Full Year 2025 Capgemini SE Earnings Call Transcript
Key Points
- Capgemini SE (CAPMF) reported a solid operating margin of 13.3% and organic free cash flow of €1.95 billion, meeting their targets despite cost pressures.
- The company achieved revenue growth of 3.4% at constant currency, surpassing the upgraded guidance, with significant contributions from cloud, data, AI, and digital business process services.
- Bookings reached €24.36 billion, with a strong book-to-bill ratio of 1.21 in Q4, indicating sustained commercial traction and a higher number of large deals.
- Capgemini SE (CAPMF) demonstrated resilience across all regions, with North America showing the strongest acceleration and improvements in the UK, Ireland, and other European regions.
- The company made significant progress in its ESG roadmap, achieving 100% renewable electricity for operations and notable improvements in gender balance and cybersecurity.
- France's performance remained challenging, with revenues decreasing by 4.1% due to persistent weakness in the manufacturing sector and other industries.
- The company anticipates a €700 million restructuring over the next two years to adapt to technological changes and align capabilities with emerging opportunities.
- Gross margin decreased by 30 basis points year-on-year, reflecting a prolonged soft market in continental Europe.
- Capgemini SE (CAPMF) faces a complex macroeconomic environment, including geopolitical tensions and tariff discussions, which could impact future growth.
- The integration of WNS and Cloud 4C acquisitions is ongoing, with expected synergies not fully realized yet, impacting short-term financial performance.
Good day and thank you for standing by. Welcome to the cap Gemini 4 year 2025 results webcast and conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you will need to press 1 and 1 on your telephone. You will then hear an automated message advising your hand is raised to withdraw your question, please press one and one again. Please be advised that today's conference is being recorded. I would now like to turn the over to your first speaker today. I'm an EA, CEO Sir, please go ahead.
Thank you. Good morning.
Thank you for joining us for the Full year 2025 results call and I'm joined of course by our CFO Nevi Baga.
So Cap Jim and I delivered a solid set of results for 2025. Operating margin and organic free cash flow were on target and revenue growth finished above the upgraded guidance.
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