Report
Nicolas David ...
  • Salma Bouraoui

Capgemini : Excellente croissance org. T2 mais ton (trop) prudent pour le S2

>Acceleration in organic growth (+6.7%) beat forecasts - Thursday after the close Capgemini reported Q2 sales of € 3,314m, 1% higher than expected. This performance reflects a stronger acceleration in yoy growth than forecast: +8.7% at constant currency (vs Oddo BHF estimate: +8.2%; consensus: +7.2%) and more importantly, +6.7% organic growth (vs Oddo BHF estimate: +6.0%; consensus: +5.5%). The acceleration in growth was thus noteworthy (vs +6.1% in Q1) and stemmed fr...
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

Salma Bouraoui

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Matthias Desmarais
  • Matthias Desmarais

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