Earnings release
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1 Informa PLC | Growth in 2025, Growth into 2026 Informa PLC 10-Month Trading Update 11 November 2025 Growth in 2025, Growth into 2026 Double-digit earnings growth in 2025, continuing underlying growth in 2026 Informa (LSE: INF.L), the international Live B2B Events, B2B Digital Services and Academic Markets Group today published it’s 10-Month Trading Update, reporting continuing strong growth and reaffirming full year guidance. Stephen A. Carter, Group Chief Executive, Informa, said: ”Informa continues its strong operating performance, delivering further revenue, profit and earnings growth this year and with continuing momentum into next year.” He added: “Our growth platform is built around the power and rising value of Live Events, and is underpinned by unique specialist B2B B rands, leading positions in growth geographies and categories, proprietary First Party Data and world class talent.” Highlights • Growth and performance...Group underlying revenue growth of 6.6% (7.6% ex-TechTarget consolidation) in the 10 months to 31 October: • B2B Live Events (Informa Markets, Connect, Festivals)...Strong, sequentially higher underlying revenue growth of 8.7% (8.5% at H1), reflecting structural market strengths, continuing market leading outperformance in IMEA (India, Middle East and Africa), and further successful Brand geo-adaptation; • Academic Markets...Underlying revenue growth of 3.0% (including non-recurring data licenses) reflecting continuing strength in both Open Research and Subscriptions, coupled with continuing demand for trusted, validated content and specialist data; Current non-recurring data licenses continue to unwind through the fourth quarter; • Informa TechTarget... Returning momentum in underlying revenues, with a positive performance since the half year, delivering 10-month revenues of -2.7%, versus -4.3% at H1. • Full year double-digit EPS growth...Full year guidance reaffirmed on Underlying Revenue Growth (6%±), Group Revenues (£4bn±) and Adjusted Earnings per Share Growth (10%+); • Further underlying growth in 2026... Recurring visibility into 2026 through subscriptions, pre- booked exhibitor revenues and forward booked contracts, with £1bn+ booked /committed, delivering year-on-year pacing growth; • Share Buybacks...2025 Share Buyback Programme of £350m ongoing, with £315m shares acquired year-to-date at an average price of 806p; • 2025 Capital Markets Day... Informa will host its 2025 Capital Markets Day on 17-18 November in the UAE (Dubai), at the heart of the Group’s growing IMEA business. The opportunities in the region will be brought to life through a series of management presentations, technology and product demonstrations, and a hosted tour of The 2025 Dubai Air Show, the world’s largest B2B air show; • AI growth and value…Humanity, connectivity and specialist content remain highly relevant and increasingly important in an AI-driven world, all of which are core to Informa’s operating model. At both a product and operating level, AI technology is being embedded into processes and systems, including Elysia, Informa’s proprietary AI assistant for Colleagues, which delivers speed, efficiency and enhanced productivity. Informa LEI: 5493006VM2LKUPSEDU20
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2 Informa PLC | Growth in 2025, Growth into 2026 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