Core Insights - Genpact Limited reported strong second-quarter 2025 results, exceeding Zacks Consensus Estimates for both earnings and revenues, leading to a 4.4% stock rally post-earnings release [1] Financial Performance - For Q2 2025, Genpact's adjusted EPS was $0.88, surpassing the consensus estimate by 3.5% and reflecting an 11.4% year-over-year growth [3][7] - Revenues reached $1.25 billion, beating the consensus mark by 2% and increasing 6.7% from the previous year [3][7] Revenue Breakdown - Data-Tech-AI services revenues, accounting for 48% of total revenues, grew 9.7% year-over-year to $599 million, exceeding estimates [4] - Digital Operations services revenues, making up 52% of total revenues, rose 4% year-over-year to $655 million, also beating estimates [4] Operational Metrics - Adjusted income from operations was $217 million, a 9.5% increase year-over-year, with an operating income margin of 17.3% remaining flat [5] - Cash and cash equivalents at the end of the quarter were $648.6 million, down from $663.3 million in the prior quarter, with long-term debt at $1.2 billion [5] Cash Flow and Shareholder Returns - The company generated $183.7 million in cash from operating activities, with capital expenditures of $22 million [6] - Genpact returned $54.83 million in dividends and repurchased shares worth $30 million [6] Guidance - For Q3 2025, Genpact expects adjusted EPS in the range of $0.89 to $0.90, with the full year EPS anticipated between $3.51 and $3.58 [3][8] - Revenue guidance for Q3 is set between $1.26 billion and $1.27 billion, with full-year revenues projected between $4.96 billion and $5.05 billion [8]

Core Insights - Genpact reported quarterly earnings of $0.88 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, and showing an increase from $0.79 per share a year ago, resulting in an earnings surprise of +3.53% [1] - The company achieved revenues of $1.25 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.92% and up from $1.18 billion year-over-year [2] - Genpact has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Genpact's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.88 on revenues of $1.25 billion, while for the current fiscal year, the estimate is $3.49 on revenues of $4.98 billion [7] Industry Context - The Computers - IT Services industry, to which Genpact belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5][6]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 reached $1,250 million, up 7% year over year, with adjusted EPS growing 11% year over year to $0.88, exceeding guidance [7][23] - Gross and adjusted operating income margins improved by 50 and 40 basis points year over year, respectively [7][22] - Operating cash flow was $177 million, down from $209 million in the prior year [23] Business Line Data and Key Metrics Changes - Advanced technology solutions revenue was $293 million, up 17% year over year, representing 23% of total revenue [20] - Core business services revenue was approximately $962 million, up 4%, primarily driven by digital operations [20] - Data, Tech, and AI accounted for 48% of total revenue, growing 10% year over year [19] Market Data and Key Metrics Changes - Revenue growth was led by High-tech and Manufacturing at 13%, followed by Financial Services at 6%, and Consumer and Healthcare at 1% [22] - Non-FTE revenue accounted for 46% of Q2 revenue, consistent with the previous year [22] Company Strategy and Development Direction - The company introduced "Genpact Next," a strategy aimed at establishing itself as a leader in advanced technology solutions, focusing on capabilities, clients, and catalysts for growth [8] - Partnerships contributed significantly to growth, with partner-related revenues growing over 70% year over year, representing 10% of total revenue [15] Management's Comments on Operating Environment and Future Outlook - Management raised full-year revenue guidance to 4% to 6% growth, up from 2% to 5%, and adjusted operating income margin expectations to 17.4% [17][24] - The company is excited about its future as it transitions to an AI-first model, leveraging advanced technology solutions to enhance its competitive position [18][92] Other Important Information - The company closed four large deals in Q2, with a strong pipeline for future growth [21] - The AI Gigafactory is operational across all verticals, with over 45 clients onboarded and more than 270 GenAI solutions in production [11] Q&A Session Summary Question: Insights on pipeline conversion and new bookings - Management noted that inflow and conversion remain healthy, with several large deals closed in Q2 and ongoing discussions for others [32][33] Question: Impact of Gen AI on traditional contracting - Management indicated that Gen AI is a tailwind for the business, with incremental revenue from expanded scope and new clients [34][36] Question: Advanced technology solutions pipeline and project length - The pipeline for advanced technology solutions is growing rapidly, with faster conversion rates and a significant portion being amortized and non-FTE [42][43] Question: Growth rates across segments - Management reported strong growth across all segments, with high-tech and manufacturing leading at 13% [45] Question: Sequential trends and guidance implications - Management expressed confidence in achieving the full-year guidance, emphasizing a strong pipeline and execution [51][52] Question: AI adoption across processes and verticals - AI adoption is broad-based across sectors, with strong demand from both existing and new clients [69] Question: Pricing environment and irrational pricing behavior - Management did not observe any irrational pricing behavior, noting a shift towards value-focused pricing models [70][71] Question: Midterm growth targets and pipeline confidence - Management remains confident in achieving midterm growth targets, citing a healthy pipeline and strong execution [78][79] Question: Convergence of IT services and BPO due to AI - Management acknowledged a convergence in client needs, focusing on value delivery rather than traditional service categories [81][82]

Exhibit 99.1 Genpact Reports Second Quarter 2025 Results Net Revenues of $1.254 billion, Up 6.6% (6.2% constant currency) Data-Tech-AI Net Revenues of $599 million, Up 9.7% (9.5% constant currency) Digital Operations Net Revenues of $655 million, Up 4.0% (3.4% constant currency) Advanced Technology Solutions Net Revenues of $293 million, Up 17.3% Core Business Services Net Revenues of $962 million, Up 3.8% Diluted EPS of $0.75, Up 11.9%; Adjusted Diluted EPS of $0.88, Up 11.4% 1 1 1 2 2 3 NEW YORK, August 7 ...

NEW YORK, July 31, 2025 /PRNewswire/ -- Genpact (NYSE: G), an advanced technology services and solutions company, today announced that Thimaya Subaiya has been appointed to the Company's Board of Directors, effective immediately. Thimaya Subaiya "Thimaya brings proven expertise in scaling services and software businesses through the right balance of innovation, simplicity, and operational excellence," said Balkrishan "BK" Kalra, President and CEO, Genpact. "His experience directly supports our GenpactN ...

Genpact (G) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 7. On the o ...

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]

Core Viewpoint - Genpact Limited (NYSE: G) is recommended as a buy due to its anticipated predictable, double-digit EPS growth driven by AI-led transformation and strong demand signals [1] Company Analysis - Genpact is entering a new phase characterized by predictable, double-digit EPS growth [1] - The management outlined their growth strategy during the investor day, emphasizing the role of AI in driving transformation [1] Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis is based on a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]