Skip to main content

Go Premium in Our Biggest Sale Ever

UPGRADE NOW
TipRanks
Go Ultimate75% OFF

Genpact (35G) AI Stock Analysis

3 Followers
DE:35G

Genpact

(Frankfurt:35G)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Advanced Technology Solutions growthRapid ATS growth shows that Genpact is successfully shifting toward higher-value technology, analytics, and AI-enabled services. This mix change can support stronger productivity, deeper client relationships, and more durable growth than reliance on traditional outsourced operations alone.
Negative Factors
Transition away from non-strategic workExiting work that does not fit the Agentic Operations strategy should improve long-term mix, but it creates a multi-period revenue headwind during the transition. The continuing impact into 2027 raises execution risk and means reported growth may lag underlying strategic progress.

Genpact (35G) vs. iShares MSCI Germany ETF (EWG)

-40%-30%-20%-10%0%10%20%DE:35G+4.57%EWG+9.37%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
EUR 7.39B
Dividend Yield
1.63%
Average Volume (3M)
34
Price to Earnings (P/E)
12.6
Beta (1Y)
0.22
Revenue Growth
1.71%
EPS Growth
4.56%
Country
Germany
Employees
142,000
Sector
Technology
Sector Strength
61
Industry
Information Technology Services

Genpact Business Overview & Revenue Model

Company Description

Genpact Limited (G) is a global professional services firm specializing in business process management and information technology solutions. The company extends its offerings across diverse geographies, including India, the wider Asian market, North...

Genpact Earnings Call Summary

Earnings Call Date:Nov 05, 2026(Q3-2026)|% Change Since:7.79%|Next Earnings Date:Feb 11, 2027
Earnings Call SentimentPositive

The call was strongly positive. Genpact reported solid revenue growth, accelerating Advanced Technology Solutions performance, record agentic bookings, consecutive margin expansion, double-digit adjusted EPS growth, record bookings and pipeline levels, and favorable 2026 and 2027 outlook commentary. The main challenges were the planned transition away from non-strategic work, flat Core Business Services revenue, temporarily lower operating cash flow from ERP implementation issues, higher SG&A tied to strategic investment, and early-stage agentic implementation timelines.

Positive Updates

Strong Q3 Revenue Growth
Total revenue was $1.385 billion in Q3 2026, growing 7.3% year-over-year despite roughly two points of impact from transitioning away from work not aligned with the Agentic Operations strategy.

Negative Updates

Transition Away from Non-Strategic Work
The transition away from work not aligned with the Agentic Operations strategy reduced reported growth by roughly two points in Q3 and is expected to have nearly two points of impact on full-year 2026 revenue. Management said the dollar impact in 2027 is currently expected to be modestly larger than in 2026.

Company Guidance

For full-year 2026, Genpact expects at least 7% revenue growth on an as-reported basis, including nearly two points of impact from work transitioning away, Advanced Technology Solutions revenue growth of at least 25%, Core Business Services revenue to grow, gross margin of 36.9%, up roughly 90 basis points year-over-year, adjusted operating income margin to increase to 17.7%, and adjusted diluted EPS growth of at least 13%; by the end of this year, it expects to deliver over $1 billion in agentic bookings, more than 5x what it booked in 2025. For Q4, it expects total revenue growth of approximately 7% on an as-reported basis, including over three points of impact from work transitioning away, Advanced Technology Solutions revenue growth similar to Q3, Core Business Services to be down slightly, gross margin and adjusted operating income margin to expand again, and adjusted diluted EPS to again grow double digits and faster than revenue. For 2027, it currently expects the dollar impact from transitioning away from work to be modestly larger than 2026 and expects similar total revenue growth, continued growth in adjusted diluted EPS, and continued focus on expanding margins while investing significantly for long-term growth.

Genpact Risk Analysis

Genpact disclosed 43 risk factors in its most recent earnings report. Genpact reported the most risks in the "Finance & Corporate" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Genpact Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

DE:35G against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
ACNACN84Outperform$148.05B18.3426.77%2.63%6.47%11.19%
INFYINFY80Outperform$49.09B15.1333.75%4.39%-1.35%3.37%
CTSHCTSH77Outperform$28.17B11.4817.36%2.09%4.96%27.16%
EXLSEXLS77Outperform$6.52B25.7429.90%―15.55%13.07%
WITWIT74Outperform$20.42B15.2615.94%4.09%0.38%-8.33%
Sector *61Neutral$37.18B12.37-10.20%1.83%8.50%-7.62%

* Technology Sector Average

Performance Comparison

-40%-20%0%20%DE:35GACNCTSHEXLSINFYWITDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
DE:35G and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:35GGenpact38.471.574.26%
ACNAccenture Plc250.4917.287.41%
CTSHCognizant Technology Solutions63.01-6.23-9.00%
EXLSExlservice43.254.4811.56%
INFYInfosys12.29-3.86-23.91%
WITWipro Limited2.12-0.42-16.70%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.