The French consulting firm is accelerating its focus on intelligent operations by integrating key capabilities in digital BPS and positioning itself as a global leader in enterprise transformation driven by AI.
Capgemini has announced the acquisition of WNS, a leading company in business process digital transformation, for $3.3 billion in cash, marking a new chapter in the company’s strategy to lead the next wave of enterprise transformation based on proactive artificial intelligence.
This emerging technology—allowing systems to make autonomous decisions in complex processes—is poised to redefine organizational operating models. And Capgemini wants to stay ahead.
A strategic move to lead the new era of enterprise AI
The acquisition of WNS, unanimously approved by both companies’ boards, will enable Capgemini to create a global giant in Intelligent Operations—a new approach to business process services (BPS) where AI and hyper-contextualized automation transform key functions like customer service, finance, procurement, and HR.
According to Capgemini CEO Aiman Ezzat, “The paradigm shift toward proactive AI is reshaping how organizations manage their operations. This acquisition positions us as the ideal partner to guide our clients through this reinvention.”
The deal includes a share price of $76.50, representing a 28% premium over the 90-day average price, and will be financed through a combination of cash and new debt.
Why WNS?
With over 600 global clients and a presence in sectors such as aviation, banking, insurance, energy, and consumer goods, WNS adds to Capgemini:
- A resilient and profitable business, with $1.266 billion in revenue and an operating margin of 18.7% last fiscal year.
- Advanced capabilities in automation, analytics, and AI, recently bolstered by the acquisition of startup Kipi.ai.
- A complementary corporate culture and a robust network of service centers across more than 15 countries.
Additionally, WNS has a strong footprint in the U.S. market, a key region for Capgemini.
What are Intelligent Operations and why do they matter?
The concept of Intelligent Operations goes beyond automating repetitive tasks. It’s about reimagining end-to-end business processes by incorporating generative AI, proactive AI, advanced analytics, and cloud platforms at the core of every operation.
Unlike traditional models reliant on intensive labor, this approach enables:
- More agile and efficient operational models
- Greater personalization and adaptability
- New revenue streams based on outcomes
According to IDC, over 80% of European organizations already use sovereign cloud solutions or plan to do so this year, driven by regulation, cybersecurity, and the desire for technological autonomy. In this context, proactive AI emerges as a key catalyst.
Synergies and financial impact
Capgemini expects the integration of WNS to be “swift and smooth,” thanks to cultural compatibility and previous experience in merger processes.
Initial economic effects are already anticipated:
- An expected positive impact of 4% on earnings per share (EPS) in 2026 (pre-synergies).
- An increase to 7% in 2027 after implementing estimated synergies.
- Revenue synergies of up to €140 million and annual cost savings between €50 and €70 million projected for late 2027.
With this deal, Capgemini will strengthen its enterprise services division, consolidating a combined digital BPS revenue close to €1.9 billion.
A move with a forward-looking vision
The acquisition comes at a time when major tech consultancies are doubling down on AI as a differentiator to attract and retain corporate clients.
Capgemini, which already had over €900 million in contracts linked to Gen AI in 2024, has built a solid ecosystem of partnerships with giants like Microsoft, Google Cloud, AWS, NVIDIA, and Mistral AI.
IDC senior analyst Rahiel Nasir states: “2025 will be a pivotal year for the consolidation of AI-based operating models. Organizations are no longer just seeking efficiency but aiming to generate real business value from their operations.”
A long-term commitment
Beyond the numbers, this purchase reflects a profound shift in how organizations approach digital transformation. The focus is no longer solely on automation but on equipping processes with intelligence and autonomy to respond in real-time to market demands.
For Capgemini, this deal represents a decisive step toward global leadership in intelligent operations powered by proactive AI—an area with significant growth potential over the next decade.
“Companies aiming to lead their markets will need to become AI-driven. With WNS, we are better positioned than ever to support them on that journey,” concludes Aiman Ezzat.
About Capgemini:
With over 340,000 professionals across more than 50 countries and revenues of €22.1 billion in 2024, Capgemini is one of the world’s leading digital transformation partners.
About WNS:
WNS is a global digital BPS services provider with a strong focus on automation and AI, operating more than 60 service centers and serving leading companies such as United Airlines, Aviva, and Centrica.
via: Capgemini