Source: Gordon Thompson
Capgemini Expands US Footprint with WNS Acquisition
Capgemini, a global leader in consulting, technology services, and digital transformation, has announced the acquisition of WNS Limited (NYSE:WNS) for a staggering $3.3 billion. This transaction represents a 17% premium over WNS’s closing stock price on July 3, highlighting Capgemini’s strategic interest in the London-based company known for its AI-driven intelligent operations.
The acquisition comes at a time when WNS had recently experienced a downgrade from William Blair to a “Market Perform” rating on July 7, 2025. Despite this, the stock was trading at approximately $74.76, showcasing the company’s robust market presence and resilience.
Strategic Importance of the Deal
The purchase price of $76.50 per WNS share not only reflects a 17% premium over its closing price on July 3, but it also signifies a 28% premium over the 90-day average share price. This premium is indicative of Capgemini’s strategic interest in WNS’s capabilities, particularly in the field of AI-driven intelligent operations.
WNS, with its substantial operations in India, serves over 600 global clients, making it an invaluable addition to Capgemini’s portfolio. The company’s broad client base and expertise in AI-driven operations perfectly complement Capgemini’s growth strategy.
Boost for Capgemini’s US Presence and Sector Expertise
Capgemini’s CEO, Aiman Ezzat, underscored that the acquisition is set to amplify the company’s presence in the US market and fortify its expertise in the banking and insurance sectors. With a predicted 4% rise in Capgemini’s normalized earnings per share, the financial benefits anticipated from this acquisition are significant.
The deal also aligns with Capgemini’s goal to pivot from traditional business process services to AI-powered intelligent operations, a move that is increasingly relevant in today’s digital age.
Investigation into the Fairness of the Sale
Despite the promising outlook, Halper Sadeh LLC, a law firm specializing in investor rights, is investigating the fairness of the proposed sale to Capgemini. The firm aims to ensure that WNS and its board of directors have upheld their shareholder duties during the transaction process. This investigation underscores the importance of ensuring that the deal serves the best interests of WNS’s shareholders.
Implications for WNS Stock
Currently, WNS’s stock is priced at $74.75, marking a 14.08% increase with a change of $9.23. The stock has fluctuated between $74.50 and $74.84 today, reaching its highest price over the past year. Boasting a market capitalization of approximately $3.26 billion and a trading volume of 20.7 million shares on the NYSE, WNS remains a significant player in the market.
This acquisition, therefore, not only bolsters Capgemini’s strategic growth and sector expertise but also has considerable implications for WNS’s stock performance and market presence. It presents a unique opportunity for both companies to capitalize on each other’s strengths and pave the way for a future driven by AI and digital transformation.