Capgemini Bets on Agent-Based AI to Drive Its Strategic Plan Through 2028
On Wednesday, Capgemini will unveil its strategic roadmap centered on the large-scale deployment of agent-based AI among its clients. The group targets an annual compound growth rate of 5.5% to 7.5% in revenue from 2025 to 2028, with a significant increase in its operating margin.
Capgemini identifies five value creation streams based on the integration of AI at the core of large enterprises' operations. The first involves modernizing the accumulated technological debt, which has become economically viable due to agent-based AI. The second focuses on the new agent-based technological stack, requiring a redesign of the existing technological environment. The third stream aims to establish a 'control tower' for agent governance and orchestration. The fourth encompasses the agentification of products, services, and design processes, marking a new phase in Smart Industry. The fifth revolves around the agentification of business operations, fueling the demand for transformation consulting and Intelligent Operations services.
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The group introduces a revised profitability indicator: adjusted operating income, which excludes charges related to acquisitions (amortization of intangible assets and integration costs). Capgemini will apply this new framework starting in 2027 for its outlook, and then in its financial statements in the first half of 2027. For 2026, the group aims for revenue growth of 6.5% to 8.5% at constant exchange rates, with an inorganic contribution of 4.5 to 5 points. The operating margin is expected to be between 13.6% and 13.8%, and the generation of organic free cash flow should reach approximately 1.8 to 1.9 billion euros.
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Context
Period
Period: FY2025
Key reported figures
Revenue: 22 500 millions d'euros
Revenue growth: 1,8 %
Net income: 1 601 millions d'euros
Guidance from the release
croissance à taux de change constants du chiffre d'affaires de l'ordre de +6,5% à +8,5%
Outlook / guidance
Expected revenue: 23 953 millions d'euros
Management commentary: Une marge opérationnelle comprise entre 13,6 % et 13,8 %
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