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    Jacob Haggarty • Robert W. Baird & Co.

    Jacob Haggarty's questions to Genpact Ltd (G) leadership

    Jacob Haggarty's questions to Genpact Ltd (G) leadership • Q2 2025

    Question

    Jacob Haggarty of Baird questioned the sequential revenue trend implied by the Q3 guide, which suggests a significant Q4 acceleration is needed to reach the high end of the full-year outlook. He also asked about the dynamic between accelerating ATS growth and decelerating Core Business Services growth.

    Answer

    CFO Mike Weiner affirmed the company's guidance approach is prudent and unchanged, noting that 70% of the required annual growth (at the midpoint) was achieved in H1. Regarding the growth dynamic, Weiner referenced the medium-term targets of 15%+ for ATS and 4-5% for Core, acknowledging a strategic pivot from Core to ATS. CEO Balkrishan Kalra emphasized the focus remains on strong total revenue growth.

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    Jacob Haggarty's questions to Taskus Inc (TASK) leadership

    Jacob Haggarty's questions to Taskus Inc (TASK) leadership • Q3 2024

    Question

    Jacob Haggarty asked about the levers available to manage margins in 2025, considering pricing pressures and the near-complete offshore shift. He also questioned the expected sequential revenue ramp in 2025 given the Q1 headwinds mentioned.

    Answer

    CEO Bryce Maddock identified moving up the value chain with more sophisticated services as the primary margin lever. CFO Balaji Sekar detailed specific Q1 2025 headwinds: the non-recurrence of $6 million in Q4 seasonal revenue and two fewer working days, which will negatively impact Q1 revenue and margins. Bryce Maddock clarified that despite these factors, the team is working to overcome the drag and could still achieve sequential growth, expressing confidence in sustaining growth throughout 2025.

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