Finance
Capgemini exceeds revenue target as newly acquired WNS drives AI growth
Published by Global Banking & Finance Review®
Posted on February 13, 2026
2 min readLast updated: February 13, 2026
Quick Summary
Capgemini exceeded its revenue targets for 2025, driven by AI growth and strategic acquisitions like WNS, with AI bookings doubling to over 10%.
Capgemini Surpasses Revenue Expectations Fueled by WNS and AI Growth
Capgemini's Revenue Growth and AI Strategy
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.
Fourth-Quarter Performance
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.
Future Revenue Forecast
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.
Restructuring Plans and AI Focus
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)
Key Takeaways
- •Capgemini's revenue grew 3.4% in 2025.
- •AI bookings doubled to over 10% of total.
- •WNS and Clou4C acquisitions boosted growth.
- •Fourth-quarter sales increased by 10.6%.
- •CEO highlights AI's impact on business services.
Frequently Asked Questions about Capgemini exceeds revenue target as newly acquired WNS drives AI growth
1What is revenue growth?
Revenue growth refers to the increase in a company's sales over a specific period, often expressed as a percentage. It indicates the company's ability to expand its business and generate more income.
2What is AI in business?
AI, or artificial intelligence, in business refers to the use of algorithms and software to perform tasks that typically require human intelligence, such as data analysis, customer service, and decision-making.
3What are business process services?
Business process services are outsourced services that manage specific business functions, such as customer support, payroll, or IT services, to improve efficiency and reduce costs.
