G · CIK 1398659
What Genpact Limited told the SEC could break it.
Genpact's model is concentrated at both ends of a cross-border bridge. Its service-delivery capacity is heavily India-based — a substantial portion of its assets, employees and operations sit there, exposing it to Indian regulatory, economic and political uncertainty — while its revenue is concentrated on the other side, with 71% from North American clients and 22% from European clients in 2025 (and in certain industry verticals). That structure makes it sensitive to U.S. policy shifts under the new administration, especially in trade, tariff, tax and immigration policy, where visa and immigration constraints bear directly on its ability to move India-based talent onshore.
3 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Geographic concentration
- India — substantial portion of assets, employees and service deliverymedium
A substantial portion of Genpact's assets, employees and operations (its core service-delivery capacity) is located in India, exposing the business to Indian regulatory, economic, social and political uncertainties — a single-country labor/delivery concentration.
“A substantial portion of our assets, employees and operations is located in India and we are subject to regulatory, economic, social and political uncertainties in India.”
- client revenue concentration — 71% North America, 22% Europemedium
Genpact's revenue is highly concentrated geographically — 71% from North American clients and 22% from European clients in 2025 — and in certain industry verticals, tying results to those regional economies and client-spending cycles.
“Our revenues are highly dependent on clients located in North America and Europe, as well as on clients that operate in certain industries. In 2025, 71% of our revenues were derived from clients based in North America”
SEC filing →As of 2026
Regulatory & policy
- U.S. trade, tariff, tax and immigration policy shifts under the new administrationmedium
New U.S. legislative, executive and regulatory initiatives — especially in trade, tariff policy, taxation and immigration — create uncertainty for Genpact's cross-border, India-centric services model (including visa/immigration constraints on moving talent onshore).
“The priorities of the current presidential administration, coupled with a consolidation of party control of both chambers of the U.S. Congress, have led to extensive new legislative, executive and regulatory initiatives in the United States and the roll-back of many initiatives of the previous presidential administration.”
SEC filing →As of 2026
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