Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Genpact Limited's third-quarter results for 2025 reflect both strategic and operational strengths as well as some challenges within the evolving landscape of advanced technology solutions and core business services.</li><li>On the positive side, the company's revenue for the quarter grew by 7% year-over-year to $1.291 billion, exceeding the high end of their guidance.</li><li>Notably, the Advanced Technology Solutions (ATS) segment saw a 20% revenue increase, highlighting the effectiveness of the GenpactNext framework, which positions Genpact as a leader in advanced technology services.</li></ul>

Genpact Limited's third-quarter results for 2025 reflect both strategic and operational strengths as well as some challenges within the evolving landscape of advanced technology solutions and core business services.On the positive side, the company's revenue for the quarter grew by 7% year-over-year to $1.291 billion, exceeding the high end of their guidance.Notably, the Advanced Technology Solutions (ATS) segment saw a 20% revenue increase, highlighting the effectiveness of the GenpactNext framework, which positions Genpact as a leader in advanced technology services.

Genpact Surges as Agentic Contracts Explode—But Is This Sustainable?

<ul><li>Genpact Limited's financial performance in the second quarter of 2025 presented a mix of strengths and potential challenges for investors to consider.</li><li>The company reported a revenue of $1.25 billion, marking a 7% year-over-year increase, showing robust growth across its business segments.</li><li>Profitability also improved, with gross margin expanding by 50 basis points and adjusted operating income margin increasing by 40 basis points over the previous year.</li></ul>

Genpact Limited's financial performance in the second quarter of 2025 presented a mix of strengths and potential challenges for investors to consider.The company reported a revenue of $1.25 billion, marking a 7% year-over-year increase, showing robust growth across its business segments.Profitability also improved, with gross margin expanding by 50 basis points and adjusted operating income margin increasing by 40 basis points over the previous year.

Genpact’s AI Gigafactory Is Live—Could 270+ Solutions Rebuild Its Growth Story?

<ul><li>Genpact Limited reported its financial results for the first quarter of 2025, showcasing both positive growth and challenges.</li><li>The company achieved total revenue of $1.215 billion, reflecting an 8.3% year-over-year increase in constant currency, surpassing the upper range of their guidance.</li><li>Gross margin and adjusted operating income margin also exceeded expectations, partly driven by more substantial revenue performance.</li></ul>

Genpact Limited reported its financial results for the first quarter of 2025, showcasing both positive growth and challenges.The company achieved total revenue of $1.215 billion, reflecting an 8.3% year-over-year increase in constant currency, surpassing the upper range of their guidance.Gross margin and adjusted operating income margin also exceeded expectations, partly driven by more substantial revenue performance.

Genpact Limited: AI Gigafactory Development As a Significant Growth Avenue!

<ul><li>Genpact Limited reported a strong performance in the fourth quarter of 2024, with revenue reaching $1.25 billion, reflecting a 9% year-over-year increase.</li><li>The company showcased a particularly impressive growth in their Data-Tech-AI segment, which rose by 12% year-over-year, showcasing the potential and growth of this sector within the organization.</li><li>Additionally, Digital Operations saw a 6% year-over-year increase, indicating strong demand across their business segments.</li></ul>

Genpact Limited reported a strong performance in the fourth quarter of 2024, with revenue reaching $1.25 billion, reflecting a 9% year-over-year increase.The company showcased a particularly impressive growth in their Data-Tech-AI segment, which rose by 12% year-over-year, showcasing the potential and growth of this sector within the organization.Additionally, Digital Operations saw a 6% year-over-year increase, indicating strong demand across their business segments.

Genpact Limited: Will Its Advancement in Data, Tech, and AI Help Alter The Playing Field?

<ul><li>Genpact Limited has reported a strong financial performance for the third quarter of 2024, marked by robust revenue growth and improved profitability metrics.</li><li>Revenue for the quarter reached $1.21 billion, representing a 7% increase year-over-year, surpassing the high end of the company's guidance range.</li><li>This growth was primarily driven by the Data-Tech-AI and Digital Operations segments, with the former growing by 9% and the latter by 5%.</li></ul>

Genpact Limited has reported a strong financial performance for the third quarter of 2024, marked by robust revenue growth and improved profitability metrics.Revenue for the quarter reached $1.21 billion, representing a 7% increase year-over-year, surpassing the high end of the company's guidance range.This growth was primarily driven by the Data-Tech-AI and Digital Operations segments, with the former growing by 9% and the latter by 5%.

Genpact Limited: An Insight Into Its Data-Tech-AI Solutions & Other Major Drivers

United States

Genpact Limited designs and manages business operations to manage risk and compliance. The Company focuses on the areas of finance and procurement, financial services account servicing, claims management, regulatory affairs, and industrial asset optimization. Genpact operates worldwide.

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Genpact Ltd (G US)

Genpact Surges as Agentic Contracts Explode—But Is This Sustainable?

Genpact Limited's third-quarter results for 2025 reflect both strategic and operational strengths as well as some challenges within the evolving...

Baptista Research

Genpact’s AI Gigafactory Is Live—Could 270+ Solutions Rebuild Its Growth Story?

Genpact Limited's financial performance in the second quarter of 2025 presented a mix of strengths and potential challenges for investors to...

Baptista Research

Genpact Limited: AI Gigafactory Development As a Significant Growth Avenue!

Genpact Limited reported its financial results for the first quarter of 2025, showcasing both positive growth and challenges. The company achieved...

Baptista Research

Genpact Limited: Will Its Advancement in Data, Tech, and AI Help Alter The Playing Field?

Genpact Limited reported a strong performance in the fourth quarter of 2024, with revenue reaching $1.25 billion, reflecting a 9% year-over-year...

Baptista Research

Genpact Limited: An Insight Into Its Data-Tech-AI Solutions & Other Major Drivers

Genpact Limited has reported a strong financial performance for the third quarter of 2024, marked by robust revenue growth and improved...

Baptista Research

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