Slide 1: Informa Group 2025 Half-Year Results
23 July 2025 Informa Group 2025 Half-Year Results Continuing Growth & Delivery
Slide 2: 2025 Half-Year Financial Highlights
2025 Half-Year Financial Highlights Continuing Growth and Delivery Revenue Adjusted Operating Adj. Diluted Earnings Per Free Cash Flow Profit Share +20.1% +24.0% +25.2% +25.0% H1 2025: £2,036m H1 2025: £579m H1 2025: 29.8p H1 2025: £357m H1 2024: £1,695m H1 2024: £467m H1 2024: 23.8p H1 2024: £286m
Slide 3: Structural Growth in Live Events and Specialist Knowledge
Structural Growth in Live Events and Specialist Knowledge Growth in Digital Communications Information Overload Pace of Innovation Artificial Intelligence Automation Supply Chain Access Digitisation Live Events First Party Data Verification and Authenticity Hyper-Targeting Specialist Trusted Content
Slide 4: H1 Growth in Live Events and Specialist Knowledge
H1 Growth in Live B2B Events and Specialist Knowledge ts en Ev 2B Informa B e Connect Liv 19% Group URG 7.8% Informa Informa Markets Festivals Live B2B Events URG 8.5% 47% 2025 10% Taylor & Francis Academic Markets URG 11.9% Informa 16% TechTarget 8% 2025 Half-Year Results URG – Underlying revenue g
Slide 5: Half-Year Results: Continuing growth and delivery
Double-digit reported growth 20%+ growth in Revenue (+20% to £2,036m), Adjusted Operating Profit (+24% to £579m), Adjusted Diluted EPS (+25% to 29.8p) and 2025 Free Cash Flow (+25% to £357m) Strong underlying growth Underlying revenue growth +7.8% and underlying adjusted operating profit growth +9.2
Slide 6: Major B2B Brands delivering consistent strong growth
Major B2B Brands delivering consistent strong growth Marquee Brands Power Brands $30m+ c. 15 Brands in H1, including: $10m-$30m c. 30 Brands in H1, including: 60% H1 B2B Events revenue from World of Concrete (Construction) Palm Beach Boat Show (Luxury) Marquee and Power Brands World Health Expo (Hea
Slide 7: Growth Geographies
Growth Geographies UAE US +4.0% Shifting the focus India +1.8% +6.2% to North America, China Middle East & Asia +4.0% Indonesia H1 25 Underlying Revenue growth: +4.7% IMEA & Asia IMEA Egypt 36% North 30%+ America +3.8% 43% 2025 North America 5%+ Philippines GDP +5.5% ROW UK Growth 3% 4% Europe 14% E
Slide 8: Growth Geographies: Leading International market positions
Growth Geographies Leading International market positions Americas IMEA Europe ASEAN+ Hong Kong Mainland China $350m+ $1.5bn+ $600m+ $700m+ $240m+ $150m+ 2025 revenue 2025 revenue 2025 revenue 2025 revenue 2025 revenue 2025 revenue <5% 5%+ 30%+ 10%+ 10%+ 5%+ Underlying revenue Underlying revenue Und
Slide 9: Growth Markets
Growth Markets Technology Targeting attractive and Other 12% 14% growing customer Aviation Aviation 3% Health & Tech markets Nutrition 8%+ Beauty & Aesthetics 9% 5%+ H1 2025 Marquee Events growth: 5% Engineering Pharma 4% 8% Healthcare 10%+ Finance Healthcare Finance 13% Nutrition 8% 7%+ Marketing 7
Slide 10: Informa's Live B2B Events Platform
Informa’s Live B2B Events Platform Leveraging our scale and expertise to drive growth Guidance: Amplification Services Live B2B Events 2025 Underlying 8%+ Attendee Value First Party Data Revenue Growth Ticketing 365 services Capacity / Supply Matchmaking Hosted buying Geo Expansion 20-30% new venue
Slide 11: Academic Markets
Academic Markets Continuing strong demand for Specialist Knowledge Guidance: 2025 Core Underlying 3%-4% £329m Revenue Growth Strong performance in H1 2025 2025 H1 Revenues 11.9% • 11.9% underlying revenue growth, including core underlying growth of 3-4% when excluding non- recurring Data Licensing A
Slide 12: Live B2B Events and Specialist Knowledge: Predictable and visible
Live B2B Events and Specialist Knowledge...Predictable and visible Underpinning confidence into 2026 2025 Event Revenue 2025 Subscription Revenue H1 2026 Forward Visibility c.85%Major brands revenue c.95% Subscription revenue c.70% Informa Markets Marquee & Power brands already traded or booked alre
Slide 13: Maximising the growth and value of Informa's B2B platform
Specialist Market-leading Brands Technology Customer & AI Experience Growth Geographies IIRIS Market-leading Customer Data-led Data & Marketing Analytics Platform ›› Growth Markets Market-leading Brands & People Brand Value & Talent Proprietary Maximising the First Party Data growth and value of Inf
Slide 14: 2025 Progress & Impact
Value-added services, Market-leading streamlined buying, self- Customer service flexibility Experience IIRIS enhancing marketing effectiveness, targeting and audience quality Market-leading Data-led Expansion in Luxury & Marketing Lifestyle through Informa Prestige (10+ Brands) ›› Syndication of B2B
Slide 15: Balance Sheet & Capital Allocation
Balance Sheet & Capital Allocation Long-Term Financing Flexibility Capital Allocation Framework Debt maturities at 30 June 2025 (£m)* c.100% Operating Cash Flow Conversion 1,800.0 €700m bond issue 1,600.0 completed Organic Investment 1,400.0 BBB/Baa2,/BBB Consistent capex at c.3% of Revenue Fitch/Mo
Slide 16: The Informa Growth Platform
The Informa Growth Platform Consistent strong growth through 2025-2028 One Informa Live B2B Events B2B Digital Services Academic Markets Transaction-led Content-led Experience-led B2B Data & Specialist Academic Research, Live & On Demand B2B Events Live & On-Demand B2B Events Live & On-Demand B2B Ev
Slide 17: 2025 Investor Engagement
2025 Investor Engagement 2025 Investor Field Trips ›› RSVP 2025 Capital Markets Day One Informa 2025 Live B2B Events toni.thompson@informa.com Food Dubai Air Show SuperReturn Cannes Lions Ingredients Transaction-led Content-led Experience-led Transaction-led 17-18 Nov 2025 4 Jun 2025 17 Jun 2025 3 D
Slide 18: Appendix
2 : i = Appendix
Slide 19: 2024 Pro-forma Financials
2024 Pro-forma Financials Live B2B Events H1 2024 H2 2024 2024 Taylor & Francis H1 2024 H2 2024 2024 £m £m £m £m £m £m Revenue: Revenue 301 397 698 Informa Markets 867 879 1,745 Adjusted Operating Profit 94 162 256 Informa Connect 353 252 605 Operating Margin % 31.2 40.7 36.6 Informa Festivals 198 1
Slide 20: Strong Financial Delivery
Strong Financial Delivery 20%+ Growth in Revenue, Adjusted Operating Profit and EPS H1 2025 H1 2024 Double-digit revenue growth £m £m • Reported revenue growth +20.1%. Underlying +7.8% Revenue 2,035.9 1,695.3 Double-digit adjusted operating profit growth Adjusted Operating Profit 578.9 466.9 • Adjus
Slide 21: Strong Underlying Performance
Strong Underlying Performance Informa Markets H1 Proforma Under- H1 2025 Reported lying Proforma 2024 H12024 % • Double digit underlying revenue growth, +10.0% £m % £m £m % Revenue: • IMEA the fastest growing region, 30%+ Informa Markets 952.2 865.9 867 10.0% 10.0% 9.9% Informa Connect Informa Conne
Slide 22: Strong Financial Growth and Expansion
Strong Financial Growth and Expansion Double-digit underlying growth Revenue Adjusted Operating Profit 14.6 -2.8 14.6 -1.3 7.8 0.5 1.5 9.2 Underlying Growth Phasing Portfolio Expansion Currency Underlying Growth Phasing Portfolio Expansion Currency ›› Reported revenue growth +20.1% ›› Reported adj.
Slide 23: Improving operating margins
Improving operating margins 90bp increase YoY • Strong underlying revenue growth • Operating leverage • Investment for growth • Mix effect of Tahaluf and TechTarget 28.4% Group adjusted operating profit margin HY 2024 Performance Phasing Portfolio Currency HY 2025 Adj OPM Expansion Adj OPM 2025 Half
Slide 24: Balance Sheet Strength
Balance Sheet Strength Long-term flexible financing Balance Sheet Strength Long-Term Financing Flexibility Leverage ratio at 30 June 2025 Debt maturities at 30 June 2025 (£m)* 1,800.0 1,600.0 2.6x 0.1x 2.5x 1,400.0 0.2x 1,200.0 -0.4x 1,000.0 800.0 600.0 400.0 200.0 0.0 2025 2026 2027 2028 2029 2030
Slide 25: ESG
ESG 99th AAA A- percentile 2024 rating 2024 rating Faster to Zero Sustainability Inside Impact Multiplier • CarbonNeutral® Company certification for 5th • 85% of events actively embedding sustainability • Connecting the Disconnected: 350,000+ consecutive year. >80% reduction in scope 1+2* content in
Slide 26: ESG rankings
ESG rankings Max score AAA Negligible A A+ 100 100 AAA Negli gible A- 99th DJSI industry centile Low 74 57 C+ 0 score Min 1 CCC 2 Severe 3 D- 4 D- 05 6 0 7 2025 Half-Year Results 26
Slide 27: Currency Sensitivity
Currency Sensitivity Average Rates Closing Rates H1 2025 H1 2024 H1 2025 H1 2024 GBP/USD 1.30 1.27 1.37 1.26 The impact of a 1 cent movement in the USD to GBP exchange rate is: Annual revenue £18.1m Annual adjusted operating profit £7.3m Annual adjusted earnings per share 0.4p 2025 Half-Year Results
Slide 28: Informa Markets
£1,745m 15 2024 revenue Marquee brands Informa Markets Informa Markets runs transaction-led live and on- demand B2B events where industries come together to transact, to innovate and to grow c.45% 5,000+ Group revenue in 2024 Colleagues Revenue Revenue by type by region Exhibitor North America Marke
Slide 29: Informa Connect
£605m 3 2024 revenue Marquee brands Informa Connect Informa Connect owns and operates content- led events that bring together professionals to connect, learn and develop business c.15% c.3,000 Group revenue in 2024 Colleagues Revenue Revenue by type by region Exhibitor North America Marketing Servic
Slide 30: Informa Festivals
£375m 4 2024 revenue Marquee brands Informa Festivals Informa Festivals runs B2B events that inspire and celebrate business by developing unmissable experiences c.10% 1,000+ Group revenue in 2024 Colleagues Revenue Revenue by type by region Exhibitor North America Marketing Services Cont. Europe 202
Slide 31: Informa TechTarget
$490m c.50m Total first-party 2024 revenue Informa TechTarget permission-based audience Informa TechTarget connects buyers and sellers of technology digitally, in the same way that B2B events connect buyers and sellers in person c.10% c.2,100 Group revenue in 2024 Colleagues Revenue Revenue by type
Slide 32: Taylor & Francis
£698m 145k New articles published on 2024 revenue Taylor & Francis Taylor & Francis Online Our academic markets business Taylor & Francis is a leading publisher of peer-reviewed academic research with a c.20% 2,800+ long history of trust and integrity Group revenue in 2024 Colleagues Revenue Revenue