Capgemini Se Ord (CAPMF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to Capgemini Quarter 1, 2026 Revenue Webcast and Conference Call. At this time, all parties are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you need to press star 1 and 1 on your telephone. You will then hear an auto-passage message advising your hand is raised. To withdraw your question, please press star 1 and 1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Mr. Ayman Azad, CEO. Sir, please go ahead. Thank you. Good morning and thank you for joining us for this Q1 2026 revenue call. I'll be joined today by our CFO, Nivi Bhagat. So the group had a solid start of the year, actually slightly better than what we anticipated. We generated revenue of €5,943,000,000, which represents a year-on-year growth of 11% at constant exchange rates. Now, this reflects robust underlying momentum in line with Q4, as well as the expected contribution from the acquisition of WNS and Cloud4C. Bookings were up 6.2% at constant exchange rates, reaching €6,054,000,000. which demonstrate a strong commercial momentum. Now, growth rates in Q1 are fueled by solid organic trends, complemented by the scope impact of WNS and C4C. From a sector perspective, all major sectors are growing when excluding acquisitions. Strong underlying growth in financial services, public sector, and TMT supported by AI-led transformation. From a geo standpoint, the strong attraction is in North America and in the UK, backed by solid underlying demand. While continental Europe, including France, is gradually recovering. Finally, from a business perspective, both strategy and transformatio...