London · Delayed Price · Currency is GBP · Price in GBX London Stock Exchange Group Earnings Call Transcripts
Fiscal Year 2026
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Record Q1 revenue growth of nearly 10% was driven by strong performance in subscription and markets businesses, with accelerated adoption of AI-ready data and digital solutions. Over GBP 3 billion will be returned to shareholders in the next 12 months.
Fiscal Year 2025
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Delivered strong revenue, margin, and EPS growth in 2025, driven by broad-based performance, innovation in AI and digital assets, and disciplined capital allocation. Outlook for 2026 and beyond remains robust, with continued investment, margin expansion, and accelerating subscription growth.
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LSEG showcased its transformation into a data-driven, AI-enabled leader, emphasizing proprietary, AI-ready data, deep customer integration, and strategic partnerships, especially with Microsoft. Workspace and Open Directory drive workflow innovation, while new monetization models and long-term agreements support growth ambitions.
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Organic growth reached 6.4% in Q3, with all divisions contributing and margin guidance raised to the top of the range. A major post-trade deal with 11 global banks will boost margins and EPS, while accelerated buybacks and strong AI/data partnerships support future growth.
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H1 2025 saw 8.7% revenue growth, 150 bps EBITDA margin expansion, and over 20% adjusted EPS growth, with all segments contributing and strong cash generation supporting GBP 2 billion in buybacks for 2025. Guidance for margin and capital intensity was raised, and innovation in AI and cloud is accelerating future growth.
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Risk Intelligence is experiencing strong, recurring revenue growth driven by digitalization, regulatory expansion, and increased demand for fraud prevention. Investments in cloud, AI, and product integration are enhancing scalability and efficiency, while the business expands into new sectors and geographies.
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Total income grew 8.7% year-over-year, with strong organic growth across all divisions and continued momentum in subscription and market businesses. Guidance was reaffirmed, and capital returns progressed with a major buyback and bond tender.
Fiscal Year 2024
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Delivered 8.4% revenue growth and 80bps margin expansion in 2024, with strong performance across all divisions and robust cash flow supporting increased dividends and buybacks. 2025 guidance targets 6.5%-7.5% revenue growth, further margin improvement, and continued investment in innovation and partnerships, especially with Microsoft.
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Q3 delivered strong organic growth, with total income up 9.5% and robust performance across D&A, Capital Markets, and Post Trade. Tradeweb and FTSE Russell saw notable gains, while new product launches and Microsoft partnership initiatives are set to drive future growth.
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Post trade activities are experiencing robust growth, driven by global market expansion, regulatory changes, and demand for capital efficiency. Key opportunities lie in FX and uncleared markets, with ongoing investment in technology and regional products supporting future growth.
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H1 2024 saw 7.6% revenue growth, 50 bps margin expansion, and strong cash flow, enabling GBP 1 billion in buybacks and a 15% dividend increase. Strategic partnerships and product innovation drove broad-based growth, with further acceleration and margin improvement expected post-2024.