London · Delayed Price · Currency is GBP · Price in GBX Informa Earnings Call Transcripts
Fiscal Year 2025
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Double-digit revenue and profit growth in 2025, with B2B live events and academic segments both expanding. Strong free cash flow supports increased dividends and share buybacks, while guidance for 2026 remains confident despite macro volatility and Middle East disruptions.
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Compounding growth is driven by brand expansion, geographic reach, and experiential event formats, with Dubai and the Middle East as key growth engines. Financial targets include 5%+ group revenue growth, margin recovery to 30%, and strong cash flow, supported by technology and data innovation. Shareholder returns are prioritized through buybacks, dividends, and disciplined capital allocation.
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Strong H1 2025 results with group revenue up nearly 8% and B2B events exceeding 8% growth, driven by marquee brands and robust EMEA performance. Upgraded full-year guidance to ±6% growth, confirmed dividend, and expanded share buyback by GBP 150 million.
Fiscal Year 2024
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2024 saw double-digit revenue, profit, and dividend growth, with strong international expansion and record academic performance. Guidance for 2025 is 5% group growth, 7%+ in B2B, and continued margin and dividend increases, supported by resumed share buybacks and a major Dubai partnership.
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Strong H1 2024 results with double-digit growth in revenue, profit, and cash flow led to upgraded full-year guidance. Strategic acquisitions, AI partnerships, and robust segment performance underpin confidence for continued growth, with integration of Ascential and TechTarget set to further enhance scale and capabilities.