5 Must-Read Analyst Questions From Genpact's Q2 Earnings Call

Genpact delivered a positive second quarter, with results surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed this outperformance to robust growth in its Advanced Technology Solutions segment, particularly in data and AI-driven services, and a healthy pipeline of large deals. CEO Balkrishan Kalra noted, “Our data and AI pipeline has tripled over the last year, and we are innovating rapidly,” highlighting how early investments in AI-driven process transformation are translating into new client wins and deeper engagements with existing customers.

Is now the time to buy G? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Genpact’s Q2 Earnings Call

• Bryan C. Bergin (TD Cowen) asked about the pace of pipeline conversion and whether tariff-related delays had resolved. CEO Balkrishan Kalra confirmed healthy pipeline activity, with large deals previously delayed now closed and remaining opportunities still active.
• Bryan C. Bergin (TD Cowen) followed up to inquire about the net impact of generative AI on traditional contracts. CFO Michael Weiner explained that while AI productivity gains are shared with clients, incremental revenue is coming from expanded scope and new client wins.
• Surinder Singh Thind (Jefferies) questioned the conversion speed and duration of Advanced Technology Solutions contracts. Kalra stated that conversion is faster and that about 70% of these contracts are annuitized, providing predictable revenue.
• Jacob D. Haggarty (Baird) asked about sequential trends and the required growth to achieve full-year targets. Weiner outlined that 70% of needed annual growth was already achieved in the first half, expressing confidence in delivering the remainder.
• Puneet Jain (JPMorgan Chase) inquired about AI adoption by vertical and potential competitive pricing pressure. Kalra responded that AI adoption is broad-based, with financial services leading, and that the company is not seeing irrational pricing from competitors.

Catalysts in Upcoming Quarters

In the upcoming quarters, the StockStory team will watch (1) whether Advanced Technology Solutions can sustain double-digit growth as generative AI use expands; (2) the pace and profitability of new partnership-driven offerings with major technology vendors; and (3) signs that client demand for non-headcount and outcome-based contracts increases. Continued progress in large deal closures and geographic market expansion will also serve as important markers for execution.

Genpact currently trades at $44.22, up from $41.72 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free).

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