Genpact (G) investor relations material

Executive summary

• Q1 2026 marked a record start with strong momentum in agentic and Advanced Technology Solutions, positioning the company as a leader in this space.

• Total revenue grew 6.7% year-over-year to $1.296 billion, driven by disciplined execution and increasing demand.

• Advanced Technology Solutions revenue accelerated 24% year-over-year, now representing 27% of total revenue.

• Diluted EPS rose 17.8% year-over-year, with adjusted diluted EPS up 16.7%.

• Q1 2026 marked the 12th consecutive quarter of gross margin expansion year-over-year.

Financial highlights

• Total revenue: $1.296 billion, up 6.7% year-over-year.

• Advanced Technology Solutions revenue: $345 million, up 24% year-over-year.

• Core Business Services revenue: $951 million, up 1.4% year-over-year.

• Gross margin expanded by 110 basis points to 36.4%.

• Adjusted operating income: $224 million; margin 17.3%.

• Net income: $148 million; diluted EPS: $0.86; adjusted diluted EPS: $0.98, up 16.7% year-over-year.

• Cash and cash equivalents: $578 million at quarter end.

• $102 million returned to shareholders via $70 million in share repurchases and $32 million in dividends.

Outlook and guidance

• Expecting at least 7% total revenue growth for 2026.

• Advanced Technology Solutions projected to grow at least 20% for the year.

• Full-year gross margin expected to expand by 50 basis points to 36.5%.

• Adjusted operating income margin expected to increase 25 basis points to 17.7%.

• Adjusted diluted EPS expected to grow over 10% for the year.

• Q2 revenue guidance: $1.324–$1.336 billion (6% growth at midpoint); ATS to grow at least 20% year-over-year.