Description

Genpact Surges as Agentic Contracts Explode—But Is This Sustainable?

Genpact Limited’s third-quarter results for 2025 reflect both strategic and operational strengths as well as some challenges within the evolving landscape of advanced technology solutions and core business services. On the positive side, the company’s revenue for the quarter grew by 7% year-over-year to $1.291 billion, exceeding the high end of their guidance. Notably, the Advanced Technology Solutions (ATS) segment saw a 20% revenue increase, highlighting the effectiveness of the GenpactNext framework, which positions Genpact as a leader in advanced technology services. Genpact’s growth was underpinned by investments in AI, exemplified by their AI Maestro software platform and other agentic operations products. These innovations bolster the company’s capability to offer comprehensive solutions integrating data, AI, and digital technologies. The company’s gross margin expanded to 36.4%, and an adjusted operating income margin rose to 17.7%, both exceeding expectations. Adjusted diluted EPS increased significantly by 14% year-over-year, reaching $0.97.