Q1 2025 Genpact Ltd Earnings Call Transcript
Key Points
- Genpact Ltd (G) reported a strong Q1 2025 with total revenues of $1.215 billion, up 8.3% year-over-year in constant currency, exceeding the high end of their guidance range.
- Adjusted EPS grew 16% year-over-year, reaching $0.84, which was $0.04 above the high end of their range.
- The company signed two large deals in Q1, with over 80% of associated revenue accounted for as data AI revenue, reflecting their successful pivot to advanced technologies.
- Genpact's pipeline is at an all-time high, indicating strong long-term demand and increased focus on cost optimization and transformation for clients.
- Partner-related revenues increased by 80% year-over-year, representing a significant ongoing opportunity for Genpact Ltd (G).
- Several large deals were delayed due to supply chain and tariff-related uncertainties, leading to a more conservative approach in revenue guidance.
- The company widened its guidance range and lowered total revenue expectations to reflect slower cycle times and increased uncertainty in certain industries.
- Despite strong demand, Genpact Ltd (G) reduced its digital operations and data-tech AI outlook due to delays in large deals.
- The operating environment has changed significantly, with increased caution in buying behavior, particularly in markets sensitive to global trade.
- There is a notable increase in uncertainty affecting revenue timing for future quarters, particularly impacting digital operations.
Good day ladies and gentlemen, and welcome to the 2025 first quarter Genpact Limited earnings conference call. My name is Howard, and I will be your conference moderator for today. (Operator Instructions) As a reminder, this call is being recorded for replay purposes. The replay of the call will be archived and made available on the IRS section of Genpact's website.
I would now like to turn the call over to Christa Bessinger, Head of Investor Relations at Genpact.
Thank you, Howard. Good afternoon, everyone, and welcome to Genpact's Q1 2025 earnings conference call. We hope you've had a chance to read our earnings press release posted on the investor relations section of our website genpact.com.
Today, we have with us BK Kalra, President and CEO, and Mike Weiner, Chief Financial Officer. BK will start with a high-level overview of the quarter. And then Mike will cover our financial performance in greater detail before we take your questions.
Please note that during this call
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