Genpact delivered a Q4 performance that exceeded Wall Street's expectations, prompting a positive market reaction. Management credited revenue growth to strong demand for advanced technology solutions, particularly in artificial intelligence (AI) and agentic operations, which focus on combining domain-specific AI agents with human expertise. CEO Balkrishan Kalra highlighted the company’s rapid adoption of its AP agentic suite and expanding partnerships with technology providers as key contributors to the quarter’s success, stating, “We are fundamentally reshaping how businesses operate, and we are doing so at speed.”
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Genpact (G) Q4 CY2025 Highlights:
- Revenue: $1.32 billion vs analyst estimates of $1.31 billion (5.6% year-on-year growth, 0.8% beat)
- Adjusted EPS: $0.97 vs analyst estimates of $0.93 (3.8% beat)
- Adjusted EBITDA: $257.7 million vs analyst estimates of $247.4 million (19.5% margin, 4.2% beat)
- Revenue Guidance for Q1 CY2026 is $1.29 billion at the midpoint, below analyst estimates of $1.30 billion
- Adjusted EPS guidance for Q1 CY2026 is $0.93 at the midpoint, above analyst estimates of $0.92
- Operating Margin: 14.8%, in line with the same quarter last year
- Constant Currency Revenue rose 5% year on year (8.7% in the same quarter last year)
- Market Capitalization: $6.33 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From Genpact’s Q4 Earnings Call
- Bryan Bergin (TD Cowen) asked about the impact of external AI advancements on client contracting behavior; CEO Balkrishan Kalra responded that new AI developments are accelerating, not hindering, Genpact’s client pipeline and deal flow.
- Maggie Nolan (William Blair) questioned the adoption patterns for the AP agentic suite; Kalra explained that both new and existing clients are expanding usage, broadening Genpact’s addressable market.
- Surinder Thind (Jefferies) probed the drivers of margin expansion; CFO Michael Weiner attributed gains to the revenue mix shift toward advanced technology solutions and continued operational discipline.
- David Conning (Baird) asked if client expectations for efficiency gains were changing pricing dynamics; Kalra noted that while productivity demands are rising, Genpact’s higher-value solutions offset cost pressures and support margin growth.
- Puneet Jain (JPMorgan) inquired about decision-making authority for agentic solutions; Kalra confirmed both business managers and CIOs are engaged, reflecting the complexity of integrating AI within core operations.
Catalysts in Upcoming Quarters
In the coming quarters, our team will closely monitor (1) the pace of client adoption of advanced technology and agentic solutions, (2) the company’s ability to secure and deliver large-scale transformation deals, and (3) the impact of ongoing investments in AI talent and partnerships on both revenue mix and margin expansion. Additionally, the execution of Genpact’s product roadmap and successful integration of AI with domain expertise will be critical benchmarks.
Genpact currently trades at $37.78, in line with $37.70 just before the earnings. Is there an opportunity in the stock?Find out in our full research report (it’s free).
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