Accenture plc - Ordinary Shares - Class A

Strong Financial Performance: Accenture reported Q3 FY 2025 revenue of $17.7 billion, marking a 7% growth in local currency compared to Q3 FY 2024. Operating income was $3 billion, reflecting an operating margin of 16.8%, up 40 basis points year-over-year. Diluted EPS grew 12% year-over-year to $3.49, exceeding expectations.

Robust Bookings and GenAI Growth: The company achieved bookings of $19.7 billion, including a significant $1.5 billion in GenAI bookings, highlighting Accenture's leadership in this area. Year-to-date GenAI bookings total $4.1 billion, underscoring the ongoing demand and integration of AI in client projects, showcasing a growing opportunity in the technology landscape.

Market Positioning & Client Demand: Accenture is positioned to capitalize on increased client spending in large-scale reinvention projects, as economic and geopolitical uncertainties continue to persist. The management noted that clients are shifting focus towards resilient solutions and are increasingly investing in transformative technologies, such as GenAI, which could drive future revenue growth.