Genpact (G) Q4 2025 Earnings Call Transcript

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Feb. 5, 2026 astatine 5 p.m. ET

• President and Chief Executive Officer — Balkrishan Kalra

• Chief Financial Officer — Michael Weiner

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Balkrishan Kalra, President and CEO, and Michael Weiner, Chief Financial Officer. BK volition commencement with an overview of our results, and past Mike volition screen our fiscal show successful greater item earlier we instrumentality your questions. Please enactment that during this call, we volition marque forward-looking statements, including statements astir our concern outlook, strategies, and semipermanent goals. These comments are based connected our plans, predictions, and expectations arsenic of today, which whitethorn alteration implicit time. Actual results could disagree materially owed to a fig of important risks and uncertainties, including the hazard factors successful our 10-Ks and 10-Q filings with the SEC. During this call, we volition sermon definite non-GAAP fiscal measures.

We person reconciled those to the astir straight comparable GAAP fiscal measures successful our net property release. These non-GAAP measures are not intended to beryllium a substitute for our GAAP results. More details connected our changeless currency maturation rates tin besides beryllium recovered successful our net property merchandise and information sheet, which are posted to our capitalist relations website. And finally, this telephone successful its entirety is being webcast from our Investor Relations website, and an audio replay and transcript volition beryllium disposable connected our website successful a fewer hours. And with that, I would similar to crook it implicit to BK.

Balkrishan Kalra: Hello, everyone. And convey you for joining america today. We delivered a beardown adjacent to a grounds twelvemonth for Genpact. Focused execution, accelerating innovation, and broad-based request drove $5.08 cardinal successful revenue, up 6.6% for 2025. Advanced Technology Solutions gross grew 17% to $1.2 billion, present accounting for 24% of our full revenue. We besides delivered different twelvemonth of steadfast borderline expansion. Gross borderline expanded 60 ground points, and adjusted operating income borderline improved 40 ground points, adjacent with our important investments for semipermanent growth. Adjusted diluted EPS accrued 11% faster than gross for the 5th twelvemonth successful a row.

In 2025, we built a beardown instauration to thrust sustainable, semipermanent growth, with a deliberate absorption connected rapidly scaling information AI and domain-driven individuality solutions to reimagine however clients operate. The signifier of our concern is meaningfully changing arsenic a result. Our performance, pipeline, and prospects are progressively higher prime and strategically aligned with our prioritization of precocious exertion solutions and agentic-led work. We delivered implicit $5.5 cardinal successful caller bookings, with steadfast maturation successful precocious exertion solutions, which present relationship for much than a 3rd of full bookings. We won 16 ample deals and proceed to marque advancement with the adjacent procreation of marketplace disruptors. We are successful a precise beardown presumption arsenic we participate 2026.