Capgemini Se Ord (CAPMF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Thank you for joining us for our first half results call. I'm joined today by our CFO, Nivi Bhagat. So our performance in the first half confirmed that our strategy is translating into tangible results. We set out to make AI real for our clients, helping them move beyond experimentation and turn AI ambition into measurable business outcomes. That ambition is now materializing in the market, in demand, in growth, and in market share gain. So I want to focus first Today on three areas. First, one is the strength of our H1 performance and what it says about our AI relevance. The second thing is the new AI value pools that are expanding our addressable market that we presented to you at the Capital Market Day. And then the role of WNS and Cloud 4C in accelerating our growth and strengthening our future positioning. So coming to H1 revenue, they reached 12 billion H2 millions. up 11.3% year-on-year at constant currency, enabling us to outperform the market once again, booking total $12,602,000,000, representing a book-to-bill ratio of 1.04 and reflecting solid commercial momentum. And this performance demonstrates the strength of our positioning and our growing relevance as organizations increasingly move from AI ambition to AI execution at scale. Now, AI has become the leading driver of new demand. To capture this opportunity, we are building AI enterprise hubs around each of our co-partners, bringing together our capabilities, assets, and expertise to deliver enterprise-scale, outcome-driven AI transformation. We continue to enrich our portfolio of AI offerings to help our clients accelerate adoption and realize business value faster. We are also benefiting from the acquisition of Cloud4C and WNS, which I will come back to shortly. Now, this momentum is tr...