G4S Plc is the leading global integrated security company specialising in the outsourced provision of security products, services and solutions. G4S works to safeguard the welfare and prosperity of millions of people worldwide and is active in over 100 countries with over 611,000 employees. G4S serves a wide range of industries and commercial and government customers. Its operations span security guarding (55% of PBITA), cash management (30%), care and justice services (8%) and security systems and technology (7%). Strategic focus under the helm of Ashley Amanza, CEO since 2013, has been to invest in organic growth (sales and account management), to rationalise the portfolio and to drive productivity initiatives.
In the last five years, G4S has grown revenues and PBITA by 25% and 12% respectively. The global demand backdrop is healthy and expected to grow at 7% compound pa until 2023, reaching c.£210bn in annual revenues. To put this in perspective, consensus expects G4S to deliver £6.8bn of revenue in 2015. GDP, infrastructure investment, increasing conflict and crime, customer efficiency and outsourcing objectives and regulation are all some of the drivers of growth.