Genpact Reports Fourth Quarter and Full Year 2025 Results

Core Insights - Genpact reported net revenues of $5.080 billion for the full year 2025, reflecting a year-over-year increase of 6.6% and 6.4% on a constant currency basis [1] - The company experienced significant growth in Advanced Technology Solutions, with net revenues rising 17.0% year-over-year to $1.204 billion [1] - Diluted EPS for 2025 was $3.13, an increase of 9.8%, while adjusted diluted EPS rose 11.3% to $3.65 [1] Financial Highlights - Full Year 2025 - Digital Operations net revenues reached $2.638 billion, up 4.1% year-over-year, accounting for 52% of total net revenues [1] - Data-Tech-AI net revenues were $2.442 billion, up 9.3% year-over-year, representing 48% of total net revenues [1] - Core Business Services net revenues totaled $3.876 billion, up 3.7% year-over-year, making up 76% of total net revenues [1] - Advanced Technology Solutions contributed 24% to total net revenues with $1.204 billion [1] Financial Highlights - Fourth Quarter 2025 - Net revenues for Q4 2025 were $1.319 billion, a 5.6% increase year-over-year [1] - Digital Operations net revenues were $681 million, up 4.0% year-over-year, representing 52% of total net revenues [1] - Data-Tech-AI net revenues for Q4 were $639 million, up 7.4% year-over-year, accounting for 48% of total net revenues [1] - Core Business Services net revenues were $996 million, up 2.9% year-over-year, representing 76% of total net revenues [1] - Advanced Technology Solutions net revenues were $323 million, up 15.0% year-over-year, contributing 24% to total net revenues [1] Capital Allocation - The Board of Directors declared a quarterly cash dividend of $0.1875 per common share for Q1 2026, marking a 10% increase from the previous year [1] - The planned annual dividend for 2026 is $0.75 per common share, up from $0.68 in 2025 [1] Outlook - For the full year 2026, Genpact anticipates net revenue growth of at least 7% on an as-reported basis or 6.8% on a constant currency basis [1] - Growth is expected to continue in Core Business Services, while Advanced Technology Solutions is projected to grow at least in the high teens [1] - For Q1 2026, net revenues are expected to be between $1.282 billion and $1.294 billion, reflecting year-over-year growth of approximately 5.5% to 6.5% [1]