Capgemini Acquires WNS to Boost Agentic AI Services * SciTechTimes.com

Capgemini will acquire WNS for $3.3B to expand Agentic AI services, boosting its U.S. presence and digital business process capabilities.

Strategic Expansion into AI-Driven Operations

Capgemini has announced a $3.3 billion all-cash acquisition of WNS, a move aimed at accelerating its capabilities in Agentic and Generative AI. The deal, priced at $76.50 per share, reflects a 17% premium over WNS’s last closing price and excludes the company’s financial debt. With this acquisition, Capgemini plans to build a consulting-led business service that helps enterprises reimagine their operations using AI-powered intelligent automation. CEO Aiman Ezzat emphasized that WNS’s resilient and high-growth digital business process services will strengthen Capgemini’s footprint in the U.S. market.

Financial Impact and Market Positioning

Capgemini expects the acquisition to be immediately accretive to both revenue and operating margin. The company projects a 4% increase in normalized earnings per share by 2026, rising to 7% by 2027 once synergies are realized. WNS, headquartered in India, serves major clients including Coca-Cola, T-Mobile, and United Airlines, offering services in business process outsourcing and data analytics. The deal aligns with Capgemini’s broader strategy to lead in AI-powered business transformation, particularly in sectors already digitized and now seeking autonomy through embedded AI.

Global Reach and AI Opportunity

WNS operates across 13 countries and maintains delivery centers in key regions, making it a valuable asset for Capgemini’s global ambitions. The acquisition is expected to unlock cross-selling opportunities and deepen Capgemini’s vertical expertise. Analysts note that the shift from traditional BPO to Agentic AI-powered intelligent operations represents a $1.5 trillion market opportunity by 2035. Capgemini’s investment positions it to capture a significant share of this emerging space, blending consulting, technology platforms, and domain expertise.

English summary

Interesting Insight WNS recently acquired Kipi.ai for $63.4 million to enhance its AI and analytics capabilities. This move complements Capgemini’s existing partnerships with Microsoft, Google, AWS, and NVIDIA, reinforcing its commitment to becoming a global leader in intelligent operations. Together, the combined entity will offer clients up to 40% reduction in total cost of ownership for digital operations, signaling a major shift from automation to autonomy in enterprise transformation.