REG - GlobalData PLC - Trading Update and Update on move to Main Market

GlobalDataAnnouncement

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RNS Number : 7768O  GlobalData PLC  14 January 2026

14 January 2026

 

 

 

GlobalData Plc

 

Trading Update and Update on move to Main Market

 

GlobalData Plc, the leading data, insight, and technology company, today
provides a Trading Update following the end of its financial year to 31
December 2025 ("FY25").

 

Mike Danson, Chief Executive Office of GlobalData PLC, commented: "During
2025, GlobalData embarked on an ambitious period of transformation through our
continued investment in AI, our people and go-to-market strategy, as well as
integrating six newly acquired businesses into our platform. This process is a
key part of our Growth Transformation Plan and has been executed on an
accelerated basis to drive longer term sustainable value.

 

As demonstrated at our AI investor event in November, GlobalData is a clear
beneficiary of AI. As a result of our recent investments, we enter 2026 in a
strong position with the launch of several AI enabled solutions including
digital workers, as well as further investment in our AI hub and AVA, our AI
research assistant, which is already creating value for our global customers.
I believe that we have made significant progress in executing against our
Growth Transformation Plan priorities and remain well positioned to drive
value for our customers and shareholders in 2026 and beyond."

 

Trading

The Board is pleased to report that trading for FY25 has remained robust,
during a year of significant transformation. We enter 2026 with 6% growth in
Contracted Forward Revenue and, having completed a cost synergy programme
across recent acquisitions, we expect margins to expand through 2026.

 

The Board expects to report results for the financial year to 31 December 2025
as set out below with more detail to follow at GlobalData's FY25 results on 2
March 2026:

 

·    Revenue - The Group expects to report revenue of c.£322m
representing reported growth of 13%, 1% on an organic underlying basis
(Healthcare +2%, Non-Healthcare flat). Subscription revenue grew by 1% across
both Healthcare and Non-Healthcare on an organic underlying basis, underpinned
by consistent renewal rates.

·    Contracted Forward Revenue - Throughout the period, we continued to
see improved Contracted Forward Revenue which is expected to reflect
approximately 6% growth, up 3% on an organic underlying basis (Healthcare +1%,
Non-Healthcare +4%)

·    Adjusted EBITDA - Expected to be c.£110m, with margins of around
34%. The Group continues to expect margins to return towards 40% in 2026.

·    Net Debt/Headroom - The Group expects to report Net Debt of
approximately £110m, after returning over £110m in the year via share buy
backs as well as more than £40m spent on acquisitions. The Group has in
excess of £200m available facility as at 31 December 2025.

 

Outlook

Across all our end markets, renewal rates have been consistent and the outlook
remains robust as our major clients continue to prioritise business critical
data and insights. Our focus remains on delivering world class data and
insight solutions through our 'One Platform' to customers, powered by AI and
underpinned by unique high quality proprietary data.

 

The Board remains confident in the Group's ability to deliver long term
sustainable growth, with GlobalData's recurring revenue model providing
significant visibility over future revenue - approximately 80% visibility over
the analyst revenue consensus for 2026 - with a focus on re-expanding margins
back towards 40%.

 

Overall, we have made significant progress in executing against our Growth
Transformation Plan priorities and enter the year well positioned to drive
value for our customers and shareholders in 2026 and beyond.

 

Move to the Main Market

The Board is pleased to announce that alongside the publication of its annual
results on 2 March 2026, GlobalData expects to submit its application to move
to the Main Market of the London Stock Exchange with Admission to the Main
Market to take place at 8.00am on 5 March.

 

 

 

-ENDS-

ENQUIRIES

 

 GlobalData Plc
 Mike Danson, Chief Executive Officer        0207 936 6400
 Graham Lilley, Chief Financial Officer

 J.P. Morgan Cazenove (Nomad, Joint Broker)  0203 493 8000
 Bill Hutchings
 Mose Adigun

 Panmure Liberum (Joint Broker)              0203 100 2000
 Rupert Dearden
 James Sinclair-Ford

 Investec Bank Plc (Joint Broker)            0207 597 5970

 Henry Reast

 Virginia Bull

 FTI Consulting LLP (Financial PR)           0203 0770 185
 Edward Bridges                              globaldata@fticonsulting.com
 Dwight Burden
 Emma Hall

 

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