UK's GlobalData FY25 revenue rises

GlobalData

02/03/2026 07:11

Overview

UK data insight firm's FY25 revenue grew 13% yr/yr

Adjusted EBITDA fell 6% due to investment in cost base and M&A integration

Company to join Main Market of London Stock Exchange on 5 March 2026

Outlook

GlobalData expects mid-single digit underlying revenue growth in 2026 and beyond

Company aims to recover adjusted EBITDA margins towards 40% in 2026 and beyond

GlobalData plans to expand AI capabilities and launch new AI-powered products

Result Drivers

AI HUB ADOPTION - Rapid adoption of AI Hub with over 90% customer integration, driving increased engagement and usage

ACQUISITIONS AND INTEGRATION - Two acquisitions in 2025 strengthened offerings, with revenue synergies as a significant opportunity

INVESTMENT IMPACT - Adjusted EBITDA impacted by investments in cost base and M&A integration, with a focus on future margin recovery

Company press release: ID:nRSB8897Ua

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
GBP 322.10 mln
FY Adjusted EPS
GBP 0.07
FY EPS
GBP 0.04
FY Adjusted EBITDA
GBP 110.20 mln
FY Adjusted EBITDA Margin
34.00%
FY EBIT
GBP 81.20 mln
FY Pretax Profit
GBP 69.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for GlobalData PLC is GBp207.50, about 145.9% above its February 27 closing price of GBp84.40

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 12 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)