Core Insights - Genpact is expanding its strategic alliance with Advantage Solutions to tackle finance and supply chain challenges in the consumer packaged goods (CPG) and retail sectors [1][2] Group 1: Collaboration Details - The collaboration aims to address inefficiencies in order-to-cash and supply chain management, including deductions leakage and manual customer service operations [2][3] - The companies plan to introduce new solutions to meet evolving needs in the CPG and retail sectors, enhancing operational efficiencies [2][4] Group 2: Financial Impact - Leakage in the deductions process can result in 7% to 10% of lost revenue, which Genpact aims to recover using advanced analytics and AI [3] - The partnership is expected to deliver significant financial gains for clients by preventing losses and enhancing productivity through automation technologies [3][4] Group 3: Technological Integration - The planned solution for supply chain management will include a SaaS-based platform to digitize order management and trade promotions deductions, improving speed and accuracy [4] - The collaboration will leverage data, analytics, and digital offerings to provide cost efficiencies and growth opportunities for clients [4]

Core Insights - Genpact has been recognized on Forbes' list of America's Best Employers for Women 2024, reflecting its commitment to diversity, equity, and inclusion [1][2] - The company aims to achieve gender balance at all levels and enhance the sectors it operates in [1] Company Initiatives - Genpact supports women at all career stages through initiatives such as the Women's Leadership Program, which is a 15-month course in collaboration with Korn Ferry, and offers scholarship and mentorship programs for young girls in India [3] - In 2023, women made up 42% of Genpact's global workforce and 50% of its board, with women's representation on the leadership council increasing from 29% in 2022 to 47% in 2023 [3] Survey and Recognition Details - Forbes and Statista surveyed over 150,000 women at U.S. companies with more than 1,000 employees, evaluating employers based on recommendation likelihood, work environment, pay equity, parental leave, and handling of misconduct and discrimination [2] - The top 600 companies with the highest scores were ranked as America's Best Employers for Women 2024 [2]

Core Insights - Genpact has been recognized as a Leader in the Everest Group Life Sciences Regulatory and Medical Affairs Operations PEAK Matrix® assessment for 2024 due to its advanced digital and AI solutions [1][2][3] - The company has established strategic partnerships with firms like AWS and Veeva, enhancing its service offerings in the life sciences sector [1][2] - Genpact's innovative solutions include Health Agency Q&A, which automates responses to health authority inquiries using generative AI and Natural Language Processing, and Marketing Authorization Supply Transfer, which integrates planning and tracking of regulatory milestones [2][3] Company Overview - Genpact is a global professional services and solutions firm with over 125,000 employees across more than 30 countries, focusing on delivering outcomes that shape the future [4] - The company emphasizes its commitment to creating lasting value for clients, including those in the Fortune Global 500, through deep industry knowledge and expertise in digital operations, data, technology, and AI [4] Industry Context - Life sciences enterprises are increasingly relying on external service providers like Genpact to navigate complex compliance systems and adapt to shifting regulations [3] - The demand for advanced technology and deep expertise in regulatory affairs is growing, positioning Genpact favorably in the market [3]

Core Insights - Genpact is collaborating with embecta to support its transition from Becton Dickinson and Company, focusing on enhancing operations in the diabetes technology market [1][2] - The partnership aims to leverage Genpact's expertise in data, technology, and AI to improve healthcare outcomes for diabetes patients [2] Group 1: Partnership and Operations - Genpact has played a crucial role in embecta's spin-off from BD, modernizing its operations through the implementation of a robust ERP system and standardized global processes [2] - The collaboration has established end-to-end HR, finance, and procurement processes, ensuring uninterrupted customer support and supply chain stability for embecta [2][3] - This partnership enables embecta to provide insulin injection devices to 30 million people across more than 100 countries without interruption [2] Group 2: Leadership Perspectives - The relationship between Genpact and embecta is founded on shared values and a commitment to mutual success, facilitating a smooth transition to an independent entity [3] - Both companies are dedicated to improving the lives of people living with diabetes, aligning their missions for better healthcare solutions [2][3] Group 3: Company Overview - Genpact is a global professional services firm with over 125,000 employees across more than 30 countries, focusing on creating lasting value for clients [4] - The company emphasizes its purpose of pursuing a world that works better for people, serving leading enterprises including Fortune Global 500 companies [4]

Core Viewpoint - Genpact (G) is identified as a strong value stock with a Zacks Rank of 2 (Buy) and an A grade for Value, indicating it is likely undervalued in the current market [2][3]. Valuation Metrics - Genpact has a P/E ratio of 10.49, significantly lower than the industry average of 23.29, suggesting it is undervalued [2]. - The stock's Forward P/E has fluctuated between 9.75 and 12.54 over the past year, with a median of 11.03 [2]. - Genpact's PEG ratio stands at 1.33, compared to the industry average of 2.47, indicating a favorable valuation relative to expected earnings growth [2]. - The PEG ratio has ranged from 0.97 to 1.50 in the past year, with a median of 1.31 [2]. - The P/CF ratio for Genpact is 8.18, which is attractive compared to the industry average of 15.71, further supporting the notion of undervaluation [3]. - Over the last 12 months, the P/CF ratio has varied between 7.46 and 13.98, with a median of 8.93 [3]. Investment Outlook - The combination of Genpact's strong earnings outlook and favorable valuation metrics positions it as a compelling value investment opportunity at this time [3].

Group 1 - Genpact and Reworld™ have formed a strategic partnership to enhance business services by optimizing finance, procurement, and IT functions through data, technology, and expertise [1][2] - The collaboration aims to modernize Reworld™'s legacy systems, reduce operational costs, and improve customer experiences, aligning with their vision of sustainable waste solutions [2][3] - Genpact has joined the Reworld™ ReCredit program, which supports net-zero goals through sustainable carbon offsets, demonstrating a commitment to decarbonization for both companies [2][3] Group 2 - Reworld™ provides innovative and environmentally responsible services focused on advancing zero waste initiatives and sustainability goals [5] - The ReCredit program requires partners to demonstrate dedicated sustainability goals with tangible results, enhancing the partnership's focus on sustainability [3] - Genpact serves leading enterprises, including Fortune Global 500 companies, with expertise in data, technology, and AI, aiming to create lasting value for clients [6]

Core Insights - Genpact and Reworld™ have formed a strategic partnership aimed at optimizing finance, procurement, and IT functions to enhance business services and sustainability efforts [1][2] - The collaboration will leverage Genpact's data, technology, and domain expertise to modernize Reworld™'s legacy systems, reduce operational costs, and improve customer experiences [2][3] - Genpact has joined the Reworld™ ReCredit program, which supports net-zero goals through sustainable carbon offsets, reinforcing its commitment to decarbonization [2][3] Company Overview - Genpact is a global professional services firm with over 125,000 employees across more than 30 countries, focusing on delivering transformative outcomes through data-driven insights and AI [6] - Reworld™ specializes in sustainable waste solutions, committed to advancing zero waste initiatives and utilizing innovative technologies to promote sustainability [5] Partnership Details - The partnership will enable Reworld™ to streamline its finance, accounting, sourcing, procurement, and IT functions, significantly enhancing efficiency and business transformation [2] - ReCredit program requires partners to demonstrate dedicated sustainability goals with tangible results, further solidifying Genpact's role in supporting Reworld™'s sustainability journey [3]

Core Points - Genpact Limited has declared a cash dividend of $0.1525 per common share for Q3 2024, payable on September 25, 2024, to shareholders of record as of September 11, 2024 [1] Company Overview - Genpact is a global professional services and solutions firm with over 125,000 employees across more than 30 countries, focusing on delivering outcomes that shape the future [2] - The company serves and transforms leading enterprises, including those in the Fortune Global 500, leveraging deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI [2]

Investment Thesis - Genpact Limited reported an average headcount increase of 9.7% in the last quarter, alongside new investments in sales and marketing to support growth in the global artificial intelligence market, leading to expectations of accelerated unlevered free cash flow (FCF) from 2025 to 2029 [1][30] - The price target for Genpact is set at $66-$67 per share based on a discounted cash flow (DCF) model, while previous M&A transactions suggest a valuation exceeding $129 per share, indicating the stock is currently undervalued [1][30] Business Overview - Genpact Limited operates as a global professional services firm, providing digital-led innovation and digitally-enabled intelligent operations to Fortune Global 500 clients [2] - The company has over 131,000 employees across more than 35 countries, contributing to a diversified business profile that may lead to less volatile future net sales growth compared to peers with less geographic diversification [3] Financial Position - Genpact maintains a strong balance sheet with significant cash and accounts receivable, indicating limited need for debt financing [4] - The asset/liability ratio is greater than 1x, and net leverage appears limited, suggesting a stable financial position that supports hiring and marketing investments [4] Growth Expectations - The company reported a GAAP EPS of $0.64 and sales of $1.13 billion in the last quarter, both exceeding expectations, with analysts forecasting net sales growth of 3% in 2024, 5.8% in 2025, and 8% in 2026 [10][13] - The global artificial intelligence market is projected to grow at a CAGR of 36.6% from 2024 to 2030, which is expected to positively impact Genpact's net sales [18][30] Segment Performance - The Financial Services segment is anticipated to drive net sales growth due to increased demand for financial crime services, with the global market for these solutions valued at approximately $1.30 billion in 2023 and expected to grow at a CAGR of 5.7% from 2024 to 2032 [21] - The Consumer and Healthcare segment also saw a 4.6% increase in quarterly revenue, contributing to overall growth expectations [21] Stock Demand Factors - Ongoing stock repurchases and recent dividend increases are expected to enhance stock demand and lower the cost of capital, with the company repurchasing 864,925 shares at an average price of $34.67 per share in the last quarter [21][30] - The dividend increased by 10% in 2023 and by 11% in 2024, further supporting stock demand [21][30] Valuation Insights - A review of previous transactions in the tech industry suggests a median EV/NTM sales ratio of 5.51x, implying a total valuation of $129 per share for Genpact based on projected revenues [23][26] - The current trading multiple of 10x forward 2024 earnings is considered low for a company expected to grow at 11% year-over-year in 2026 [13][30]

Core Insights - Genpact will announce its second quarter results for the period ending June 30, 2024, on August 8, 2024, after U.S. financial markets close [1] - A conference call will be held at 5:00 p.m. ET to discuss the company's performance following the results announcement [1] Company Overview - Genpact is a global professional services and solutions firm with over 125,000 employees across more than 30 countries [2] - The company focuses on delivering outcomes that shape the future, driven by curiosity, entrepreneurial agility, and a commitment to creating lasting value for clients [2] - Genpact serves and transforms leading enterprises, including those in the Fortune Global 500, leveraging deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI [2]