After traveling with management, we maintain our BUY rating on Genpact as we believe the company will produce better than market returns over the short and long term.
Genpact is well positioned to capitalize on a healthy BPO demand backdrop. The company's GE lineage and global reach serve as a distinct competitive advantage.
The challenge going forward is expanding the company's reach to new customers and verticals, while continuing to mine revenue from the present relationships. We believe Genpact will successfully expand its business and view the stock as a core long term holding.
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Joseph D. Foresi
About the Author: Ben Trowbridge is an accomplished Outsourcing Advisor with extensive experience in outsourcing and managed services. As a former EY Partner and CEO of Alsbridge, he built successful practices in Transformational Outsourcing, BPO, IT Outsourcing, and Cybersecurity Managed Services. Throughout his career, Ben has advised a broad range of clients on outsourcing and global business services strategy and transactions. As the current CEO of the Outsourcing Center, he provides valuable insights and guidance to buyers and managed services executives. Contact him at [email protected].