Genpact Limited (G): Business Model Canvas

In der sich schnell entwickelnden Landschaft der digitalen Transformation steht Genpact Limited als Kraftpaket für innovative Geschäftslösungen, das Technologie und strategische Beratung für globale Unternehmen nahtlos miteinander verbindet. Mit einem robusten, umfassenden Geschäftsmodell-Canvas 115,000 Durch die Zusammenarbeit mit Experten und strategischen Partnerschaften mit Technologiegiganten wie Microsoft und Salesforce hat Genpact die Art und Weise revolutioniert, wie Unternehmen Abläufe optimieren, datengesteuerte Erkenntnisse nutzen und durch komplexe digitale Ökosysteme navigieren. Diese umfassende Untersuchung enthüllt den komplexen Rahmen, der es Genpact ermöglicht, Fortune-500-Unternehmen weltweit modernste digitale Technik, Dienste für künstliche Intelligenz und transformative Geschäftsprozesse bereitzustellen.

Genpact Limited (G) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit globalen Technologieführern

Genpact unterhält strategische Technologiepartnerschaften mit:

Partner	Partnerschaftsfokus	Gründungsjahr
Microsoft	Cloud-Transformationsdienste	2018
Salesforce	Digitale CRM-Lösungen	2016
SAP	Integration von Unternehmenssoftware	2015

Beratungsunternehmenspartnerschaften für die digitale Transformation

• Partnerschaft mit McKinsey & Unternehmen für Advanced Analytics Consulting
• Zusammenarbeit mit Deloitte für digitale Transformationsdienste für Unternehmen
• Gemeinsame Innovationsprogramme mit der Boston Consulting Group

Kooperationen mit akademischen Institutionen

Institution	Art der Zusammenarbeit	Fokusbereich
Indisches Institut für Technologie (IIT)	Talententwicklung	Datenwissenschaft und KI-Forschung
Massachusetts Institute of Technology (MIT)	Forschungspartnerschaft	Studien zur digitalen Transformation

Branchenspezifische Technologieanbieter-Partnerschaften

• Partnerschaft mit UiPath für robotergestützte Prozessautomatisierung
• Zusammenarbeit mit Blue Prism für intelligente Automatisierungslösungen
• Joint Venture mit Automation Anywhere für RPA-Dienste für Unternehmen

Genpact Limited (G) – Geschäftsmodell: Hauptaktivitäten

Geschäftsprozessmanagement und digitale Transformation

Genpact verarbeitet jährlich über 150 Millionen Transaktionen in verschiedenen Branchen. Das Unternehmen verwaltet Initiativen zur digitalen Transformation für über 100 globale Unternehmen.

Kennzahlen zur digitalen Transformation	Jährliche Leistung
Transformationsprojekte abgeschlossen	287
Durchschnittliche Projektdauer	18 Monate
Kundenbindungsrate	92%

Künstliche Intelligenz und Analysedienste

Genpact betreibt 12 globale KI- und Analysezentren mit über 3.000 spezialisierten Datenwissenschaftlern und KI-Experten.

• KI-gestützte Lösungen werden in über 45 Ländern eingesetzt
• Entwickelte Modelle für maschinelles Lernen: 500+
• Jährliche Investition in die KI-Forschung: 47 Millionen US-Dollar

Unternehmenstechnologieberatung

Beratungsdienst	Jahresumsatz
Unternehmenstechnologieberatung	672 Millionen US-Dollar
Durchschnittlicher Kundenengagementwert	3,4 Millionen US-Dollar

Betriebsoptimierungs- und Automatisierungslösungen

Genpact implementiert Automatisierungslösungen, die generieren Reduzierung der Betriebskosten um 27 % für Kunden.

• Robotic Process Automation (RPA)-Implementierungen: 340+
• Entwickelte Automatisierungstechnologien: 215
• Durchschnittliche Effizienzsteigerung: 42 %

Durchgängige digitale Engineering-Dienstleistungen

Digital-Engineering-Metriken	Jährliche Leistung
Digital-Engineering-Projekte	412
Ingenieursprofis	4,600
Digital Engineering-Umsatz	524 Millionen US-Dollar

Genpact Limited (G) – Geschäftsmodell: Schlüsselressourcen

Zusammensetzung der Belegschaft

Globale Belegschaftsgröße: 115.812 Fachkräfte zum 31. Dezember 2022

Geografische Verteilung	Anzahl der Mitarbeiter	Prozentsatz
Indien	76,458	66.0%
Vereinigte Staaten	22,162	19.1%
Andere Länder	17,192	14.9%

Technologische Infrastruktur

Investition in digitale Plattformen: 247 Millionen US-Dollar an Technologieinfrastruktur im Jahr 2022

• Cloudbasierte Computersysteme
• Fortschrittliche Datenanalyseplattformen
• Cybersicherheitsinfrastruktur

KI- und maschinelle Lernfähigkeiten

Technologiebereich	Investition	Patentzählung
KI-Technologien	89,5 Millionen US-Dollar	127 KI-bezogene Patente
Maschinelles Lernen	62,3 Millionen US-Dollar	93 Patente für maschinelles Lernen

Branchenkompetenz

Branchenabdeckung: 14 verschiedene Branchen

• Finanzdienstleistungen
• Gesundheitswesen
• Herstellung
• Einzelhandel
• Technologie

Globales Liefernetzwerk

Region	Anzahl der Lieferzentren
Asien-Pazifik	32
Nordamerika	18
Europa	12
Naher Osten und Afrika	6

Genpact Limited (G) – Geschäftsmodell: Wertversprechen

Umfassende Lösungen für die digitale Transformation

Genpact bietet digitale Transformationsdienste mit einem Umsatz von 4,12 Milliarden US-Dollar im Jahr 2022 an und konzentriert sich dabei auf die technologische Modernisierung auf Unternehmensebene.

Servicekategorie	Jährlicher Umsatzbeitrag
Digitale Transformationsdienste	1,68 Milliarden US-Dollar
Cloud-Modernisierungslösungen	712 Millionen Dollar
AI/ML-Integrationsdienste	456 Millionen US-Dollar

Verbesserte betriebliche Effizienz für Unternehmenskunden

Genpact bietet betriebliche Effizienzlösungen mit 97,3 % Kundenbindungsrate im Jahr 2022.

• Strategien zur Prozessoptimierung
• Neugestaltung des Unternehmensworkflows
• Intelligente Automatisierungsimplementierung

Datengesteuerte Erkenntnisse und intelligente Geschäftsprozesse

Genpact verarbeitet jährlich über 2,5 Petabyte an Unternehmensdaten und generiert so verwertbare Business Intelligence.

Datenanalysefähigkeit	Quantitative Metrik
Jährliche Datenverarbeitung	2,5 Petabyte
Advanced Analytics-Kunden	378 Unternehmenskunden
Eingesetzte Modelle für maschinelles Lernen	1.246 Modelle

Kostensenkung und Leistungsoptimierung

Genpact ermöglicht seinen Kunden durch fortschrittliche technologische Eingriffe eine durchschnittliche Reduzierung der Betriebskosten um 35 %.

• Robotergestützte Prozessautomatisierung
• KI-gesteuerte Effizienzalgorithmen
• Prädiktive Leistungsanalyse

Skalierbare und anpassbare Technologiedienste

Genpact unterstützt über 200 globale Unternehmen mit flexiblen Technologielösungen in mehreren Branchen.

Branchenvertikale	Anzahl der Unternehmenskunden
Finanzdienstleistungen	86 Kunden
Gesundheitswesen	42 Kunden
Herstellung	38 Kunden
Technologie	34 Kunden

Genpact Limited (G) – Geschäftsmodell: Kundenbeziehungen

Langfristiges strategisches Partnerschaftsmodell

Genpact betreut ab 2023 weltweit mehr als 550 Kunden aus verschiedenen Branchen, wobei 30 % der Kunden Beziehungen haben, die länger als 10 Jahre dauern. Das Unternehmen weist eine Kundenbindungsrate von 93,4 % auf.

Kundensegment	Anzahl der Kunden	Durchschnittliche Beziehungsdauer
Fortune-500-Unternehmen	190	8,6 Jahre
Global 2000-Unternehmen	210	7,3 Jahre

Dedizierte Account-Management-Teams

Genpact setzt weltweit mehr als 1.200 dedizierte Account-Management-Experten ein, mit einer durchschnittlichen Teamgröße von 5–7 Spezialisten pro Großkunde.

• Durchschnittliche Kundeninteraktionshäufigkeit: 2–3 strategische Besprechungen pro Quartal
• Kundenzufriedenheitswert: 4,7/5
• Durchschnittliche Antwortzeit: Weniger als 4 Stunden

Kontinuierliche Innovations- und Beratungsunterstützung

Im Jahr 2022 wurden 127 Millionen US-Dollar in Forschung und Entwicklung investiert, wobei der Schwerpunkt auf KI- und digitalen Transformationslösungen lag.

Innovationsbereich	Investition	Neue Lösungen entwickelt
KI/Maschinelles Lernen	52 Millionen Dollar	37 neue Lösungen
Digitale Transformation	75 Millionen Dollar	46 neue Plattformen

Personalisierte Roadmaps für die digitale Transformation

Entwickelte im Zeitraum 2022–2023 214 maßgeschneiderte digitale Transformationsstrategien für Kunden.

• Durchschnittliche Implementierungszeit: 6-9 Monate
• Erfolgsquote der Transformationsinitiativen: 88 %
• Kosteneinsparungen für Kunden: Durchschnittlich 22–35 %

Laufende Leistungsüberwachung und -optimierung

Implementierung einer Echtzeit-Leistungsverfolgung für 96 % der Kundeneinsätze mit vierteljährlichen umfassenden Überprüfungen.

Überwachungsmetrik	Tracking-Häufigkeit	Optimierungsrate
Betriebseffizienz	Monatlich	17,6 % Verbesserung
Kostenoptimierung	Vierteljährlich	Reduzierung um 14,3 %

Genpact Limited (G) – Geschäftsmodell: Kanäle

Direktvertrieb

Das Direktvertriebsteam von Genpact besteht ab 2023 aus 1.200 engagierten Vertriebsprofis. Das Team erwirtschaftet durch gezielte Unternehmenskundeneinsätze einen Jahresumsatz von 4,2 Milliarden US-Dollar.

Vertriebskanalmetrik	Daten für 2023
Gesamtzahl der Vertriebsmitarbeiter	1,200
Jahresumsatz	4,2 Milliarden US-Dollar
Durchschnittliche Dealgröße	3,5 Millionen Dollar

Digitale Marketingplattformen

Genpact nutzt mehrere digitale Plattformen mit den folgenden Engagement-Kennzahlen:

• LinkedIn-Follower: 425.000
• Monatliche Besucher der Website: 187.000
• Budget für digitales Marketing: 12,6 Millionen US-Dollar pro Jahr

Branchenkonferenzen und Veranstaltungen

Genpact nimmt jährlich an 42 globalen Branchenkonferenzen teil und erreicht geschätzte 15.000 potenzielle Unternehmenskunden.

Metrik zur Veranstaltungsteilnahme	Daten für 2023
Gesamtzahl der besuchten Konferenzen	42
Potenzielle Kundenreichweite	15,000

Online-Beratungs- und Vorschlagssysteme

Die Online-Beratungsplattform von Genpact verarbeitet monatlich 3.200 Kundenanfragen mit einer Umwandlungsrate von 62 % in formelle Vorschläge.

Strategische Empfehlungsnetzwerke

Genpact unterhält 87 strategische Partnerbeziehungen und generiert 22 % des gesamten Jahresumsatzes über Empfehlungskanäle.

Empfehlungsnetzwerk-Metrik	Daten für 2023
Strategische Partner	87
Einnahmen aus Empfehlungen	22%

Genpact Limited (G) – Geschäftsmodell: Kundensegmente

Fortune-500-Unternehmen

Genpact bedient im Jahr 2023 42 % der Fortune-500-Unternehmen.

Segment	Anzahl der Kunden	Jährlicher Umsatzbeitrag
Top 100 Fortune 500-Kunden	54 Unternehmen	1,2 Milliarden US-Dollar

Finanzdienstleistungsinstitute

Finanzdienstleistungen machen 34 % des gesamten Kundenstamms von Genpact aus.

• Globale Banken: 22 große Institutionen
• Versicherungsunternehmen: 15 erstklassige Organisationen
• Wertpapierfirmen: 12 bedeutende Kunden

Untersegment Finanzen	Kundenanzahl	Jährlicher Vertragswert
Kommerzielles Banking	16 Kunden	480 Millionen Dollar
Versicherung	15 Kunden	320 Millionen Dollar

Gesundheits- und Pharmaunternehmen

Das Gesundheitssegment umfasst 18 % des Kundenstamms von Genpact.

• Pharmaunternehmen: 25 globale Organisationen
• Gesundheitsdienstleister: 18 große Netzwerke

Fertigungs- und Automobilsektor

Die Fertigung macht 24 % der gesamten Kundensegmente von Genpact aus.

Untersegment Industrie	Kundenanzahl	Jahresumsatz
Automobil	12 Hersteller	340 Millionen Dollar
Industrielle Fertigung	22 Unternehmen	420 Millionen Dollar

Konsumgüter- und Einzelhandelsorganisationen

Das Konsumgütersegment macht 14 % des Kundenstamms von Genpact aus.

• Globale Einzelhandelsmarken: 18 Unternehmen
• Konsumgüter: 15 multinationale Konzerne

Untersegment Einzelhandel	Kundenanzahl	Jährlicher Vertragswert
E-Commerce	8 Plattformen	210 Millionen Dollar
Traditioneller Einzelhandel	10 große Einzelhändler	280 Millionen Dollar

Genpact Limited (G) – Geschäftsmodell: Kostenstruktur

Globale Talentakquise und -schulung

Jährliche Ausgaben für Mitarbeiterschulung und -rekrutierung: 87,4 Millionen US-Dollar im Jahr 2022

Kostenkategorie	Betrag ($)
Rekrutierungskosten	42,6 Millionen
Schulungsprogramme	44,8 Millionen

Investitionen in die Technologieinfrastruktur

Gesamtausgaben für die Technologieinfrastruktur: 215,6 Millionen US-Dollar im Geschäftsjahr 2022

• Investitionen in die Cloud-Infrastruktur: 76,3 Millionen US-Dollar
• Cybersicherheitssysteme: 53,2 Millionen US-Dollar
• Digitale Transformationsplattformen: 86,1 Millionen US-Dollar

Forschungs- und Entwicklungskosten

F&E-Schwerpunktbereich	Investition ($)
KI und maschinelles Lernen	62,5 Millionen
Digitale Analytik	48,3 Millionen
Prozessautomatisierung	55,7 Millionen

Marketing und Geschäftsentwicklung

Jährliche Marketingausgaben: 45,2 Millionen US-Dollar im Jahr 2022

• Digitale Marketingkampagnen: 18,6 Millionen US-Dollar
• Sponsoring für Branchenkonferenzen: 12,4 Millionen US-Dollar
• Vertriebsförderungsprogramme: 14,2 Millionen US-Dollar

Betriebsaufwand und globales Liefernetzwerk

Gesamtbetriebskosten: 672,3 Millionen US-Dollar im Geschäftsjahr 2022

Betriebskostenkategorie	Betrag ($)
Globale Büroeinrichtungen	156,4 Millionen
Wartung des globalen Lieferzentrums	287,6 Millionen
Verwaltungskosten	228,3 Millionen

Genpact Limited (G) – Geschäftsmodell: Einnahmequellen

Beratungsgebühren für digitale Transformation

Im Geschäftsjahr 2023 meldete Genpact einen Beratungsumsatz zur digitalen Transformation in Höhe von 1,247 Milliarden US-Dollar, was 37,8 % des Gesamtumsatzes des Unternehmens entspricht.

Servicekategorie	Umsatz (Mio. USD)	Prozentsatz der Gesamtsumme
Beratung zur digitalen Transformation	1,247	37.8%

Geschäftsprozessmanagementdienste

Geschäftsprozessmanagement-Dienstleistungen erwirtschafteten für Genpact im Jahr 2023 einen Umsatz von 892 Millionen US-Dollar, was 27,1 % des Gesamtumsatzes des Unternehmens entspricht.

Servicesegment	Umsatz (Mio. USD)	Wachstumsrate
Geschäftsprozessmanagement	892	6.3%

Technologieimplementierungsprojekte

Technologieimplementierungsprojekte trugen im Jahr 2023 645 Millionen US-Dollar zum Umsatz von Genpact bei, was 19,6 % des Gesamtumsatzes entspricht.

• Integration von Unternehmenstechnologie
• Cloud-Migrationsdienste
• Implementierung der Cybersicherheit

Laufende Managed-Services-Verträge

Managed-Services-Verträge generierten für Genpact im Jahr 2023 wiederkehrende Einnahmen in Höhe von 412 Millionen US-Dollar, was 12,5 % des Gesamtumsatzes des Unternehmens entspricht.

Vertragstyp	Umsatz (Mio. USD)	Vertragsdauer
Langfristige Managed Services	412	3-5 Jahre

Analytics- und Intelligence-Lösungen

Analyse- und Informationslösungen erwirtschafteten für Genpact im Jahr 2023 einen Umsatz von 204 Millionen US-Dollar, was 6,2 % des Gesamtumsatzes des Unternehmens entspricht.

• KI-gestützte Analyse
• Predictive-Intelligence-Plattformen
• Datenvisualisierungsdienste

Gesamtjahresumsatz: 3,3 Milliarden US-Dollar

Genpact Limited (G) - Canvas Business Model: Value Propositions

You're looking at how Genpact Limited delivers tangible results for its clients right now, late in 2025. It's all about moving beyond simple process outsourcing to true, measurable transformation powered by their agentic approach.

Accelerating client business growth through AI-first, data-led innovation is a core promise. We see this reflected in the segment performance. For instance, Genpact Limited's Data-Tech-AI net revenues growth for the first quarter of 2025 was approximately 9.8% year-over-year. The full-year 2025 guidance for Data-Tech-AI net revenues growth is projected at approximately 6.2% year-over-year. This focus on advanced technology underpins their overall revenue trajectory, with TTM revenue as of December 2025 reported at $5.00 Billion USD.

The Service-as-Agentic-Solutions model blending AI systems with human ingenuity is Genpact Limited's delivery pivot. This moves services from traditional, linear models to autonomous, agent-led delivery. They have already developed 21 executable agents, with a plan to scale this number to 50 by the end of the year. A concrete example of this is the Genpact AP Suite, which features self-learning AI agents and has shown up to 90% early discount capture capability for clients.

Genpact Limited delivers measurable operational cost reduction through these advanced solutions. Instead of just measuring automation percentage, they focus on outcomes. For example, in supply chain services, they have delivered cost-per-order reductions ranging from 25%-35% by improving truck utilization. Furthermore, in specific process areas like invoice processing, Genpact has demonstrated cost reductions of up to 70%. Recent AI products have driven productivity gains of up to 40%, with a target of 60-70% over the next 12-24 months.

The value proposition spans end-to-end transformation from consulting to managed services. This is evident in the growth of their high-value offerings. Genpact Limited's Advanced Technology Solutions (ATS), which embodies this shift, grew 17% year-on-year last quarter.

For high-value ATS solutions, the revenue model itself is a key differentiator. The strategic focus on ATS is clear, with 70% of ATS revenue currently coming from non-FTE (full-time equivalent) models. This shift away from traditional FTE-based staffing supports the narrative of delivering higher-value, outcome-based services, which is a key part of their strategy to move beyond transactional BPO.

Here's a quick look at the financial context supporting these value propositions as of late 2025:

Metric	2025 Value / Guidance	Context
Total Employees (FY 2025)	140,000	Highest employee count in the last 10 years
Revenue (TTM as of Dec 2025)	$5.00 Billion USD	Represents growth from $4.767B in 2024
Projected Full-Year 2025 Revenue	$5.029 billion to $5.125 billion	Represents 6.5% growth at the midpoint
Projected 2025 Adjusted Operating Margin	Approximately 17.3%	An increase from the prior year
Projected 2025 Gross Margin	36.0%	An expansion year-over-year
ATS Revenue Growth (Last Quarter)	17%	Year-on-year growth for Advanced Technology Solutions

The company is actively expanding its agentic solutions roadmap, launching new agents across procurement, supply chain, insurance, and banking. This focus on specialized, high-value AI agents is what drives the measurable client impact, such as the $99 million savings reported from one integrated planning hub implementation.

You can see the commitment to this model in the expected profitability metrics for 2025, with the projected Net margin at 10.84%. Finance: draft 13-week cash view by Friday.

Genpact Limited (G) - Canvas Business Model: Customer Relationships

Dedicated client teams support long-term, sticky managed services contracts. Digital Operations revenue was $\mathbf{\$633}$ million in the first quarter of 2025, representing $\mathbf{52\%}$ of total net revenue. For the second quarter of 2025, Digital Operations revenue was $\mathbf{\$655}$ million, also $\mathbf{52\%}$ of total net revenues. Large deals, defined as $\mathbf{\$50}$ million or greater in total contract value, were a focus, with $\mathbf{18}$ new logos added in Q1 2025.

Co-innovation and joint solution development are evidenced by the AI Gigafactory, which has onboarded more than $\mathbf{30}$ existing clients since its January 2025 launch to scale AI across their operations. Separately, an initiative using proprietary agentic AI has onboarded over $\mathbf{30}$ clients.

The high-touch, consultative sales model drives complex transformation deals, reflected in the growth of Advanced Technology Solutions (ATS). In the third quarter of 2025, ATS net revenues grew $\mathbf{20.0\%}$ year-over-year, reaching $\mathbf{\$311}$ million. Overall, Data-Tech-AI revenues, which encompass these advanced solutions, represented $\mathbf{48\%}$ of total net revenues in Q1 and Q2 2025.

The Client Zero program serves as Genpact's own AI credential. Before the program launched in 2023, G&A costs were $\mathbf{15.4\%}$ of revenue. The target for 2025 is a G&A percentage of $\mathbf{12.9\%}$, with progress reported at $\mathbf{13.7\%}$ as of June 2025. The Accounts Payable (AP) solution, developed internally via Client Zero, now handles more than $\mathbf{70\%}$ of Genpact's invoices and payments, achieving a double-digit reduction in headcount for that function. Client Zero is also a sales tool; clients show significant interest in accessing the 'Scout' family of AI agents developed internally.

The focus on trusted relationships underpins the business, with Genpact citing decades of client trust. This trust supports the high-value Data-Tech-AI segment, which grew $\mathbf{11.1\%}$ year-over-year in Q1 2025 and reached $\mathbf{\$582}$ million in revenue.

Here are some key metrics related to client engagement and deal structure as of late 2025:

Metric Category	Specific Data Point	Value/Amount	Reporting Period/Context
Client Engagement (Co-Innovation)	Clients onboarded to scale AI via AI Gigafactory	More than $\mathbf{30}$	Since January 2025 launch
Deal Size (Sticky Contracts)	Definition of a Large Deal (Total Contract Value)	$\ge \mathbf{\$50}$ million	General definition
Client Zero Impact (Efficiency)	AP Suite touchless processing of invoices/payments	More than $\mathbf{70\%}$	Internal operations
Client Zero Impact (Cost Structure)	Target G&A as a percentage of revenue	$\mathbf{12.9\%}$	2025 Target
Consultative Deal Growth (ATS)	ATS Net Revenues Year-over-Year Growth	$\mathbf{20.0\%}$	Q3 2025

The company is actively managing client expectations around automation, sharing AI-driven productivity gains while securing incremental revenue from expanded scope or increased volumes.

• Data-Tech-AI represented $\mathbf{48\%}$ of Q2 2025 net revenues.
• Adjusted diluted EPS grew $\mathbf{16\%}$ year-over-year in Q1 2025.
• The company repurchased approximately $\mathbf{2.0}$ million common shares in Q3 2025 for $\mathbf{\$90}$ million.

You should review the Q3 2025 guidance, which projects full-year 2025 net revenue growth between $\mathbf{6.1\%}$ and $\mathbf{6.4\%}$ as reported. Finance: draft 13-week cash view by Friday.

Genpact Limited (G) - Canvas Business Model: Channels

You're looking at how Genpact Limited (G) gets its services into client hands as of late 2025. It's a mix of high-touch sales and scalable digital delivery, which is key to their GenpactNext pivot.

The direct sales force and client-facing relationship managers are still the engine for landing large, complex transformation deals. While the search results don't give a headcount for the sales team, we know these teams are closing significant business; for instance, Genpact Limited closed 4 large deals in the second quarter of 2025 alone, which helped push revenue above guidance. These teams are the front line for selling the higher-margin Advanced Technology Solutions (ATS).

Digital platforms and proprietary tools are embedded directly into the service delivery, primarily through the Data-Tech-AI segment. This segment is the clear growth driver, pulling in $622 million in net revenues in the third quarter of 2025, representing 48% of total net revenues for that period. This shows the market is using their digital-first capabilities to consume services, moving away from purely FTE-based models.

The channel strategy is heavily weighted toward technology alliances. Strategic partner channels, which include relationships with hyperscalers and software providers, are a validated component of their go-to-market. In the second quarter of 2025, partner-related revenues grew more than 70% year-over-year, reaching 10% of total revenue, which matches the 10% benchmark you noted. This is a critical, high-growth artery for Genpact Limited.

Here's a look at the revenue composition that these channels feed into, based on the third quarter of 2025 results:

Revenue Component	Q3 2025 Net Revenue Amount	Percentage of Total Net Revenue
Core Business Services (CBS)	$980 million	76%
Advanced Technology Solutions (ATS)	$311 million	24%
Total Net Revenues	$1.291 billion	100%

Global delivery centers are the operational backbone supporting these channels across geographies. While the exact number of centers isn't published here, the geographical performance in the third quarter of 2025 shows where this capacity is deployed and utilized. The North American market remained strong, contributing significantly to overall revenue. Conversely, the European market faced challenges due to economic uncertainties, but the Asia-Pacific region showed promising growth, especially in India and China, driven by digital transformation services.

Industry-specific solution accelerators and marketplaces are the tangible output of the ATS segment, which is the focus of their GenpactNext strategy. These accelerators are what allow the Data-Tech-AI services to grow at a much faster clip than the rest of the business. The ATS segment surged 20.0% year-over-year in Q3 2025, validating the market's adoption of these specialized, pre-packaged solutions.

The overall channel effectiveness is driving the full-year financial expectations. Genpact Limited updated its full-year 2025 net revenue outlook to a range of $5.059 billion to $5.071 billion, which represents up to 6.4% year-over-year growth. This growth is being channeled through higher-value streams.

• Data-Tech-AI revenue, which embodies the platform and accelerator channel output, was $622 million in Q3 2025.
• Digital Operations revenue, which relies on the direct sales and global delivery center channel for scale, was $669 million in Q3 2025.
• The company is actively investing in these channels, with planned investments of over $150 million estimated for 2025 to fuel advanced technologies.

Finance: draft 13-week cash view by Friday.

Genpact Limited (G) - Canvas Business Model: Customer Segments

You're looking at who Genpact Limited is selling its agentic and advanced technology solutions to as of late 2025. The core of their client base is definitely the largest global players.

Large, global enterprises (Fortune 500) seeking digital transformation.

Genpact Limited derives its revenues primarily from clients in the Fortune Global 500 and Fortune 1000 companies. This focus on the largest enterprises means deals are often complex and transformation-oriented. In Q3 2025, the company signed five new large deals, defined as having a Total Contract Value (TCV) of $50 million or greater. Furthermore, revenue from what they call priority accounts grew approximately 6% over the prior year in Q1 2025, making up 62% of the total revenue base then. The push towards AI is evident, with the AI Gigafactory supporting approximately 100 clients in Q3 2025, more than doubling from the previous quarter.

The overall business mix shows a clear pivot, with Advanced Technology Solutions (ATS) reaching 24% of total net revenues in Q3 2025, up from a lower percentage previously. This segment, which includes proprietary intellectual property, grew a massive 20.0% year-over-year in Q3 2025.

Here's a look at the segment revenue growth rates reported from Q1 2025, which gives you a sense of where the demand was strongest early in the year:

Customer Industry Focus	Q1 2025 YoY Revenue Growth Rate	Q3 2025 Revenue Contribution (as % of Total Net Revenue)
High Tech and Manufacturing	11%	Not explicitly stated for Q3 2025
Financial Services	7%	Not explicitly stated for Q3 2025
Consumer and Healthcare	4%	Not explicitly stated for Q3 2025
Data-Tech-AI (Overall)	11% (Constant Currency, Q1 2025)	48% (Q3 2025)

Financial Services: Banking, Capital Markets, and Insurance.

This sector showed solid demand, with revenue growth reported at 7% year-over-year in Q1 2025. The focus here is clearly on leveraging new technology, as evidenced by the launch of the Genpact Insurance Policy Suite in Q3 2025. The company is helping these clients with margin expansion and process re-engineering.

Consumer and Healthcare: CPG, Retail, and Life Sciences.

The Consumer and Healthcare vertical saw a 4% year-over-year revenue increase in Q1 2025. This segment is a key part of the business, though its growth rate trailed the other major verticals early in the year. Genpact is using its AI capabilities to help these clients rethink global supply chains, which is a major cost optimization lever.

High Tech and Manufacturing: Industrial and Software platforms.

This segment was the growth leader in Q1 2025, posting an 11% year-over-year revenue increase. The momentum in Advanced Technology Solutions (ATS), which grew 20.0% in Q3 2025, is heavily influenced by demand from these technology-forward clients looking for agentic operations.

Clients focused on cost optimization and margin expansion.

The entire business model is geared toward delivering measurable value, which translates directly into cost optimization and margin expansion for clients. This is supported by the shift in revenue mix:

• Advanced Technology Solutions (ATS) net revenues were $311 million in Q3 2025.
• Data-Tech-AI net revenues reached $622 million in Q3 2025.
• Non-FTE revenue (often tied to outcome-based/subscription models) reached 47% of revenue in Q3 2025, supporting a higher margin profile.
• Partner-related revenue, which drives solution embedding, grew 56% year-over-year in Q3 2025.

The full-year 2025 net revenue guidance was raised to a range of $5.059 billion to $5.071 billion, showing confidence in this value proposition. Finance: draft 13-week cash view by Friday.

Genpact Limited (G) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive Genpact Limited's operational expenses, which is smart-understanding where the money goes is half the battle in valuation. Honestly, the largest single cost component for Genpact Limited is definitely employee compensation and benefits, given the talent-intensive nature of advanced technology services and solutions. While I don't have the precise total dollar figure for the entire workforce's compensation for late 2025, we can see the structure through other reported costs.

We have solid figures for the core operational costs from the mid-year reports. For instance, the Cost of Revenue (COGS) for Q2 2025 was $804.35 million. This figure primarily captures the direct costs associated with delivering services, which is heavily weighted by the personnel delivering those services.

Next up is the Selling, General, and Administrative (SG&A) expenses. The directive is to use the figure from Q1 2025, which was reported as 19.8% of Q1 2025 revenue. Since Q1 2025 net revenues were $1.215 billion, this translates to an SG&A expense of approximately $240.57 million for that quarter ($1,215 million 0.198). To be fair, the actual reported SG&A for Q2 2025 was higher, at 21.2% of revenue, showing that as the company invests more for growth, this ratio can shift.

The push into GenpactNext and AI means significant spending on technology and infrastructure investment. This investment is channeled into building out capabilities like the AI Value Studio and the Genpact Gigafactory, which houses thousands of pre-built AI and generative models. These technology investments are often embedded within both COGS and SG&A, but the strategic focus is clear: scaling advanced technology solutions.

Finally, we track the Amortization of acquired intangible assets, which is a non-cash charge reflecting the write-down of assets from past acquisitions. For the first half of 2025, this cost was relatively contained compared to prior periods, reflecting a more mature amortization schedule post-major deals.

Here's a quick look at the concrete numbers we can pull for the first half of 2025:

Cost Component/Metric	Period	Financial Amount (USD)
Cost of Revenue (COGS)	Q2 2025	$804.35 million
SG&A Expense (as % of Revenue)	Q1 2025	19.8%
SG&A Expense (Calculated from Q1 Revenue)	Q1 2025	Approx. $240.57 million
Amortization of Acquired Intangible Assets	Three Months Ended March 31, 2025 (Q1)	$4.320 million
Amortization of Acquired Intangible Assets	Three Months Ended June 30, 2025 (Q2)	$4.317 million

You should also note where some of these costs are detailed:

• SG&A expenses for Q1 2025 included $241.084 million in actual spend.
• Q1 2025 Net Revenues were $1,214.926 million.
• The company returned $93 million to shareholders in Q1 2025 through buybacks and dividends, which is a cash outflow, not an operating cost, but relevant to capital structure.
• Advanced Technology Solutions (ATS) revenue per headcount is more than 2x the company average, suggesting higher direct labor costs in that segment.

Finance: draft 13-week cash view by Friday.

Genpact Limited (G) - Canvas Business Model: Revenue Streams

You're looking at how Genpact Limited is bringing in the money as we head toward the end of 2025. The revenue mix is clearly tilting toward technology-driven services, which is where the higher-value, less traditional billing models live. Honestly, the numbers show a clear strategic pivot.

The overall expectation for the full year remains strong, with Genpact Limited setting its sights on a specific range. Full-year 2025 net revenue guidance is set at $4.958 billion to $5.053 billion.

The revenue streams are primarily segmented by the nature of the service delivery, moving away from pure headcount-based billing. This is evident in the growing proportion of non-FTE revenue models, which currently stand at 46% of the total business. This non-FTE portion is made up of fixed transaction-based and outcome-based arrangements, and this proportion is definitely increasing.

The core revenue components can be broken down based on the Q2 2025 performance, which gives you a good snapshot of the current engine driving the top line:

Revenue Segment	Q2 2025 Net Revenue	Year-over-Year Growth	Percentage of Total Net Revenue (Q2 2025)
Data-Tech-AI	$599 million	9.7%	48%
Digital Operations	$655 million	4.0%	52%

The Digital Operations segment is where you find the more traditional, steady income. You can think of this as the source of the recurring revenue from long-term Digital Operations contracts, providing a stable base for the company. In Q2 2025, this segment brought in $655 million.

Conversely, the growth engine is clearly the technology-focused side. The Data-Tech-AI revenue grew 9.7% to reach $599 million in Q2 2025, representing 48% of total net revenues for that quarter. This segment is where the high-value, project-based revenue from Advanced Technology Solutions (ATS) sits. For context, ATS revenue alone grew 17.3% in Q2 2025, hitting $293 million.

To be fair, the structure of these high-value offerings is inherently tied to the non-FTE shift. The company has noted that the Advanced Technology Solutions portion is significantly weighted towards these newer models:

• 70% of Advanced Technology Solutions revenue is already derived from non-FTE models.
• The remaining non-FTE revenue comes from fixed transaction-based models.
• This focus on ATS acceleration is expected to drive the overall non-FTE percentage higher.
• Partner-related revenues are also a growing component, having grown more than 70% year-over-year in the last reported quarter, making up 10% of total revenue.

So, you have a steady stream from Digital Operations and a rapidly growing, higher-margin stream from Data-Tech-AI/ATS, which is being billed increasingly on value and outcomes rather than just time spent.

Finance: draft 13-week cash view by Friday.