Informa PLC

INF

Equity

ISIN GB00BMJ6DW54 / Valor 24436154

LSE London Stock Exchange, SETS (2026-02-24)

GBP 8.18+0.02%

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

Headline financials

Revenue £2,035.9m (+20.1% reported, +7.8% underlying); adjusted operating profit £578.9m (+24.0%); adjusted diluted EPS 29.8p (+25.2%); free cash flow £356.9m (+25.0%).

Underlying growth & visibility

Underlying revenue growth +7.8% in H1. Committed/visible revenue c.£3.1bn (~80% of 2025 revenue), up from c.£2.7bn a year earlier; >£0.5bn of revenue already booked/committed for 2026 (≈+15% YoY).

Divisional performance

Live B2B Events strong: total Live revenue £1,535.6m, underlying +8.5% (Informa Markets +10.0%). Taylor & Francis underlying revenue +11.9%. Informa TechTarget underlying revenues declined -4.3% in H1 and is guiding to broadly flat full‑year revenues as it executes a combination/integration plan.

Statutory items and one‑offs

Statutory operating loss £137.0m (H1 2024 profit £262.9m) driven mainly by a £484.2m non‑cash goodwill impairment at Informa TechTarget; statutory diluted EPS (5.9)p vs. adjusted EPS 29.8p.

Guidance upgrade

2025 guidance upgraded: Group underlying revenue growth increased from 5%+ to 6%±; Live B2B Events targeted 8%+ underlying growth; reported revenue guidance maintained at ~£4bn and adjusted earnings growth raised to 10%+ (despite FX headwinds).

Cash, returns & capital allocation

Free cash flow £356.9m; interim dividend 7.0p (+9.4%); share buybacks £200m completed YTD with an additional £150m committed (total £350m in 2025); >£1.8bn of buybacks since 2022.

Balance sheet & financing

Net debt £2,968.8m (incl. leases); issued €700m bond in June 2025 extending average debt maturity to 4.5 years pro‑forma; Informa leverage ratio ~2.5x and available liquidity ~£1.91bn (cash + undrawn facilities).

Outlook & risks

Management cites continued momentum, One Informa transformation and AI deployment (Elysia) to drive efficiency. Key near‑term risks flagged include subdued TechTarget market conditions, FX sensitivity (each $0.01 move ≈£18m revenue / ≈£7m adjusted op. profit p.a.), and principal operational/market risks; going concern assessed as robust in multiple downside scenarios.

Summarized from source with an LLMView Source

Key figures

-5.89%1Y

22.5%3Y

48.4%5Y

Performance

23.6%1Y

20.4%3Y

25.2%5Y

Volatility