Update shared on 11 Dec 2025
Analysts have modestly raised their price target on Genpact to $50.20, citing slight improvements in discount rate assumptions and forward valuation metrics while maintaining a stable fair value outlook.
What's in the News
- Completed a major share repurchase tranche, buying back 2,021,229 shares in the latest quarter and reaching a cumulative 35.4% of shares repurchased under the multi year program announced in 2015 (company filing)
- Raised full year 2025 revenue guidance to $5.059 billion to $5.071 billion, implying 6.1% to 6.4% year over year growth as reported, with stronger outlooks for both Data Tech AI and Digital Operations segments (company guidance)
- Guided fourth quarter 2025 revenues to $1.298 billion to $1.311 billion, targeting 4.0% to 5.0% reported growth and diluted EPS of $0.78 to $0.80 (company guidance)
- Launched the Genpact Insurance Policy Suite for commercial and specialty insurance, an AI driven workflow offering built on Microsoft Azure and aimed at achieving up to 90% touchless submission clearance and significantly lower operating costs for insurers (product announcement)
Valuation Changes
- Fair Value Estimate is unchanged at $50.20 per share, reflecting a stable fundamental outlook.
- The discount rate has fallen slightly from about 7.50% to about 7.48%, implying a marginally lower assumed risk profile.
- Revenue growth is effectively unchanged at about 6.81% projected annual growth.
- Net profit margin is effectively unchanged at about 11.50%, indicating stable profitability expectations.
- The future P/E has edged down slightly from about 14.48x to about 14.47x, reflecting a modestly lower forward valuation multiple.
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