Genpact Limited (G): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da transformação digital, a Genpact Limited Stands como uma potência de soluções de negócios inovadoras, a tecnologia de ponte perfeitamente e a consultoria estratégica entre as empresas globais. Com uma tela de modelo de negócios robusta que se estende 115,000 Profissionais e parcerias estratégicas com gigantes da tecnologia como Microsoft e Salesforce, a GenPACT revolucionou como as organizações otimizam as operações, aproveitam as idéias orientadas a dados e navegam em ecossistemas digitais complexos. Essa exploração abrangente revela a estrutura intrincada que permite que a GenPACT forneça engenharia digital de ponta, serviços de inteligência artificial e processos de negócios transformadores para empresas da Fortune 500 em todo o mundo.

Genpact Limited (G) - Modelo de Negócios: Principais Parcerias

Alianças estratégicas com líderes de tecnologia global

A Genpact mantém parcerias de tecnologia estratégica com:

Parceiro	Foco em parceria	Ano estabelecido
Microsoft	Serviços de transformação em nuvem	2018
Salesforce	Soluções digitais de CRM	2016
SEIVA	Integração do software corporativo	2015

Consultoria em parcerias da empresa para transformação digital

• Parceria com a McKinsey & Empresa de Consultoria Analítica Avançada
• Colaboração com a Deloitte for Enterprise Digital Transformation Services
• Programas de inovação conjunta com o Boston Consulting Group

Colaborações da Instituição Acadêmica

Instituição	Tipo de colaboração	Área de foco
Instituto de Tecnologia da Índia (IIT)	Desenvolvimento de talentos	Ciência de dados e pesquisa de IA
Instituto de Tecnologia de Massachusetts (MIT)	Parceria de pesquisa	Estudos de transformação digital

Parcerias de provedores de tecnologia específicos para o setor

• Parceria com o UIPATH para automação de processos robóticos
• Colaboração com Blue Prism for Intelligent Automation Solutions
• Joint venture com automação em qualquer lugar para serviços corporativos RPA

Genpact Limited (G) - Modelo de Negócios: Atividades -chave

Gerenciamento de processos de negócios e transformação digital

Os processos da GenPACT mais de 150 milhões de transações anualmente em vários setores. A empresa gerencia iniciativas de transformação digital para mais de 100 empresas globais.

Métricas de transformação digital	Desempenho anual
Projetos de transformação concluídos	287
Duração média do projeto	18 meses
Taxa de retenção de clientes	92%

Serviços de inteligência e análise artificiais

A GenPACT opera 12 centros globais de IA e análise com mais de 3.000 cientistas de dados especializados e especialistas em IA.

• Soluções movidas a IA implantadas em mais de 45 países
• Modelos de aprendizado de máquina desenvolvidos: 500+
• Investimento anual em pesquisa de IA: US $ 47 milhões

Enterprise Technology Consulting

Serviço de consultoria	Receita anual
Enterprise Technology Consulting	US $ 672 milhões
Valor médio de engajamento do cliente	US $ 3,4 milhões

Soluções operacionais de otimização e automação

Genpact implementa soluções de automação que geram 27% de redução de custo operacional para clientes.

• Implementações de automação de processos robóticos (RPA): 340+
• Tecnologias de automação desenvolvidas: 215
• Melhoria média de eficiência: 42%

Serviços de engenharia digital de ponta a ponta

Métricas de engenharia digital	Desempenho anual
Projetos de engenharia digital	412
Profissionais de engenharia	4,600
Receita de engenharia digital	US $ 524 milhões

Genpact Limited (G) - Modelo de Negócios: Recursos Principais

Composição da força de trabalho

Tamanho global da força de trabalho: 115.812 Profissionais em 31 de dezembro de 2022

Distribuição geográfica	Número de funcionários	Percentagem
Índia	76,458	66.0%
Estados Unidos	22,162	19.1%
Outros países	17,192	14.9%

Infraestrutura tecnológica

Investimento de plataformas digitais: US $ 247 milhões em infraestrutura tecnológica em 2022

• Sistemas de computação baseados em nuvem
• Plataformas avançadas de análise de dados
• Infraestrutura de segurança cibernética

Capacidades de AI e aprendizado de máquina

Área de tecnologia	Investimento	Contagem de patentes
Tecnologias de IA	US $ 89,5 milhões	127 patentes relacionadas à IA
Aprendizado de máquina	US $ 62,3 milhões	93 patentes de aprendizado de máquina

Experiência no setor

Cobertura do setor: 14 verticais distintos da indústria

• Serviços financeiros
• Assistência médica
• Fabricação
• Varejo
• Tecnologia

Rede de entrega global

Região	Número de centros de entrega
Ásia -Pacífico	32
América do Norte	18
Europa	12
Oriente Médio e África	6

Genpact Limited (G) - Modelo de Negócios: Proposições de Valor

Soluções abrangentes de transformação digital

A GenPACT fornece serviços de transformação digital com receita de US $ 4,12 bilhões em 2022, com foco na modernização tecnológica em nível empresarial.

Categoria de serviço	Contribuição anual da receita
Serviços de transformação digital	US $ 1,68 bilhão
Soluções de modernização em nuvem	US $ 712 milhões
Serviços de Integração AI/ML	US $ 456 milhões

Eficiência operacional aprimorada para clientes corporativos

O Genpact fornece soluções de eficiência operacional com 97,3% de taxa de retenção de clientes em 2022.

• Estratégias de otimização de processos
• Redesenho de fluxo de trabalho corporativo
• Implementação de automação inteligente

Insights orientados a dados e processos de negócios inteligentes

O Genpact processa mais de 2,5 petabytes de dados corporativos anualmente, gerando inteligência de negócios acionável.

Capacidade de análise de dados	Métrica quantitativa
Processamento anual de dados	2.5 Petabytes
Clientes de análise avançada	378 clientes corporativos
Modelos de aprendizado de máquina implantados	1.246 modelos

Redução de custos e otimização de desempenho

A GenPACT oferece uma redução média de custos operacionais de 35% para os clientes por meio de intervenções tecnológicas avançadas.

• Automação de processo robótico
• Algoritmos de eficiência acionados por IA
• Análise de Desempenho Preditiva

Serviços de tecnologia escaláveis ​​e personalizáveis

A GenPACT suporta mais de 200 empresas globais com soluções tecnológicas flexíveis em várias verticais da indústria.

Indústria vertical	Número de clientes corporativos
Serviços financeiros	86 clientes
Assistência médica	42 clientes
Fabricação	38 clientes
Tecnologia	34 clientes

Genpact Limited (G) - Modelo de Negócios: Relacionamentos do Cliente

Modelo de parceria estratégica de longo prazo

A GenPACT atende a mais de 550 clientes globais em vários setores a partir de 2023, com 30% dos clientes tendo relacionamentos superiores a 10 anos. A empresa mantém uma taxa de retenção de clientes de 93,4%.

Segmento de cliente	Número de clientes	Duração média do relacionamento
Fortune 500 empresas	190	8,6 anos
Global 2000 Enterprises	210	7,3 anos

Equipes de gerenciamento de contas dedicadas

A GenPACT implanta mais de 1.200 profissionais de gerenciamento de contas dedicados globalmente, com um tamanho médio de equipe de 5-7 especialistas por cliente importante.

• Frequência média de interação do cliente: 2-3 reuniões estratégicas por trimestre
• Pontuação de satisfação do cliente: 4,7/5
• Tempo médio de resposta: menos de 4 horas

Inovação contínua e suporte de consultoria

Investiu US $ 127 milhões em P&D durante 2022, concentrando -se em soluções de IA e transformação digital.

Área de inovação	Investimento	Novas soluções desenvolvidas
AIDA/Aprendizado de máquina	US $ 52 milhões	37 novas soluções
Transformação digital	US $ 75 milhões	46 novas plataformas

Roteiros de transformação digital personalizados

Desenvolveu 214 estratégias de transformação digital personalizadas para clientes em 2022-2023.

• Tempo médio de implementação: 6-9 meses
• Taxa de sucesso Iniciativas de transformação: 88%
• Economia de custos para clientes: média de 22-35%

Monitoramento e otimização de desempenho em andamento

Implementou o rastreamento de desempenho em tempo real para 96% dos compromissos de clientes, com críticas abrangentes trimestrais.

Monitoramento métrica	Frequência de rastreamento	Taxa de otimização
Eficiência operacional	Mensal	17,6% de melhoria
Otimização de custos	Trimestral	14,3% de redução

Genpact Limited (G) - Modelo de Negócios: Canais

Força de vendas direta

A força de vendas direta da GenPACT consiste em 1.200 profissionais de vendas dedicados a partir de 2023. A equipe gera US $ 4,2 bilhões em receita anual por meio de compromissos direcionados para clientes corporativos.

Métrica do canal de vendas	2023 dados
Total de representantes de vendas	1,200
Receita anual de vendas	US $ 4,2 bilhões
Tamanho médio de negócios	US $ 3,5 milhões

Plataformas de marketing digital

O Genpact aproveita várias plataformas digitais com as seguintes métricas de engajamento:

• Seguidores do LinkedIn: 425.000
• Website Visitantes mensais: 187.000
• Orçamento de marketing digital: US $ 12,6 milhões anualmente

Conferências e eventos do setor

A Genpact participa de 42 conferências globais da indústria anualmente, com um alcance estimado de 15.000 clientes em potencial.

Métrica de participação do evento	2023 dados
As conferências totais compareceram	42
Alcance potencial do cliente	15,000

Sistemas de consulta e proposta on -line

A plataforma de consulta on -line da Genpact processa 3.200 consultas de clientes mensalmente, com uma taxa de conversão de 62% para propostas formais.

Redes de referência estratégicas

A GenPACT mantém 87 relacionamentos de parceiros estratégicos, gerando 22% da receita anual total por meio de canais de referência.

Métrica de rede de referência	2023 dados
Parceiros estratégicos	87
Receita de referências	22%

Genpact Limited (G) - Modelo de Negócios: Segmentos de Clientes

Fortune 500 Enterprises

A Genpact atende a 42% das empresas da Fortune 500 a partir de 2023.

Segmento	Número de clientes	Contribuição anual da receita
Os 100 principais clientes da Fortune 500	54 empresas	US $ 1,2 bilhão

Instituições de Serviços Financeiros

Os serviços financeiros representam 34% da base total de clientes da GenPACT.

• Bancos globais: 22 principais instituições
• Empresas de seguros: 15 organizações de primeira linha
• Empresas de investimento: 12 clientes significativos

Sub-segmento financeiro	Contagem de clientes	Valor anual do contrato
Bancos comerciais	16 clientes	US $ 480 milhões
Seguro	15 clientes	US $ 320 milhões

Empresas de saúde e farmacêuticos

O segmento de saúde compreende 18% da base de clientes da Genpact.

• Empresas farmacêuticas: 25 organizações globais
• Provedores de saúde: 18 principais redes

Setores de fabricação e automóveis

A fabricação representa 24% dos segmentos totais de clientes da GenPACT.

Sub-segmento da indústria	Contagem de clientes	Receita anual
Automotivo	12 fabricantes	US $ 340 milhões
Fabricação industrial	22 empresas	US $ 420 milhões

Bens de consumo e organizações de varejo

O segmento de bens de consumo é responsável por 14% da base de clientes da GenPACT.

• Marcas globais de varejo: 18 empresas
• Bens embalados de consumidores: 15 empresas multinacionais

Sub-segmento de varejo	Contagem de clientes	Valor anual do contrato
Comércio eletrônico	8 plataformas	US $ 210 milhões
Varejo tradicional	10 grandes varejistas	US $ 280 milhões

Genpact Limited (G) - Modelo de Negócios: Estrutura de Custo

Aquisição e treinamento de talentos globais

Treinamento anual de funcionários e despesas de recrutamento: US $ 87,4 milhões em 2022

Categoria de custo	Valor ($)
Despesas de recrutamento	42,6 milhões
Programas de treinamento	44,8 milhões

Investimentos de infraestrutura de tecnologia

Gastadores de infraestrutura de tecnologia total: US $ 215,6 milhões no ano fiscal de 2022

• Investimentos de infraestrutura em nuvem: US $ 76,3 milhões
• Sistemas de segurança cibernética: US $ 53,2 milhões
• Plataformas de transformação digital: US $ 86,1 milhões

Despesas de pesquisa e desenvolvimento

Área de foco em P&D	Investimento ($)
AI e aprendizado de máquina	62,5 milhões
Análise digital	48,3 milhões
Automação de processo	55,7 milhões

Marketing e desenvolvimento de negócios

Despesas anuais de marketing: US $ 45,2 milhões em 2022

• Campanhas de marketing digital: US $ 18,6 milhões
• Patrocínios da Conferência da Indústria: US $ 12,4 milhões
• Programas de capacitação de vendas: US $ 14,2 milhões

Opeuta operacional e rede de entrega global

Custos operacionais totais: US $ 672,3 milhões no ano fiscal de 2022

Categoria de custo operacional	Valor ($)
Instalações globais de escritório	156,4 milhões
Manutenção do centro de entrega global	287,6 milhões
Despesas administrativas	228,3 milhões

Genpact Limited (G) - Modelo de Negócios: Fluxos de Receita

Taxas de consultoria de transformação digital

No ano fiscal de 2023, a Genpact registrou receita de consultoria de transformação digital de US $ 1,247 bilhão, representando 37,8% da receita total da empresa.

Categoria de serviço	Receita ($ m)	Porcentagem de total
Consultoria de Transformação Digital	1,247	37.8%

Serviços de gerenciamento de processos de negócios

Os serviços de gerenciamento de processos de negócios geraram US $ 892 milhões em receita para a GENPACT em 2023, representando 27,1% da receita total da empresa.

Segmento de serviço	Receita ($ m)	Taxa de crescimento
Gerenciamento de processos de negócios	892	6.3%

Projetos de implementação de tecnologia

Os projetos de implementação de tecnologia contribuíram com US $ 645 milhões para a receita da Genpact em 2023, representando 19,6% da receita total.

• Integração da tecnologia corporativa
• Serviços de migração em nuvem
• Implementação de segurança cibernética

Contratos de Serviços Gerenciados em andamento

Os contratos de serviços gerenciados geraram US $ 412 milhões em receita recorrente para a GENPACT em 2023, constituindo 12,5% da receita total da empresa.

Tipo de contrato	Receita ($ m)	Duração do contrato
Serviços gerenciados de longo prazo	412	3-5 anos

Soluções de análise e inteligência

A Analytics and Intelligence Solutions produziu US $ 204 milhões em receita para a GenPACT em 2023, representando 6,2% da receita total da empresa.

• Análise de IA
• Plataformas de inteligência preditivas
• Serviços de visualização de dados

Receita anual total: US $ 3,3 bilhões

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.