Capgemini Group’s Revenue Exceeds Expectations Driven by AI Business Growth from Newly Acquired WNS
French IT services group Capgemini announced on Friday that its full-year revenue exceeded its own targets. Driven by the recently acquired WNS business unit, demand for AI-powered business process services has increased, accelerating growth in the fourth quarter.
At constant currency, the company’s 2025 revenue grew 3.4% to €22.47 billion (US$26.65 billion), surpassing the October company guidance of 2% to 2.5% growth. Capgemini stated that fourth-quarter sales surged 10.6%, with the newly acquired WNS and Clou4C making a “significant contribution” after being included in the financial statements.
Group CEO Aiman Ezzat said that in this quarter, orders related to generative AI and agent AI accounted for more than 10% of the group’s total order volume, up from about 5% earlier this year.
Capgemini expects revenue growth at constant currency to reach 6.5% to 8.5% in 2026, with around 4.5 to 5 percentage points contributed by acquisitions, mainly WNS.
The company also expects its operating profit margin to increase from 13.3% in 2025 to between 13.6% and 13.8%. Due to increased restructuring costs, organic free cash flow is expected to be in the range of €1.8 billion to €1.9 billion, slightly below last year's €1.95 billion.
Capgemini stated that about €700 million in restructuring costs will be incurred over the next two years, with most of it occurring in 2026, to adjust workforce structure and skillsets to match demand for AI-driven services.
This French company said it is transforming into a driver of enterprise-level AI applications, betting on AI-led transformation projects, intelligent operations, and data sovereignty projects to drive growth.
Editor: Li Zhaofu
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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