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Nirmal Bang Report
Capgemini’s 2021 revenue growth of guidance 7-9% in constant currency terms is inclusive of an impact of 450 basis points from the acquisition of Altran Technologies (an extra 105 days) and divestiture of Odigo, a business process services business.
Organic growth is therefore 2.5%-4.5%. This is not very different from the 24% organic growth guidance of Accenture for FY21 (compressed transformations to drive upward revision in outlook).
Both seem poised to lose market share to the top India heritage players (Tata Consultancy Services Ltd., Infosys Ltd. and HCL Technologies Ltd.) who we think will post double-digit growth in U.S. dollar revenue in FY22.
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