Capgemini Reports Solid 2025 Performance and Accelerates AI-Led Growth Strategy

Paris, Feb 13: Capgemini SE (Euronext Paris: CAP) today announced its consolidated financial results for the year ended December 31, 2025, highlighting robust revenue growth, strategic AI adoption, and continued operational resilience across global markets.

Aiman Ezzat, Chief Executive Officer of Capgemini Group, said:

"In a complex macroeconomic environment, we exceeded our revenue growth objectives and met our margin and free cash flow targets, reflecting the strength of our strategic direction. Our clients are increasingly embedding AI across enterprises, and generative and agentic AI accounted for over 10% of Q4 bookings, underscoring our position as a trusted partner for AI-driven business transformation. Looking ahead, we are confident in driving growth through AI-led transformation programs, Intelligent Operations, and sovereignty initiatives."

2025 Financial Highlights

• Revenue: €22,465 million, up 1.7% year-on-year (+3.4% at constant exchange rates)
• Operating margin: Stable at 13.3% of revenues (€2,983 million)
• Net profit (Group share): €1,601 million, down 4.2% year-on-year
• Normalized EPS: €12.95, up 5.8%
• Organic free cash flow: €1,949 million, stable

Regional Performance

• North America: +7.3% at constant exchange rates, operating margin 16.9%
• United Kingdom & Ireland: +10.5%, operating margin 18.0%
• France: -4.1%, operating margin 10.9%
• Rest of Europe: -0.7%, operating margin 11.4%
• Asia-Pacific & Latin America: +13.8%, operating margin 12.6%

Business Segment Growth

• Applications & Technology: +4.6% growth, 63% of total revenues
• Operations & Engineering: +4.9% growth, 29% of total revenues
• Strategy & Transformation: +2.4% growth, 8% of total revenues

AI and Strategic Acquisitions

Capgemini accelerated AI adoption and integration across client engagements, with WNS and Cloud4C acquisitions enhancing the Group’s ability to deliver Generative AI-powered intelligent operations. These strategic moves support enterprise-wide AI adoption and position Capgemini as a leader in AI-driven transformation.

ESG and Workforce Initiatives

• Achieved 94% reduction in Scope 1 & 2 carbon emissions, 100% renewable electricity usage
• Average 97 learning hours per employee, focusing on AI skills
• Women representation reached 40% globally and 30.5% among executive leadership
• 72% of purchases made from ESG-compliant suppliers

Outlook for 2026

• Revenue growth: +6.5% to +8.5% at constant exchange rates
• Operating margin: 13.6% to 13.8%
• Organic free cash flow: €1.8–1.9 billion
• Expected restructuring costs of ~€700 million over the next two years to support workforce transformation and AI investments

Capital Allocation & Dividend

The Board of Directors recommends a dividend at the Shareholders’ Meeting on May 20, 2026, representing a payout ratio of approximately 35% of net profit (Group share).

Capgemini will host a Capital Markets Day on May 27, 2026, to outline its medium-term plans and growth strategy.