Q4 2025 Genpact Ltd Earnings Call Transcript
Key Points
- Genpact Ltd (G) reported a strong close to 2025 with a 6.6% increase in revenue, reaching $5.08 billion.
- Advanced Technology Solutions revenue grew by 17% to $1.2 billion, now accounting for 24% of total revenue.
- The company achieved a gross margin expansion of 60 basis points and an adjusted operating income margin improvement of 40 basis points.
- Genpact Ltd (G) secured over $5.5 billion in new bookings, with Advanced Technology Solutions accounting for more than a third of total bookings.
- The company is experiencing robust demand and a strong pipeline, with a record backlog as it enters 2026.
- There is a noted softness in decision support services, impacting growth in Core Business Services.
- The company faces ongoing pressure to deliver productivity gains and efficiencies to clients, which could impact pricing dynamics.
- Large deals can have variable timelines, with some taking longer to close, affecting revenue recognition.
- The shift to Advanced Technology Solutions requires significant investment, which could impact short-term profitability.
- There is a risk of clients attempting to implement AI solutions independently, potentially reducing demand for Genpact's services.
Good day, ladies and gentlemen, and welcome to the 2025 fourth-quarter Genpact Limited earnings conference call. My name is Carmen, 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 IR section of Genpact's website.
I would now like to turn the call over to Krista Bessinger, Head of Investor Relations at Genpact. Please proceed.
Thank you, operator. Good afternoon, everyone, and welcome to Genpact's Q4 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 an overview of our results and then Mike will cover our financial performance in greater detail before we take your questions.
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