Report
Nicolas David

Capgemini : Résultats FY 2022 solides avec une forte croissance au T4. Première guidance 2023 satisfaisante malgré une approche prudente

>Croissance org T4 de 12.8% supérieure aux attentes. Bookings toujours solides - Capgemini a publié hier matin un CA T4 de 5754 M€, 2% supérieur aux attentes. La croissance org. T4 ressort à +12.8% y/y supérieure aux attentes (Css : +10.8% ; ODDO BHF : +12.8%e). Retraité de l’effet de base plus difficile, cela implique un ralentissement marginal de la croissance sous-jacente. Seule l’Amérique du Nord affiche une performance inférieure à nos attentes (12.3% à cc vs ODD...
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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