Genpact: Achieving Mid-Term Guidance Should Drive Valuation Re-Rating

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]