Company Focus And StrategyThe company's portfolio rationalisation leaves a more focused company, serving as a tailwind for growth.
Contract Wins And GrowthStrong net new contract wins and solid volume momentum indicate robust growth potential, masking one-off factors affecting EPS forecasts.
Outsourcing And Market PositionThe company is effectively positioned to benefit from pressures caused by the US election and UK Budget, which are expected to accelerate outsourcing.