Genpact Q4: Advanced Tech and Agentic Operations Shift the Business
Genpact beat expectations in Q4 CY2025, posting $1.32B in revenue (up 5.6% year over year) and non-GAAP EPS of $0.97. Guidance for Q1 CY2026 came in mixed: revenue of $1.29B at the midpoint (slightly below estimates) and EPS of $0.93 (slightly above.
Management's message was clear: demand for AI-led, agentic operations is driving the shift in mix, margin, and recurring revenue. For operations leaders, this is the signal to move faster on AI agents plus human oversight, not just incremental automation.
Key Numbers Ops Teams Should Know
- Revenue: $1.32B vs. $1.31B expected (5.6% YoY growth, 0.8% beat)
- Adjusted EPS: $0.97 vs. $0.93 expected (3.8% beat)
- Adjusted EBITDA: $257.7M vs. $247.4M expected (19.5% margin)
- Operating margin: 14.8% (flat YoY)
- Constant currency revenue: +5% YoY (vs. +8.7% in the same quarter last year)
- Q1 CY2026 guidance: Revenue $1.29B midpoint (below consensus); EPS $0.93 midpoint (above consensus)
- Market cap: ~$6.5B; shares at $38.50 post-earnings
Why This Matters for Operations
Genpact isn't just selling services; it's shifting clients to agentic models where domain-specific AI agents handle routine decisioning and workflows, with humans supervising exceptions and outcomes. That change improves speed, consistency, and gross margins for clients already on the model.
As this mix grows, Genpact expects more recurring revenue and better margins. For you, that means a pragmatic path to higher throughput and tighter cost control-if you pick the right processes and governance.
What Management Said (Translated for Ops)
- Advanced tech momentum: AI and digital transformation are a growing share of bookings and revenue.
- Agentic operations adoption: AP agentic suite saw broad uptake; 40%+ of awarded contract value from new clients; existing clients saw higher revenue and gross margins after moving off traditional models.
- Large deals: Sixteen large deals closed for the year; pipeline remains healthy.
- Partnerships: Revenue tied to partners like AWS and Microsoft grew nearly 50%, helping embed domain AI within familiar platforms (AWS Partner Network, Microsoft Azure AI).
- AI talent: 7,000+ AI specialists now support product innovation and delivery.
CEO Balkrishan Kalra: "We are fundamentally reshaping how businesses operate, and we are doing so at speed." CFO Michael Weiner highlighted focus on higher-value, recurring revenue and noted strong momentum in AgenTeq.
How Agentic Ops Look in Practice
Think AI agents owning the first pass of tasks (invoice matching, exception triage, document extraction, policy checks), while your team sets guardrails and closes edge cases. The ROI shows up as cycle-time compression, fewer manual touches, and clearer accountability via metrics and prompts/logs.
This is not a "rip and replace." It's a staged rollout: high-volume, rule-heavy work first; then expand to adjacent processes once benchmarks are met.
Drivers Genpact Is Banking On
- Scale in AI and agentic products: Management expects high-teens growth in advanced technology solutions as adoption spreads.
- Margin expansion: Mix shift to higher-value work plus automation and operational discipline.
- Product + partnerships: More investment in AI products, talent, and partner ecosystems to capture larger transformation budgets.
What to Watch Next Quarter
- Speed of client migrations to agentic operations and the impact on gross margin.
- Volume and win rate of large transformation deals tied to AI products.
- Evidence of recurring revenue growth and incremental margin improvement.
- Hiring velocity and deployment of AI builders into client programs.
Action Checklist for Operations Leaders
- Pick one process to pilot an agentic model (AP, dispute management, policy checks). Define clear SLAs, exception thresholds, and human-in-the-loop rules.
- Move contracts toward outcome metrics (cycle time, accuracy, DSO/DPO impact) rather than hours. Tie bonuses/penalties to measurable gains.
- Integrate with your existing cloud stack (AWS/Azure) for security, access control, and monitoring. Centralize prompts, logs, and metrics.
- Upskill your team on prompt patterns, exception handling, and agent governance. If you need a structured path, see AI courses by job and popular AI certifications.
The Bottom Line
Genpact's quarter shows that agentic operations are moving from slides to production. The companies that formalize governance, pick the right workloads, and lock in outcome-based contracts will see the margin and speed benefits first.
If you're responsible for throughput, cost, and service levels, the window to test and scale this model is open right now.
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