REG - Experian plc - Trading update, first quarter

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RNS Number : 0086R  Experian plc  15 July 2025

 
 

news release

 

Trading update, first quarter

 

15 July 2025 ─ Experian plc, the global data and technology company, today
issues an update on trading for the three months ended 30 June 2025.

 

Brian Cassin, Chief Executive Officer, commented:

"We delivered strong Q1 growth and have further advanced our strategic
priorities. Total revenue growth at constant currency was 12%, with organic
revenue growth of 8%, sustaining recent strong underlying performance and our
financial outlook for the year is unchanged."

% change in revenue from ongoing activities year-on-year for the three months
ended

30 June 2025

 Ongoing activities only  Total revenue growth %  Total revenue growth %      Organic revenue growth %
                          At actual               At constant exchange rates  At constant exchange rates

                          exchange rates(1)
 North America            10                      10                          9
 Latin America            8                       17                          5
 UK and Ireland           8                       2                           1
 EMEA and Asia Pacific    39                      36                          7
 Total global             12                      12                          8

1 Experian reports in US dollars.

 

% change in organic revenue year-on-year for the three months ended 30 June
2025

 Organic revenue growth %(2)  B2B(3)  Consumer Services  Total

 North America                12      3                  9
 Latin America                0       24                 5
 UK and Ireland               (2)     11                 1
 EMEA and Asia Pacific        7       n/a                7
 Total global                 8       6                  8

2 Ongoing activities only, at constant exchange rates.

3 B2B = Business-to-Business business lines which consists of Financial
Services and Verticals.

 

% change in organic revenue year-on-year for the three months ended 30 June
2025

 Ongoing activities only  Percentage of Group Revenue(4)  Total revenue growth %      Organic revenue growth %
                          At actual                       At constant exchange rates  At constant exchange rates

                          exchange rates
 Financial Services       52                              15                          9
 Verticals                21                              10                          6
 B2B                      73                              14                          8
 Consumer Services        27                              6                           6
 Total global             100                             12                          8

4 Percentage of Group Revenue for the year ended 31 March 2025 at actual
exchange rates.

 

 

 

 

North America - 67% of Group revenue(4)

 

North America delivered organic revenue growth of 9%. Total revenue growth was
10% including contributions from the NeuroID and Audigent acquisitions
completed in the prior year.

 

B2B organic revenue growth was 12%.

 

Financial Services performed strongly, driven by execution of our strategic
priorities. Key contributors included new products, Clarity, our Ascend
analytics solutions, mortgage and modestly improved underlying client
activity, plus some one-off licence renewals. In Verticals, Automotive grew
well, led by our credit and value recovery products. Health performance was
strong too, helped by continued adoption of our Patient Access and Claims
products. In Marketing Services, the Audigent integration has progressed well,
with growing relationships across key industry platforms.

 

Consumer Services delivered organic revenue growth of 3%. Excluding data
breach services, Consumer Services delivered 11% organic growth. Premium
subscription performed well, and our marketplace business continued recent
momentum. The credit marketplace reflected strong growth across both credit
cards and personal loans, as our partners leverage our Activate capability and
shift more investment toward our platform driven by high quality leads. As
expected, Partner Solutions performance reflected the lower data breach
services revenue.

 

Latin America - 14% of Group revenue(4)

Latin America delivered organic revenue growth of 5%. At constant currency,
total revenue growth was 17%, including contributions from the acquisitions of
ClearSale, TEx, SalaryFits, and CCFácil.

 

B2B organic revenue was in-line with the prior year. In Brazil, ongoing
macroeconomic volatility and persistently high interest rates held back B2B
growth. We continue to invest in long-term strategic priorities such as small
and medium enterprise and analytics and software solutions with further
progress in these areas. Spanish Latin America benefited from expansion in
scores and increased PowerCurve demand. The integration of ClearSale is
progressing well.

 

Consumer Services delivered organic revenue growth of 24%. In Brazil, we
delivered strong growth in our credit marketplace, which benefited from the
integration of new partners. Limpa Nome continues to perform well, supported
by platform enhancements and growing volumes across several key partners.

 

UK and Ireland - 12% of Group revenue(4)

 

The UK and Ireland delivered organic revenue of growth of 1%, with total
constant currency revenue growth of 2%.

 

B2B organic revenue was (2)%, with Financial Services stable year-on-year. We
advanced key initiatives, with positive client reception for the Ascend
Sandbox following recent wins, though a subdued economic environment continued
to weigh on growth.

 

Organic revenue growth in Consumer Services was 11%, driven by strength in
marketplace. New feature enhancements, a strong lender panel and higher
conversion rates contributed to market outperformance.

 

EMEA and Asia Pacific - 7% of Group revenue(4)

 

In EMEA and Asia Pacific, organic revenue growth was 7%, with total constant
currency revenue growth of 36%. The difference includes the contribution from
our illion acquisition, completed on 30 September 2024, which is progressing
well. We drove strong growth across a number of core markets, including
Australia and New Zealand, India and Southern Europe. We continue to advance
our strategic initiatives, driving innovations such as new scores and software
to unlock opportunities and strengthen relationships with core clients.

 

 

Future events

 

Experian will release results for the half year ending 30 September 2025 on
Wednesday, 12 November 2025.

 

Contact:

Experian

Nadia Ridout-Jamieson             Investor
queries                         +44 (0)20 3042 4220

Nick Jones                                Media
queries                             +44 (0)7976
734 702

 

 

Teneo

Graeme Wilson, Lisa Jarrett-Kerr, Ayo Sangobowale
                  +44 (0)20 7260 2700

 

This announcement is available on the Experian website at www.experianplc.com
(http://www.experianplc.com) . There will be a conference call today to
discuss this update at 9.00am (UK time), which will be broadcast live on the
website with a recording available later.

 

All financial information in this trading update is based on unaudited
management accounts. Certain statements made in this trading update are
forward-looking statements. Such statements are based on current expectations
and are subject to a number of risks and uncertainties that could cause actual
events or results to differ materially from any expected future events or
results referred to in these forward-looking statements.

 

Neither the content of the Company's website, nor the content of any website
accessible from hyperlinks on the Company's website (or any other website), is
incorporated into, or forms part of, this announcement.

 

About Experian

Experian is a global data and technology company, powering opportunities for
people and businesses around the world. We help to redefine lending practices,
uncover and prevent fraud, simplify healthcare, deliver digital marketing
solutions, and gain deeper insights into the automotive market, all using our
unique combination of data, analytics and software. We also assist millions of
people to realise their financial goals and help them to save time and money.

We operate across a range of markets, from financial services to healthcare,
automotive, agrifinance, insurance, and many more industry segments.

We invest in talented people and new advanced technologies to unlock the power
of data and innovate. As a FTSE 100 Index company listed on the London Stock
Exchange (EXPN), we have a team of 25,200 people across 32 countries. Our
corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.

 

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