Announcement • Aug 28
Capgemini SE (ENXTPA:CAP) agreed to acquire BackOffice Associates, LLC from Bridge Growth Partners LLC. Capgemini SE (ENXTPA:CAP) agreed to acquire BackOffice Associates, LLC from Bridge Growth Partners LLC on August 27, 2024. The transaction is expected to close in the coming months, subject to approval by regulatory board / committee and other customary closing conditions. Banco Santander, S.A. and Evercore Inc. acted as financial advisor for BackOffice Associates, LLC. Willkie Farr & Gallagher LLP acted as legal advisor for BackOffice Associates, LLC. Reported Earnings • Jul 28
First half 2024 earnings released: EPS: €4.88 (vs €4.71 in 1H 2023) First half 2024 results: EPS: €4.88 (up from €4.71 in 1H 2023). Revenue: €11.1b (down 2.5% from 1H 2023). Net income: €835.0m (up 3.2% from 1H 2023). Profit margin: 7.5% (up from 7.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Jul 26
Capgemini SE Updates Earnings Guidance for the Year 2024 Capgemini SE updated earnings guidance for the year 2024. The company expects Revenue growth of -0.5% to -1.5% at constant currency (was 0% to 3%). Announcement • Jun 26
Capgemini SE (ENXTPA:CAP) agreed to acquire Design & Industry Pty Ltd. Capgemini SE (ENXTPA:CAP) agreed to acquire Design & Industry Pty Ltd on June 24, 2024. The transaction is subject to approval by regulatory approval and other customary conditions. The transaction is due to close in the coming months. Simon Croft and Vivek Subramanyam of Technology Holdings acted as exclusive financial advisor to Design + Industry. Upcoming Dividend • May 22
Upcoming dividend of €3.40 per share Eligible shareholders must have bought the stock before 29 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Swiss dividend payers (4.1%). Lower than average of industry peers (2.0%). Announcement • Apr 30
Capgemini SE Provides Earnings Guidance for the Year 2024 Capgemini SE provides earnings guidance for the year 2024. For the year, the company expected revenue growth of 0% to +3% at constant currency. Declared Dividend • Feb 19
Dividend of €3.40 announced Shareholders will receive a dividend of €3.40. Ex-date: 29th May 2024 Payment date: 31st May 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Feb 16
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 16
Full year 2023 earnings released: EPS: €9.71 (vs €9.09 in FY 2022) Full year 2023 results: EPS: €9.71 (up from €9.09 in FY 2022). Revenue: €22.5b (up 2.4% from FY 2022). Net income: €1.66b (up 7.5% from FY 2022). Profit margin: 7.4% (up from 7.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 22
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to CHF109, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 17x in the IT industry in Europe. Total returns to shareholders of 6.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF171 per share. Announcement • Dec 02
Capgemini Se Appoints Nive Bhagat as Group Chief Financial Officer, Effective January 1, 2024 Capgemini announces the appointment of Nive Bhagat as Group Chief Financial Officer (CFO) and member of the Group Executive Board, effective January 1, 2024. She succeeds Carole Ferrand who has served as CFO since 2018 and plans to pursue other career opportunities. Carole will support the transition and a smooth handover with Nive until the end of the year. Since 2019, Nive has been CEO of Capgemini’s Cloud & Infrastructure Services, a global business unit comprising over 30,000 team members. She was also appointed a member of the Group Executive Committee. Prior to this, from 2016, she was Head of Cloud Infrastructure Services UK and Europe. From 2010 to 2015, Nive held various positions at Capgemini, including Head of Markets with full P/L responsibility for all sectors and Head of Private sector across the Applications business in the UK. She was also a member of the UK Country Board from 2016. Before joining Capgemini, Nive worked for several years at Infosys Technologies growing and heading Enterprise Solutions in Europe. She has also worked in Corporate Finance with KPMG. Since 2022, Nive has been a Non-Executive Director of Schneider Plc and sits on both the Digital and the Human Capital & Remuneration committees. Prior to that, she was on the Board of MITIE Plc where she also served on the Audit and Nomination committees. Nive is a Chartered Accountant with a bachelor’s degree in Economics. Announcement • Dec 01
Capgemini SE Appoints Nive Bhagat as Member of the Group Executive Board, Effective January 1, 2024 Capgemini announces the appointment of Nive Bhagat as Group Chief Financial Officer (CFO) and member of the Group Executive Board, effective January 1, 2024. She succeeds Carole Ferrand who has served as CFO since 2018 and plans to pursue other career opportunities. Carole will support the transition and a smooth handover with Nive until the end of the year. Since 2019, Nive has been CEO of Capgemini’s Cloud & Infrastructure Services, a global business unit comprising over 30,000 team members. She was also appointed a member of the Group Executive Committee. Prior to this, from 2016, she was Head of Cloud Infrastructure Services UK and Europe. From 2010 to 2015, Nive held various positions at Capgemini, including Head of Markets with full P/L responsibility for all sectors and Head of Private sector across the Applications business in the UK. She was also a member of the UK Country Board from 2016. Before joining Capgemini, Nive worked for several years at Infosys Technologies growing and heading Enterprise Solutions in Europe. She has also worked in Corporate Finance with KPMG. Since 2022, Nive has been a Non-Executive Director of Schneider Plc and sits on both the Digital and the Human Capital & Remuneration committees. Prior to that, she was on the Board of MITIE Plc where she also served on the Audit and Nomination committees. Nive is a Chartered Accountant with a bachelor’s degree in Economics. Announcement • Nov 09
Capgemini Group Provides Earnings Guidance for the Year 2023 Capgemini Group provided earnings guidance for the year 2023. For the year 2023, the company expects revenue growth of +4% to +7% at constant currency and operating margin of 13.0% to 13.2%. Announcement • Sep 29
Capgemini SE (ENXTPA : CAP) acquired HDL Design House. Capgemini SE (ENXTPA : CAP) acquired HDL Design House on September 27, 2023. HDL Design has approximately 300 highly skilled engineers.
Capgemini SE (ENXTPA : CAP) completed the acquisition of HDL Design House on September 27, 2023. Announcement • Sep 09
Capgemini SE (ENXTPA:CAP) signed an agreement to acquire Financial Crime Compliance (FCC) division of Exiger. Capgemini SE (ENXTPA:CAP) signed an agreement to acquire Financial Crime Compliance (FCC) division of Exiger on September 8, 2023. The transaction is due to close in the coming months. Announcement • Jul 29
Capgemini SE Provides Earnings Guidance for the Year 2023 Capgemini SE provided earnings guidance for the year 2023. For the year, the company expects Revenue growth of +4% to +7% at constant currency. Reported Earnings • Jul 29
First half 2023 earnings released: EPS: €4.71 (vs €3.91 in 1H 2022) First half 2023 results: EPS: €4.71 (up from €3.91 in 1H 2022). Revenue: €11.4b (up 6.9% from 1H 2022). Net income: €809.0m (up 21% from 1H 2022). Profit margin: 7.1% (up from 6.2% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Jul 28
Capgemini Launches New Set of Generative AI Offerings Capgemini is well positioned to support clients through their next era of digital transformation due to the breadth of its generative AI services, deep industry expertise, and its industrialized delivery assets. As a trusted business and technology transformation partner to its clients, Capgemini has successfully delivered many generative AI projects over the last few years, particularly in Life Sciences, Consumer Products & Retail, and Financial Services.1 In recent months, Capgemini has seen an acceleration of client focus and demand around generative AI. In that context, the Group is launching a generative AI portfolio of services, spanning from strategy definition through to practical development and implementation of generative AI at scale. It includes: "Generative AI strategy" enables CXOs to define and prioritize the most relevant generative AI use cases for their business, demonstrate the tangible value that can be achieved, and lay the right foundations in terms of people, process and technology for scaling their generative AI investments while mitigating the risks. It allows hyper-personalized customer experience with a synthetic design assistant, elevates customer self-service with chatbots, augments customer care services with a content and knowledge assistant and boosts sales teams performance with a product & offers knowledge assistant. "Generative AI for Software Engineering" helps improve efficiency and quality across the whole software life cycle (from design and coding to documentation, testing, deployment, and operations), accelerate the time to market for new software, and reduce the technical debt2 of enterprises by facilitating large modernization programs of legacy software. It also enables increased security with a reduced attack surface by automatically identifying bugs or vulnerabilities and proposing adjustments to software development teams. "Custom generative AI for Enterprise" enables enterprises who have sensitive data to have custom generative AI assistants fine-tuned with their key proprietary data, in order to get maximum business value impact. The Group has designed a platform to combine the power of pre-trained open large foundation models (LFMs) with enterprise proprietary data to fine-tune LFMs to the needs of each client. These customized models, building from company know-how, can create unique and reliable outputs and help organizations accelerate on many fronts - from customer experience to R&D, or assisting support and business functions to increase performance. The Group is currently working with Heathrow Airport to elevate the passenger experience by implementing cutting-edge eCommerce and other passenger service solutions through its Generative AI for Customer Experience offer. Announcement • Jun 24
Capgemini SE (ENXTPA:CAP) signed an agreement to acquire BTC Corporation from Integral Corporation and others. Capgemini SE (ENXTPA:CAP) signed an agreement to acquire BTC Corporation from Integral Corporation and others on June 23, 2023. Announcement • Jun 21
Capgemini and Amazon Web Services Announce the Launch of Technology Platform to Improve the Lifespan of Aircraft Parts Capgemini and Amazon Web Services announced the launch ofLifecycle Optimization for Aerospace. Thisplatform aimsat accelerating the adoption of circular economy1 practices in the aviation industryby automating the inspection process, optimizinglifecycle analysis of aircraft parts, and guiding decisions to extend their lifespan.Several major players in the aviation sector, including Air France and Safran, participated in its development and will beamongst the first users of the platform. Collection and analysis of in-service operations are secured within the Lifecycle Optimization for Aerospace platform to provide a comprehensive view and understanding of the usage of a part over time. Securing the collection of historical information will increase the potential re-use of each part of an aircraft and help the Aerospace ecosystem – owners, operators, and OEMs - to collaborate and improve worldwide utilization of existing products. The ambition in the next phase is to extend the capabilities of the platform to the recycling of these parts and secure the possibility to valorize the materials of the non-serviceable parts. Upcoming Dividend • May 23
Upcoming dividend of €3.25 per share at 2.0% yield Eligible shareholders must have bought the stock before 30 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.3%). In line with average of industry peers (2.2%). Announcement • May 17
Capgemini SE Announces Board Changes Capgemini SE's Board of Directors, Ms. Xiaoqun Clever has expressed her wish not to renew her term of office for personal reasons. Ms. Tanja Rueckert, further to a change in her responsibilities within Bosch, has decided to stand down from the Board of Directors, effective following the end of the Shareholders’ Meeting of May 16, 2023. The Shareholders’ Meeting held on May 16, 2023, approved the appointment of two new directors: Ms. Megan Clarken1 has been appointed to the Board of Directors for a four-year term. Ms. Megan Clarken, a New Zealand citizen, is chief executive officer of a global technology company operating in commerce media. She has acquired throughout her career solid expertise in technology, data and digital transformation as well as experience in the media and retail sectors. She would also bring to the Board her inclusion and diversity expertise, as well as her knowledge of the US and Asia Pacific markets. The Board has indicated that it considers Ms. Megan Clarke to be an independent director in accordance with the criteria of the AFEP-MEDEF Code to which the Company refers; Ms. Ulrica Fearn has been appointed to the Board of Directors for a four-year term. Ms. Ulrica Fearn, a Swedish citizen, has acquired throughout her career strong financial expertise from multiple senior positions in leading global companies in the energy, telecommunications and consumer goods & retail sectors, all of which are industries leveraging technology as part of their sustainable transformation journey. The Board has indicated that it considers Ms. Ulrica Fearn to be an independent director in accordance with the criteria of the AFEP-MEDEF Code to which the Company refers. Announcement • May 05
Capgemini Se Provides Earnings Guidance for the Year 2023 Capgemini SE provided earnings guidance for the year 2023. For the year, the company expects revenue growth of +4% to +7% at constant currency. Reported Earnings • Mar 31
Full year 2022 earnings released: EPS: €9.09 (vs €6.86 in FY 2021) Full year 2022 results: EPS: €9.09 (up from €6.86 in FY 2021). Revenue: €22.0b (up 21% from FY 2021). Net income: €1.55b (up 34% from FY 2021). Profit margin: 7.0% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 22
Full year 2022 earnings released: EPS: €9.09 (vs €6.86 in FY 2021) Full year 2022 results: EPS: €9.09 (up from €6.86 in FY 2021). Revenue: €22.0b (up 21% from FY 2021). Net income: €1.55b (up 34% from FY 2021). Profit margin: 7.0% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Jan 10
Capgemini Announces Executive Appointments Capgemini announced two new group executive board positions that reinforce its strategic focus of bringing business value to clients through its deep industry and sustainability capabilities. Jerome Simeon, previously CEO of the Southern Europe Strategic Business Unit, is now Head of Global Industries. In this new position Jerome will bring together the company’s strong industry expertise across the world to meet the specific transformation needs of global organizations. He remains a member of the Group Executive Board. Andrea Falleni, formerly Managing Director of Capgemini in Italy and Global Sales Officer of the Southern Europe Strategic Business Unit, succeeds Jerome as CEO of the Southern Europe Strategic Business Unit. With this appointment Andrea joins the company’s Group Executive Board. Cyril Garcia, formerly CEO of Capgemini Invent, is now Head of Global Sustainability Services and Corporate Responsibility. In this new role Cyril is responsible for the integration of sustainability across the company’s portfolio of client services, as well as driving the Group’s own sustainability agenda. Cyril is also responsible for the company’s Corporate Social Responsibility activity. He remains a member of the Group Executive Board. Roshan Gya, formerly Managing Director of Capgemini Invent in Southern Europe and Global Lead for Intelligent Industry, succeeds Cyril as CEO of Capgemini Invent. He joins the Group Executive Committee. Announcement • Nov 25
Capgemini SE Appoints Hossam Seifeldin as CEO of Capgemini in Egypt Capgemini SE announced the appointment of Hossam Seifeldin as CEO Capgemini in Egypt. In this role Hossam is responsible for building and growing the Group's newest Global Delivery Center team of experts that serves global clients with a focus on Europe and the Middle East region. Prior to joining Capgemini, Hossam worked for 27 years in IBM where he held several leadership positions across the different business units and geographies. In 2013 he was appointed as the Middle East Africa (MEA) Vice President, where he led the IBM Transformation across MEA and delivered strong performance across the different metrics. He also led the Operations, Transformation and Strategy since 2008 whereby he developed and executed the Operational and Strategic operating model across MEA. In addition, he has held several leadership roles on top of his VP responsibilities: General Manager for Saudi, Gulf, and Pakistan from 2019 till end of 2021 and General Manager Africa from 2014 to 2016. Hossam started his career in IBM Egypt in 1996 as a Systems Engineer. Hossam is passionate about building new business units and creating inclusive culture with trust, teamwork and speed with execution at the center. He holds a B.Sc. in Engineering from Ain Shams University in Cairo and a Diploma in Management from Henley University (UK). He is also certified board director from International Finance Corporation (IFC), World Bank Group. Announcement • Oct 27
Capgemini SE Provides Earnings Guidance for the Year 2022 Capgemini SE provided earnings guidance for the year 2022. The group’s financial targets for 2022 are revenue growth of +14% to +15% at constant currency (objective raised on publication of the half-year results on July 28, 2022). Announcement • Oct 20
Capgemini SE (ENXTPA:CAP) acquired Braincourt Gmbh Gesellschaft FÜR Managementberatung & Informationssysteme. Capgemini SE (ENXTPA:CAP) entered into a share purchase agreement to acquire Braincourt Gmbh Gesellschaft FÜR Managementberatung & Informationssysteme on October 7, 2022. The transaction is expected to be completed in the coming days. Maurice Harbison and Martin Eichler of Bryan, Garnier & Co acted as financial advisors to the shareholders of Braincourt.
Capgemini SE (ENXTPA:CAP) acquired Braincourt Gmbh Gesellschaft FÜR Managementberatung & Informationssysteme on October 19, 2022. Announcement • Oct 11
Capgemini SE (ENXTPA:CAP) acquired Quorsus Ltd. Capgemini SE (ENXTPA:CAP) acquired Quorsus Ltd on October 10, 2022.
Capgemini SE (ENXTPA:CAP) completed the acquisition of Quorsus Ltd on October 10, 2022. Announcement • Oct 08
Capgemini SE (ENXTPA:CAP) entered into a share purchase agreement to acquire Braincourt Gmbh Gesellschaft FÜR Managementberatung & Informationssysteme. Capgemini SE (ENXTPA:CAP) entered into a share purchase agreement to acquire Braincourt Gmbh Gesellschaft FÜR Managementberatung & Informationssysteme on October 7, 2022. The transaction is expected to be completed in the coming days. Announcement • Sep 10
Capgemini SE (ENXTPA:CAP) acquired Knowledge Expert SA. Capgemini SE (ENXTPA:CAP) acquired Knowledge Expert SA on September 8, 2022. The highly skilled team of Pega platform experts will join Capgemini SE (ENXTPA:CAP).
Capgemini SE (ENXTPA:CAP) completed the acquisition of Knowledge Expert SA on September 8, 2022. Announcement • Sep 08
Capgemini SE (ENXTPA:CAP) acquired Aodigy Asia Pacific Pte Limited. Capgemini SE (ENXTPA:CAP) acquired Aodigy Asia Pacific Pte Limited on September 8, 2022.
Capgemini SE (ENXTPA:CAP) completed the acquisition of Aodigy Asia Pacific Pte Limited on September 8, 2022. Announcement • Jul 30
Capgemini SE (ENXTPA:CAP) announces an Equity Buyback for €800 million worth of its shares. Capgemini SE (ENXTPA:CAP) announces a share repurchase program. Under the program, the company will repurchase up to €800 million of its shares. Reported Earnings • Jul 29
First half 2022 earnings released: EPS: €3.91 (vs €2.63 in 1H 2021) First half 2022 results: EPS: €3.91 (up from €2.63 in 1H 2021). Revenue: €10.7b (up 23% from 1H 2021). Net income: €667.0m (up 51% from 1H 2021). Profit margin: 6.2% (up from 5.1% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.9% compared to a 2.8% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Jul 29
Capgemini SE Raises Earnings Guidance for the Fiscal Year 2022 Capgemini SE raised earnings guidance for the fiscal year 2022. For the period, the company expects revenue growth of +14% to +15% at constant currency, instead of +8% to +10% previously. Announcement • Jun 23
Capgemini Appoints Steffen Elsaesser as Chief Transformation Officer and Member of the Group Executive Committee, Effective July 1, 2022 Capgemini announced the appointment of Steffen Elsaesseras Chief Transformation Officer and member of the Group Executive Committee, effective July 1, 2022. In this role Steffen will be responsible for designing and implementing globally some of the Group’s key transformative initiatives. He will report to Aiman Ezzat, Capgemini’s CEO. Most recently, since 2018, Steffen was Managing Director of Capgemini Invent in Germany. Prior to this he led the Central Europe Customer Experience team from 2014 to 2018 as Executive Vice President and member of the Global Capgemini Consulting leadership team. Steffen has 28 years’ experience in client, marketing, talent and operations management. In 1998 Steffen joined Gemini Consulting, later Capgemini Consulting, where he held various client and management roles in the Automotive and Customer Experience Teams. Steffen began his career in 1994 at General Motors Europe in Frankfurt, Zürich and Madrid as Product Manager and Market Analyst.Steffen holds a business administration degree from the University of Tübingen and a Management Degree from the University of California, Los Angeles. Announcement • Jun 18
Capgemini SE, Annual General Meeting, May 16, 2023 Capgemini SE, Annual General Meeting, May 16, 2023. Location: Pavillon Gabriel - 5 Av. Gabriel, 75008 Paris France Announcement • Jun 16
Capgemini SE Appoints Aarti Srivastava as Chief Human Resources Officer for India Operations Capgemini SE has announced the appointment of Aarti Srivastava as chief human resources officer (CHRO) for its India operations, effective June 1, 2022, said a statement issued today. A seasoned people leader with over two decades of expertise in multiple dimensions of human resources, she was previously CHRO for the business services global business line at the company. She takes over from Pallavi Tyagi who will be moving on to a global strategic role within Capgemini's group HR function."With a positive industry outlook and demand for digital-led solutions on the rise, India will continue to play a crucial role in ensuring Capgemini is able to help clients build the future they want. Announcement • Jun 08
Capgemini SE (ENXTPA:CAP) acquired Rufus Leonard Limited. Capgemini SE (ENXTPA:CAP) acquired Rufus Leonard Limited on June 1, 2022.
Capgemini SE (ENXTPA:CAP) completed the acquisition of Rufus Leonard Limited on June 1, 2022. Upcoming Dividend • May 25
Upcoming dividend of €2.40 per share Eligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Swiss dividend payers (3.9%). Lower than average of industry peers (1.9%). Announcement • May 20
Capgemini SE Announces Board Appointments Capgemini SE at its shareholders’ meeting held on May 19, 2022, approved the appointment of two new directors: Maria Ferraro1 has been appointed to the Board of Directors for a four-year term. A Canadian citizen, Mrs. Ferraro is Chief Financial Officer of Siemens Energy AG and Siemens Energy Management GmbH, as well as Chief Inclusion & Diversity Officer at Siemens Energy. She has acquired throughout her career financial expertise and solid experience in the manufacturing, technology and energy sectors within a global group at the heart of the Intelligent Industry’s development. She will bring to the Board her inclusion and diversity expertise, as well as her knowledge of European and Asian markets. Olivier Roussat2 has been appointed to the Board of Directors for a four-year term. A French citizen, Mr. Roussat is Chief Executive Officer of Bouygues SA, a global construction, energy and transport infrastructures group, which is also a leader in the French media sector and a major telecoms player in France. He will bring to the Board his sector experience, particularly in the telecoms and media sector, as well as his expertise in digital and technology transformation. The Board has indicated that it considers Olivier Roussat to be an independent director in accordance with the criteria of the AFEP-MEDEF Code to which the Company refers. Announcement • May 18
Capgemini SE (ENXTPA:CAP) agreed to acquire Chappuis Halder & Cie. Capgemini SE (ENXTPA:CAP) agreed to acquire Chappuis Halder & Cie on May 16, 2022. The transaction is expected to be completed within the coming months. Reported Earnings • Apr 03
Full year 2021 earnings released: EPS: €6.86 (vs €5.71 in FY 2020) Full year 2021 results: EPS: €6.86 (up from €5.71 in FY 2020). Revenue: €18.2b (up 15% from FY 2020). Net income: €1.16b (up 21% from FY 2020). Profit margin: 6.4% (up from 6.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10% compared to a 1.9% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Feb 15
Capgemini SE Recommends Payment of A Dividend, Payable on June 3, 2022 Capgemini SE to recommended the payment of a dividend of €2.40 per share at the Shareholders’ Meeting of May 19, 2022. June 1, 2022 is Ex-dividend date on Euronext Paris. June 3, 2022 is Payment of the dividend. Reported Earnings • Feb 15
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €6.86 (up from €5.71 in FY 2020). Revenue: €18.2b (up 15% from FY 2020). Net income: €1.16b (up 21% from FY 2020). Profit margin: 6.4% (up from 6.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11% while the industry in Switzerland is not expected to grow. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Jan 12
Capgemini Launches A Dedicated Quantum Lab Capgemini announced it has set up a dedicated Lab and team of quantum technology expertsfrom across the globe,to develop capabilities and coordinate research facilitiesaimed at the advancement of quantumtechnologiesand exploration of theirpotential. In addition to Capgemini’s work to explore Quantum Communications and Quantum Sensing, the initiativealso includes acollaboration with IBM to help clients build and maximizetheir engagements in the areas of Quantum Computing. Capgemini’s Quantum Lab (Q-Lab) comprises quantum technology experts and highly-specialist facilities in the United Kingdom, Portugal and India, to harness the potential of quantum technologies. Capgemini’s Q-Lab will coordinate research programs to develop business-driven client propositions for sectors most likely to benefit from quantum technologies in the medium future – life sciences, financial services, automotive and aerospace. It will also drive early experiments with clients in their quantum journeys and accelerate the building of in-house skills and capabilities. This initiative leverages the experience of specialist technical teams within the Capgemini stable who have already built scientific and technology capabilities in quantum, through early experimentation and incubation with clients. The Q-lab will focus on three areas of value creation for clients: Quantum Computing refers to the use of quantum properties to perform computations. Leading application areas are problems requiring complex optimization, simulation, or machine learning. Companies that typically rely on heavy compute facilities, such as molecular design within life science, fluid dynamics in aerospace, or stochastic financial models, will be amongst the first to benefit. Quantum Communications involves transmitting and controlling information using the laws of quantum mechanics. Quantum-secure communications could have an immense impact on areas critical to science, industry, and data security. In addition, it is intended to allow clients to access the new realm of possibilities brought by quantum technologies, in particular on confidential computing, data storage and sharing. Quantum Sensing refers to the measurement of quantum states, which are extremely sensitive to disturbance. Quantum sensing underpin advances in everything from medical diagnosis, autonomous transport and intelligent industries. It can help in measuring electric and magnetic fields accurately, measuring physical quantities against atomic properties, and using quantum entanglement to improve sensitivity or precision. Announcement • Dec 18
Capgemini Receives Guidewire Cloud Ready North America Specialization Capgemini announced that it has achieved the Guidewire Cloud Ready North America PartnerConnect specialization. Capgemini is a Guidewire PartnerConnect Consulting Global Premier partner and works with Guidewire in North America, EMEA, Asia-Pacific, and LATAM. Capgemini has been awarded this specialization for demonstrating exemplary skills, knowledge, and competency for its delivery of Guidewire Cloud deployments. Guidewire PartnerConnect Program specializations are regionally based, and the achievement of these specializations enables insurers to have more clarity and insight into which partners have proven capabilities in a particular region. Announcement • Sep 21
Sopra Steria Has Not Made M&A Approach to Atos Sopra Steria Group SA (ENXTPA:SOP) said on September 20, 2021 that it had not made any approach to rival ATOS SAS after media reported the company was targeting Atos for a potential takeover bid. “Naturally, Sopra Steria continually monitors developments in the sector and opportunities that may arise”, the company said in a statement. French BFM Business radio reported on September 20, 2021 on its website that Sopra Steria and defence group Thales S.A. (ENXTPA:HO) were eyeing Atos and also said French group Capgemini SE (ENXTPA:CAP) and Orange S.A. (ENXTPA:ORA) had also been looking at the IT company. In a statement Thales said it “firmly denied rumours of an Atos acquisition by Thales". Sopra Steria said its strategy was built around an independent corporate plan focused on sustainable value creation for its stakeholders. Reported Earnings • Jul 30
First half 2021 earnings released: EPS €2.63 (vs €1.86 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €8.71b (up 15% from 1H 2020). Net income: €443.0m (up 42% from 1H 2020). Profit margin: 5.1% (up from 4.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Jul 06
Capgemini SE (ENXTPA:CAP) acquired Acclimation Pty Ltd. Capgemini SE (ENXTPA:CAP) acquired Acclimation Pty Ltd on July 5, 2021.
Capgemini SE (ENXTPA:CAP) completed the acquisition of Acclimation Pty Ltd on July 5, 2021. Announcement • Jun 19
Capgemini SE (ENXTPA:CAP) agreed to acquire Matiq As from Nortura SA. Capgemini SE (ENXTPA:CAP) agreed to acquire Matiq As from Nortura SA on June 18, 2021. The acquisition has to be approved by the Norwegian Competition Authority. Post completion, Capgemini will take over the company, including around 100 employees, and its agreements. Upcoming Dividend • May 26
Upcoming dividend of €1.95 per share Eligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 1.3%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (1.6%). Executive Departure • May 26
Lead Independent Director has left the company On the 20th of May, Pierre Pringuet's tenure as Lead Independent Director ended after 4.0 years in the role. As of March 2021, Pierre personally held 1.70k shares (CHF186k worth at the time). A total of 3 executives have left over the last 12 months. Executive Departure • May 26
Vice-Chairman Daniel Bernard has left the company On the 20th of May, Daniel Bernard's tenure as Vice-Chairman ended after 4.0 years in the role. As of March 2021, Daniel personally held 1.00k shares (CHF109k worth at the time). A total of 3 executives have left over the last 12 months. Executive Departure • May 26
Independent Director has left the company On the 20th of May, Anne Bouverot's tenure as Independent Director ended after 7.6 years in the role. As of March 2021, Anne personally held 1.00k shares (CHF109k worth at the time). A total of 3 executives have left over the last 12 months. Announcement • May 21
Capgemini SE Approves Dividend for the Year 2020, Payable on June 4, 2021 Capgemini SE at its Shareholders’ Meeting held on May 20, 2021, approved the distribution of a dividend of EUR 1.95 per share in respect of the 2020 financial year, to be paid from June 4, 2021, with a coupon detachment date of June 2, 2021. Announcement • May 11
Capgemini SE (ENXTPA:CAP) signed an agreement to acquire SAP services business in Japan and South East Asia of Multibook Limited. Capgemini SE (ENXTPA:CAP) signed an agreement to acquire SAP services business in Japan and South East Asia of Multibook Limited on May 10, 2021. The transaction is subject to customary regulatory approvals and conditions precedents and is due to close in the coming weeks. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improved over the past week After last week's 24% share price gain to €135, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the IT industry in Europe. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF166 per share. Reported Earnings • Mar 31
Full year 2020 earnings released: EPS €5.71 (vs €5.15 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: €15.8b (up 12% from FY 2019). Net income: €957.0m (up 12% from FY 2019). Profit margin: 6.0% (down from 6.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • Mar 11
Capgemini Drives Global Growth Engaging Highly Skilled External Talent with SAP Fieldglass Applications SAP SE announced that Capgemini has adopted the SAP Fieldglass Contingent Workforce Management and SAP Fieldglass Services Procurement applications. By more effectively managing its highly skilled contingent workforce, Capgemini has extended its service capabilities, especially in niche areas, to help drive its sustainable growth ambition. The SAP Fieldglass applications enable Capgemini to be more flexible to support and expand its broad portfolio of services, manage compliance and be more efficient. With a growing external workforce playing an increasingly important role in supporting the business transformation of its clients, Capgemini sought better visibility into its contingent workforce. The firm's procurement team deployed the SAP Fieldglass applications to automate and standardize the sourcing, engagement, management and pay of its contingent workers. The company selected the SAP Fieldglass applications to support its global business structure, enabling it to deliver a simplified and more agile process across the business. Announcement • Mar 10
Metropolitan Police Service Chooses Capgemini as Its Strategic Infrastructure Services Provider Capgemini announced that it has been chosen as the strategic IT infrastructure services provider for the Metropolitan Police Service (MPS), the UK's police service, following a competitive tender process. Under the five-year contract, Capgemini will provide the MPS with a flexible and agile service that aims to offer an improved user experience for its more than 44,000 frontline officers and staff and improve its digital interaction with citizens. The contract was signed between Capgemini and London’s Mayor's Office for Policing and Crime (MOPAC). Announcement • Mar 05
Capgemini Announces Its Strategic Partnership with Microsoft in North America Capgemini announced its strategic initiative with Microsoft in North America to help clients accelerate their digital transformations and embrace new cloud-based ways of working. Under this initiative, Capgemini and Microsoft will collaborate to help organizations in North America drive their digital agendas forward by connecting business and IT strategy. The two partners will also develop employee talent jointly through broader technical training and certification. This expansion combines the power and innovation of Microsoft’s industry-leading technology and Capgemini’s global expertise in multiple industries such as manufacturing, retail and financial services. Capgemini also brings to the North America-focused collaboration a comprehensive portfolio of services in applications, cloud technologies and cloud managed services to enable productivity gains, immediate cost savings, digital transformation and business agility for customers. Capgemini will enhance its Microsoft business in North America by leveraging the transformative potential of its end-to-end portfolio offerings, such as Enterprise Portfolio Modernization including Digital Core with SAP S/4HANA®, Datacenter Modernization, Cyber Defense Center, Data Estate Modernization and AI, Intelligent Industry, Connected Employee Experience and Customer Data Hub built on top of the whole Microsoft suite spanning across Azure, Microsoft 365, Dynamics 365 and Power Apps. Capgemini has over 10,000 Microsoft Certified Professionals (MCPs) and Microsoft Azure® certified architects. Announcement • Mar 04
Duck Creek Technologies and Capgemini Provide RSA with New Self-Serve Platform for Personal Lines Products Duck Creek Technologies, Inc. and Capgemini have worked with RSA Group to implement a transformation program in the UK, delivering self-service insurance channels to the insurer’s personal lines customers and partners, including some of the UK’s largest building societies. Powered by Duck Creek Technologies and designed and implemented by Capgemini, it has been rolled out to RSA’s MORE THAN Motor products as well as to Nationwide Building Society and Yorkshire Building Society. At its heart, the Unity Program is a platform that empowers RSA Group to deliver flexible policies, where customers can tailor their level of coverage and pay for what they need. It is backed by simplicity to create an excellent experience throughout the customer journey, which begins at buying a policy right through to making a claim. Announcement • Mar 03
Capgemini SE Contract to Develop Eu Data Portal Capgemini SE announced that it has been awarded a six-year framework contract to lead the development of the European Union's European Data Portal. The French IT company said its Capgemini Invent segment will lead improvements to the two existing data portals, the European Data Portal and the European Union Open Data Portal, which will be combined into one portal called Data.Europe.EU, scheduled for launch in the spring of 2021.Capgemini said it will lead the project in a consortium with European company Intrasoft International SA. The consortium will include the Fraunhofer Institute for Open Communication Systems, OMMAX GmbH, con terra, 52o North Initiative for Geospatial Open Source Software GmbH, Agiledrop Ltd., time.lex CVBA, the Lisbon Council and the Universidad Politecnica de Madrid, the company said. The consortium will also conduct related consultancy and research work as part of the framework, Capgemini said. The company didn't disclose the financial details of the contract. Announcement • Feb 23
Jim Bailey Joins Capgemini as CEO of the Americas Strategic Business Unit Capgemini SE Capgemini announced the appointment of Jim Bailey as CEO of the Americas Strategic Business Unit and Group Executive Board Member. In his new role Jim will focus on achieving Capgemini’s growth ambition across the region and consolidating its position as a strategic partner to CxOs in the key markets of North America and Latin America. Jim will report to Olivier Sevillia, Chief Operating Officer of the Capgemini Group. He joined Capgemini on February 22 and will spend the coming weeks onboarding prior to assuming his role formally on April 1, 2021. Reported Earnings • Feb 20
Full year 2020 earnings released: EPS €5.71 (vs €5.15 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: €15.8b (up 12% from FY 2019). Net income: €957.0m (up 12% from FY 2019). Profit margin: 6.0% (down from 6.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Analyst Estimate Surprise Post Earnings • Feb 20
Revenue misses expectations Revenue missed analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 6.6% compared to a 13% decline forecast for the IT industry in Switzerland. Announcement • Feb 17
Capgemini and OVHcloud Announce Global Alliance Partnership to Empower Organizations with Secure Cloud Transformation Capgemini and OVHcloud announced a global alliance partnership agreement intended to address the cloud transformation needs of public and private organizations. The alliance partnership combines the power and innovation of OVHcloud’s next-generation cloud solutions with Capgemini’s deep experience in data protection, security, AI and data analytics, applications, cloud managed services and cloud native development. The combined expertise will help organizations create secure cloud infrastructure with internationally recognized levels of security. Unifying Capgemini and OVHcloud’s commitments to secure cloud transformation, the two companies have formed an alliance partnership. Together, they intend to build complete sovereign cloud solutions in the context of the European Alliance on Industrial Data and Cloud and the Important Project of Common European Interest (IPCEI) on Cloud Infrastructure and Services due to be launched in 2021. The companies will cooperate to leverage their capabilities globally, offering organizations access to a unique set of services and skills for secure, end-to-end cloud infrastructure services in public, private and hybrid clouds. The solution is also intended to promote open source software and leverage GAIA-X standards on cloud federation, to allow interoperability, portability, trust, and transparency across infrastructure, applications and data. The global alliance partnership will notably allow to enable the development of European data spaces that bring together public and private players to generate value from data. In line with their respective commitments to reduce their environmental footprint, OVHcloud and Capgemini will work together to enable a sustainable use of cloud services. This will include ensuring their common solutions strive towards carbon neutrality by optimizing usage of resources according to client needs, promoting a more energy efficient supply chain, managing infrastructure and hardware lifecycles and favoring a more local mix of energy sources. The alliance partnership builds on Capgemini and OVHcloud’s long-standing collaboration with several global software vendors to propose end to end integrated sovereign solutions, leveraging the OVHcloud Open Trusted Cloud, SecNumCloud and health data hosting labels. OVHcloud and Capgemini will work together to combine capabilities and investments to develop their collaboration globally. Capgemini will also bring its deep experience in the global cloud market, and its internally developed IP, to support joint clients in accelerating their cloud journey. Announcement • Feb 10
Capgemini Makes Pension Administration Digital for A Large Pension Fund in the Netherlands Capgemini has announced the “go live” of a digital pension solution and the provisioning of modern pension administration services for Pensioenfonds Detailhandel. This will be available to Pensioenfonds Detailhandel’s over 1.2 million participants as well as employers in the retail industry. To achieve this, a team of seasoned pension specialists at Capgemini designed and deployed a new digital pension solution, with Capgemini providing ongoing services. Capgemini designed the solution for Pensioenfonds Detailhandel to ensure that pension administration can be carried out almost entirely digitally. This enables Pensioenfonds Detailhandel to provide better customer experience, capture cost savings, and to address new pension regulations enacted in the Netherlands. With deep experience in the pension industry, Capgemini optimized pension administration operations through its solution enabling high levels of Straight Through Processing on secure cloud technology. As a global services provider, Capgemini used economies of scale and reduced existing administration costs through innovation. Announcement • Jan 13
Capgemini Announces Leadership Appointments Capgemini confirmed a number of Group leadership appointments that combine its global strengths and talent, effective January 1, 2021. In Europe, Michael Schulte, previously Managing Director of Capgemini in Germany, is now CEO of the Northern Europe Strategic Business Unit. Jérôme Siméon, previously Managing Director of Capgemini in France, is CEO of the Southern Europe Strategic Business Unit. Both Michael and Jérôme join the Group Executive Board. Olaf Pietschner, formerly Managing Director of Capgemini in Australia & New Zealand, becomes CEO of the Asia Pacific Strategic Business Unit. Olaf joins the Group Executive Committee. William Rozé, formerly Executive Vice-President in charge of Europe at Altran, is now CEO of Capgemini’s Engineering and R&D business line. Pascal Brier, previously Executive Vice-President at Altran responsible for its Strategy, Technology & Innovation, is appointed Group Chief Innovation Officer. Both William and Pascal join the Group Executive Committee. Finally, Jeroen Versteeg, previously Deputy CEO of Capgemini’s Europe Strategic Business Unit, becomes the global Chief Sales Officer for the Group and joins the Group Executive Committee. Michael was Managing Director of Capgemini’s Business Unit in Germany between July 2018 and December 2020. From July 2018 Jérôme was Managing Director of Capgemini in France, at which point he also joined the Group Executive Committee. Up until December 2020, Olaf was the CEO and Managing Director for Capgemini in Australia and New Zealand. Announcement • Jan 08
Capgemini Announces Appointment of Olivier Sevillia as Group Chief Operating Officer Capgemini announced the appointment of Olivier Sevillia as its Group Chief Operating Officer, effective January 1, 2021. In this role Olivier is responsible for the Group’s strategic business units and sales, with a focus on applying the Group’s deep and broad industry expertise to be a strategic business partner to its clients. Up until December 2020, Olivier had been CEO of Capgemini’s Europe Strategic Business Unit since July 2018. Before this, from 2011, Olivier led the Application Services Continental Europe Strategic Business Unit. In January 2014 Olivier joined the Group Executive Board and his role expanded to managing the operations of two additional Strategic Business Units: Business Services and Capgemini Consulting. From January 2016 he also steered the Group's Digital strategy and service line. In January 2009, Olivier joined the Capgemini Group's Executive Committee as Head of South Europe and France for Systems Integration. Announcement • Dec 23
Capgemini SE Announces Resignation of Dominique Cerutti Capgemini SE announced that Dominique Cerutti Chief Executive Officer since 2015 and former Chairman of Altran, part of the Capgemini Group, will step down on December 31, 2020 to pursue other professional projects. Announcement • Dec 19
EDF International Networks and Capgemini Sign Global Agreement to Offer Services Around Smart Meters and Smart Grids EDF International Networks and Capgemini signed a partnership agreement to combine their expertise and together confirm their position as major players for emerging smart grid projects worldwide. The control of consumption and the development of renewable energies have become key in a context of global energy transition. As a result, the demand for smart metering and smarts grids solutions is growing rapidly. Relying heavily on digital tools, smart grids provide in-depth knowledge of electricity supply and demand, and enables the decentralized development of renewable energies as well as electrified uses. By relying on digital tools, it becomes possible to "decode" traditional electrical infrastructures and recover valuable data. This data can be used to accurately determine the energy consumption of a neighborhood, to forecast the next day's consumption, and also to manage the renewable energy production of a wind farm or a set of photovoltaic panels. These innovations, including smart meters, softwares and applications, allow to adjust supply to demand and thus ensure the balance of the distribution networks. The EDF Group, through its subsidiary dedicated to international transmission and distribution, EDF International Networks, has extensive experience in large-scale smart metering solutions. With the deployment of smart metering in France, the electricity distribution industry is recognized for its technical and technological know-how in the service of great industrial success. Capgemini has led more than 75 projects in the first wave of smart metering, in an end-to-end position, from consulting, deployment, systems integration to metering infrastructures operations. By signing a Memorandum of Understanding (MoU), EDF International Networks and Capgemini are combining their expertise, resources and geographical presence to build common offerings. Announcement • Dec 11
Capgemini Accelerates the Path to Maximizing 5G Next Generation Technologies with New 5G Lab-as-a-Service Capgemini Group has continued to augment its Intelligent Industry offerings with the launch of Altran’s 5G Lab and 5G Lab-as-a-Service (LaaS) for telecommunications companies, enterprises and original equipment manufacturers (OEMs). This new lab, based in Fundão, Portugal, is key to provide system integration services and validate different solutions coming from the telecom ecosystem and different network market vendors (hardware and software). 5G labs are instrumental in Capgemini’s strategy, in the intelligent industry space, to enable clients to make the right investments in the foundations of their data-driven transformation and seize the opportunities of the 5G and Edge digital revolution. The Altran 5G lab is focused on network capabilities. It will support the cloud-based 5G Lab-as-a-Service (LaaS) offering and will provide prototyping, design, development and a testing and validation environment for new network virtualization and 5G deployments. In addition, the lab offers demonstration platform capabilities that simulates scenarios and showcases solutions for proofs of concepts and pilots, along with a 5G Industry Applications Incubator supporting a complete 5G ecosystem. Further 5G labs supporting industrial use cases to address new market needs, will be announced shortly. Hosted in a dedicated, cyber-secure infrastructure-for-hire environment, the lab’s physical and virtual resources can be accessed and managed from any location in the world 24/7 via a secure web-based lab portal. It features datacenter infrastructure, hardware, network components, software frameworks, platforms and a tools ecosystem, enabling clients to create environments that are flexible, scalable, secure and globally accessible. Announcement • Nov 13
SNCF Réseau Optimizes Its Rail Network Monitoring and Maintenance with the Help of Capgemini SNCF Réseau in partnership with Capgemini, is deploying an innovative application to optimize the supervision of its rail network in order to increase its performance and meet the growing demand for mobility. Thanks to this digital solution, SNCF Réseau’s teams in charge of the maintenance of over 30,000 kilometers of track, are alerted and activated in real time using a mobile application that geolocates precisely any incidents on the network. The tool will help to improve the regularity of traffic flows, as well as passenger information. The railway network is now remotely monitored and supervised to detect any technical failures in the tracks, signalling, catenaries, level crossings or switches. Different systems work together to detect anomalies and warn maintenance staff, enabling installations to be restored as quickly as possible. SNCF Réseau, in collaboration with Capgemini, initiated the overhaul of its supervision application. The result, called "New Generation Supervision" is an innovative application in service since July 1, 2020 in the Auvergne Rhône-Alpes region. This new tool will be progressively implemented in other regions between 2021 and 2022. In the event of a hazard, the application makes it possible, for example, to communicate in real time, data relating to the maintenance operation concerned (travel times, arrival times on site, response times, etc.). This data is instantly accessible to rail operators, who can then provide passengers with the best possible, most up to date information. With this unique tool, common to the four supervision centers across the country, and capable of managing alerts from various sources, it will be possible to build a vision of corrective and conditional maintenance needs on a national scale. Ultimately, all the data from human monitoring, remote monitoring and monitoring trains will be sent back to the supervision centers where it will be collated and centralized. More broadly, the aim is to establish a comprehensive information system on the state of rail infrastructure and to assist in decision-making for appropriate maintenance. The application enables SNCF Réseau agents to: Localize incidents on a dynamic map that displays infrastructure data; Identify easily the right person to contact to carry out maintenance according to the route, the time of day and the specialism concerned (electricity, mechanics, etc.); Guide maintenance staff precisely to the site of the incident. They can then communicate directly with the center to share their findings and estimate their incident resolution time; Generate and manage digital intervention reports directly in the mobile application. Announcement • Nov 07
Capgemini Announces Its Second Set of Intelligent Industry Offers Capgemini announced its second set of Intelligent Industry offerings this time focused on enabling end to end support for the advanced driving automation systems validation and verification process. The recent announcement of Capgemini’s 5G and Edge services to help organizations to make the right investments in the foundation of their data-driven transformation. This new offer supports automotive manufacturers and the wider industry to progress efficiently, with confidence, their roadmap to autonomous driving. With the integration of Altran, the world leader in engineering and R&D services, Capgemini is pioneering Intelligent Industry through its full capabilities in industrial and digital technologies. For example, using Capgemini and Altran’s unique combination of automotive engineering, data and technology expertise, Groupe PSA has been able to move further faster on the application of the huge volume of data generated by its test campaigns. Achieving acceptable levels of safety and reliability to enable autonomous driving will need substantial verification and validation activity – requiring vast numbers of simulations and road tests, generating data at scales rarely seen. Through the Group’s deep engineering and IT expertise and assets, Capgemini’s Driving Automation Systems validation offer will enable Original Equipment Manufacturers (OEMs), suppliers and the wider industry, to put in place the architecture and technology required for confidence, safety and trust in the driverless system, with the following: Test strategy and orchestration, Physical and virtual data production, Data management, Tools integration and digital continuity, Hybrid cloud infrastructure. And full verification and validation as a service. Announcement • Oct 01
Apax Partners SAS signed an agreement to acquire Odigo SAS from Capgemini SE (ENXTPA:CAP). Apax Partners SAS signed an agreement to acquire Odigo SAS from Capgemini SE (ENXTPA:CAP) on September 22, 2020. Franck Portais, Pierre-Louis Nahon, Nicolas Senlis, and Léo Fallourd of Alantra Corporate Finance LLP acted as financial advisor to Apax Partners in the transaction. BNP Paribas Corporate Finance acted as financial advisor to Capgemini SE Announcement • Sep 01
Capgemini SE to Report Q3, 2021 Results on Oct 28, 2021 Capgemini SE announced that they will report Q3, 2021 results at 6:30 AM, GMT Standard Time on Oct 28, 2021 
