Feb 13 (Reuters) – French IT services group Capgemini on Friday reported full-year revenue that exceeded its own targets, driven by a robust performance in the fourth quarter. The acceleration was notably supported by its recently acquired WNS unit, which bolstered demand for AI-powered business process services.
For the year 2025, Capgemini’s revenue grew 3.4% at constant exchange rates, reaching 22.47 billion euros (approximately $26.65 billion), surpassing the company’s guidance of 2% to 2.5% growth announced in October. The fourth quarter saw sales surge by 10.6%, with significant contributions from WNS and Clou4C following their consolidation, according to company statements.
Group CEO Aiman Ezzat highlighted that generative and agentic AI accounted for more than 10% of group bookings in the quarter, a notable increase from around 5% earlier in the year. This shift underscores Capgemini’s commitment to integrating advanced AI solutions throughout its service offerings.
Looking ahead, Capgemini forecasted a revenue growth of between 6.5% and 8.5% for 2026, at constant exchange rates. Notably, the company anticipates that around 4.5 to 5 percentage points of this growth will stem from acquisitions, primarily attributed to WNS. The firm also expects its operating profit margin to expand to between 13.6% and 13.8%, up from 13.3% in 2025. Organic free cash flow is projected to fall within the range of 1.8 billion to 1.9 billion euros, slightly below last year’s 1.95 billion euros, due in part to higher restructuring costs.
Capgemini announced plans to incur approximately 700 million euros in restructuring charges over the next two years, with the majority expected in 2026. This restructuring is aimed at adapting the workforce and enhancing skills to align with the increasing demand for AI-driven services. The French company stated its ambition to become “the catalyst for enterprise-wide AI adoption,” focusing on AI-led transformation programs, intelligent operations, and sovereignty-related projects to drive future growth.
Through these strategic maneuvers, Capgemini positions itself not only to capitalize on current market trends but also to set a foundation for sustainable growth as the demand for AI solutions in business processes continues to rise. The company’s proactive approach to restructuring indicates a willingness to invest heavily in the future of technology, ensuring it remains a key player in the evolving landscape of IT services.
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