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Capgemini (CAP) investor relations material
Capgemini Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary28 Oct, 2025
Executive summary
Q3 2025 revenues reached €5,393 million, up 2.9% year-on-year at constant currency, with performance exceeding expectations and broad-based regional and sector improvements, especially in North America, UK & Ireland, Asia-Pacific, and Latin America.
Bookings totaled €5,161 million, up 1.5% year-on-year at constant currency, with a book-to-bill ratio of 0.96, reflecting typical seasonality.
Growth was driven by strong demand in financial services, TMT, and AI-powered solutions, while manufacturing continued to decline.
AI and digital transformation remain central, with significant client wins, integration of WNS, and proprietary AI platform launches strengthening intelligent operations.
Demand remains stable, with clients prioritizing operational efficiency and strategic transformation, especially in cloud, data, and AI/GenAI solutions.
Financial highlights
Q3 2025 revenues grew 2.9% year-on-year at constant currency; reported growth was 0.3% due to FX headwinds.
For the first nine months, constant currency growth was 1.0%, with M&A contributing about one point in Q3.
WNS acquisition to add around 4 points to Q4 growth and 1–2 points to full-year growth.
Operating margin target set at 13.3–13.4% for 2025.
Organic free cash flow guidance maintained at around €1.9 billion.
Outlook and guidance
2025 constant currency growth target raised to 2.0–2.5%, up from previous -1.0% to +1.0%.
Demand environment expected to remain unchanged in Q4; no further organic growth acceleration anticipated.
WNS to be consolidated from October 17, 2025, impacting Q4 and full-year results.
FX headwinds expected to be 3.5–4 points in Q4, with full-year impact of -1.5 to -2 points.
M&A contribution to revenue growth now estimated at around 2 points following the WNS acquisition.
What drove the 2025 revenue growth target raise?
WNS acquisition: How does it impact 2025 growth?
Address France's persistent manufacturing sector weakness
What impedes client AI deployment at scale?
Describe auto sector's structural changes.
Intelligent Operations: traction on large deals?
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Frequently asked questions
French IT Services
Capgemini is a French company with multinational operations that specializes in consulting, IT services, and digital transformation. Capgemini offers a range of services including IT solutions, cloud services, cybersecurity, and software development. The firm caters to a diverse clientele, which includes everything from corporations and businesses of all sizes to public sector organizations. The company is headquartered in Paris, France, and its shares are traded on the XPAR.
From Grenoble to the World
Capgemini was founded in 1967 by Serge Kampf in Grenoble, France. Initially named Sogeti, the company focused on enterprise management and data processing. In the 1970s, it expanded through acquisitions, notably acquiring CAP (Centre d'Analyse et de Programmation) and Gemini Computer Systems, which led to the creation of Capgemini. Over the decades, Capgemini has grown significantly, both organically and through a large number of strategic acquisitions, and is today one of the leaders in the sector. Some other similar companies are Accenture, Cognizant, and Infosys.
The Services
Capgemini's services are diverse, encompassing various aspects such as cloud computing, cybersecurity, artificial intelligence, and custom software development. They also offer industry-specific solutions in sectors like automotive, financial services, public sector, and healthcare. Additionally, Capgemini provides strategic consulting services, helping organizations and businesses with process optimization, change management, and digital innovation. Their approach combines deep technology expertise with industry-specific insights, aiming to deliver tangible results and enhance business performance for their clients.
A Truly Massive Company
Capgemini is a behemoth of the IT industry and employs a massive workforce. The company is active in around 50 countries around the world, but it's the number of employees that helps to drive home the sheer size and scale of Capgemini. At the beginning of the 2020s, it employed around 300.000 people globally, with over one-third of these being located in India.
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