The computer giant Capgemini, who has just re-evaluated his already brilliant forecasts for the year 2021, completely erased the decline in activity linked to the COVVI-19 crisis carried out by the acceleration of the digitization of the'economy."Above everything is sold right now, demand is almost everywhere," said Capgemini Aiman Ezzat, by presenting the group's semi -annual results on Wednesday on Wednesday, by presenting the group's semi -annual results to the press.
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Capgemini had conceded a decline of 3.2% of its turnover (constant perimeter and exchange rate) in 2020.But the group now provides growth “between 12 and 13%” at constant exchange rates out of 2021.And profitability is not to be outdone, with an increase in the operating margin forecast to "between 12.5 and 12.7%", above the 12.3% recorded before crisis in 2019, and a flow ofTreasury available now anticipated at 1.5 billion euros, compared to 1.3 previously.
The group, which made 8.7 billion euros in turnover in the first half, experienced a particularly strong acceleration in the second quarter, with organic growth of 12.9%.According to Aiman Ezzat, the request for advice and IT and digitization services is general.It has left "very strong" for example on ERPs, these "vertebral column" software of companies that cover all operational processes (orders, stocks, pay and accounting, sales), and on specialized software type Salesforce (commercial management).
Capgemini also supports the general movement to the "cloud" (dematerialized computer), to the detriment of dedicated IT infrastructure, he explained.And it benefits from the ever -increasing needs of the industry in software, whether it is to prepare private 5G networks or to develop "software architectures for future car ranges".
Even engineering, now an integral part of Capgemini thanks to the integration last year of the French giant in the Altran sector, is about to overcome the brutal shock of the COVVI-19 crisis and the suspension of many projectsresearch and development in aeronautics and the automobile, he said.
"I think that in France", particularly affected by the shock of 2020, "in the third trimester we will have more than largely recovered" the level of activity before the crisis, he added.In aeronautics, the sector most affected by the crisis, "we are still a little weak, but it will be completely absorbed by the end of the year," he said.
A sign of ambient dynamism, the Capgemini staff increased by 9.2% over a year, to 289.500 people, especially in so -called “offshore” countries like India, which now represents 56% of the group's total workforce, compared to 53% a year ago."The shortage of resources" as engineers on certain Western markets, such as the United States, "pushes to offshore" said Aiman Ezzat.
All sectors of the economy are consumers of advice and digital services, according to Capgemini figures.The group records "very clearly 10%" increases in the sectors of consumer goods, industry, services, public sector, followed by the financial sector, and that of telecoms and media."Only the energy sector and utilities (large infrastructure networks) has a significantly lower dynamic," noted Capgemini.
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At the end of the morning on Wednesday, the Capgemini action gained 3% at 176.25 euros, while it was still at 126.80 euros on December 31, 2020, and it had experienced a lower 66.20 euros inMarch 2020.