Q2 2025 Genpact Ltd Earnings Call Transcript
Key Points
- Genpact Ltd (G) reported a strong Q2 2025 with revenue reaching $1.25 billion, up 7% year-over-year.
- Adjusted EPS grew faster than revenue, up 11% year-over-year, reaching $0.88, above the high end of guidance.
- Advanced technology solutions revenue, including data and AI, grew 17% year-over-year, showcasing strong demand.
- The AI Gigafactory is live across all verticals, with more than 45 clients onboarded year-to-date.
- Genpact Ltd (G) raised its full-year outlook for revenue, adjusted operating income margin, and EPS.
- Operating cash flow decreased to $177 million from $209 million in the prior year.
- Cash and cash equivalents decreased to $663 million from $914 million a year ago.
- Consumer and healthcare segment growth was only 1%, indicating potential challenges in these areas.
- The company faces macroeconomic uncertainties that could impact future performance.
- There is a need for continued investment in AI talent and partnerships to maintain growth momentum.
Good day ladies and gentlemen. Welcome to the 2025 second quarter Genpact Ltd earnings conference call. My name is Lisa, 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 Relations, excuse me, Head of Investor Relations at Genpact. Please proceed.
Thank you, Lisa. Good afternoon, everyone, and welcome to Genpact's Q2 2025 earnings conference call. We hope you've had a chance to read our earnings press release, which was 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 we'll start with a high-level overview of the quarter, and then Mike will cover our financial performance in greater detail before we take
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