Capgemini SE (OTCPK:CAPMF) Q2 2025 Earnings Conference Call July 30, 2025 2:00 AM ET
Company Participants
Aiman Ezzat – CEO, Member of Group Executive Board & Director
Nivedita Krishnamurthy Bhagat – Group CFO & Member of Executive Board
Conference Call Participants
Ben Castillo-Bernaus – BNP Paribas Exane, Research Division
Charles Brennan – Jefferies LLC, Research Division
Frederic Emile Alfred Boulan – BofA Securities, Research Division
Harry Laurence Read – Redburn (Europe) Limited, Research Division
Laurent Daure – Kepler Cheuvreux, Research Division
Michael Briest – UBS Investment Bank, Research Division
Mohammed Essaji Moawalla – Goldman Sachs Group, Inc., Research Division
Sven Denis Merkt – Barclays Bank PLC, Research Division
Operator
Good day, and thank you for standing by. Welcome to Capgemini H1 2025 Results Webcast and Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.
I would now like to hand the conference over to your speaker today, Mr. Aiman Ezzat, CEO. Sir, please go ahead.
Aiman Ezzat
Thank you. Good morning, and thank you for joining us for this H1 2025 results call. I’ll be joined today by our CFO, Nive Bhagat. Our performance continues to improve through the first half of the year and Q2 slightly exceeded expectations. In the volatile economic environment and persistently soft demand, we have demonstrated the strong resilience and adaptability in navigating these challenging conditions.
We see the benefits of the actions announced in Q3 2024. The revenue growth rate gradually improved quarter after quarter, and the group returned to positive constant currency growth in Q2 at plus 0.7% year-on-year. For H1 2025, revenue reached EUR 1.107 billion, up 0.2% year-on-year. Bookings totaled EUR 11.993 billion over the period, plus 2.1% year-on-year. The commercial momentum is solid with a book-to-bill of 1.08 despite client decision cycle that remain lengthy in this environment.
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