Risks include market misperception, client concentration, wage inflation, and FX volatility, but G’s evolving mix and compounding free cash flow support a positive outlook.
In September, I suggested that Genpact Limited (G) was in a process of evolving from an old BPO company to having a digital compounding model. Since that note (published at ~$40.9), the stock
I have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early background also includes equity research analyst, where I built strong expertise in market analysis, valuation models, and investment strategy. What ties my journey together is my ability to connect companies’ strategy, industry-specific knowledge to understand business growth drivers.
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