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    Bradley Clark • BMO Capital Markets

    Bradley Clark's questions to Genpact Ltd (G) leadership

    Bradley Clark's questions to Genpact Ltd (G) leadership • Q2 2025

    Question

    Bradley Clark of BMO Capital Markets asked how the implied revenue deceleration in the second half of 2025 aligns with the company's midterm growth target of 7% for 2026, seeking what provides confidence in a re-acceleration.

    Answer

    CFO Mike Weiner reiterated the midterm target of at least 7% growth for 2026-2027, stating the pipeline remains healthy and that recent deal delays do not impact their long-term view. CEO Balkrishan Kalra added that their guidance philosophy remains prudent and they are confident in the medium-term targets laid out at Investor Day, highlighting Genpact's continued performance at the top end of its peer group.

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    Bradley Clark's questions to Genpact Ltd (G) leadership • Q4 2024

    Question

    Bradley Clark of BMO Capital Markets asked whether client spending on generative AI projects represents net new budget dollars or if it is being reallocated from legacy IT services spending.

    Answer

    CEO BK Kalra stated that based on observations in 2024, spending on AI was primarily a shift of existing client dollars rather than net new incremental funds. He explained that many clients were in an experimental phase, reallocating budgets to explore AI's potential, but noted that this dynamic could evolve as the market matures in 2025.

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    Bradley Clark's questions to Genpact Ltd (G) leadership • Q3 2024

    Question

    Bradley Clark asked what signs of a budget influx or improved business environment Genpact is watching for and inquired about the pricing environment, particularly in relation to a slight dip in sole-source deals.

    Answer

    CFO Michael Weiner responded that the company has not seen signs of 'budget flushes' and is not assuming any in its guidance. He described the pricing environment as 'relatively constant' and advised not to read into the quarterly fluctuation of sole-source deals, which he characterized as 'lumpy' by nature and influenced by deal size.

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