[Second Quarter 2025 Financial Highlights](index=1&type=section&id=Second%20Quarter%202025%20Financial%20Highlights) Genpact delivered strong Q2 2025 results, exceeding guidance with accelerated growth in Advanced Technology Solutions and an upward revision of its full-year outlook [Executive Summary](index=1&type=section&id=1.1%20Executive%20Summary) Genpact achieved strong results in Q2 2025, exceeding guidance, driven by accelerated growth in Advanced Technology Solutions, and raised full-year outlook - Genpact achieved strong growth in Q2 2025, with revenue increasing by **7% year-over-year** and Advanced Technology Solutions growing by **17%**, exceeding guidance[2](index=2&type=chunk) - The company raised its full-year guidance, expecting revenue growth of **5%** and adjusted diluted EPS growth faster than revenue[2](index=2&type=chunk) - The company's strategic focus is on integrating Advanced Technology Solutions and strengthening its "last-mile advantage" to become a preferred partner for AI-driven transformation[2](index=2&type=chunk) [Key Financial Metrics](index=1&type=section&id=1.2%20Key%20Financial%20Metrics) Genpact reported Q2 2025 net revenue of $1.254 billion, with strong growth in Data-Tech-AI and Advanced Technology Solutions, alongside increased diluted EPS Q2 2025 Revenue Overview | Metric | Q2 2025 Amount | YoY Growth | Constant Currency YoY Growth | % of Total Net Revenue | | :----------------------------- | :----------------- | :--------- | :----------------------- | :--------------- | | Net Revenue | $1.254 billion | 6.6% | 6.2% | 100% | | Data-Tech-AI Net Revenue | $599 million | 9.7% | 9.5% | 48% | | Digital Operations Net Revenue | $655 million | 4.0% | 3.4% | 52% | | Advanced Technology Solutions Net Revenue | $293 million | 17.3% | N/A | 23% | | Core Business Services Net Revenue | $962 million | 3.8% | N/A | 77% | Q2 2025 Profitability and EPS | Metric | Q2 2025 Amount | YoY Growth | Margin | | :----------------------------- | :----------------- | :--------- | :------- | | Gross Profit | $450 million | 8.1% | 35.9% | | Net Income | $133 million | 8.8% | 10.6% | | Income from Operations | $179 million | 5.4% | 14.3% | | Adjusted Income from Operations | $217 million | 9.5% | 17.3% | | Diluted EPS | $0.75 | 11.9% | N/A | | Adjusted Diluted EPS | $0.88 | 11.4% | N/A | - Cash generated from operating activities in Q2 2025 was **$177 million**, lower than **$209 million** in Q2 2024[8](index=8&type=chunk) - Approximately **700,000 shares** of common stock were repurchased during the quarter for a total consideration of approximately **$30 million**, at an average price of **$43.40 per share**[8](index=8&type=chunk) [Outlook](index=2&type=section&id=Outlook) Genpact provided updated financial guidance for Q3 and the full year 2025, reflecting anticipated revenue growth and adjusted diluted EPS [Third Quarter 2025 Guidance](index=2&type=section&id=2.1%20Third%20Quarter%202025%20Guidance) Genpact anticipates Q3 2025 net revenue between $1.258 billion and $1.270 billion, with Data-Tech-AI growth and adjusted diluted EPS of $0.89 to $0.90 Q3 2025 Financial Guidance | Metric | Q3 2025 Guidance | YoY Growth (Reported) | YoY Growth (Constant Currency) | | :----------------------------- | :--------------------- | :--------------------------- | :----------------------------- | | Net Revenue | $1.258B - $1.270B | 3.9% - 4.9% | 3.1% - 4.1% | | Data-Tech-AI Net Revenue | Approx. 6.7% at midpoint | N/A | Approx. 6.2% at midpoint | | Digital Operations Net Revenue | Approx. 2.3% at midpoint | N/A | Approx. 1.3% at midpoint | | Gross Margin | Approx. 36.0% | N/A | N/A | | Adjusted Operating Margin | Approx. 17.5% | N/A | N/A | | Adjusted Diluted EPS | $0.89 - $0.90 | N/A | N/A | [Full Year 2025 Updated Guidance](index=2&type=section&id=2.2%20Full%20Year%202025%20Updated%20Guidance) Genpact raised its full-year 2025 guidance, projecting net revenue of $4.958 billion to $5.053 billion and adjusted diluted EPS of $3.51 to $3.58 Full Year 2025 Updated Financial Guidance | Metric | Full Year 2025 Guidance | YoY Growth (Reported) | YoY Growth (Constant Currency) | Prior Guidance (Reported) | Change from Prior Guidance | | :----------------------------- | :--------------------- | :--------------------------- | :----------------------------- | :------------------------ | :------------------------- | | Net Revenue | $4.958B - $5.053B | 4.0% - 6.0% | 3.7% - 5.7% | 2.0% - 5.0% | Upgraded | | Data-Tech-AI Net Revenue | Approx. 7.4% | N/A | Approx. 7.2% | Approx. 5.1% (midpoint) | Upgraded | | Digital Operations Net Revenue | Approx. 2.9% | N/A | Approx. 2.5% | Approx. 1.9% (midpoint) | Upgraded | | Gross Margin | Approx. 36.0% | N/A | N/A | Approx. 36.0% | No Change | | Adjusted Operating Margin | Approx. 17.4% | N/A | N/A | Approx. 17.3% | Upgraded | | Adjusted Diluted EPS | $3.51 - $3.58 | N/A | N/A | $3.41 - $3.52 | Upgraded | [Company Information](index=4&type=section&id=Company%20Information) This section provides essential details about Genpact, including its business overview, forward-looking statements, and investor contact information [About Genpact](index=4&type=section&id=3.1%20About%20Genpact) Genpact is a global leader in advanced technology services and solutions, leveraging data, technology, and AI to deliver lasting value to clients - Genpact is a leading advanced technology services and solutions company, delivering lasting value to global enterprises through deep business knowledge, operational excellence, and cutting-edge solutions[9](index=9&type=chunk) - The company's team leverages data, technology, and artificial intelligence to help companies across industries stay ahead[9](index=9&type=chunk) [Safe Harbor Statement](index=4&type=section&id=3.2%20Safe%20Harbor%20Statement) This press release contains forward-looking statements subject to various risks and uncertainties, with no obligation for the company to update them - This press release contains forward-looking statements protected by the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995[10](index=10&type=chunk) - Risk factors include, but are not limited to, macroeconomic uncertainties, AI technology innovation, pricing ability, ability to attract and retain talent, data security, and geopolitical conflicts[10](index=10&type=chunk) - The company undertakes no obligation to update any forward-looking statements, and investors should not place undue reliance on these statements[10](index=10&type=chunk) [Investor Relations Contact](index=4&type=section&id=3.3%20Investor%20Relations%20Contact) This section provides contact information for investor relations and media inquiries - Investor Contact: Tyra Whelton, Phone: **+1 (908) 418-2995**, Email: **tyra.whelton@genpact.com**[11](index=11&type=chunk) - Media Contact: Judith Schunke, Phone: **+44 (0) 7887 661155**, Email: **judith.schunke@genpact.com**[11](index=11&type=chunk) [Consolidated Financial Statements](index=5&type=section&id=Consolidated%20Financial%20Statements) This section presents Genpact's balance sheets, income statements, and cash flow statements, detailing the company's financial position and performance [Consolidated Balance Sheets](index=5&type=section&id=4.1%20Consolidated%20Balance%20Sheets) Genpact's total assets increased to $5.308 billion by June 30, 2025, driven by higher receivables, goodwill, and a significant rise in current portion of long-term debt Consolidated Balance Sheet Summary (USD in thousands) | Metric | December 31, 2024 | June 30, 2025 | Change | | :-------------------------- | :------------- | :------------- | :----- | | Total Assets | $4,987,153 | $5,307,680 | +$320,527 | | Total Liabilities | $2,597,542 | $2,721,069 | +$123,527 | | Total Equity | $2,389,611 | $2,586,611 | +$197,000 | | Accounts Receivable, Net | $1,198,606 | $1,266,653 | +$68,047 | | Goodwill | $1,669,769 | $1,793,903 | +$124,134 | | Current Portion of Long-Term Debt | $26,173 | $375,714 | +$349,541 | [Consolidated Statements of Income](index=7&type=section&id=4.2%20Consolidated%20Statements%20of%20Income) Q2 2025 net revenue reached $1.254 billion, with net income increasing to $133 million and diluted EPS to $0.75, reflecting improved profitability Consolidated Statements of Income Summary (Q2 2025 vs. Q2 2024, USD in thousands) | Metric | Q2 2024 | Q2 2025 | YoY Change | | :-------------------------- | :------------- | :------------- | :--------- | | Net Revenues | $1,176,212 | $1,254,418 | +$78,206 | | Cost of Revenue | $759,834 | $804,350 | +$44,516 | | Gross Profit | $416,378 | $450,068 | +$33,690 | | Income from Operations | $170,251 | $179,402 | +$9,151 | | Net Income | $121,990 | $132,716 | +$10,726 | | Diluted EPS | $0.67 | $0.75 | +$0.08 | Consolidated Statements of Income Summary (Six Months Ended June 30, 2025 vs. 2024, USD in thousands) | Metric | Six Months Ended June 30, 2024 | Six Months Ended June 30, 2025 | YoY Change | | :-------------------------- | :----------------- | :----------------- | :--------- | | Net Revenues | $2,307,449 | $2,469,344 | +$161,895 | | Cost of Revenue | $1,494,593 | $1,590,282 | +$95,689 | | Gross Profit | $812,856 | $879,062 | +$66,206 | | Income from Operations | $330,237 | $363,104 | +$32,867 | | Net Income | $238,937 | $263,569 | +$24,632 | | Diluted EPS | $1.32 | $1.48 | +$0.16 | [Consolidated Statements of Cash Flows](index=8&type=section&id=4.3%20Consolidated%20Statements%20of%20Cash%20Flows) Net cash from operating activities increased to $217.8 million for the six months ended June 30, 2025, while investing and financing activities saw significant shifts Consolidated Statements of Cash Flows Summary (Six Months Ended June 30, 2025 vs. 2024, USD in thousands) | Metric | Six Months Ended June 30, 2024 | Six Months Ended June 30, 2025 | Change | | :------------------------------------------ | :----------------- | :----------------- | :------- | | Net Cash Provided by Operating Activities | $183,713 | $217,801 | +$34,088 | | Net Cash Used in Investing Activities | $(44,420) | $(104,420) | $(59,999) | | Net Cash (Used in) Provided by Financing Activities | $202,314 | $(106,673) | $(308,987) | | Net Increase in Cash and Cash Equivalents | $341,607 | $6,708 | $(334,899) | | Payments for Business Acquisitions, Net of Cash Acquired | — | $(80,621) | $(80,621) | | Repayments of Long-Term Debt | $(19,875) | $(13,250) | +$6,625 | | Payments for Repurchase and Retirement of Stock | $(92,686) | $(92,999) | $(313) | [Non-GAAP Financial Measures and Reconciliations](index=9&type=section&id=Non-GAAP%20Financial%20Measures%20and%20Reconciliations) This section explains and reconciles Genpact's non-GAAP financial metrics to GAAP equivalents, providing a clearer view of underlying business performance [Explanation of Non-GAAP Measures](index=9&type=section&id=5.1%20Explanation%20of%20Non-GAAP%20Measures) Genpact utilizes non-GAAP metrics like adjusted operating income and constant currency revenue growth to provide a clearer view of ongoing performance - The company uses non-GAAP financial measures such as adjusted income from operations, adjusted operating margin, adjusted diluted EPS, and constant currency revenue growth to supplement GAAP financial statements[19](index=19&type=chunk)[25](index=25&type=chunk) - Non-GAAP measures exclude all acquisition-related expenses, amortization of acquired intangible assets, impairment of acquired intangible assets, and share-based compensation expense[20](index=20&type=chunk) - Management also adjusts for foreign exchange gains and losses, interest income and expense, and income tax expense to more accurately reflect the company's ongoing operations[21](index=21&type=chunk) [Reconciliation of Historical Non-GAAP Measures](index=10&type=section&id=5.2%20Reconciliation%20of%20Historical%20Non-GAAP%20Measures) This section details reconciliations of GAAP net income, operating income, and diluted EPS to their adjusted non-GAAP equivalents for historical periods [Net Income/Margin to Adjusted Income from Operations/Margin Reconciliation](index=10&type=section&id=5.2.1%20Net%20Income%2FMargin%20to%20Adjusted%20Income%20from%20Operations%2FMargin) Adjusted operating income for Q2 2025 was $217.27 million (17.3% margin), up from $198.41 million (16.9% margin) in Q2 2024 Net Income/Margin to Adjusted Income from Operations/Margin Reconciliation (Q2 2025 vs. Q2 2024, USD in thousands) | Metric | Q2 2024 | Q2 2025 | | :-------------------------------- | :------------- | :------------- | | Net Income | $121,990 | $132,716 | | Foreign Exchange (Gain) Loss, Net | $(2,454) | $(376) | | Interest (Income) Expense, Net | $13,538 | $13,485 | | Income Tax Expense | $40,427 | $44,022 | | Share-Based Compensation Expense | $18,369 | $21,798 | | Amortization of Acquired Intangible Assets | $6,544 | $4,315 | | Acquisition-Related Expenses | — | $1,310 | | Adjusted Income from Operations | $198,414 | $217,270 | | Net Income Margin | 10.4% | 10.6% | | Adjusted Operating Margin | 16.9% | 17.3% | [Income from Operations/Margin to Adjusted Income from Operations/Margin Reconciliation](index=10&type=section&id=5.2.2%20Income%20from%20Operations%2FMargin%20to%20Adjusted%20Income%20from%20Operations%2FMargin) Q2 2025 operating income was $179.40 million (14.3% margin), adjusted to $217.27 million (17.3% margin) after non-GAAP adjustments Income from Operations/Margin to Adjusted Income from Operations/Margin Reconciliation (Q2 2025 vs. Q2 2024, USD in thousands) | Metric | Q2 2024 | Q2 2025 | | :-------------------------------- | :------------- | :------------- | | Income from Operations | $170,251 | $179,402 | | Share-Based Compensation Expense | $18,369 | $21,798 | | Amortization of Acquired Intangible Assets | $6,544 | $4,315 | | Other Income (Expense), Net | $3,250 | $10,445 | | Acquisition-Related Expenses | — | $1,310 | | Adjusted Income from Operations | $198,414 | $217,270 | | Operating Margin | 14.5% | 14.3% | | Adjusted Operating Margin | 16.9% | 17.3% | [Diluted EPS to Adjusted Diluted EPS Reconciliation](index=11&type=section&id=5.2.3%20Diluted%20EPS%20to%20Adjusted%20Diluted%20EPS) Q2 2025 diluted EPS of $0.75 was adjusted to $0.88, reflecting the impact of share-based compensation, acquisition-related amortization, and tax effects Diluted EPS to Adjusted Diluted EPS Reconciliation (Q2 2025 vs. Q2 2024, USD per share) | Metric | Q2 2024 | Q2 2025 | | :------------------------------------------ | :------------- | :------------- | | Diluted EPS | $0.67 | $0.75 | | Share-Based Compensation Expense | $0.10 | $0.12 | | Amortization of Acquired Intangible Assets | $0.04 | $0.02 | | Acquisition-Related Expenses | — | $0.01 | | Tax Impact of Share-Based Compensation Expense | $(0.02) | $(0.02) | | Tax Impact of Amortization of Acquired Intangible Assets | $(0.01) | $(0.01) | | Adjusted Diluted EPS | $0.79 | $0.88 | [Reconciliation of Forward-Looking Non-GAAP Measures](index=12&type=section&id=5.3%20Reconciliation%20of%20Forward-Looking%20Non-GAAP%20Measures) This section provides reconciliations for Genpact's full-year and Q3 2025 forward-looking non-GAAP guidance, including adjusted operating margin and EPS [Full Year 2025 Outlook Reconciliations](index=12&type=section&id=5.3.1%20Full%20Year%202025%20Outlook%20Reconciliations) Full-year 2025 adjusted operating margin is projected at 17.4%, with adjusted diluted EPS between $3.51 and $3.58, after estimated non-GAAP adjustments Full Year 2025 Adjusted Operating Margin Outlook (Percentage) | Metric | As of December 31, 2025 | | :------------------------------------------ | :------------------- | | Net Income Margin | 10.6% | | Estimated Interest (Income) Expense, Net | 1.0% | | Estimated Income Tax Expense | 3.5% | | Estimated Share-Based Compensation Expense | 1.8% | | Estimated Amortization of Acquired Intangible Assets | 0.5% | | Adjusted Operating Margin | 17.4% | Full Year 2025 Adjusted Diluted EPS Outlook (USD per share) | Metric | Low End | High End | | :------------------------------------------ | :--- | :--- | | Diluted EPS | $2.98 | $3.05 | | Estimated Share-Based Compensation Expense | $0.52 | $0.52 | | Estimated Amortization of Acquired Intangible Assets | $0.14 | $0.14 | | Estimated Acquisition-Related Expenses | $0.01 | $0.01 | | Estimated Tax Impact of Share-Based Compensation Expense | $(0.09) | $(0.09) | | Estimated Tax Impact of Amortization of Acquired Intangible Assets | $(0.04) | $(0.04) | | Adjusted Diluted EPS | $3.51 | $3.58 | [Third Quarter 2025 Outlook Reconciliations](index=13&type=section&id=5.3.2%20Third%20Quarter%202025%20Outlook%20Reconciliations) Q3 2025 adjusted operating margin is forecast at 17.5%, with adjusted diluted EPS between $0.89 and $0.90, incorporating non-GAAP adjustments Third Quarter 2025 Adjusted Operating Margin Outlook (Percentage) | Metric | As of September 30, 2025 | | :------------------------------------------ | :------------------- | | Net Income Margin | 10.4% | | Estimated Interest (Income) Expense, Net | 1.0% | | Estimated Income Tax Expense | 3.4% | | Estimated Share-Based Compensation Expense | 2.0% | | Estimated Amortization of Acquired Intangible Assets | 0.6% | | Adjusted Operating Margin | 17.5% | Third Quarter 2025 Adjusted Diluted EPS Outlook (USD per share) | Metric | Low End | High End | | :------------------------------------------ | :--- | :--- | | Diluted EPS | $0.74 | $0.75 | | Estimated Share-Based Compensation Expense | $0.14 | $0.14 | | Estimated Amortization of Acquired Intangible Assets | $0.05 | $0.05 | | Estimated Tax Impact of Share-Based Compensation Expense | $(0.03) | $(0.03) | | Estimated Tax Impact of Amortization of Acquired Intangible Assets | $(0.01) | $(0.01) | | Adjusted Diluted EPS | $0.89 | $0.90 | [Segment Net Revenues](index=14&type=section&id=Segment%20Net%20Revenues) This section details Genpact's net revenues by segment, highlighting the performance of Advanced Technology Solutions and Core Business Services [Advanced Technology Solutions and Core Business Services Net Revenues](index=14&type=section&id=6.1%20Advanced%20Technology%20Solutions%20and%20Core%20Business%20Services%20Net%20Revenues) Advanced Technology Solutions net revenue continued its growth trend, reaching $292.655 million in Q2 2025, alongside growth in Core Business Services Advanced Technology Solutions and Core Business Services Net Revenues by Quarter (USD in thousands) | Segment | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | | :-------------------------- | :------------- | :------------- | :------------- | :------------- | :------------- | :------------- | :------------- | :------------- | :------------- | :------------- | | Advanced Technology Solutions | $236,102 | $257,161 | $248,124 | $243,326 | $239,849 | $249,461 | $259,184 | $280,639 | $277,627 | $292,655 | | Core Business Services | $853,217 | $848,363 | $887,668 | $902,927 | $891,388 | $926,750 | $951,766 | $968,102 | $937,299 | $961,763 | | Total | $1,089,319 | $1,105,524 | $1,135,792 | $1,146,253 | $1,131,237 | $1,176,212 | $1,210,949 | $1,248,741 | $1,214,926 | $1,254,418 |

Core Insights - Genpact has appointed Thimaya Subaiya to its Board of Directors, effective immediately, enhancing its leadership team with his extensive experience in technology and business [1][2]. Company Overview - Genpact is an advanced technology services and solutions company that aims to deliver lasting value for leading enterprises globally through deep business knowledge, operational excellence, and cutting-edge solutions [5]. Leadership and Expertise - Thimaya Subaiya brings 25 years of technology and business expertise, currently serving as Executive Vice President of Operations at Cisco, where he oversees operational functions, security, supply chain, and IT [2]. - His previous roles at Cisco include Chief Transformation Officer and Chief Customer Experience Officer, focusing on accelerating the company's transition to a software and as-a-service model, contributing to a $13 billion services business [2]. - Subaiya's appointment is expected to support Genpact's GenpactNext strategy, which emphasizes AI-driven innovation and operational excellence [2][3]. Strategic Vision - Subaiya emphasizes the importance of contextualizing and applying AI knowledge to create practical solutions, aligning with Genpact's mission to help businesses succeed with technology [4].

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]

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]