Capgemini Se Ord (CAPMF) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.233 -- 00:00:05.377 Good day and thank you for standing by. Welcome to the Capgemini full year 2025 results 00:00:05.377 -- 00:00:10.362 webcast and conference call. At this time, all participants are in a listen-only mode. 00:00:10.362 -- 00:00:13.925 After the speaker's presentation, there'll be a question and answer session. 00:00:13.925 -- 00:00:18.889 To ask a question during the session, you will need to press star 1 and 1 on your telephone. 00:00:18.889 -- 00:00:22.432 You will then hear an automated message advising your hand is raised. 00:00:22.432 -- 00:00:26.296 To withdraw your question, please press star 1 and 1 again. 00:00:26.296 -- 00:00:29.393 Please be advised that today's conference is being recorded. 00:00:29.393 -- 00:00:32.057 I would now like to have a conversation with your first speaker today. 00:00:32.057 -- 00:00:36.643 Ayman Ezzat, CEO. Sir, please go ahead. 00:00:36.643 -- 00:00:42.211 Thank you. Good morning. Thank you for joining us for the full year 2025 00:00:42.211 -- 00:00:46.857 results call. And I'm joined, of course, by our CFO, Nivi Bhagat. 00:00:46.857 -- 00:00:51.724 So Capgemini delivered a solid set of results for 2025. 00:00:51.724 -- 00:00:56.690 Operating margin and organic free cash flow were on target and revenue growth finished 00:00:56.690 -- 00:00:59.566 above the upgraded guidance. 00:00:59.566 -- 00:01:04.352 In a demand environment that remains largely unchanged, our underlying performance transcends 00:01:04.352 -- 00:01:09.359 quarter after quarter, with momentum improving across regions, businesses, 00:01:09.359 -- 00:01:15.427 and sectors. We won where clients invest in cloud, data and AI, 00:01:15.427 -- 00:01:20.433 and digital business process services. We captured where it matters most to 0...