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 innovation in data and AI, with Dubai and IMEA as key growth engines. Financial targets include 5%+ group revenue growth, margin expansion to 30% by 2029, and strong capital returns via dividends and buybacks. Premium positioning, portfolio diversity, and new product launches underpin resilience and future runway.
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Strong half-year results featured nearly 8% group revenue growth, robust B2B and academic performance, and margin expansion. Upgraded guidance to 6% growth, expanded share buybacks, and maintained high visibility into 2026 bookings.
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. The proposed Ascential acquisition completes a capital recycling program, while AI partnerships and marquee brands drive future growth.