Slides
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October 30, 2026
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2 This document may contain forward-looking statements. Such statements may include projections, estimates, or assumptions, and may relate to plans, objectives, intentions and/or expectations with respect to future financial results, events, operations and services and product development, as well as future performance or events. Forward-looking statements are generally identified by the words “targets”, “aims”, “outlook”, “ambitions” or “forecast”, or similar expressions. Although Capgemini’s management currently believes that the expectations reflected in such forward-looking statements are reasonable, investors are cautioned that forward-looking statements are subject to various risks and uncertainties (including without limitation risks identified in Capgemini’s Universal Registration Document available on Capgemini’s website), many of which are difficult to predict and generally beyond the control of Capgemini. Actual results and developments may differ materially from those expressed in, implied by or projected by forward-looking statements. Forward-looking statements are not intended to and do not give any assurances or comfort as to future events or results. Other than as required by applicable law, Capgemini does not undertake any obligation to update or revise any forward-looking statement. This document does not contain or constitute an offer of securities for sale or an invitation or inducement to invest in securities in France, the United States or any other jurisdiction. Disclaimer © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026
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Chief Executive Officer
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4 © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 Making AI real Traction across our strategic agenda 1. Solid Q3 2026 2. Intelligent Business Operations 3. Executing our AI strategy Slightly better than expected Confirming a successful strategic move Leveraging Capgemini assets and platforms 4. Unique positioning in sovereignty and defense Building a leader
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5Q3 2026 Revenues | October 30, 2026 © Capgemini 2026. All rights reserved. Another solid quarter 1. SOLID Q3 2026 Q3 Revenues CC YoY €6,073m Q3 Bookings +3.4% CC YoY
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6 North America +18.3% UK & Ireland +25.2% France +4.9% Rest of Europe +3.4% Asia Pacific & Latin America +11.9% Sectors Q3 YoY Constant Currency Revenue Growth Businesses Financial Services +17.0% Strategy & Transformation +18.6% Consumer Goods & Retail +15.5% Applications & Technology +3.5% Manufacturing +7.3%+26.9% Operations & Engineering Q3 2026 Revenues | October 30, 2026 © Capgemini 2026. All rights reserved. Broad-based growth, accelerated by AI 1. SOLID Q3 2026
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7© Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 Intelligent Business Operations with another double-digit like-for-like growth across WNS and Capgemini 2. INTELLIGENT BUSINESS OPERATIONS Agentic Technology Stack Agentic Products & Services Agentic Enterprise Processes Enterprise Technology Modernization Operate Transform Dual Value Creation Model Agentic Control Plane What we are delivering Consumer goods Agentic enterprise processes engagement across Southeast Asia, South Africa and Latin America. AI-led, outcome-driven operating model, leveraging digital agents. Insurance Improved customer experience & operational efficiency Enhanced resilience & decision-making Partnership covering new business, policy servicing and claims, creating a platform across retirement, group protection and wealth businesses. Improved customer outcomes Operational resilience Scalable growth Distribution Integrated scope spanning customer service, commercial operations, procurement, supply chain, logistics and finance. Front-to-back operating model New service line, replicable across similar industries Accelerated design with an automated TOM platform WNS integration on track Unified organization Revenue synergies Cost synergies
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8© Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 Executing our AI strategy as demand ramps up 3. EXECUTING OUR AI STRATEGY VALUE POOL 1 Enterprise Tech Modernization VALUE POOL 3 Agentic Control Plane VALUE POOL 4 Agentic Products & Services What we are delivering Life sciences Enterprise-wide AI economics capability, with a new allocation model attributing AI costs to initiatives, platforms and users, and transparency on consumption and value. Data-driven investment decisions Accelerating on IP & platforms Four layers to turn a point solution into a defensible, reusable asset: 1. Proprietary agents & models 2. Reusable accelerators & frameworks 3. Curated domain data 4. Patents & institutional know-how Example: agentic-AI system of operations for global shipping and logistics 27M+ transactions every year 40-50% productivity improvement 5-8 days DSO reduction per client Asset management AI-enabled unified desktop replacing 180 fragmented applications for customer-facing staff, built through agentic SDLC acceleration and contextual data orchestration across systems. +43% employee satisfaction | 30%-50% faster UX delivery | ~€3m SDLC savings Banking Unlocking new revenue opportunities by accelerating the delivery of AI-powered data products, reducing data friction and enabling the bank to monetize high-value data assets across multiple business lines. Faster data product delivery | New data-driven revenue streams
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9 + Secular Growth across traditional value pools Agentic Technology Stack Agentic Products & Services Agentic Enterprise Processes Enterprise Technology Modernization Operate Transform Dual Value Creation Model Agentic Control Plane Our partner ecosystems are a key pillar of our agentic ambition © Capgemini 2026. All rights reserved. Agentic Value Pools Represents approximately 65% of Group bookings in H1 2026 18 Core Partners Core partners are well positioned to accelerate our pursuit of agentic value pools totalling $350B to $490B by 2030 3. EXECUTING OUR AI STRATEGY Q3 2026 Revenues | October 30, 2026
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10© Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 Sovereignty & Defense: building on strong European demand 4. SOVEREIGNTY & DEFENSE What we are delivering Security Support a national agency in its work to modernize a country’s emergency communications network by 2030. Financial services Exposure assessment and definition of a resilience strategy for a leading insurer to ensure the continuity of its critical business functions. Enhanced sovereignty and resilience of core systems Defense Secure, shared engineering environments to connect industrial partners across companies and countries on European defense programs. Secured collaboration at speed Digital continuity in complex programs Covering all layers Infrastructure Core systems AI and models Client posture Communications reliability
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11© Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 Upgraded 2026 Outlook to Revenue Growth Operating Margin Organic FCF at constant currency to to around Inorganic contribution estimated at around 5 points (unchanged) Takes into account an increase in restructuring cash outflow of around €200 million compared to 2025 related to the fit-for-growth initiatives (unchanged) was around +8.5% to +9.0% unchanged unchanged OUTLOOK
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Chief Financial Officer
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13 Q1 2026 Q2 2026 Q3 2026 9M 2026 Year-on-Year Constant Currency +11.0% +11.6% +11.7% +11.4% Currencies -4.0pts -1.1pts +0.9pts -1.4pts Reported +7.0% +10.5% +12.6% +10.0% -0.4% +0.7% +2.9% +10.6% +11.0% +11.6% +11.7% Quarterly Revenue Growth Constant currency growth YoY (in %) Constant Currency Growth Q3: +11.7% YoY 9M: +11.4% YoY in € m © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 5,553 5,554 5,393 5,965 5,943 6,139 6,073 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026
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14 Revenues by Sector Manufacturing Financial Services Public Sector Consumer Goods & Retail Telcos, Media & Technology Energy & Utilities Services Year-on-year revenue growth at constant currency 15%22% 12%13%25% 8% 5%in % of FY25 Group revenues 9M 2026 Q3 2026 © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 +7.3% +17.0% +11.5% +15.5% +4.5% +10.0% +22.6% +5.2% +19.3% +10.2% +13.3% +7.1% +9.8% +20.2%
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15 1,843 928 1,019 1,686 597 6,073 +18.3% +25.2% +4.9% +3.4% +11.9% +11.7% 5,344 2,674 3,161 5,192 1,784 18,155 +19.2% +22.5% +1.8% +2.8% +20.9% +11.4% Revenues by Region North America APAC & LATAMRest of EuropeUK & Ireland France 13% 19% 9%30%29% Revenues in € m, year-on-year revenue growth at constant currency in % of FY25 Group revenues 9M 2026 Q3 2026 © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026
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16 Revenues by Business Strategy & Transformation Operations & Engineering Applications & Technology Operations & Engineering Strategy & Transformation Applications & Technology Year-on-year revenue growth at constant currency in % of FY25 Group revenues Note: activity trends by business are calculated based on Total Revenues, i.e. before elimination of inter-business billing (see definitions in the Appendix section) 9M 2026 Q3 2026 © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 +18.6% +3.5% +26.9% +12.2% +4.5% +25.4%
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17 5.9 6.1 5.2 7.2 6.1 6.5 5.4 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Bookings & Book-to-Bill © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 in € bn Book-to-Bill 1.06 1.10 0.96 1.21 1.02 1.07 0.89 Bookings +2.8% +1.5% +1.5% +9.1% +6.2% +9.2% +3.4% Constant currency growth YOY (in %) 2025 2026 Quarterly
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18 Headcount Evolution (1) Primarily reflecting the integration of WNS team members in Q4 2025 (2) Attrition year-on-year variation is presented on a like-for- like basis (accounting for WNS since Jan 1, 2026) © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 Last-12-Months Attrition (2)Headcount Evolution (1) Sept 2025 Net variation Net variation Sept 2026 Offshore Onshore +18% 354,700 417,500+63,700 -900 18.4% -0.9pts
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Aiman EZZAT Chief Executive Officer Nive BHAGAT Chief Financial Officer Q&A
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Appendix
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21 Appendix - Index 1. Alternative and Management Performance Measures 2. Revenue Quarterly Evolution 3. Q3 & 9M 2026 Revenues by Region 4. Attrition, Utilization & Offshore Leverage 5. Adoption of IFRS 18 © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026
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22 Alternative and Management Performance Measures ▐ Year-on-year revenue growth at constant exchange rates is calculated by comparing revenues for the reported period with those of the same period of the previous year restated with the exchange rates of the reported period. ▐ When determining activity trends by business and in accordance with internal operating performance measures, growth at constant exchange rates is calculated based on total revenues, i.e., before elimination of inter-business billing. The Group considers this to be more representative of activity levels by business. As its business evolves, an increasing number of contracts require the combination of different business lines' expertise, leading to an increase in inter-business flows. ▐ Operating margin is one of the Group’s key performance indicators. It is equal to revenues less operating expenses. It is calculated before “Other operating income and expenses” which include amortization of intangible assets recognized in business combinations, expenses related to share-based compensation (including social security contributions and employer contributions) and employee share ownership plan, and non-recurring revenues and expenses, notably impairment of goodwill, negative goodwill, capital gains or losses on disposals of consolidated companies or businesses, restructuring costs incurred under a detailed formal plan approved by the Group’s management, acquisition costs, costs of integrating companies acquired by the Group including earn-outs comprising conditions of presence, and the effects of curtailments, settlements and transfers of defined benefit pension plans. ▐ Normalized earnings per share (Normalized EPS) is calculated by dividing normalized profit or loss attributable to owners of the Company by the weighted average number of ordinary shares outstanding during the period, excluding treasury shares. Normalized net profit or loss is equal to profit for the period attributable to owners of the Company corrected for the impact of items recognized in other operating income and expenses, net of tax calculated using the effective tax rate. ▐ Organic free cash flow is calculated based on items in the Statement of Cash Flows and is equal to cash flow from operations less acquisitions of property, plant, equipment and intangible assets (net of disposals), lease liability repayments and adjusted for flows relating to the net interest cost. ▐ Net debt or net cash comprises (i) cash and cash equivalents, as presented in the Consolidated Statement of Cash Flows (consisting of short-term investments and cash at bank) less bank overdrafts, and also including (ii) cash management assets (assets presented separately in the Consolidated Statement of Financial Position due to their characteristics), less (iii) short- and long-term borrowings. Account is also taken of (iv) the impact of hedging instruments when these relate to borrowings, intercompany loans and own shares. Applicable from 1 January 2027 ▐ Adjusted Operating Profit is defined as the Operating Profit before acquisition-related costs, including the cost of acquiring, integrating and disposing companies, and the amortization of the intangible assets recognized from those business combinations. The Adjusted Operating Margin is obtained by dividing the Adjusted Operating Profit by revenues. ▐ Adjusted net profit (or loss) is equal to profit for the period attributable to owners of the Company adjusted for the impact of items recognized as acquisition-related expenses, as defined above, net of tax calculated using a tax rate of 29%. ▐ Adjusted earnings per share (Adjusted EPS) is calculated by dividing adjusted net profit (or loss) attributable to owners of the Company by the weighted average number of outstanding ordinary shares during the period, excluding treasury shares. © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026
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23 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Revenues (in € m) 5,553 5,554 5,393 5,965 5,943 6,139 6,073 Year-on-Year CC growth -0.4% +0.7% +2.9% +10.6% +11.0% +11.6% +11.7% Year-on-Year CC growth by Region North America +0.8% +2.4% +7.0% +19.9% +20.7% +18.9% +18.3% UK & Ireland +3.9% +8.0% +9.0% +21.8% +21.7% +20.4% +25.2% France -4.9% -5.0% -4.7% -1.9% -1.0% +1.8% +4.9% Rest of Europe -2.3% -2.3% -1.5% +3.3% +1.7% +3.4% +3.4% APAC & LATAM +7.6% +9.7% +13.6% +23.9% +26.9% +25.2% +11.9% Year-on-Year CC growth by Sector Financial Services +2.0% +5.5% +8.5% +20.4% +21.9% +19.1% +17.0% Energy & Utilities +2.5% +2.3% +2.3% +9.9% +8.8% +10.5% +10.0% Manufacturing -5.9% -4.0% -2.6% +4.2% +3.5% +5.0% +7.3% Consumer Goods & Retail -1.5% -1.3% +1.8% +6.8% +8.8% +15.6% +15.5% Public Sector +2.7% +1.4% +3.4% +8.6% +9.4% +9.6% +11.5% Telco, Media & Technology +3.8% +5.5% +7.2% +13.9% +10.6% +6.2% +4.5% Services -1.8% -1.7% -0.5% +17.9% +17.4% +20.7% +22.6% Year-on-Year CC growth by Business Strategy & Transformation +1.2% +1.4% +0.7% +6.0% +6.2% +12.2% +18.6% Applications & Technology +1.9% +3.2% +5.7% +7.4% +4.8% +5.3% +3.5% Operations & Engineering -2.6% -0.4% +1.3% +20.8% +25.2% +24.2% +26.9% Year-on-Year reported growth +0.5% -1.0% +0.3% +6.9% +7.0% +10.5% +12.6% Revenue Quarterly Evolution © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026
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24 Q3 2026 9M 2025 9M 2026 Revenues (in €m) (in €m) (in €m) Reported Constant Currency North America 1,843 4,663 5,344 +14.6% +19.2% UK & Ireland 928 2,217 2,674 +20.6% +22.5% France 1,019 3,105 3,161 +1.8% +1.8% Rest of Europe 1,686 5,026 5,192 +3.3% +2.8% APAC & LATAM 597 1,489 1,784 +19.8% +20.9% TOTAL 6,073 16,500 18,155 +10.0% +11.4% Variation Revenues Year-on-Year Q3 & 9M 2026 Revenues by Region © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026
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25 Attrition, Utilization & Offshore Leverage Strategy & Transformation Operations & EngineeringApplications & Technology Utilization Rate Utilization Rate LTM Attrition*LTM Attrition* LTM Attrition* Group Offshore * Attrition year-on-year variation is presented on a like-for-like basis (accounting for WNS since Jan 1, 2026) © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 69% 67% 69% 68% 71% 70% 71% 70% Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 15.7% -0.2pts 14.2% -1.0pts 22.8% -1.0pts 66% 81% 79% 80% 79% 79% 78% 80% 81% Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026
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26 Adoption of IFRS 18 from 1 January 2027 © Capgemini 2026. All rights reserved.Q3 2026 Revenues | October 30, 2026 New IASB standard replacing IAS 1, effective 1 January 2027. Main changes • Income statement in three categories: operating, investing, financing • New rules on disaggregating information • IFRS 18 subtotals: operating profit and profit before financing and income taxes • Management-defined performance measures (MPMs), reconciled in a dedicated note Cost of net debt Other financial items Income tax expense Profit of associates and JV Profit for the year Operating Revenue Adjusted Operating Profit Acquisition-related expenses Investing Profit of associates and JV Other investing income and expenses Financing Finance costs Other financial income and expenses Operating profit Profit before financing and income taxes Profit for the year Income tax expense • Starts from operating profit, not profit for the year. • Interest and dividends received move to investing. • No major change What is IFRS 18? 2026 IAS 1 income statement 2027 IFRS 18 income statement Cash flow statement Balance sheet Note: Nomenclature is subject to change. Bold lines are the subtotals required by IFRS 18. Feb 27: 2027 outlook Feb 27: Note on IFRS18 2026 restatement July 27: H1 financial statements with comparatives restated Timing of IFRS 18 disclosure Other income and expenses Operating profit Revenue Cost of services rendered Selling expenses Operating margin G&A expenses Cost of services rendered Selling expenses G&A expenses
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This presentation is the property of the Capgemini Group. Copyright © 2026 Capgemini. All rights reserved. Make it real. www.capgemini.com About Capgemini Capgemini is the business transformation partner for enterprises in the age of AI. We help organizations imagine and build an intelligent, sustainable future, combining AI, technology and human ingenuity to transform how they operate, innovate and grow. With unique end-to-end capabilities spanning strategy, technology, engineering and intelligent operations, we bring together deep industry expertise and market-leading capabilities in AI, cloud and data to turn ambition into measurable business outcomes at scale. Supported by a robust ecosystem of partners and nearly 60 years of expertise, Capgemini is a responsible and diverse global organization of over 410,000 team members in more than 50 countries. The Group reported 2025 revenues of €22.5 billion. Biraud, Vincent Head of Investor Relations +33 1 4754 5087 vincent.biraud@capgemini.com Massoni, Patrick Senior Manager, Investor Relations +33 1 4754 5141 patrick.massoni@capgemini.com Kubiak, Clément Senior Manager, Investor Relations +33 1 4754 5155 clement.kubiak@capgemini.com