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Genpact (G) investor relations material
Genpact Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Demand environment and industry trends
Clients are increasingly focused on value creation, not just cost or productivity, with AI becoming a central topic in the last 12–18 months.
AI discussions now center on how technology can drive business value, with process intelligence seen as essential for effective AI.
Advanced technology solutions are seeing more client interest and are enabling clients' AI journeys.
Conversations with clients emphasize market share growth, cash generation, and leveraging new technologies for value.
Growth strategy and business mix
A new growth model, Genpact Next, focuses on advanced technology solutions (ATS) including data, AI, digital, and agentic solutions.
ATS grew 17% year-over-year and is expected to grow at least 15% in 2026 and 2027.
ATS represents the highest value and margin profile, with 70% of its revenue from non-FTE models.
Non-FTE revenue now makes up 46% of the business and is increasing as ATS expands.
Impact of GenAI and differentiation
AI is a tailwind, with process and domain expertise differentiating the company from peers.
Mission-critical processes, such as supply chain and financial close, are less susceptible to GenAI-driven revenue deflation.
Productivity gains from GenAI are shared with clients, while expanding total addressable market and margins.
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