Genpact Limited (G)

Genpact reported Q3 2025 results on November 6, 2025, exceeding revenue expectations and analyst estimates, and provided Q4 2025 revenue guidance exceeding analyst estimates, raising its full-year adjusted EPS guidance. SVP Sameer Dewan sold shares on January 13, 2026, and November 11, 2025. As of January 14, 2026, Genpact has an average "Hold" rating from analysts with an average price target of $51.00. Genpact's stock has seen a 4.99% increase over the past six months as of January 13, 2026. Genpact announced multiple senior leadership appointments in December 2025. An upcoming dividend of $0.17 per share was announced on December 1, 2025.

While specific detailed information on demand seasonality for Genpact's products and services is not explicitly provided, the company's revenue growth has shown stability over recent years. The demand for its core business process management (BPM) and analytics services is expected to improve. There is increasing demand for AI-based solutions. The company's pivot towards Data-Tech-AI services indicates strong demand in advanced digital solutions.

Genpact Ltd. is a global professional services company specializing in IT services, consulting, and outsourcing, operating in the Data Processing and Outsourced Services industry. The company's business model is evolving from traditional BPO to an AI-led company, focusing on higher-growth, higher-margin technology services in the Data-Tech-AI space. Genpact's services are categorized into Financial Services, providing solutions for banking, capital markets, and insurance; Consumer and Healthcare, serving clients in consumer goods, retail, life sciences, and healthcare; and High Tech and Manufacturing, offering solutions for high tech, manufacturing, and service sectors. The company also offers AI-driven industry-specific cloud solutions and its AI-based platform, Genpact Cora.

Genpact has a significant global presence with offices and operations in over 30 countries across Africa, Asia, Latin America, the Middle East, North America, Australia, and the UK and Europe. In fiscal year 2024, India was the largest region by revenue, accounting for 57.93% of its total revenue, followed by Asia (excluding India) at 14.69%, Americas at 14.34%, and Europe at 13.05%.

Genpact has maintained a positive brand reputation over the past year, marked by several recognitions. Genpact was named to Forbes' World's Best Employers list for the fifth consecutive year on October 29, 2025. Genpact was recognized as a Horizon 3 Market Leader in the HFS Horizons: Intelligent Supply Chain Services, 2025 assessment on December 4, 2025. The company was recognized as a Leader in the ISG Provider Lens™ 2025 report for Insurance GCCs and GenAI & Agentic AI services in December 2025. Genpact received the Salesforce 2025 Partner Innovation Award in the Consumer Goods category. Genpact was named Celonis® Game Changer Global Partner of the Year for 2025.

Genpact's ownership is predominantly institutional, with approximately 96.03% of outstanding shares held by large asset managers, pension funds, and endowments. The three largest institutional holders are Fidelity Investments (FMR), Vanguard Group Inc., and BlackRock, Inc. Mark A. Verdi is listed as the largest individual Genpact shareholder, owning 57.60 million shares, representing 33.41% of the company.