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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.
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Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025

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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Frequently asked questions

Genpact Limited is a global professional services firm that provides digital transformation, business process management, and consulting services. The company helps organizations streamline operations, improve customer experiences, and leverage data and technology for decision-making. Genpact serves various industries, including financial services, healthcare, manufacturing, and consumer goods, offering services such as analytics, automation, and artificial intelligence-driven solutions. The company is headquartered in New York, USA, and its shares are listed on the NYSE.

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