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📍 Paris, July 7, 2025 — French technology and consulting firm Capgemini has announced a definitive agreement to acquire WNS Holdings, a global leader in digital business process services (BPS), for £2.4 billion ($3.3 billion) in cash. The acquisition marks a strategic move to position Capgemini at the forefront of Agentic AI-powered Intelligent Operations, a rapidly growing segment driven by enterprise demand for end-to-end AI transformation.
💼 Transaction Details
- Purchase price: $76.50 per WNS share, representing a 28% premium over the 90-day average
- Expected to close by end of 2025, pending regulatory and shareholder approvals
- Projected to be 4% accretive to Capgemini’s EPS in 2026, rising to 7% post-synergies in 2027
🔍 Strategic Rationale Capgemini aims to integrate WNS’s domain-centric, AI-enabled platforms with its own consulting, cloud, and technology capabilities to deliver hyper-automated, outcome-driven operations across industries. The acquisition will:
- Expand Capgemini’s BPS footprint, particularly in North America and the UK
- Enhance vertical expertise in insurance, travel, healthcare, and financial services
- Unlock €100–140 million in revenue synergies and €50–70 million in cost synergies by 2027
🧠 Agentic AI and Intelligent Operations Agentic AI—an evolution of generative AI—enables autonomous decision-making within business processes. Capgemini and WNS will jointly offer consulting-led, AI-native solutions that shift enterprise operations from traditional automation to autonomy and strategic value creation.
📈 WNS Performance and Integration WNS reported $1.27 billion in revenue for FY25 with an 18.7% operating margin, growing at 9% annually over the past three years. Its client base includes United Airlines, Aviva, M&T Bank, Centrica, and McCain Foods. The company’s 64,000+ employees across 64 global delivery centers will join Capgemini’s 340,000-strong workforce.
🌍 Market Impact The deal reinforces Capgemini’s commitment to AI-led transformation, supported by strategic partnerships with Microsoft, Google, AWS, Mistral AI, and NVIDIA. With over €900 million in Gen AI bookings in 2024, Capgemini is poised to lead the next wave of enterprise reinvention.
For further details, see the official Capgemini press release.
