Dynatrace (DT) to determine which stock offers better value for investors [1] - Genpact has a stronger Zacks Rank of 2 (Buy) compared to Dynatrace's 3 (Hold), indicating a more favorable earnings outlook for Genpact [3] - Value investors consider various fundamental metrics, including P/E ratio, P/S ratio, earnings yield, and cash flow per share, to identify undervalued stocks [4] Valuation Metrics - Genpact has a forward P/E ratio of 12.89, significantly lower than Dynatrace's forward P/E of 31.59, suggesting better value for Genpact [5] - The PEG ratio for Genpact is 1.40, while Dynatrace's PEG ratio is 2.47, indicating that Genpact is expected to grow earnings at a more attractive rate relative to its price [5] - Genpact's P/B ratio is 3.07, compared to Dynatrace's P/B of 5.66, further supporting the argument that Genpact is undervalued [6] Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, Genpact is deemed the superior option for value investors at this time [7]

Core Insights - Genpact has been recognized as a Leader in Trust and Safety (T&S) Services by Everest Group in its 2025 PEAK Matrix® Assessment, marking the fifth consecutive year of this distinction, highlighting its commitment to trust and safety across various industries [1][2] Group 1: Company Achievements - Genpact's advanced technology solutions portfolio now includes trust and safety as a core component, moving clients from reactive responses to proactive risk prevention [2] - The company offers end-to-end trust and safety services, including T&S benchmarking, guardrail design, transparency reporting, and regulatory risk assessment [3] - Genpact has established a partnership ecosystem for trust and safety, risk and threat intelligence, and analytics, enhancing its service offerings [4] Group 2: Industry Context - Everest Group evaluated 28 service providers for the 2025 PEAK Matrix®, assessing service scope, innovation, proprietary solutions, and proven impact across client engagements [3] - The focus on AI safety capabilities and generative AI-based tools is part of Genpact's strategy to strengthen its position in the trust and safety sector [4][8]

NEW YORK, Aug. 21, 2025 /PRNewswire/ -- Genpact (NYSE: G) today announced that its President and Chief Executive Officer, Balkrishan "BK" Kalra, will participate in a fireside chat at the Citi Global TMT Conference on Thursday, September 4, 2025, at 12:50 p.m. Eastern Time. The discussion will be webcast live on Genpact Investor Relations website. A replay will be available after the event concludes and will remain accessible until September 5, 2026. Get to know us at genpact.com and on LinkedIn, X, YouTube ...

Core Insights - Genpact has been recognized as one of Forbes America's Best Employers for Women in 2025, marking the third consecutive year for this distinction, which underscores the company's commitment to an inclusive workplace culture [1][2] - The recognition is based on a survey of over 150,000 women employed in U.S. companies with 1,000 or more employees, evaluating factors such as work environment, pay equity, and representation of women in leadership roles [2] Company Initiatives - Genpact is dedicated to fostering an inclusive environment through various ongoing programs aimed at attracting, developing, and training employees at all career stages [3] - The company implements supportive workplace policies that promote flexibility, well-being, and career continuity [6] - Initiatives include networking, mentoring, sponsorship, and leadership development efforts to assist women in navigating career transitions and growth opportunities [6] - Employee Resource Groups (ERGs) are established to provide spaces for connection, experience sharing, and advocacy, with business leaders actively supporting these goals [6]

Core Viewpoint - Investors in the Computers - IT Services sector should consider Genpact (G) and Dynatrace (DT) for potential value opportunities, with Genpact currently presenting a more favorable investment case [1] Group 1: Zacks Rank and Valuation Metrics - Genpact has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Dynatrace holds a Zacks Rank of 3 (Hold) [3] - Value investors focus on various valuation metrics, including P/E ratio, P/S ratio, earnings yield, and cash flow per share to identify undervalued companies [4] Group 2: Valuation Comparisons - Genpact's forward P/E ratio is 12.63, significantly lower than Dynatrace's forward P/E of 29.85, suggesting that Genpact is more attractively priced [5] - Genpact has a PEG ratio of 1.37, while Dynatrace's PEG ratio is 2.33, indicating that Genpact offers better value relative to its expected earnings growth [5] - Genpact's P/B ratio is 2.99 compared to Dynatrace's P/B of 5.35, further supporting the argument that Genpact is the superior value option [6]

PART I Financial Information [Unaudited Consolidated Financial Statements](index=3&type=section&id=Item%201.%20Unaudited%20Consolidated%20Financial%20Statements) This section presents Genpact Limited's unaudited consolidated financial statements, detailing financial position, performance, and cash flows [Consolidated Balance Sheets](index=3&type=section&id=Consolidated%20Balance%20Sheets) The balance sheet reflects an increase in total assets, liabilities, and equity as of June 30, 2025, primarily influenced by acquisitions and debt changes Consolidated Balance Sheet Highlights (in thousands) | Account | As of December 31, 2024 | As of June 30, 2025 | | :--- | :--- | :--- | | **Total Current Assets** | $2,080,104 | $2,135,029 | | **Goodwill** | $1,669,769 | $1,793,903 | | **Total Assets** | **$4,987,153** | **$5,307,680** | | **Total Current Liabilities** | $963,739 | $1,392,439 | | **Total Liabilities** | **$2,597,542** | **$2,721,069** | | **Total Equity** | **$2,389,611** | **$2,586,611** | [Consolidated Statements of Income](index=4&type=section&id=Consolidated%20Statements%20of%20Income) Net revenues and net income increased for both the second quarter and six months ended June 30, 2025, reflecting strong financial performance Q2 Financial Performance (in thousands, except EPS) | Metric | Q2 2024 | Q2 2025 | YoY Change | | :--- | :--- | :--- | :--- | | Net Revenues | $1,176,212 | $1,254,418 | +6.6% | | Gross Profit | $416,378 | $450,068 | +8.1% | | Income from Operations | $170,251 | $179,402 | +5.4% | | Net Income | $121,990 | $132,716 | +8.8% | | Diluted EPS | $0.67 | $0.75 | +11.9% | H1 Financial Performance (in thousands, except EPS) | Metric | H1 2024 | H1 2025 | YoY Change | | :--- | :--- | :--- | :--- | | Net Revenues | $2,307,449 | $2,469,344 | +7.0% | | Gross Profit | $812,856 | $879,062 | +8.1% | | Income from Operations | $330,237 | $363,104 | +10.0% | | Net Income | $238,937 | $263,569 | +10.3% | | Diluted EPS | $1.32 | $1.48 | +12.1% | [Consolidated Statements of Cash Flows](index=10&type=section&id=Consolidated%20Statements%20of%20Cash%20Flows) Operating cash flow increased, while investing activities saw a significant increase in cash usage due to acquisitions, and financing activities shifted to a net cash outflow Cash Flow Summary for Six Months Ended June 30 (in thousands) | Activity | 2024 | 2025 | | :--- | :--- | :--- | | Net cash provided by operating activities | $183,713 | $217,801 | | Net cash used for investing activities | $(44,420) | $(104,420) | | Net cash (used for) provided by financing activities | $202,314 | $(106,673) | - The significant increase in cash used for investing activities was driven by an **$80.6 million** payment for business acquisitions, net of cash acquired[28](index=28&type=chunk) [Notes to the Consolidated Financial Statements](index=11&type=section&id=Notes%20to%20the%20Consolidated%20Financial%20Statements) These notes provide detailed disclosures on accounting policies, business acquisitions, segment performance, debt structure, capital management, and derivative instruments - On **June 5, 2025**, the company acquired XponentL Data, Inc. for a total purchase consideration of **$159.8 million**, including **$82.3 million** in cash and **$77.5 million** in contingent earn-out consideration, resulting in **$111.9 million** in goodwill recognition[87](index=87&type=chunk)[89](index=89&type=chunk)[91](index=91&type=chunk) - Beginning in **Q2 2025**, the company began disaggregating revenue into 'Advanced Technology Solutions' and 'Core Business Services' in addition to its existing 'Data-Tech-AI' and 'Digital Operations' breakdown[222](index=222&type=chunk) - The company's long-term debt as of **June 30, 2025**, totaled approximately **$1.21 billion**, comprising a credit facility and two series of Senior Notes due in 2026 and 2029[143](index=143&type=chunk) - During the first six months of **2025**, the company repurchased **1.9 million** common shares for **$93.0 million** and paid dividends totaling **$59.4 million**[192](index=192&type=chunk)[198](index=198&type=chunk) [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=48&type=section&id=Item%202.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) Management discusses the company's financial performance for Q2 and H1 2025, highlighting revenue growth, margin improvements, and details on liquidity, capital allocation, and financing arrangements [Results of Operations](index=52&type=section&id=Results%20of%20Operations) Net revenues grew for the six months ended June 30, 2025, driven by Data-Tech-AI, with improvements in both gross and Adjusted Income from Operations margins H1 2025 vs H1 2024 Performance Summary (in millions, except percentages) | Metric | H1 2024 | H1 2025 | Change | | :--- | :--- | :--- | :--- | | Net Revenues | $2,307.4M | $2,469.3M | +7.0% | | Gross Margin | 35.2% | 35.6% | +40 bps | | Income from Operations | $330.2M | $363.1M | +10.0% | | Net Income | $238.9M | $263.6M | +10.3% | | AOI Margin | 16.5% | 17.3% | +80 bps | H1 2025 Revenue by Service Type (in millions) | Service Type | H1 2024 | H1 2025 | Growth | | :--- | :--- | :--- | :--- | | Data-Tech-AI | $1,069.9 | $1,181.2 | +10.4% | | Digital Operations | $1,237.6 | $1,288.1 | +4.1% | H1 2025 Revenue by Segment (in millions) | Segment | H1 2024 | H1 2025 | Growth | | :--- | :--- | :--- | :--- | | Financial Services | $625.6 | $665.8 | +6.4% | | Consumer and Healthcare | $827.4 | $849.0 | +2.6% | | High Tech and Manufacturing | $854.5 | $954.5 | +11.7% | [Liquidity and Capital Resources](index=61&type=section&id=Liquidity%20and%20Capital%20Resources) The company maintains strong liquidity, supported by operating cash flow, and continues capital allocation through dividends, share repurchases, and credit facilities - Cash and cash equivalents stood at **$663.3 million** as of **June 30, 2025**[316](index=316&type=chunk) - In **Q1 2025**, the board authorized a **$500 million** increase to the share repurchase program, bringing the total to **$2.75 billion**, with **$554.0 million** remaining available as of **June 30, 2025**[320](index=320&type=chunk) - The quarterly cash dividend was increased by **11%** to **$0.17 per share** in **February 2025**[319](index=319&type=chunk) - The company utilizes a **$650 million** revolving credit facility and accounts receivable-based facilities to manage liquidity[330](index=330&type=chunk)[341](index=341&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=67&type=section&id=Item%203.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company manages market risks, primarily interest rate fluctuations on floating-rate debt, through the use of interest rate swaps and treasury rate locks - The company is exposed to interest rate risk on its floating-rate term loan and revolving credit facility, which are based on Term SOFR[355](index=355&type=chunk) - To manage this risk, the company uses interest rate swaps, with fixed payment rates ranging from **4.25%** to **4.72%**[356](index=356&type=chunk) [Controls and Procedures](index=67&type=section&id=Item%204.%20Controls%20and%20Procedures) Management concluded that disclosure controls and procedures were effective as of June 30, 2025, with no material changes to internal control over financial reporting - The CEO and CFO concluded that the company's disclosure controls and procedures are effective[361](index=361&type=chunk) - No material changes were made to the internal control over financial reporting during the quarter ended **June 30, 2025**[363](index=363&type=chunk) PART II Other Information [Legal Proceedings](index=69&type=section&id=Item%201.%20Legal%20Proceedings) There are no pending legal proceedings expected to have a material adverse effect on the company's business or financial condition - There are no legal proceedings pending against the company that are believed to be likely to have a material adverse effect on the business[365](index=365&type=chunk) [Risk Factors](index=69&type=section&id=Item%201A.%20Risk%20Factors) This section refers to the detailed risk factors in the Annual Report on Form 10-K, with no material changes or new significant risks reported for the quarter - The company refers to the risk factors disclosed in its Annual Report on Form 10-K for the year ended **December 31, 2024**, implying no material updates for the current quarter[366](index=366&type=chunk) [Issuer Purchases of Equity Securities](index=69&type=section&id=Item%202.%20Unregistered%20Sales%20of%20Equity%20Securities%2C%20Use%20of%20Proceeds%20and%20Issuer%20Purchases%20of%20Equity%20Securities) The company repurchased common shares during Q2 2025 and increased its share repurchase program authorization Share Repurchase Activity (Q2 2025) | Period | Total Shares Purchased | Weighted Avg. Price Paid ($) | | :--- | :--- | :--- | | April 2025 | — | — | | May 2025 | 691,198 | 43.40 | | June 2025 | — | — | | **Total** | **691,198** | **43.40** | - In **February 2025**, the board increased the share repurchase program authorization by **$500 million** to a total of **$2.75 billion**[369](index=369&type=chunk) [Other Information](index=70&type=section&id=Item%205.%20Other%20Information) This section discloses the termination of a Rule 10b5-1 trading arrangement by the President and CEO on June 11, 2025 - On **June 11, 2025**, President and CEO Balkrishan Kalra terminated a Rule 10b5-1 trading arrangement that was intended for the sale of up to **54,400** common shares[370](index=370&type=chunk)