Serco wins major UK MOD recruitment contract valued up to £1.5bn

Published 07/02/2025, 10:22
© Reuters.

Investing.com -- Serco (LON:SRP), a renowned service company, revealed yesterday afternoon that it has been chosen by the UK Ministry of Defense (MOD) to provide its new recruitment solution for the Royal Navy, the British Army, the Royal Air Force, and Strategic Command. This contract signifies the first time recruitment for the military has been consolidated.

The contract is estimated to be worth £1.0bn over the initial seven-year term. The value could potentially reach up to £1.5bn if the MOD decides to extend the contract for three additional one-year periods after the initial term.

It is anticipated that a 21-month mobilisation period will start in April 2025, with most of the associated costs being charged to profit as they occur. The new service is scheduled to begin in early 2027.

This contract is the largest in Serco’s pipeline and is expected to contribute to an annual growth rate of approximately 3% from 2027. This adds to the company’s strong visibility, especially since there are no major rebids expected for the next 3.5 years.

This announcement follows the recent $327m acquisition of MT&S in US Defense, which was seen as a strategic move to strengthen Serco’s position and diversify its US Defense capability. As a result of these developments, 2026 forecasts were raised by 6%.

According to RBC Capital Markets analysts, the shares of the company have not performed as well as expected given the positive news.

RBC continues to view Serco as significantly undervalued considering its defensive characteristics, strong visibility, and excellent free cash flow generation and return on invested capital metrics.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.