Genpact Earnings Call Transcripts
Fiscal Year 2026
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Genpact's transformation strategy, Genpact Next, is driving rapid growth in advanced technology solutions, now 27% of revenue and expected to grow over 20% this year. Strong demand, operational leverage, and a unique blend of scale and agility are fueling momentum, while talent upskilling and proprietary agentic solutions differentiate the company.
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Q1 2026 delivered record results with 6.7% revenue growth and 24% growth in Advanced Technology Solutions, now 27% of total revenue. Gross margin expanded, recurring revenue base strengthened, and six large deals were signed, supporting a robust outlook for the year.
Fiscal Year 2025
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Delivered record revenue and margin expansion in 2025, driven by rapid growth in Advanced Technology Solutions and agentic offerings. 2026 guidance calls for at least 7% revenue growth, continued margin gains, and double-digit EPS growth, supported by robust demand and record backlog.
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Q3 2025 saw 7% revenue growth and 20% growth in advanced technology solutions, with gross margin and EPS exceeding expectations. Full-year guidance was raised, and strong demand for AI and agentic solutions is driving both new and existing client growth.
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Clients are prioritizing value creation and AI, fueling growth in advanced technology solutions and non-FTE models. Partnerships and agentic solutions are expanding, while disciplined capital allocation and operational excellence support margin expansion and sustained revenue growth.
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Q2 revenue grew 7% year-over-year to $1.25B, with advanced technology solutions up 17% and adjusted EPS up 11%. Full-year guidance was raised for revenue, margin, and EPS, reflecting strong AI-driven growth and robust deal pipelines.
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Genpact is executing a bold pivot to become an AI-first, advanced technology solutions leader, integrating AI with core business services to drive scalable client outcomes and margin expansion. Advanced technology solutions now represent 20% of revenue and are growing rapidly, with medium-term targets of 7%+ annual revenue growth and double-digit EPS growth through 2027.
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Q1 2025 saw 8.3% revenue growth and 16% adjusted EPS growth, exceeding guidance. Large deal delays due to global trade uncertainty led to a more conservative full-year outlook, but the pipeline remains strong and margins are stable.
Fiscal Year 2024
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Q4 and full-year 2024 saw strong revenue and margin growth, with Data-Tech-AI and Digital Operations leading performance. Bookings and cash flow hit record highs, and 2025 guidance projects continued growth, margin expansion, and increased shareholder returns.
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Q3 2024 saw 7% revenue growth and 12% adjusted EPS growth, driven by Data-Tech-AI and Digital Operations. Guidance for full-year revenue and EPS was raised, with strong cash flow and continued innovation in AI solutions and partnerships.
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The session highlighted a robust execution strategy centered on partnerships, AI, and client-focused simplification, driving strong financial performance and positioning for future growth. Investments in generative AI and alternative commercial models are expanding margins and market opportunities.
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Q2 revenue grew 6% year-over-year to $1.18B, with strong margins and record operating income. Full-year guidance was raised for both revenue and EPS, driven by robust execution, expanding GenAI solutions, and accelerating partnership growth.
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A global services firm is driving growth through a 3+1 strategy focused on tech partnerships, Data-Tech-AI, and simplification, while integrating AI into both client and internal operations. AI adoption is expanding, supported by upskilling and targeted hiring.