Genpact(US:G)2025-06-26 18:00Genpact Investor Day 2025 Summary Company Overview - Company: Genpact - Event: 2025 Investor Day - Date: June 26, 2025 Key Industry Insights - Industry: Business Process Outsourcing (BPO) and AI-led solutions - Market Size: Total addressable market exceeds $1 trillion and is growing [13] - Client Base: Partners with over 125 Fortune 500 companies, many of which have been clients for over a decade [7] Core Themes and Strategic Initiatives 1. Transformation to AI-First Company: - Genpact is pivoting to become an AI-first, data-led innovation company [5] - Emphasis on integrating advanced technologies, especially AI, into core business processes [19] 2. Growth Model: - The growth model is built on three pillars: capabilities, clients, and catalysts [43] - Focus on partnerships, data technology, AI simplification, and leading with Genpact as a model for AI-led transformation [15] 3. Advanced Technology Solutions: - Introduction of four differentiated capabilities: data and AI, digital technologies, advisory, and agentic solutions [23] - Advanced technology solutions account for approximately 20% of total revenues and are growing rapidly [25] 4. Client-Centric Approach: - Strong focus on delivering measurable business outcomes and maintaining high client retention rates (over 106%) [62] - Expansion opportunities arise from delivering predictable outcomes in one area, leading to requests for additional services [52] 5. Investment in Talent and Partnerships: - Significant investments in AI talent and partnerships with major firms like AWS, Salesforce, and Microsoft [63][67] - Development of a partnership ecosystem to enhance service offerings and accelerate growth [63] Financial Performance and Goals - Revenue Growth: Committed to achieving 10% top-line growth, with a focus on rebuilding momentum after falling short in revenue targets [14] - Revenue Disaggregation: Detailed revenue breakdown across Data Tech AI, digital operations, advanced technology solutions, and core business services [25] Client Success Stories 1. Unilever: - Collaboration to enhance supply chain efficiency and redefine supplier operations using AI and technology [28] - Focus on improving customer and supplier experiences through co-created global process models [29] 2. Cisco: - Partnership aimed at transforming core finance and accounting operations, resulting in significant efficiency gains [54] - Deployment of advanced digital systems to modernize processes and automate transactions [55] 3. Advantage Solutions: - Partnership to develop an innovative digital solution for order management, expected to significantly reduce response times and improve efficiency [58][60] Challenges and Solutions - Common Challenges: Fragmented data, lack of integration between business and technology teams, and a shortage of scalable AI-ready talent [15][16] - Proposed Solutions: Genpact is addressing these challenges through new solutions that integrate capabilities, orchestration, and domain understanding [16] Future Outlook - Genpact Next: A new strategy focused on innovation and growth, aiming to establish Genpact as a global leader in advanced technology solutions [20] - AI Gigafactory: A delivery model designed to help enterprises rapidly deploy AI, resulting in faster implementation times and reduced costs [90] Conclusion - Genpact is at a pivotal moment, focusing on transforming its business model to leverage AI and advanced technologies, aiming to drive significant growth and deliver enhanced value to clients [39]