Informa PLC

INF

Equity

ISIN GB00BMJ6DW54 / Valor 24436154

LSE London Stock Exchange, SETS (2026-05-26)

GBP 8.14-0.61%

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

Top‑line & adjusted profitability

Reported revenue £4,041.4m (2024: £3,553.1m; +13.7% reported, +6.3% underlying). Adjusted operating profit £1,139.8m (2024: £995.0m; +14.6% reported, +8.7% underlying). Adjusted operating margin 28.2% (2024: 28.0%).

Adjusted EPS & cash generation

Adjusted diluted EPS 55.6p (+11% vs 2024). Free cash flow £884.8m (2024: £812.1m). Operating cash conversion ~106% and free cash flow comfortably ahead of plan.

Statutory results & TechTarget impairment

Statutory operating profit £141.7m (2024: £542.8m) and statutory diluted EPS 0.8p (2024: 22.2p), primarily reflecting a £484.2m non‑cash goodwill impairment related to Informa TechTarget and other adjusting items.

Divisional highlights

B2B Live Events drove the recovery: total B2B Live Events revenue £3,002.6m with underlying revenue growth 9.5% and underlying adjusted operating profit growth 12.6%. Taylor & Francis delivered modest underlying growth exclusions (3.6% ex non‑recurring data contracts) while Informa TechTarget showed adjusted profit improvement but was affected by the impairment.

Shareholder returns

Total in‑year cash returns £620m in 2025 (ordinary dividend 22.0p, +10%; ~£350m buybacks). 2026 buyback commitment increased to a minimum £250m and buybacks accelerated subject to safe harbour limits.

Balance sheet & leverage

Net debt (incl. IFRS 16) £3,066.2m (down from £3,201.8m); reported leverage 2.4x net debt / adjusted EBITDA. Liquidity includes ~£970.5m undrawn facilities and c.£330.5m cash on hand.

2026 guidance & priorities

Targets: underlying Group revenue growth ~6%± (B2B Live Events 7%+), faster underlying profit growth and 8%+ underlying EPS growth through the medium‑term One Informa programme. Management cites AI, first‑party data and the Power of Live as growth drivers and notes over £2bn of 2026 revenues already paid, booked or committed.

Summarized from source with an LLMView Source

Key figures

3.48%1Y

15.4%3Y

49.0%5Y

Performance

22.8%1Y

21.4%3Y

24.9%5Y

Volatility