HFS Research Recognizes Genpact as a Horizon 3 Market Leader in its Intelligent Supply Chain Services Assessment
Rhea-AI Summary
Genpact (NYSE: G) was named a Horizon 3 Market Leader in HFS Research's Horizons: Intelligent Supply Chain Services, 2025 assessment on Dec 4, 2025. HFS highlighted Genpact's as-a-service operating model, AI and agentic innovations, deep technology partnerships, and measurable outcome-based supply chain impact.
Reported client results include a $99M savings from an integrated planning hub, >$50M savings from planning modernization, 10%–20% CX improvement, and a 25%–35% cut in cost-per-order.
Positive
- $99M savings from an integrated planning hub
- >$50M savings from end-to-end planning modernization
- Customer experience improved 10%–20% after order management transformation
- Cost-per-order reduced 25%–35% via better truck utilization
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
Peers in information technology services showed mixed single-digit moves, but no names appeared on the momentum scanner and no same-day peer news was recorded, indicating this recognition looked stock-specific rather than part of a sector-wide move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 13 | Debt notes pricing | Neutral | -0.4% | Priced $350M of 4.950% senior notes due 2030 for general purposes. |
| Nov 13 | Partner award win | Positive | -1.1% | Salesforce 2025 Partner Innovation Award for a large consumer goods client. |
| Nov 10 | Partner recognition | Positive | -0.5% | Named Celonis Game Changer Global Partner of the Year 2025. |
| Nov 06 | Q3 2025 earnings | Positive | -1.1% | Reported revenue and EPS growth with raised full‑year 2025 guidance. |
| Oct 29 | Employer recognition | Positive | -3.4% | Named to Forbes World’s Best Employers 2025 list for fifth year. |
Recent positive corporate and recognition news has often been followed by modest negative 24h price reactions.
Over the last few months, Genpact reported solid Q3 2025 results with net revenues of $1.291B and raised full‑year 2025 guidance, yet the stock fell in the following session. Multiple recognition events—Forbes World’s Best Employers 2025, Celonis Game Changer Global Partner of the Year, and Salesforce 2025 Partner Innovation Awards—also saw small negative next‑day moves. In November 2025, Genpact added a 4.950% senior notes due 2030 offering and later completed that notes issuance. Today’s HFS Horizon 3 leadership recognition fits into this pattern of frequent third‑party endorsements.
Regulatory & Risk Context
Short interest at 4.03% of float with 3.84 days to cover is categorized as low, suggesting limited short-driven amplification of price moves.
An effective automatic shelf registration (Form S-3ASR) filed on 2025-11-13 allows Genpact and certain subsidiaries to issue various securities, including debt and equity, over time for general corporate purposes such as acquisitions, debt repayment, working capital, and capital expenditures.
Market Pulse Summary
This announcement highlights Genpact’s recognition by HFS as a Horizon 3 Market Leader in intelligent supply chain services, emphasizing AI-driven, as-a-service solutions and concrete client savings of up to $99 million and 25%–35% cost-per-order reductions. It follows a series of recent partner and employer accolades and solid Q3 2025 financial results. An effective automatic shelf registration and recent insider net selling provide additional context for capital structure and ownership dynamics that investors may watch alongside future execution metrics.
Key Terms
as-a-service operating model technical
planning-as-a-service technical
digital twins technical
AI-generated analysis. Not financial advice.
HFS Research cites Genpact's AI-driven supply chain innovation, well-established as-a-service operating model, and measurable financial impact
"Genpact has adroitly fused its as-a-service operating ethos with domain-tempered AI, positioning itself as a lodestar of measurable supply chain value," said Ashish Chaturvedi, Executive Research Leader, HFS Research. "Its agentic innovations, particularly in planning and orchestration, have cemented its role as a catalyst of tangible fiscal efficiency across its core client portfolio."
What makes Genpact stand out? According to HFS:
- As-a-service operating model: The report highlights our well-established outcomes-focused model spanning planning, sourcing, order management, logistics, and aftermarket services. Standout offerings include planning-as-a-service, control-tower-as-a-service and order management-as-a-service
- Deep technology expertise: Our large pool of tech-trained talent across Kinaxis, Blue Yonder, ketteQ, ServiceNow, Microsoft, AWS, Databricks, and Celonis enables seamless execution and innovation
- AI and agentic innovation: HFS notes the use of packaged agents for demand and supply planning, sourcing, order orchestration, predictive logistics, and field support, along with significant advancements in agentic-powered Genpact Order Assist, inventory management, digital twins, and process-mining overlays
"Clients need partners who can fuse real-world operational expertise with next-generation AI," said Gopal VK, Supply Chain Services Business Leader, Genpact. "Our agentic supply chain solutions, advanced analytics, and AI-driven planning help organizations make faster decisions, unlock savings, and build resilient, future-ready operations."
The report spotlights a few examples of Genpact's supply chain solutions delivering real financial and operational impact.
- A global food and beverage leader saved
($99 million €85 million ) with an integrated planning hub - A major packaged and frozen foods company unlocked over
in savings by modernizing end-to-end planning$50 million - A life sciences company boosted customer experience by
10% -20% after transforming order management - A food and beverage company saw a
25% –35% reduction in cost-per-order by improving truck utilization
Click here to download the full report, and visit our page to learn more about Genpact's supply chain services and solutions.
About Genpact
Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world's leading enterprises.
Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook.
About HFS Research
HFS Research is a leading research and advisory authority on enterprise transformation, serving Fortune 500 companies with fearless insights and actionable strategies. With unparalleled access to Global 2000 executives and deep expertise in AI, automation, and digital business models, HFS empowers organizations to make confident decisions that create sustainable competitive advantage. For more information, visit: www.hfsresearch.com.
MEDIA CONTACTS:
Sue Martenson
Genpact Media Relations
978-905-9582
susan.martenson@genpact.com
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SOURCE Genpact