Genpact Limited (G): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage rapide de la transformation numérique, Genpact Limited est une puissance de solutions commerciales innovantes, pontant de manière transparente la technologie et le conseil stratégique dans les entreprises mondiales. Avec une toile de modèle commercial robuste qui s'étend 115,000 Des professionnels et des partenariats stratégiques avec des géants de la technologie comme Microsoft et Salesforce, Genpact a révolutionné comment les organisations optimisent les opérations, tirent parti des informations basées sur les données et naviguent sur les écosystèmes numériques complexes. Cette exploration complète dévoile le cadre complexe qui permet à Genpact de fournir une ingénierie numérique de pointe, des services d'intelligence artificielle et des processus commerciaux transformateurs aux entreprises du Fortune 500 dans le monde.

Genpact Limited (G) - Modèle d'entreprise: partenariats clés

Alliances stratégiques avec les leaders technologiques mondiaux

Genpact maintient des partenariats technologiques stratégiques avec:

Partenaire	Focus de partenariat	Année établie
Microsoft	Services de transformation du cloud	2018
Salesforce	Solutions numériques CRM	2016
SÈVE	Intégration de logiciels d'entreprise	2015

Consulting Firm Partnerships for Digital Transformation

• Partenariat avec McKinsey & Société pour le conseil d'analyse avancée
• Collaboration avec Deloitte pour les services de transformation numérique d'entreprise
• Programmes d'innovation conjoints avec Boston Consulting Group

Collaborations des établissements académiques

Institution	Type de collaboration	Domaine de mise au point
Institut indien de technologie (IIT)	Développement de talents	Science des données et recherche sur l'IA
Institut de technologie du Massachusetts (MIT)	Partenariat de recherche	Études de transformation numérique

Partenariats des fournisseurs de technologies spécifiques à l'industrie

• Partenariat avec UIPATH pour l'automatisation des processus robotiques
• Collaboration avec Blue Prism pour des solutions d'automatisation intelligentes
• Coentreprise avec automatisation n'importe où pour les services RPA d'entreprise

Genpact Limited (G) - Modèle d'entreprise: activités clés

Gestion des processus commerciaux et transformation numérique

Genpact traite plus de 150 millions de transactions par an dans plusieurs industries. La société gère les initiatives de transformation numérique pour plus de 100 entreprises mondiales.

Métriques de transformation numérique	Performance annuelle
Projets de transformation terminés	287
Durée moyenne du projet	18 mois
Taux de rétention des clients	92%

Services d'intelligence artificielle et d'analyse

Genpact exploite 12 centres mondiaux d'IA et d'analyse avec plus de 3 000 scientifiques des données spécialisées et des experts en IA.

• Solutions alimentées par l'IA déployées dans plus de 45 pays
• Modèles d'apprentissage automatique développés: 500+
• Investissement annuel dans la recherche sur l'IA: 47 millions de dollars

Conseil technologique d'entreprise

Service de conseil	Revenus annuels
Conseil technologique d'entreprise	672 millions de dollars
Valeur d'engagement du client moyen	3,4 millions de dollars

Solutions d'optimisation opérationnelle et d'automatisation

GenPact implémente des solutions d'automatisation qui génèrent 27% de réduction des coûts opérationnels pour les clients.

• Implémentations de l'automatisation des processus robotiques (RPA): 340+
• Technologies d'automatisation développées: 215
• Amélioration moyenne de l'efficacité: 42%

Services d'ingénierie numérique de bout en bout

Métriques d'ingénierie numérique	Performance annuelle
Projets d'ingénierie numérique	412
Professionnels de l'ingénierie	4,600
Revenus d'ingénierie numérique	524 millions de dollars

Genpact Limited (G) - Modèle d'entreprise: Ressources clés

Composition de la main-d'œuvre

Taille mondiale de la main-d'œuvre: 115 812 professionnels au 31 décembre 2022

Distribution géographique	Nombre d'employés	Pourcentage
Inde	76,458	66.0%
États-Unis	22,162	19.1%
Autres pays	17,192	14.9%

Infrastructure technologique

Investissement de plates-formes numériques: 247 millions de dollars dans l'infrastructure technologique en 2022

• Systèmes informatiques basés sur le cloud
• Plateformes avancées d'analyse de données
• Infrastructure de cybersécurité

IA et capacités d'apprentissage automatique

Zone technologique	Investissement	Dénombrement des brevets
Technologies d'IA	89,5 millions de dollars	127 brevets liés à l'IA
Apprentissage automatique	62,3 millions de dollars	93 brevets d'apprentissage automatique

Expertise de l'industrie

Couverture du secteur: 14 verticales distinctes de l'industrie

• Services financiers
• Soins de santé
• Fabrication
• Vente au détail
• Technologie

Réseau de livraison global

Région	Nombre de centres de livraison
Asie-Pacifique	32
Amérique du Nord	18
Europe	12
Moyen-Orient et Afrique	6

Genpact Limited (G) - Modèle d'entreprise: propositions de valeur

Solutions complètes de transformation numérique

Genpact fournit des services de transformation numérique avec 4,12 milliards de dollars de revenus en 2022, en se concentrant sur la modernisation technologique au niveau de l'entreprise.

Catégorie de service	Contribution annuelle des revenus
Services de transformation numérique	1,68 milliard de dollars
Solutions de modernisation du cloud	712 millions de dollars
Services d'intégration AI / ML	456 millions de dollars

Efficacité opérationnelle améliorée pour les clients d'entreprise

GenPact fournit des solutions d'efficacité opérationnelle avec Taux de rétention de 97,3% en 2022.

• Stratégies d'optimisation des processus
• Refonte du flux de travail d'entreprise
• Implémentation d'automatisation intelligente

Informations axées sur les données et processus commerciaux intelligents

Genpact traite plus de 2,5 pétaoctets de données d'entreprise par an, générant une intelligence commerciale exploitable.

Capacité d'analyse des données	Métrique quantitative
Traitement annuel des données	2,5 pétaoctets
Clients d'analyse avancée	378 clients d'entreprise
Modèles d'apprentissage automatique déployés	1 246 modèles

Réduction des coûts et optimisation des performances

Genpact offre une réduction moyenne des coûts opérationnels de 35% pour les clients grâce à des interventions technologiques avancées.

• Automatisation de processus robotique
• Algorithmes d'efficacité dirigés par l'IA
• Analyse de performance prédictive

Services technologiques évolutifs et personnalisables

Genpact prend en charge plus de 200 entreprises mondiales avec des solutions technologiques flexibles sur plusieurs verticales de l'industrie.

Industrie verticale	Nombre de clients d'entreprise
Services financiers	86 clients
Soins de santé	42 clients
Fabrication	38 clients
Technologie	34 clients

Genpact Limited (G) - Modèle d'entreprise: relations clients

Modèle de partenariat stratégique à long terme

Genpact dessert plus de 550 clients mondiaux dans plusieurs secteurs en 2023, avec 30% des clients ayant des relations supérieures à 10 ans. La société maintient un taux de rétention de la clientèle de 93,4%.

Segment client	Nombre de clients	Durée moyenne des relations
Fortune 500 Companies	190	8,6 ans
Entreprises mondiales 2000	210	7,3 ans

Équipes de gestion des comptes dédiés

Genpact déploie plus de 1 200 professionnels de la gestion des comptes dédiés dans le monde, avec une taille d'équipe moyenne de 5-7 spécialistes par client majeur.

• Fréquence moyenne d'interaction du client: 2-3 réunions stratégiques par trimestre
• Score de satisfaction du client: 4.7 / 5
• Temps de réponse moyen: moins de 4 heures

Innovation continue et soutien au conseil

A investi 127 millions de dollars en R&D en 2022, en se concentrant sur l'IA et les solutions de transformation numérique.

Zone d'innovation	Investissement	De nouvelles solutions développées
IA / Machine Learning	52 millions de dollars	37 nouvelles solutions
Transformation numérique	75 millions de dollars	46 nouvelles plateformes

Feuilles de route de transformation numérique personnalisées

Développé 214 stratégies de transformation numérique personnalisées pour les clients en 2022-2023.

• Temps de mise en œuvre moyen: 6 à 9 mois
• Taux de réussite des initiatives de transformation: 88%
• Économies de coûts pour les clients: moyenne de 22 à 35%

Surveillance et optimisation des performances continues

Implémentation du suivi des performances en temps réel pour 96% des engagements des clients, avec des critiques trimestrielles complètes.

Surveillance de la métrique	Fréquence de suivi	Taux d'optimisation
Efficacité opérationnelle	Mensuel	Amélioration de 17,6%
Optimisation des coûts	Trimestriel	14,3% de réduction

Genpact Limited (G) - Modèle d'entreprise: canaux

Force de vente directe

La force de vente directe de Genpact se compose de 1 200 professionnels des ventes dédiés à 2023. L'équipe génère 4,2 milliards de dollars de revenus annuels grâce à des engagements de clients d'entreprise ciblés.

Métrique du canal de vente	2023 données
Représentants des ventes totales	1,200
Revenus de ventes annuels	4,2 milliards de dollars
Taille moyenne de l'accord	3,5 millions de dollars

Plateformes de marketing numérique

Genpact exploite plusieurs plateformes numériques avec les mesures d'engagement suivantes:

• LinkedIn adeptes: 425 000
• Visiteurs mensuels du site Web: 187 000
• Budget de marketing numérique: 12,6 millions de dollars par an

Conférences et événements de l'industrie

Genpact participe à 42 conférences mondiales de l'industrie par an, avec une portée estimée de 15 000 clients d'entreprise potentiels.

Métrique de la participation des événements	2023 données
Les conférences totales ont assisté	42
Poute du client potentiel	15,000

Systèmes de consultation et de proposition en ligne

La plate-forme de consultation en ligne de Genpact traite 3200 demandes de renseignements clients mensuellement, avec un taux de conversion de 62% en propositions formelles.

Réseaux de référence stratégiques

Genpact entretient 87 relations de partenaire stratégique, générant 22% du total des revenus annuels par le biais des canaux de référence.

Métrique du réseau de référence	2023 données
Partenaires stratégiques	87
Revenus des références	22%

Genpact Limited (G) - Modèle d'entreprise: segments de clientèle

Fortune 500 Enterprises

Genpact dessert 42% des sociétés du Fortune 500 en 2023.

Segment	Nombre de clients	Contribution annuelle des revenus
Top 100 clients Fortune 500	54 entreprises	1,2 milliard de dollars

Institutions de services financiers

Les services financiers représentent 34% de la clientèle totale de Genpact.

• Banques mondiales: 22 grandes institutions
• Compagnies d'assurance: 15 organisations de haut niveau
• Entreprises d'investissement: 12 clients importants

Sous-segment financier	Compte de clientèle	Valeur du contrat annuel
Banque commerciale	16 clients	480 millions de dollars
Assurance	15 clients	320 millions de dollars

Société de soins de santé et pharmaceutique

Le segment des soins de santé représente 18% de la clientèle de Genpact.

• Sociétés pharmaceutiques: 25 organisations mondiales
• Fournisseurs de soins de santé: 18 réseaux majeurs

Secteurs de fabrication et automobile

La fabrication représente 24% du total des segments de clientèle de Genpact.

Sous-segment de l'industrie	Compte de clientèle	Revenus annuels
Automobile	12 fabricants	340 millions de dollars
Fabrication industrielle	22 entreprises	420 millions de dollars

Organisations de biens de consommation et de vente au détail

Le segment des biens de consommation représente 14% de la clientèle de Genpact.

• Marques mondiales de vente au détail: 18 entreprises
• Produits de consommation emballés: 15 sociétés multinationales

Sous-segment de détail	Compte de clientèle	Valeur du contrat annuel
Commerce électronique	8 plateformes	210 millions de dollars
Commerce de détail traditionnel	10 grands détaillants	280 millions de dollars

Genpact Limited (G) - Modèle d'entreprise: Structure des coûts

Acquisition et formation des talents mondiaux

Dépenses annuelles de formation et de recrutement des employés: 87,4 millions de dollars en 2022

Catégorie de coûts	Montant ($)
Frais de recrutement	42,6 millions
Programmes de formation	44,8 millions

Investissements infrastructures technologiques

Dépenses totales d'infrastructures technologiques: 215,6 millions de dollars au cours de l'exercice 2022

• Investissements d'infrastructure cloud: 76,3 millions de dollars
• Systèmes de cybersécurité: 53,2 millions de dollars
• Plateformes de transformation numérique: 86,1 millions de dollars

Frais de recherche et de développement

Zone de focus R&D	Investissement ($)
IA et apprentissage automatique	62,5 millions
Analytique numérique	48,3 millions
Automatisation des processus	55,7 millions

Marketing et développement commercial

Dépenses de marketing annuelles: 45,2 millions de dollars en 2022

• Campagnes de marketing numérique: 18,6 millions de dollars
• Parrainages de la conférence de l'industrie: 12,4 millions de dollars
• Programmes d'activation des ventes: 14,2 millions de dollars

Overhead Overhead and Global Delivery Network

Coûts opérationnels totaux: 672,3 millions de dollars au cours de l'exercice 2022

Catégorie de coûts opérationnels	Montant ($)
Installations de bureaux mondiaux	156,4 millions
Entretien du centre de livraison mondial	287,6 millions
Frais administratifs	228,3 millions

Genpact Limited (G) - Modèle d'entreprise: Strots de revenus

Frais de conseil en transformation numérique

Au cours de l'exercice 2023, Genpact a rapporté un chiffre d'affaires de consultation de transformation numérique de 1,247 milliard de dollars, ce qui représente 37,8% du total des revenus de l'entreprise.

Catégorie de service	Revenus ($ m)	Pourcentage du total
Conseil de transformation numérique	1,247	37.8%

Services de gestion des processus d'entreprise

Les services de gestion des processus métier ont généré 892 millions de dollars de revenus pour Genpact en 2023, représentant 27,1% du total des revenus de l'entreprise.

Segment de service	Revenus ($ m)	Taux de croissance
Gestion des processus d'entreprise	892	6.3%

Projets de mise en œuvre de la technologie

Les projets de mise en œuvre de la technologie ont contribué 645 millions de dollars aux revenus de Genpact en 2023, ce qui représente 19,6% des revenus totaux.

• Intégration de la technologie d'entreprise
• Services de migration en cloud
• Mise en œuvre de la cybersécurité

Contrats de services gérés en cours

Les contrats de services gérés ont généré 412 millions de dollars de revenus récurrents pour Genpact en 2023, ce qui représente 12,5% du total des revenus de l'entreprise.

Type de contrat	Revenus ($ m)	Durée du contrat
Services gérés à long terme	412	3-5 ans

Analytiques et solutions d'intelligence

Les solutions d'analyse et d'intelligence ont produit 204 millions de dollars de revenus pour Genpact en 2023, représentant 6,2% du total des revenus de l'entreprise.

• Analyse alimentée par l'IA
• Plateformes d'intelligence prédictive
• Services de visualisation des données

Revenu annuel total: 3,3 milliards de dollars

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.