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RNS Number : 5115P  Informa PLC  20 January 2026

 Informa LEI: 5493006VM2LKUPSEDU20

Informa PLC: Market Update

20 January 2026

Growth in 2025, Compounding Growth in 2026

Market-leading brands, international reach and structural strength delivering
consistent strong growth

Informa (LSE: INF.L), the international B2B Events, B2B Digital Services and
Academic Markets Group, today published a Market Update, confirming strong
trading through 2025, 6%± underlying revenue guidance for 2026 and £200m of
new share buybacks, whilst being recognised as one of Britain's Most Admired
Companies in the latest annual study sponsored by The London Stock Exchange.
Separately, the Group also launched its partnership with Dubai World Trade
Centre ("DWTC").

 Stephen A. Carter, Group Chief Executive, Informa, said:

 "2025 was a strong year for Informa and we have set ourselves the target of
 delivering another strong performance year in 2026."

 He added: "Across the world, the Power of Live is driving strong demand for
 our B2B brands, whilst ongoing growth in specialist research is underpinning
 the strength of our academic business. First party data, AI development and
 international expansion continue to create new growth opportunities, including
 through our UAE partnership Informa International, that launches today as a
 separate operating business, inD."

 He concluded: "Recognition in the annual study of Britain's Most Admired
 Companies reflects just how far Informa has come over the last 15+ years and
 is testament to the unwavering commitment of Colleagues, the creativity of our
 Partners, the consistent support of Shareholders and the progressive
 internationalisation of the Group."

Double-Digit Growth Confirmed in 2025

·      Full Year outcome…Strong trading through Q4 2025, particularly
in Live B2B Events, is expected to deliver full year results in line with or
ahead of market guidance:

o  Double-digit growth in Revenues… Group Revenues are expected to be
£4.0bn+, delivering year-on-year reported revenue growth of 12.5%+,
underlying revenue growth of 6.25%± and 8%± underlying growth absent
TechTarget consolidation and non-recurring LLM contracts;

o  Double-digit growth in Earnings…Adjusted EPS is expected to be 55.5p±,
a year-on-year increase of 10.5% to 11% and 15%+ absent FX movements and
non-recurring data contracts;

o  Growth in Free Cashflow... Adjusted Free Cashflow is expected to be
£860m+, delivering further year-on-year growth and funding investment in the
One Informa growth programme; Operating cash discipline remains a key focus,
with ongoing scope for improving free cash flow generation.

Compounding Growth in 2026

·      The Informa Growth Programme…At Informa's Capital Markets Day
in November 2025, the Group committed to delivering consistent 5%+ underlying
revenue growth over the next three years, faster underlying profit growth and
8%+ underlying EPS growth;

·      Compounding underlying revenue growth…In 2026, we are targeting
higher underlying revenue growth at 6%± (including prior year non-recurring
LLM contracts and the establishment of inD), with B2B Events underlying growth
of 7%+;

·      Double-digit underlying earnings growth…In addition, we are
targeting a sixth consecutive year of double-digit underlying adjusted
earnings per share growth (excluding FX movements, biennial phasing and
non-recurring LLM contracts);

·      Strong 2026 visibility…Early trading supports these targets,
with recurring visibility through forward booked subscriptions, exhibitor
revenues and other advance contracts, delivering £1.5bn± of booked/committed
revenues for 2026.

Consistent Shareholder Returns

·      2026 Share Buyback Programme…2025 Share Buyback Programme of
£350m completed in December, with c.42.8m shares bought at an average share
price of 817p; 2026 Share Buyback Programme launched in line with last year,
with an initial minimum investment of £200m, commencing immediately, and
scope for further buybacks through the year; 2025 year-end leverage is
expected to be 2.4x net debt / EBITDA;

·      Further dividend returns…Ongoing commitment to progressive
dividends reflected in proposed 2025 ordinary dividend of 22p per share, up
10% year-on-year, which will be confirmed within the 2025 Full Year Results in
March.

Conclusion

·      Informa's strong performance in 2025, forward visibility and
improving performance at Informa TechTarget in 2026, combined with the
establishment of inD, leads to the increase in Group underlying revenue growth
guidance to 6%±.

 

 Enquiries
 Stephen A. Carter, Group Chief Executive                  +44 (0) 20 8052 0400
 Gareth Wright, Group Finance Director                     +44 (0) 20 8052 0400
 Richard Menzies-Gow, Director of IR & Communications      +44 (0) 20 8052 2787
 Tim Burt / Anthony Di Natale - Teneo                      +44 (0) 7583 413254 / +44 (0) 7880 715975

 

About Britain's Most Admired Companies

Britain's Most Admired Companies is an annual study of corporate reputation
run by Echo Research in partnership with the London Stock Exchange. The study
recognises excellence across industry sectors, based on peer and analyst
review of leading UK-listed companies. Find out more at:
https://www.britainsmostadmired.com/ (https://www.britainsmostadmired.com/)

 

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