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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.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Demand environment and client priorities
Clients increasingly focus on value creation and market share, with AI as a central theme in discussions over the past 12–18 months.
Emphasis on process intelligence as foundational to successful AI adoption, resonating with clients in sectors like insurance, banking, and manufacturing.
Advanced technology solutions (ATS) are driving more client conversations and pipeline growth.
Growth strategy and business mix
Genpact Next strategy centers on advanced technology solutions, with ATS growing 17% year-over-year and expected to sustain at least 15% growth through 2026–2027.
Shift toward non-FTE, transaction- and outcome-based models, now comprising 46% of business and 70% of ATS revenue.
Core business services remain foundational, but ATS and agentic solutions are building a "new Genpact within Genpact."
Impact of generative AI and industry trends
AI is seen as a tailwind, with process and data expertise differentiating mission-critical services from more commoditized, deflation-prone areas like coding.
Mission-critical BPO processes are less vulnerable to GenAI-driven revenue cannibalization compared to transactional services.
Productivity gains from GenAI are shared with clients, but also drive new business and margin accretion.
Explain ATS growth vs. digital ops
Why is Genpact's BPO resilient to GenAI?
Partnerships: future revenue contribution?
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Q3 20256 Nov, 2025
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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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