Genpact: Headcount Growth And AI Could Push The Price Up
Genpact(G) Seeking Alpha·2024-07-11 21:14
BlackJack3D Investment Thesis Genpact Limited (NYSE:G) recently revealed an average headcount increase of 9.7% in the last quarter, new investments in sales and marketing to support growth, and operations in the growing global artificial intelligence market. For these reasons, and the current amount of cash in hand, I expect an acceleration in unlevered FCF from 2025 to 2029. I also think that the ongoing stock repurchases at current price levels, EPS growth expectations, and recent dividend increases could ...