Punit's questions to Genpact Ltd (G) leadership • Q4 2024
Question
An analyst identified as Punit asked for clarity on the 2025 guidance, questioning the expected slowdown in Data-Tech-AI (DTAI) and the acceleration in Digital Operations. He also inquired if GenAI engagements are leading to larger contract sizes.
Answer
CFO Mike Weiner explained the full-year guidance reflects a prudent approach, noting tougher comps in the second half and less visibility into the non-annuitized portion of the business, which heavily impacts DTAI. CEO BK Kalra added that successful GenAI solutions are driving follow-on contracts and expanding the total addressable market, a trend supported by the launch of their AI Gigafactory.