## Genpact’s Global Supply Chain Insights

Genpact’s global supply chain lead says tariff instability and geopolitical disruption are pushing companies deeper into supplier diversification and regional realignment in 2026 — trends that began during COVID but are now hardening into long-term structural change.

In an interview with FreightWaves, Tanguy Caillet said most multinational shippers were better prepared for the current tariff environment than many observers expected, largely because pandemic-era investments in visibility and decision-making tools laid the groundwork.

### Supplier Diversification and Risk Management

Caillet noted that the lack of panic buying reflects how far supply chains have evolved since 2020. After COVID disruptions, companies invested in control towers, supplier-risk monitoring, and scenario planning capabilities that allowed quick responses to tariff changes.

Genpact Limited (NYSE: G), an agentic and advanced technology solutions company with 125,000 employees serving 800 clients, is headquartered in New York and has a significant presence in India, operating in over 35 countries.

### From Cost Optimization to Risk Diversification

Caillet stated that tariff volatility is accelerating a shift away from single-country sourcing and hyper-concentrated supplier portfolios.

> "Can you also have resiliency into your supplier network by having dual, triple supply options?" he said.

For decades, procurement strategies centered on supplier rationalization. However, this model created fragile supply chains overly dependent on specific factories or countries.

### Regionalization of Supply Chains

Caillet described a trend toward deglobalization, emphasizing the need for supply chains to become less interdependent. While many companies are hesitant to relocate manufacturing due to costs and time, they are redesigning logistics routes and increasing multi-sourcing strategies.

### Technology as the Orchestration Layer

Caillet emphasized the critical role of technology, particularly AI, in managing trade volatility. He stated that companies must first modernize their core data infrastructure before integrating AI for better decision-making.

### 2026 Outlook: Volatility Becomes the Norm

Caillet predicts ongoing geopolitical disruptions and the reconfiguration of global trade routes through 2026. He foresees a shift toward regionally anchored supply networks linking various global regions, stressing that even if certain tariffs are rolled back, companies may be reluctant to revert to old sourcing models due to persistent policy volatility.