Genpact Ltd
NYSE:G
Genpact Ltd
Genpact Ltd. thrives at the crossroads where business meets innovation, transforming into a titan in the professional services arena. Originally a unit of General Electric, Genpact embarked on its independent journey in 2005, evolving into a beacon for digital transformation and process optimization across industries. With a sprawling global footprint, it orchestrates a complex symphony of data analytics, AI, and digital platforms, catering to clients’ needs from optimizing supply chains to finessing customer experiences. By weaving technology with operational expertise, Genpact revolutionizes conventional business processes, ensuring that organizations not only keep pace but lead amidst a landscape of constant change.
At the heart of Genpact’s business model lies a deeply client-centric approach: understanding their challenges, anticipating needs, and crafting bespoke solutions. The company generates revenue through its diverse service offerings which include finance and accounting services, supply chain management, IT services, and more. It engages in long-term contracts where it doesn’t just provide advice, but becomes an integral part of the client's operations. By melding together automation with human insight, Genpact helps companies not only reduce costs but enhance efficiencies, thereby bolstering its value proposition. The firm's agility and ability to scale its solutions across various sectors make it an indispensable partner for businesses striving to thrive in the digital age.
Genpact Ltd. thrives at the crossroads where business meets innovation, transforming into a titan in the professional services arena. Originally a unit of General Electric, Genpact embarked on its independent journey in 2005, evolving into a beacon for digital transformation and process optimization across industries. With a sprawling global footprint, it orchestrates a complex symphony of data analytics, AI, and digital platforms, catering to clients’ needs from optimizing supply chains to finessing customer experiences. By weaving technology with operational expertise, Genpact revolutionizes conventional business processes, ensuring that organizations not only keep pace but lead amidst a landscape of constant change.
At the heart of Genpact’s business model lies a deeply client-centric approach: understanding their challenges, anticipating needs, and crafting bespoke solutions. The company generates revenue through its diverse service offerings which include finance and accounting services, supply chain management, IT services, and more. It engages in long-term contracts where it doesn’t just provide advice, but becomes an integral part of the client's operations. By melding together automation with human insight, Genpact helps companies not only reduce costs but enhance efficiencies, thereby bolstering its value proposition. The firm's agility and ability to scale its solutions across various sectors make it an indispensable partner for businesses striving to thrive in the digital age.
Revenue Growth: Genpact reported record full-year revenue of $5.08 billion, up 6.6% year-over-year, with Q4 revenue rising 5.6% to $1.319 billion.
Advanced Tech Momentum: Advanced Technology Solutions (ATS) revenue grew 17% for the year and 15% in Q4, now making up 24% of total revenue and over 1/3 of new bookings.
Margin Expansion: Gross margin expanded by 60 basis points to 36% for the year and 90 basis points to 36.6% in Q4, driven by the shift to higher-value ATS offerings.
EPS Outperformance: Adjusted diluted EPS rose 11.3% to $3.65 for the year, outpacing revenue growth for the fifth consecutive year.
Strong Outlook: Guidance for 2026 includes at least 7% revenue growth, high-teens ATS growth, continued margin expansion, and around 10% EPS growth.
Bookings & Pipeline: Over $5.5 billion in new bookings were closed, with record backlog and robust pipelines, especially in agentic and AI-led solutions.
Dividend Increase: The quarterly dividend was increased 10% to $0.1875, or $0.75 annually.
