Capgemini exceeds revenue target as newly acquired WNS drives AI growth

February 13, 2026 1:29 AM EST

A Capgemini logo is seen at the company's office in Nantes, France, February 13, 2024. REUTERS/Stephane Mahe

Feb 13 (Reuters) - French IT ‌services group ​Capgemini ​on Friday reported full-year revenue that beat its own target, driven by accelerating fourth-quarter growth as its ‌recently bought WNS unit fuelled demand for AI-powered ⁠business process services.

Revenue grew 3.4% at constant exchange rates to 22.47 billion ‌euros ($26.65 billion) in 2025, exceeding ‌the company's October guidance for 2% to 2.5% growth. Fourth-quarter sales surged 10.6%, with newly acquired WNS and Clou4C ​making a "significant contribution" after their consolidation, Capgemini said.

Group CEO Aiman Ezzat said generative and agentic AI accounted for ⁠more than 10% of group bookings in the quarter, up from around 5% earlier ​in the year.

Capgemini forecast 2026 revenue growth of 6.5% to 8.5% at constant exchange rates, and ​said that around 4.5 to 5 ‌percentage points of that would come from acquisitions, primarily WNS.

It also expects its operating profit margin ⁠to expand to between 13.6% and 13.8%, from 13.3% in 2025. Organic free cash flow is expected in a range of ⁠1.8 billion to 1.9 billion euros, slightly below last year's 1.95 billion ​due to higher restructuring costs, it said.

Capgemini said it would incur around 700 million euros in restructuring charges over the next two years, ‌most of them in 2026, as it adapts its workforce and skills to align with demand ‌for AI-driven services.

The French company said it was pivoting "to be ⁠the catalyst for enterprise-wide ‌AI adoption", betting on ​AI-led transformation programs, intelligent operations and sovereignty-related projects to fuel growth.

($1 = 0.8432 euros)

(Reporting by Leo Marchandon in ‌Gdansk)



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