Slides
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Primed for Growth HY26 Results July 2026
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2 Disclaimer The material in this presentation has been prepared by GlobalData Plc 03925319 (“GlobalData” or “the Company”), main market for listed securities (the “Main Market”) in London UK, and is general background information about GlobalData’s activities current as at the date of this presentation. Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling securities or other financial products or instruments and does not take into account your particular investment objectives, financial situation or needs. This presentation has been prepared by and is the sole responsibility of the directors of GlobalData. This presentation does not constitute a recommendation or advice regarding the shares of the Company nor a representation that any dealing in those shares is appropriate. 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Agenda 3 Executive Summary1 Financial Review2 Growth Transformation Plan Update3 Summary 4
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1. Executive H1 Summary Graham Lilley Chief Financial Officer 4
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Executive Summary 5 H1 a period of progress. Fundamentals remain. Accelerating roadmap. Growth Transformation Plan Resilient Performance Priorities & Outlook Established attractive portfolio and operating model, with building blocks for growth New customer-centric GTM model delivering commercial proof points to scale across Group Platform capabilities and proprietary data underpin successful ROI from AI investments and product launches Secured one acquisition and strengthened M&A and integration team to drive greater synergies Total revenue growth of 4%, underlying revenue growth 1% Adjusted EBITDA increased 5%, with Adjusted EBITDA margin improving one percentage point to 34% Volume and value renewals consistent, reflecting resilience and stickiness Contracted Forward Revenue growth of 4%, with 1% underlying growth, providing strong visibility for FY26 and beyond Disciplined approach to capital allocation returning £18.6m in HY26 with a further £30m tender in August 26. A key advantage of GlobalData’s model is the optionality for business building Our immediate priority is to accelerate underlying revenue growth and scale commercial best practice across the Group New investment in AI-native workflows, proprietary data and human expertise to increase customer value and moat SummaryGTP UpdateFinancial ReviewExecutive Summary
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2. Financial review Graham Lilley Chief Financial Officer 66
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Reported revenue growth +4% Underlying revenue growth +1% Underlying contracted forward revenue +1% Adjusted profit before tax -3% Adjusted EBITDA +5% Adjusted FDEPS +8% HY2026 Financial Highlights 7 FDEPS – Fully Diluted Adjusted Earnings Per Share Underlying flat SummaryGTP UpdateFinancial ReviewExecutive Summary
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Income Statement & Trading 8 UnderlyingGrowthHY25HY26Non-IFRS Measures (£m) 1%4%156.5162.9Revenue 0%5%52.154.8EBITDA 1%33%34%EBITDA Margin 0%6%44.046.7Operating profit 1%28%29%Operating profit margin -27%42.631.3Free cash flow 8%2.52.7Diluted EPS (pence per share) UnderlyingGrowthHY25HY26IFRS Measures (£m) 1%4%156.5162.9Revenue 8%28.530.9Operating profit 1%18%19%Operating profit margin -6%24.723.2Profit before tax -23%66.150.8Cash flow from operations 692%(16.8)(133.0)Net (bank debt)/ cash +4% Total Revenue Growth +5% Adj. EBITDA (Flat on an underlying basis) 34% Adj. EBITDA Margin +8% Adj Diluted EPS -27% Free Cash Flow SummaryGTP UpdateFinancial ReviewExecutive Summary
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Cash and liquidity 9 118% Adjusted Op. Cash flow conversion (2025: 130%)* £18.6m Shares purchased into treasury £24m Spent on M&A 80% Free cash flow conversion 1.2x Group Net Leverage GrowthHY25HY26Reconciliation of Net Debt (£m) (1231%)10.1(114.2)Opening Net Debt (23%)66.150.8Operating Cash flow 103%(3.2)(6.5)Interest Costs (73%)(13.3)(3.6)Taxes Paid 0%(3.9)(3.9)Capex 182%(8.5)(24.0)Net Cash on acquisitions** 10%(7.7)(8.5)Dividends Paid (63%)(50.7)(18.6)Shares purchased for cancellation 14%(2.8)(3.2)Principial lease payments (113%)(3.0)0.4FX (1691%)0.1(1.7)Other 692%(16.8)(133.0)Closing Net Debt * Adjusted for exceptional cash items in the year associated with restructuring, M&A and Corporate matters ** Includes contingent consideration SummaryGTP UpdateFinancial ReviewExecutive Summary
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Operating Cash flow 10 SummaryGTP UpdateFinancial ReviewExecutive Summary GrowthHY25HY26Underlying Operating Csh flow (23%)6652Reported Operating cash flow (165%)(5)3Cash held related to SBP (11%)6155Reported OCF (ex share cash flows) (42%)74Cash exceptionals -03FX impact on collections (LFL) (10%)6861Underlying Operating cash flow -5252Underlying Adjusted EBITDA (12 pts)130%118%Conversion % Treatment & Timing of share vesting events impacted YoY operating cash flow comparability Underlying conversion 118% (HY25 130%) Timing of payments from 4 major customers shifted to H2 (no impact on revenue or delivery) USD FX rates positively impacted collections in H1 2025 66 61 55 -5 -3 -2 Operating cash flow HY25 Share Vesting adj Adjusted Operating cash flow 2025 Timing of 4 major customer payments Other cash flow variances Reported Operating cash flow HY26 Operating cash flow bridge — HY25 to HY26 (£m)
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Segmental Performance 11 GrowthHY25HY26Revenues (£m) 1%96.697.7Non-Healthcare 3%68.971.3Subscriptions (5%)27.726.4Other 9%59.965.2Healthcare 10%47.152.0Subscriptions 3%12.813.2Other GrowthHY25HY26KPI’s 1pt33%34%Adj EBITDA Margin -25%25%Non-Healthcare -48%48%Healthcare 4%157.4163.3Contracted Forward Revenue 7%94.7101.5Non-Healthcare (1%)62.761.8Healthcare Non-Healthcare/ Healthcare % Subscription revenue 73%/ 80% M&A impacting revenue growth in both segments M&A % Transformation activity impacting margin in both segments Non-Healthcare/ Healthcare Volume renewal rates consistent YoY in both segments Non- Healthcare Underlying Contracted Forward Revenue growth +2%, Healthcare -1% SummaryGTP UpdateFinancial ReviewExecutive Summary GrowthFY25HY26Volume Renewal Rates (>£20k clients) -85%85%Non-Healthcare -78%78%Healthcare
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3. Growth Transformation Plan Update Mike Danson Chief Executive Officer 12
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GlobalData today 13Source: Company information SummaryGTP UpdateFinancial ReviewExecutive Summary 01 · THE PLATFORM Proprietary data powering AI-enabled platform Proprietary data, proven methodologies and market-leading predictive analytics, curated and supported by human experts. ~350 data assets, >90% proprietary 2,000 Human Experts 6 solutions with expert insights integrated ~10 yrs deploying & commercialising AI 02 · THE OPPORTUNITY A large market, converted into recurring growth Volatility and AI solutions expand the TAM; subscriptions and upsell turn it into visible organic growth. >£20bn estimated TAM 75% of revenue subscription based 6 Organic Growth levers 03 · THE MODEL A proven compounding machine on an invested platform An established compounding model delivers material synergies across verticals, driving incremental margin and free cash flow. 30+ deals completed over past 13 years 8x average post-synergy EBITDA multiple +80% of revenue visible on day one of the year >£200m M&A firepower
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Strategic investment & transformation plan 14 SummaryGTP UpdateFinancial ReviewExecutive Summary Growth Transformation Plan 2024 - 2026 CUSTOMER OBSESSION 1. Customer driven re-org: Mgmt. Investment Defined Business Units 2. Solutions Solution Launches 3. Customer Engagement Increased NPS Scores Investment in CS team WORLD CLASS PRODUCTS 4. Product Enhancements >90% proprietary data Increased timeliness, quality, coverage 5. AI Investments 150 AI Specialists 4x increase in AI Hub Users 3x Increase in Usage 6. (150 AI, Adoption) SALES EXCELLENCE 6. Growth Levers Churn Pricing Licensing Product Solutions New Logo OPERATIONAL AGILITY 7. M&A Plan 7 Acquisitions Completed integrations Value creation plans 8. PEOPLE & CULTURE 9. TECHNOLOGY & AI
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Created customer focused BU driven organization 15 Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession Healthcare Consumer Industrials Business unit 4 Business unit 5, 6... ONE PLATFORM · DATA, AI, PRODUCT, SHARED SERVICES THE CENTRE · CAPITAL ALLOCATION, PLAYBOOKS, TALENT, ACCOUNTABILITY Management Team Commercial Teams Product Teams Management Team Commercial Teams Product Teams Management Team Commercial Teams Product Teams Management Team Commercial Teams Product Teams Management Team Commercial Teams Product Teams £130m+ £200m
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Healthcare proves the model works 16 The most mature business in the portfolio, separated with clearly defined assets and validated by an outside investor paying an attractive price. It is the template, not the exception. What Healthcare demonstrated A unit can be cleanly defined and separated without breaking the platform 2 An external specialist investor will underwrite the value at a full multiple 3 Shared capability — generative AI, agents, engineering — stays at the centre and travels with the platform, not the asset 4 The buyer is acquiring the playbook as much as the business An attractive valuation EV/EBITDA multiple achieved Recent comparables show strong support for similar businesses at EV/ EBITDA levels >20x (YipitData, With Intelligence, Kpler) Platform and new funds allowed us to add exciting new capabilities through M&A 1 Revenue +£130m EBITDA Margin ~50% How we did it… Critical proprietary data Great leadership Sharp commercial mindset Power of the platform £1.2bn ~22x Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession
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Deepening customer engagement 17 AI-powered Customer Success Investment in Customer-facing Teams Importance of Human Expertise in AI-age Quantifiable Impact on Key Customer Health Metrics Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession 3% increase in NPS 19% increase in CSAT 2x increase in Customer Success Team 100 specialist CI Solution Consultants 2x increase in Strategic Account Managers 2x increase in Analyst <> Client meetings
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Platform investment unlocks future scalable growth 18 Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession Investing to further strengthen GlobalData’s position within the AI era… Proprietary Data Moat • Proprietary data • Exclusive rights • Difficult replication • Data exhaust Workflow Ownership • Embedded workflows • Customer intimacy • Proven ROI AI Defensibility • Human judgement • AI-native distribution • Difficulty of replication • New monetization models Platform Leverage • Increased Productivity • Operating leverage • Margin expansion 1 2 …and accelerate growth Revenue Growth • Increased Usability & Usage • New Products & Revenue Streams • Embedded Relationships Margin Expansion • Operational Efficiencies • High Incremental Margins +
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Continuously building proprietary data advantage 19 Case Study: Proprietary Consumer Intelligence 1 Give-to-Get Panels Manufacturer-contributed sales data on a quarterly or annual basis 32 Primary Research Panels Expert supplier, manufacturer, distributor and retailer category interviews 5 Digital Shelf SKU & Claim tracking Barcode-level tracking of pack size & price tier Triangulation & Modelling Analysts reconcile all six inputs into one draft dataset, cross-checked for outliers Forecasting Multivariate & Bayesian models project forward, validated to ~1% year-on-year variance Quality Assurance Four-tier analyst and management review before anything become client and industry-facing Published category sizing, brand shares, channel data & forecasts 6Industry Consensus & Validation Draft market intelligence presented to industry prior to publication for validation and final consensus Secondary Research Public filings, customs data, trade associations 4 65 Physical Store Audits In-store SKU counts, pricing & shelf-share checks across retail and foodservice outlets Consumer Surveys & Social Listening Panels Tracking consumer attitudes, preferences & behaviors which drive demand and opportunity Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession
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New GTM model delivering early signals 20 Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession Positive Momentum SignalsOrganic Revenue Growth Levers Starting Value Churn Pricing Licensing Product Solutions New Logo Closing Value 1 2 3 4 5 Systematic value creation plan High single digit organic growthHigh single digit organic growth 6 7 p.p increase in renewal rates within Consumer Inside Sales in H126 Top-3 largest solution deals in GlobalData history during GTP (2024-26) 7% underlying revenue growth within Consumer business in H126 Now focused on scaling successes across the portfolio ~£50m in sales from Top-75 strategic accounts in Healthcare business Closing ValueNew LogoSolutionsProductLicensingPricingChurnStarting Value ~£100k average contract value for New Logo deals within Healthcare business in H126
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Platform M&A underpins value creation 21 Summary GTP Update Financial ReviewExecutive Summary Operational AgilitySales ExcellenceWorld Class ProductsCustomer Obsession CASE STUDY: GlobalData Healthcare Completed the acquisition of Cambridge Healthcare Research (CHR) on 1 April 2026, combining CHR with Deallus to create a market-leading competitive intelligence business with a c.£30m book of business across the Top 75 global pharma companies Uniquely positioned to serve clients better than either firm could alone - pairing GlobalData's proprietary data and AI-enabled platform with the deep human expertise of CHR and Deallus to deliver competitive intelligence solutions for every customer need Created a single, enlarged CI business, spanning a ~200-strong team under a single operating model of eight client business units, giving clients one front door to the full breadth of our CI capabilities Integration on track and at pace — teams co-located into GlobalData office, back- office functions merged and a full IT migration completed with minimal business disruption, keeping clients and delivery stable throughout Unified onto a single operating system allowing enhanced visibility of profitability, resource utilisation and pipeline — the backbone to run and grow the enlarged business efficiently 7 Deals Closed during GTP (2024-26)
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4. Summary Mike Danson Chief Executive Officer 2222
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Summary and outlook 23 • Established attractive portfolio and operating model, underpinned by significant proprietary assets, with clear proof points in the model. • We are focused on opportunities to accelerate revenue growth, including investments in AI- native workflows, proprietary data and human expertise to increase customer value and moat. • Medium term financial outlook is our underlying revenue growth more muted than expected, but with increased investment in the Business units to accelerate revenue growth. • Investments are deliberate decision and will slow down margin recovery, but with significant ROI upside in the longer term. • Capital allocation: flexible and opportunistic — balancing investment for growth, selective M&A and returns to shareholders. Fundamentals remain. Accelerating roadmap.