CAPGEMINI_REGISTRATION_DOCUMENT_2017

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PRESENTATION OF THE GROUP AND{ITS{ACTIVITIES

1.4 Capgemini market and the{competitive{environment

Capgemini market and 1.4

the{competitive{environment

Capgemini Group is active in the global professional IT services market, which as defined by Gartner{ (1) grew by approximately 4.3% in 2017. The IT services market has a global value of approximately $930 billion. North America is the largest global market representing approximately 46% of worldwide activity at $420 billion{ (2) .

Western Europe is the second largest market representing X approximately 26% of worldwide activity at $250 billion. Rest of Europe, Eurasia, Middle East and Africa, Asia Pacific X and Latin America makes up the balance at $260 billion. The below table approximates Capgemini market sizing.

Capgemini Market

United Kingdom and{Ireland

Asia Pacific and Latin America

North America

France

Rest of Europe

Size of market

$420B

$30B

$80B

$140B

$260B

Top 5 Capgemini Competitors in Regional Market

Accenture, Cognizant, Deloitte, IBM and TCS

Accenture, Cognizant, Deloitte, IBM and TCS

Accenture, Atos, CGI, IBM, Sopra Steria

Accenture, CGI, IBM, Infosys and TCS

Accenture, Deloitte, IBM, Tieto and TCS

Capgemini Group competes primarily in six sectors, which are listed in section 1.2.1.

Observations on the market The worldwide consulting market is worth nearly $160 billion in total according to Gartner. In this cyclical market, Capgemini maintains strong market positions notably in the business and technology consulting areas. The combined worldwide implementation and IT outsourcing X market is estimated to be worth a total of approximately $520 billion according to Gartner. The system integration and outsourcing markets are more predictable and activities are based on long term relationships with clients. The combined worldwide business process management, X hardware and customer software market is estimated to be worth a total close to $250 billion according to Gartner.

Capgemini sees a growing addressable market{ (3) beyond the X “traditional” Chief Information Officer (CIO) perimeter driven by the business CXOs notably with: The Chief Marketing Officer (CMO) whose spend on ❚ technology continues to increase notably due to the growth of digital marketing which has become a key enabler for the CMO to deliver his “end to end customer experience“. The IT spend on Digital Marketing is largely incremental to the traditional IT budget. The Chief Operating Officer (COO) and/or Manufacturing ❚ Executives control approximately 5% of spend across operations and process. There is a growing focus on enabling an Industry 4.0 delivery model, through increased efficiency, intelligent production and ongoing product customization (to meet changing consumer demands). Here again the IT spends is largely incremental to the traditional IT budget.

a global market analyst specialising in the IT sector. (1) Source: Gartner Forecast: IT Services by Geography, 2015-2021, 4Q17 Update (Dec 2017) (2) Source: Gartner Forecast: IT Services by Geography, 2015-2021, 4Q17 Update (Dec 2017), Gartner CMO Spend Survey 2016-2017 (Oct 2016) and CMO Spend Survey (3) 2017-2018 (Oct 2017) Note on Capgemini taxonomy for market comparisons: Gartner’s market segmentation (consulting, implementation, IT outsourcing, business process management, hardware and custom software support) broadly reflects the Group’s businesses, except that development and integration activities (i.e., implementation) and systems management activities align together in the Application Services business (with some overlaps) For example, the applications market encompasses both development and maintenance activities and is at the crossroads of two Group businesses (Application services and Technology and Engineering Services), as is IT infrastructures.

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REGISTRATION DOCUMENT 2017 — CAPGEMINI