Informa PLC

INF

Equity

ISIN GB00BMJ6DW54 / Valor 24436154

LSE London Stock Exchange, SETS (2026-07-31)

GBP 8.86-3.06%

Informa PLC
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About company

Informa PLC is a multinational events, intelligence, and scholarly research publishing group headquartered in London, England. Established as a business entity with a registration number of 8860726, Informa operates globally, providing a wide range of services and products across various sectors. The company is known for organizing large-scale events and trade shows that cater to different industries, including health, nutrition, real estate, and more. Additionally, Informa offers market intelligence and research services, helping businesses and professionals gain insights and make informed decisions. The group also has a significant presence in the academic publishing industry, producing scholarly research and content. Informa's use of the Lloyd's registered trademark indicates its historical connection and services related to the insurance and risk management sectors, underscoring its diverse operations within the professional information services industry.

Summarized from source with an LLMView SourceSector: Consumer Non-Cyclicals

Revenue and adjusted profit

Reported revenue £4,041.4m (+13.7% reported; +6.3% underlying). Adjusted operating profit £1,139.8m (+14.6% reported; +8.7% underlying). Adjusted operating margin rose to 28.2% (2024: 28.0%).

Earnings per share

Adjusted diluted EPS 55.6p (+11% vs 50.1p in 2024). Statutory diluted EPS 0.8p, reduced by higher amortisation and a £484.2m non‑cash impairment of Informa TechTarget.

Statutory vs adjusted outcomes

Statutory operating profit £141.7m (2024: £542.8m) and statutory loss before tax £64.3m, reflecting ~£998.1m of operating adjusting items (principal item: TechTarget impairment) and other non‑cash charges.

Cash flow and shareholder returns

Free cash flow £884.8m (2024: £812.1m); operating cash conversion ~106%. In‑year cash returns £620m (dividends 22.0p per share, +10%; c.£350m share buybacks in 2025). 2026 buyback commitment increased to £250m.

Divisional performance

B2B Live Events revenue £3,002.6m (underlying +9.5%) with adjusted operating profit £857.5m. Taylor & Francis revenue £670.8m (underlying -2.1%), adjusted profit £245.7m. Informa TechTarget revenue £368.0m (underlying -1.7%), adjusted profit £36.6m.

Balance sheet and leverage

Net debt £3,066.2m (down from £3,201.8m); net leverage ~2.4x adjusted EBITDA. Liquidity includes c.£970.5m undrawn committed facilities and £330.5m cash.

2026 outlook and targets

Management targets ~6%± underlying revenue growth in 2026 (B2B Live Events 7%+), double‑digit underlying EPS growth (excluding FX/biennial phasing/non‑recurring data contracts). Over £2bn of 2026 revenue already paid/booked/committed.

Strategy and risks

“One Informa” initiatives, AI embedding, first‑party data and geographic expansion underpin growth plans (2025–28). Near‑term headwinds: higher finance costs, FX sensitivity and geopolitical/travel disruption in parts of IMEA noted by management.

Summarized from source with an LLMView Source

Key figures

2.03%1Y

16.8%3Y

77.8%5Y

Performance

22.9%1Y

21.3%3Y

24.6%5Y

Volatility