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Genpact Limited

Genpact Limited

NYSE•G
CEO: Mr. Balkrishan Kalra
Sector: Technology
Industry: Information Technology Services
Listing Date: 2007-08-02
Genpact Limited provides business process outsourcing and information technology services in India, rest of Asia, North and Latin America, and Europe. It operates through three segments: Financial services; Consumer and Healthcare; and High Tech and Manufacturing. The Financial Services segment offers retail customer onboarding, customer service, collections, card servicing operations, loan and payment operations, commercial loan, equipment and auto loan, mortgage origination, compliance services, reporting and monitoring, and wealth management operations support; financial crime and risk management services; and underwriting support, new business processing, policy administration, claims management, catastrophe modeling and actuarial services, as well as property and casualty claims. The Consumer and Healthcare segment provides demand generation, sensing and planning, supply chain planning and management, pricing and trade promotion management, deduction recovery management, order management, and digital commerce; and end-to-end claim lifecycle management, from claims processing and adjudication to claims recovery and payment integrity, revenue cycle management, health equity analytics, and care services. The High Tech and Manufacturing segment offers industry-specific solutions for trust and safety, advertising sales support, customer and user experience, and customer care support; and direct and indirect procurement, logistics, field, aftermarket support, and engineering services. It also provides digital operation services; data-tech-Al services; finance and accounting services, such as accounts payable, invoice-to-cash, record to report, financial planning and analysis, and enterprise risk and compliance; CFO advisory services; supply chain, and sourcing and procurement services; sales and commercial, and marketing and experience services; and environmental, social and governance services. The company was founded in 1997 and is based in Hamilton, Bermuda.
Contact Information
Canon's, Court, 22 Victoria Street, Hamilton, HM 12, Bermuda
(441)-298-3300
www.genpact.com
Market Cap
$6.65B
P/E (TTM)
12.4
27.3
Dividend Yield
1.7%
52W High
$56.76
52W Low
$37.73
52W Range
2%
7.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 7.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q2 2025 Data

Revenue

$1.25B+6.65%
4-Quarter Trend

EPS

$0.76+11.77%
4-Quarter Trend

FCF

$152.76M-19.35%
4-Quarter Trend

2025 Q2 Earnings Highlights

Release Date: Aug 11, 2025

Key Highlights

Revenue Growth Strong Net revenues $1.25B USD for Q2, up 6.6% overall; constant currency growth reached 6.2% for the period.
Profitability Expansion Noted Gross profit $450.1M USD in Q2, increasing 8.1%; Gross margin improved to 35.9% due to operating leverage.
Net Income Rises Q2 Net income $132.7M USD, showing 8.8% growth; Net income margin increased to 10.6% of revenues.
Strategic Acquisition Completed Acquired XponentL Data, Inc. for $159.8M consideration, adding data, AI, and engineering capabilities to enhance technology pivot.

Risk Factors

Macroeconomic Uncertainty Rising Global macroeconomic uncertainty driven by shifting trade policy and geopolitical tensions may disrupt revenue growth and increase operating costs.
Credit Loss Allowance Increased Allowance for credit losses increased, contributing to higher SG&A expenses in Q2 2025 compared to prior periods.
Regulatory/Tax Law Changes Pending Indian labor code implementation and new US tax law (One Big Beautiful Bill Act) require ongoing impact assessment.
Debt Covenants Compliance Must maintain Net Debt to EBITDA leverage ratio below 3x and interest coverage ratio above 3x under 2022 Credit Agreement terms.

Outlook

AI/Data Technology Focus Acquisition builds on pivot to data and AI, enhancing capabilities to help clients across the full lifecycle of AI transformation.
Liquidity Position Strong Cash from operations, reserves, and debt capacity expected to sufficiently finance operations, growth plans, and dividends for next twelve months.
Capital Return Plans Board authorized $500.0M increase to share repurchase program; quarterly dividend increased to $0.17 per share for 2025 plan.
Headcount Expansion Average headcount grew 9.9% in Q2 2025 versus Q2 2024, supporting revenue growth and increased operational scale.

Peer Comparison

Revenue (TTM)

Arrow Electronics, Inc.ARW
$29.39B
+3.2%
Kyndryl Holdings, Inc.KD
$15.06B
-3.4%
EPAM Systems, Inc.EPAM
$5.07B
+9.7%

Gross Margin (Latest Quarter)

Dolby Laboratories, Inc.DLB
90.3%
+0.9 pp
Waystar Holding Corp.WAY
68.3%
+1.9 pp
ExlService Holdings, Inc.EXLS
37.7%
+3.7 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
AUR$10.14B-12.3-40.4%4.3%
EPAM$9.11B23.111.1%3.5%
KD$6.68B22.525.7%35.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4-Quarter Revenue CAGR
+1.2%
Moderate Growth
4-Quarter Net Income CAGR
-0.0%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow Performance

Research & Insights

Reports
All Years
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 11, 2025|
    Revenue: $1.25B+6.6%
    |
    EPS: $0.76+11.8%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 12, 2025|
    Revenue: $1.21B+7.4%
    |
    EPS: $0.75+15.4%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 3, 2025|
    Revenue: $4.77B+6.5%
    |
    EPS: $2.88-16.8%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $1.21B+6.6%
    |
    EPS: $0.75+15.4%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $1.18B+6.4%
    |
    EPS: $0.68+7.9%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 10, 2024|
    Revenue: $1.13B+3.8%
    |
    EPS: $0.65+12.1%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $4.48B+2.4%
    |
    EPS: $3.46+80.2%
    Beat
  • Form 10-Q - Q3 2023

    Period End: Sep 30, 2023|Filed: Nov 9, 2023|
    Revenue: $1.14B+2.2%
    |
    EPS: $0.65+25.0%
    Miss