Genpact: The Fundamentals Support A Higher Valuation

  • Genpact is a strong Buy, due to its pivot to Data-Tech-AI, robust digital operations, and disciplined cost management fueling long-term growth. The company's AI Gigafactory, expanding partner ecosystem, and internal AI-led transformation (Client Zero) are major catalysts driving operational efficiency and revenue growth. Q1 FY25 showed strong financials: 8.3% revenue growth, margin expansion, and healthy cash flows, supporting a DCF-based upside of ~30%.