Capgemini Se · EURONEXT:CAP

Capgemini — Investor Presentation (February 2026)

30 slides from Capgemini's investor presentation, February 2026

  1. Slide 1: Digital Core for Enterprise Manufacturing

    DIGITAL CORE FOR ENTERPRISE -MANUFACTURING POWERED BY

  2. Slide 2: Agenda

    ▪ HOOKS: ENGAGING CXOS (internal use) AGENDA ▪ DIGITAL MANUFACTURING CHALLENGES ▪ OUR VISION: DIGITAL MANUFACTURING ON SAP ▪ OUR OFFERINGS ▪ BRINGING OUR VISION TO LIFE Enterprise Core for Manufacturing by Capgemini | October 2022 Company Confidential © Capgemini 2022. All rights reserved | 2

  3. Slide 3: Hooks: Engaging CXOs

    Spade 1 HOOKS: ENGAGING CXOS

  4. Slide 4: Enterprise Core for Manufacturing by Capgemini

    ENTERPRISE CORE FOR MANUFACTURING BY Customer Higher CAPGEMINI Speed to Market Satisfaction Productivity Quality Enable New Increased OEE Business Models HEAD OF MANUFACTURING ENGINEERING HEAD OF PRODUCTION PLANNING 1. Do you want to connect the golden triangle of PLM, ERP and 1. Do you have the (ne

  5. Slide 5: Digital Manufacturing Challenge

    1 DIGITAL MANUFACTURING CHALLENGE

  6. Slide 6: We see three big drivers of manufacturing change

    WE SEE THREE BIG DRIVERS OF MANUFACTURING CHANGE CONTINUOUS 1 END CUSTOMERS 2 IMPROVEMENT 3 ENVIRONMENTAL ▪ Have increasingly high expectations and ▪ Reduce costs by moving to Global ▪ Economic and geo-political drivers push increasingly jump between brands Engineering/Local Manufacturing Supply Cha

  7. Slide 7: These drivers of change put the pressure on

    THESE DRIVERS OF CHANGE PUT THE PRESSURE ON! YOU HAVE TO DELIVER… …"DIGITAL TWINS" …NEW REVENUE STREAMS …NET ZERO AND BEYOND 1 EVERYWHERE 2 3 SELL SERVICES WITH YOUR TRANSFORM YOUR WAYS OF “LEAN” YOUR DIGITAL PRODUCT FOLLOWING THE WORKING WHILE MEETING PROCESS FLOWS IN LEAD OF SECTORS SUCH AS YOUR S

  8. Slide 8: If you do nothing, the risks are...

    IF YOU DO NOTHING, THE RISKS ARE… …LIMITED AGILITY AND 1 …LOST REVENUE 2 …HIGHER COSTS 3 COMPLIANCE ▪ Since not delivering to expectation… ▪ Not having insight in your data flows ▪ Requests agility in IT and OT set-up to ▪ Combined with reduced brand loyalty… whilst trying to service the produce qua

  9. Slide 9: What's our vision for helping you change?

    1 WHAT’S OUR VISION FOR HELPING YOU CHANGE?

  10. Slide 10: SAP Digital Manufacturing is part of our Intelligent Industry

    SAP DIGITAL MANUFACTURING IS PART OF… …OUR INTELLIGENT INDUSTRY Enterprise Core for Manufacturing by Capgemini | October 2022 Company Confidential © Capgemini 2022. All rights reserved | 10

  11. Slide 11: Our vision covers smart factories and extends digital manufacturing

    OUR VISION COVERS SMART FACTORIES AND EXTENDS DIGITAL MANUFACTURING “UPSTREAM” INTO R&D AND ”DOWNSTREAM” TO CONNECTED PRODUCTS AND CONSUMERS INCREASE PRODUCT RANGE COST & INVENTORY REDUCTION THROUGH VISIBILITY, OEE & ACCELERATED TIME ENHANCED CONSUMER AND MARKET SHARE ITEM, SPEC, MATERIAL HARMONISAT

  12. Slide 12: Capgemini's manufacturing spectrum

    CAPGEMINI’S MANUFACTURING SPECTRUM CAPGEMINI’S DIGITAL MANUFACTURING POWERED BY SAP OFFERS COVER THE FULL SPECTRUM MANUFACTURING AUTO CONSUMER PRODUCTS LIFE SCIENCES CHEMICALS ONE OFFS LOW VOLUME MEDIUM HIGH VOLUME CONTINUOUS DISCRETE MANUFACTURING PROCESS MANUFACTURING ASSETS UNDER SERIAL NUMBER CO

  13. Slide 13: Our vision connects digital product twins to a digital twin of your enterprise

    OUR VISION CONNECTS YOUR DIGITAL PRODUCT TWINS TO A DIGITAL TWIN OF YOUR ENTERPRISE CONSOLIDATED VIEW SINGLE ENTERPRISE VIEW B/SHEET RETURN ON CAPITAL BUSINESS UNIT #1 BUSINESS UNIT #2 BUSINESS UNIT #3 ▪ PLAN ▪ P&L DESIGN BUILD SERVICE ▪ CASH DESIGN BUILD SERVICE ▪ RESOURCE UTILISATION PRODUCT AND D

  14. Slide 14: Intelligent Industry: moving from broken loop to closed loop operations

    INTELLIGENT INDUSTRY: MOVING FROM BROKEN LOOP TO CLOSED LOOP OPERATIONS AND ENABLE DATA-DRIVEN DECISIONS TRANSFORM BY TRANSITIONING FROM “BROKEN LOOPS GUIDED BY INTUITION” TO “CLOSED LOOP DRIVEN BY INSIGHTS” Ad hoc decisions Facts-based decisions CONNECTED ENGINEERING, CUSTOMER, MANUFACTURING AND PR

  15. Slide 15: Digital manufacturing powered by SAP can yield significant business benefits

    DIGITAL MANUFACTURING POWERED BY SAP CAPABILITIES CAN YIELD SIGNIFICANT BUSINESS BENEFITS ENTERPRISE LEVEL GAINS THAT COULD RESULT FROM TRULY CONNECTED PRODUCT DATA THROUGH-LIFE COST LEADTIME TO DELIVERY RISK MITIGATION Recurring Costs: up to 25% reduction Lead Time: Availability of Assets in operat

  16. Slide 16: Our Offerings

    A © OUR OFFERINGS

  17. Slide 17: So what does Capgemini offer?

    SO…WHAT DOES CAPGEMINI OFFER? ▪ CONNECTED ENGINEERING ▪ CONNECTED CUSTOMER ▪ CONNECTED FACTORY ▪ CONNECTED PRODUCT ▪ ENHANCED OPERATIONS WE CAN HELP REIMAGINE YOUR BUSINESS MODELS, LEAN YOUR PRODUCT DATA FLOWS AND DELIVER THE CHANGE YOU WANT. Enterprise Core for Manufacturing by Capgemini | October

  18. Slide 18: Digital Manufacturing powered with SAP

    FOUR MAJOR DIGTIAL MANUFACTURING OFFERS “POWERED BY SAP” 1 2 3 4 CONNECTED CONNECTED CONNECTED CONNECTED ENGINEERING CUSTOMER SHOPFLOOR PRODUCT PLUS A SERIES OF GROUP OFFERS “POWERED WITH SAP” DIGITAL MANUFACTURING “POWERED WITH SAP” Enterprise Core for Manufacturing by Capgemini | October 2022 Comp

  19. Slide 19: Capgemini full spectrum of service offerings

    CAPGEMINI HAS A FULL SPECTRUM OF SERVICE OFFERINGS AND EXPERIENCES TO ADDRESS THE NEEDS OF THE WHOLE DIGITAL MANUFACTURING SPECTRUM SAP ▪ Business Case tools ▪ Business change -Understanding and delivering real business change ▪ The Golden Thread ▪ Full change lifecycle - from leadership engagement

  20. Slide 20: Digital manufacturing in intelligent industry context and SAP components

    DIGITAL MANUFACTURING IN INTELLIGENT INDUSTRY CONTEXT AND ASSOCIATED SAP COMPONENTS C/4HANA CPQ 2. DIGITAL MANUFACTURING Connected IBP – DEMAND PLANNING Customer (Demand sensing) SAP PDMI, PEO AND VEMP 3. SAP S/4 SERVICE MGMT SAP IBP 1. Connected 4. ASSET CENTRAL SAP CPQ Connected Shopfloor Connecte

  21. Slide 21: Engineering Core

    CONNECTED CONNECTED CONNECTED CONNECTED ENGINEERING CUSTOMER SHOPFLOOR PRODUCT CONNECTED ENGINEERING (FOR PRODUCT DEFINITION DATA AS OPPOSED TO AS BUILT) PRODUCT DESIGN PRODUCT AND PROCESS DESIGN (ITEM AND MODEL) (BoM AND BoP) DIGITAL CORE ON S/4 ENGINEERING CORE S/4 PRODUCTION, ENGINEERING AND OPER

  22. Slide 22: Customer and Supply Chain Planning Cores

    CONNECTED CONNECTED CONNECTED CONNECTED ENGINEERING CUSTOMER SHOPFLOOR PRODUCT CONNECTED CUSTOMER (DEMAND PLANNING AND PRODUCT PERSONALISATION) ORDER INPUT S/4 SALES AND S/4 PROJECT OTHER SYSTEMS CHAIN PLANNING CORES CUSTOMER AND SUPPLY ADVANCED ATP SYSTEMS (SAP OR NON-SAP) DIGITAL CORE ON S/4 C4C C

  23. Slide 23: Connected Shopfloor

    CONNECTED CONNECTED CONNECTED CONNECTED ENGINEERING CUSTOMER SHOPFLOOR PRODUCT CONNECTED SHOPFLOOR (IT+OT FOR SMART MANUFACTURING AND LOGISTICS OPERATIONS) SAP EWM AND S/4 DDMRP S/4 PP/DS IIoT SMART PROCESSING ENGINEERING TM AND MRP LIVE SHOPFLOOR (ISA95 0-4) EDGE TO WITH SAP PRODUCT ENGINEERING THE

  24. Slide 24: Connected Products

    CONNECTED CONNECTED CONNECTED CONNECTED ENGINEERING CUSTOMER SHOPFLOOR PRODUCT CONNECTED PRODUCTS (IT+OT FOR SMART MANUFACTURING AND LOGISTICS OPERATIONS) PRODUCT PERFORMANCE ENGINEERING CORE BILLING CUSTOMER INTELLIGENT ASSET MANAGEMENT AND SAP DIGITAL MANUFACTURING BRIM CORES IoT + BTP PROBLEM OUR

  25. Slide 25: Digital manufacturing powered with SAP across the manufacturing spectrum

    IN ADDITION TO OUR “POWERED BY SAP” OFFERS, WE OFFER A SERIES OF DIGITAL MANUFACTURING “POWERED WITH SAP” ACROSS THE MANUFACTURING SPECTRUM OFFERS RELEVANT ACROSS THE WHOLE MANUFACTURING SPECTRUM MANUFACTURING PLANT REFLECTIOD FOR ENHANCED PLANT CONTROL TOWER AUGMENTED WORKERS DIGITAL TWINS FACILITY

  26. Slide 26: Bringing our vision to life

    1 BRINGING OUR VISION TO LIFE OUR EXPERIENCES AND ARE YOU INTERESTED IN KNOWING MORE?

  27. Slide 27: Our Digital Manufacturing powered by SAP references

    OUR DIGITAL MANUFACTURING POWERED BY SAP REFERENCES CONNECTED CUSTOMER CONNECTED CUSTOMER CONNECTED CUSTOMER CONNECTED PRODUCT Cognex moved to 1909 version for S/4HANA. Partnering with Capgemini, TE Connectivity Capgemini will design and globally deploy SAP S/4HANA® implementation projects, In 2017,

  28. Slide 28: Accelerated Solution Event

    IN JUST 12 WEEKS, WE CAN HELP YOU BUILD A CASE FOR CHANGE AND THE FUTURE YOU WANT KEY AREAS 12 WEEK PLAN OF FOCUS 1 2 3 4 5 6 7 8 9 10 11 12 ENTERPRISE Sprint 1 Sprint 2 Sprint 3 Sprint 4 Sprint 5 Sprint 6 APPLICATIONS Mobilisation Gap Analysis Finalize Develop Strategies/Approaches IOT AND IIOT #1

  29. Slide 29: Make it real.

    Make it real. Digital Manufacturing

  30. Slide 30: About Capgemini

    About Capgemini Capgemini is an AI-powered global business and technology transformation partner, delivering tangible business value. We imagine the future of organizations and make it real with AI, technology and people. With our strong heritage of nearly 60 years, we are a responsible and diverse

Capgemini — Investor Presentation (February 2026) on 6ix