Genpact Q3 Revenue Up 7% with AI Solutions Growing 20%
Genpact delivered Q3 revenue of $1.291 billion, up 7% year-over-year, with Advanced Technology Solutions growing 20% and adjusted operating margin rising to 17.7%, while diluted EPS climbed 14% to $0.97 and management raised full-year guidance. Meanwhile, Artisan Partners trimmed its stake by 6.8%, selling 117,454 shares.
1. Q3 Financial Performance
Genpact reported Q3 revenue of $1.291 billion, a 7% increase year-over-year, driven by strong demand for digital transformation services. Adjusted operating margin improved to 17.7% from prior quarters, gross margin expanded to 36.4%, and diluted EPS rose 14% to $0.97, supporting a raised full-year outlook.
2. Growth in Advanced Technology Solutions and AI
The Advanced Technology Solutions segment grew 20%, marking its fifth consecutive quarter of accelerating growth under CEO Balkrishan Kalra. Genpact has deployed roughly 330 GenAI solutions and partnered with AWS, Google Cloud and Databricks to scale “agentic operations” platforms and industry-specific software, demonstrating tangible efficiency gains for clients.
3. Stake Reduction by Artisan Partners
Institutional investor Artisan Partners Limited Partnership reduced its Genpact holdings by 6.8% in Q3, selling 117,454 shares and bringing its total stake to 1,610,946 shares. The move reflects portfolio rebalancing and may signal varying institutional sentiment toward outsourcer stocks.