Capgemini Doubles Down On Agentic AI With $3.3 Billion WNS Acquisition
WNS (Holdings) Limited Sponsored ADR WNS | 0.00 | |
Global X Arrfcl Intlgc & Tech ETF AIQ | 0.00 | |
CAPGEMINI CGEMY | 0.00 | |
Ishares North American Tech-Software ETF IGV | 0.00 |
Capgemini SE (OTC:CGEMY) announced Monday that it will acquire WNS Holdings Ltd. (NYSE:WNS) in a $3.3 billion all-cash deal to create a global leader in Agentic AI-powered Intelligent Operations.
The transaction, which offers $76.50 per WNS share, reflects a 17% premium over WNS’ most recent closing price and has received unanimous approval from both companies’ boards. Capgemini expects the deal to close by year-end, pending shareholder and court approvals.
The acquisition gives Capgemini access to WNS’s high-margin digital business process services and strengthens its position in the U.S. market. The combination is designed to capitalize on a growing enterprise shift toward AI-driven operational models.
Also Read: IBM Just Tackled One Of Tech’s Most Annoying Bottlenecks
Aiman Ezzat, CEO of Capgemini, said the combination is designed to capture the surge in enterprise demand for Agentic AI, which is transforming how companies manage operations from end to end. He described the merger as a step toward building a new benchmark for Intelligent Operations that leverages automation, data, and domain expertise to deliver superior results at scale.
Keshav R. Murugesh, CEO of WNS, echoed the enthusiasm, calling the deal a strategic leap toward embedding AI at the core of business models. He noted that the combined portfolio would expand Capgemini’s footprint across industries and enhance its ability to support organizations as they shift from automation to autonomy in operational strategy.
WNS reported $1.27 billion in revenue for fiscal 2025 and holds long-term contracts with companies like United Airlines and Aviva.
Capgemini expects the deal to increase normalized EPS by 4% in 2026 and 7% by 2027, post-synergies. Estimated annual revenue synergies range between 100 million euros (~$108 million) and 140 million euros (~$151.2 million), with cost savings projected up to 70 million euros (~$75.6 million).
Capgemini is funding the transaction with a 4 billion euros bridge loan, partially backed by internal cash and future debt issuance. The company plans to integrate WNS into its Global Business Services unit, citing a strong cultural fit and complementary capabilities across AI, platforms, and consulting.
Related ETFs: Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ), iShares Expanded Tech-Software Sector ETF (BATS:IGV).
Price Action: WNS shares were trading higher by 12.44% to $73.51 premarket at last check Monday.
Read Next:
- After Microsoft Lays Off 9,100 Workers, Xbox Executive Tells Fired Workers To Turn To AI For Mental Health Help
Photo via Shutterstock
Recommend
- Simply Wall St 03/11 06:18
Stock Ratings | Cantor Fitzgerald maintains its "Overweight" rating on Cabaletta Bio (CABA) and raises its price target from $15 to $30, implying a potential upside of 731.02% from the current price.
Sahm Platform 03/11 09:04Does SS&C Technologies’ New AI Agent Catalogue (SSNC) Signal a Turning Point in Workflow Automation?
Simply Wall St 03/11 09:23Pre-Bell Movers | PTLE Improves Markedly by 87.3%; Here Are 20 Stocks Moving Premarket
Sahm Platform 04/11 09:29Earnings Scheduled For November 4, 2025
Benzinga News 04/11 11:12Broadridge Financial Affirms FY2026 Adj EPS Guidance of $9.23-$9.58 vs $9.36 Est
Benzinga News 04/11 12:10Will WEX’s (WEX) Leadership Changes and Buyback Shape Its Long-Term Growth Story?
Simply Wall St 04/11 18:32Has the Market Misjudged EXL After Its Recent Data Analytics Partnership News?
Simply Wall St 04/11 22:41


