Report
Nicolas David

Capgemini : 2021 CMD: Capgemini is on track, with an ambitious vision

>Ambitious but realistic medium-term targets - At its CMD yesterday, Capgemini's management unveiled ambitious targets for 2025, be it in terms of growth (CAGR of 7% to 9% cc, integrating up to 2 pts of M&A) or in terms of profitability (target operating margin of 14% vs 11.9% in 2020). Growth will be driven by digitisation of industrial sectors (intelligent industries), by the accelerating adoption of the cloud with the pandemic and the explosion in data/AI. Margin l...
Underlying
Capgemini SE

Capgemini is a consulting and IT services provider. Co. works closely with technology partners at the cutting edge of innovation in major trends such as: Cloud, Big Data and mobility. Co. offers its clients skills in a variety of fields, such as digital transformation and digital customer experience, Cloud, Big Data, mobility, testing, cyber security, application management. In addition, Co. helps its clients enhance their performance and sharpen their competitive edge by offering them a range of skills grouped around four major businesses: Consulting Services through Capgemini Consulting, Technology Services (TS), Local Professional Services through Sogeti, and X Outsourcing Services (OS).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

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