Accenture Plc · NYSE:ACN
Accenture — Investor Day (October 2026)
19 slides from Accenture's investor day presentation, Oct 14, 2026
Slide 1: Investor Day, October 14, 2026
> accenture Investor Day October 14, 2026
Slide 2: What we delivered in FY26
What we delivered in FY26 Full Year FY26 Original Guidance FY26 Actual Revenue Growth (Local Currency)1 2% - 5% 5% Adjusted Operating Margin2 15.7% - 15.9% 15.8% +20 bps over adjusted FY25 Adjusted EPS2 $13.52 - $13.90 $13.97 8% increase over adjusted FY25 Free Cash Flow2 $9.8B - $10.5B $11.6B FCF:N
Slide 3: What we delivered
What we delivered FY22 FY26 Step Up Revenue $61.6B $74.2B $12.6B Adjusted Operating Margin1 15.2% 15.8% +60bps Adjusted EPS1 $10.71 $13.97 $3.26 7% CAGR FY23 FY24 FY25 FY26 Cumulative Key Operating Investments ($ Billions) $3.3B $3.4B $3.0B $3.3B $13.0B Acquisition Capital Deployed $2.5B $6.6B $1.5B
Slide 4: Growth ambition, sustainable margin, disciplined capital allocation
Growth Sustainable margin Disciplined ambition expansion capital allocation Mid-single digit growth in FY27 10 – 30 bps margin expansion in Strong cash flow with FCF:NI ≥ 1.1 and FY28 FY27, FY28, and FY29 Dividend growth with a payout ratio Mid to high-single digits in FY29 While investing at scale
Slide 5: Our ambition
Our ambition FY27 FY28 FY29 Revenue Growth (local currency) Mid-single digit growth Mid-single digit growth Mid to high-single digit growth Operating Margin 10 – 30 bps expansion 10 – 30 bps expansion 10 – 30 bps expansion Free Cash Flow FCF to Net Income of 1.2 to 1.3 FCF to Net Income ≥ 1.1X FCF t
Slide 6: A diverse and resilient business built for long-term growth
A diverse and resilient business built for long-term growth FY26 Markets 13 Industries Core: 94% Reinvention Partners $10B Public Service Americas Network of $10B Banking & Capital Markets Businesses: 6% Cybersecurity $37B $10B Consumer Goods, Retail, & Travel Services Digital Core $8B Industrials F
Slide 7: Creating investment capacity and expanding margins at the same time
Creating investment Pricing and contract profitability capacity and expanding margins at the same time How we deliver for our clients How we run Accenture Supply and demand management
Slide 8: Significant investments every year
Significant investments every year FY23 FY24 FY25 FY26 FY23-FY26 Key Operating Investments ($ Billions) $3.3B $3.4B $3.0B $3.3B $13.0B Learning & Professional Development $1.1B $1.1B $1.0B $1.0B $4.2B R&D $1.3B $1.2B $0.8B $1.0B $4.3B Acquisition Cost1 $0.9 $1.1B $1.2B $1.3B $4.5B Adjusted Operating
Slide 9: Disciplined Capital Allocation
Disciplined Capital Allocation Strong cash Invest in the business Cash return to flow organically and inorganically shareholders Intend to maintain strong investment grade credit rating and low gross leverage
Slide 10: Acquisitions to fuel organic growth
Acquisitions to fuel organic growth ~$8B $6.6B ~$3B1 $4.9B $2.5B ~$5B $1.5B FY23 FY24 FY25 FY26 FY27 Estimate Number of Acquisitions 25 46 23 17 Approximate Inorganic Contribution2 2% 3% 3% ~1.5% ~2-2.5% • Scale in high-growth areas • Deepen industry and functional expertise • Expand into new growth
Slide 11: Our Ambition Long-Term Measures of Growth
Our Ambition Long-Term Measures of Growth Growth Quarterly client bookings over $100 million New diamond clients Sustainable margin expansion Performance with our key 18 ecosystem partners Disciplined capital allocation Market-share gains Great Place to Work ranking Revenue per person
Slide 12: Appendix
: Appendix
Slide 13: Reconciliation of GAAP Measures to Non-GAAP Measures
Reconciliation of GAAP Measures to Non-GAAP Measures (in thousands of U.S. dollars, except per share amounts) Year ended August 31, 2023 As reported (GAAP) Business optimization (1) Investment gains (2) Adjusted (Non-GAAP) Operating income $8,809,889 $1,063,146 — $9,873,035 Operating margin 13.7% 1.
Slide 14: Reconciliation of GAAP Measures to Non-GAAP Measures
Reconciliation of GAAP Measures to Non-GAAP Measures (in thousands of U.S. dollars, except per share amounts) Year ended August 31, 2024 As reported (GAAP) Business optimization (1) Adjusted (Non-GAAP) Operating income $9,595,847 $438,440 $10,034,287 Operating margin 14.8% 0.7% 15.5% Income before i
Slide 15: Reconciliation of GAAP Measures to Non-GAAP Measures
Reconciliation of GAAP Measures to Non-GAAP Measures (in thousands of U.S. dollars, except per share amounts) Year ended August 31, 2025 As reported (GAAP) Business optimization (1) Adjusted (Non-GAAP) Operating income $10,225,664 $615,324 $10,840,988 Operating margin 14.7% 0.9% 15.6% Income before
Slide 16: Reconciliation of GAAP Measures to Non-GAAP Measures
Reconciliation of GAAP Measures to Non-GAAP Measures (in thousands of U.S. dollars, except per share amounts) Year ended August 31, 2026 As reported (GAAP) Business optimization (1) Adjusted (Non-GAAP) Operating income $11,405,960 $307,541 $11,713,501 Operating margin 15.4% 0.4% 15.8% Income before
Slide 17: Free cash flow
Free cash flow (in thousands of U.S. dollars) Year ended August 31,2026 Net Cash Provided by Operating Activities $12,363,346 Purchases of Property and Equipment (742,748) Free Cash Flow 11,620,598
Slide 18: People metrics
People metrics Revenue per person – YoY growth trend Rolling four quarters metrics from November 30, 2024 to August 31, 2026 (Unaudited) Q4 FY26 11/30/24 2/28/25 5/31/25 8/31/25 11/30/25 2/28/26 5/31/26 8/31/26 Total Accenture Employees 798,781 801,099 790,692 779,273 783,691 786,432 798,739 814,391
Slide 19: Forward-looking statements, Non-GAAP financial information, Market data
Forward-looking statements Non-GAAP financial information Market, industry and other data Except for the historical information and discussions This presentation includes certain financial measures that This presentation contains data, estimates and forecasts contained herein, statements in this pre