Slide 1: Informa Group 2026 Half-Year Results: Performance & Growth
30 July 2026 Informa Group 2026 Half -Year Results Performance & Growth
Slide 2: The Knowledge & Information Economy
Structural Growth in B2B Live Events and Specialist Knowledge Artificial Intelligence Specialist Subject Categories The Power of Face -to-Face Pace of Innovation Verification and Authenticity Specialist Market Categories Specialist Digitisation Supply Chain Access B2B Knowledge Automation Live Event
Slide 3: Key characteristics delivering consistent performance
Informa’s Growth Platform Consistent Key characteristics delivering 5%+ Underlying consistent performance Revenue Growth Specialist Academic 30m+ First Party Specialist Talent, World Class B2B Brands Brands Data Records 14k+ across 40 countries International reach Trusted Academic 300+ specialist B2
Slide 4: Consistently strong underlying growth
Depth & Breadth in Geography and Market Category Consistently strong underlying growth H1 2026 Group Revenue H1 2026 Group Revenue H1 2026 Group Revenue by Business by Geography by Industry Verticals Aesthetic Medicine Homeware 2% Energy 2% Maritime 2% Other Academic 2% 9% Food Ingredients Markets A
Slide 5: Top 50 B2B Brands
Depth & Breadth in Major B2B Brands Top 50 B2B Brands: $2bn+ Revenues…from $16m to $140m, with 10+ brands over $50m Anti-Aging World Cong. CPHI Worldwide Gulfood Marintec China Natural Products Expo Aesthetic Medicine Pharma & Life Sciences Food & Nutrition Maritime Food & Nutrition BIO-Europe Data
Slide 6: World Class B2B Brands
World Class B2B Brands in H1 2026 China 2026 Half -Year Results 6
Slide 7: Half-Year Results
Strong underlying growth 6.8% underlying revenue growth and 6.9% underlying adjusted operating profit (excluding non-recurring data contracts), with strong performances 2026 in B2B Live Events and Academic Markets Reported growth Reported Revenues of £2,064m (H1 2025: £2,036m), Adjusted Operating Pr
Slide 8: B2B Live Events: Underlying strength
B2B Live Events B2B Live Events Underlying strength Guidance: 2026 Underlying 7%+ Revenue Growth Strength in H1 Performance • 8.0% underlying revenue growth and 4.9% underlying profit growth £1,590m H1 2026 Revenues • Reported growth impacted by rescheduling of 15+ Brands from H1 to H2 in IMEA 8.0%
Slide 9: The building blocks of B2B Live Events Growth
The building blocks of B2B Live Events Growth Multiple growth levers In 2026, 1%± of B2B Live Events growth is targeted to come from growth in Attendee Value & Amplification Services Guidance: 6 Amplification Services B2B Live Events 2026 Underlying 7%+ 5 Attendee Value First Party Data Revenue Grow
Slide 10: Leading International market positions
Growth Geographies Leading International market positions B2B Live Events Revenue: 1 Americas Europe ASEAN+ Hong Kong Mainland China IMEA $1.5bn+ $800m+ $250m+ $150m± $360m+ $300m 2026E revenue 2026E revenue 2026E revenue 2026E revenue 2026E revenue H1 2026 revenue 5%+ 10%+ 10%+ 5%+ <5% Full year un
Slide 11: Five Operating Practices
Approach to managing through current B2B market realities Five Operating Practices 1 Deliver... ...outperformance in international markets not impacted by conflict 2 Drive... ...performance in conflict impacted markets with domestic brands and intra-regional participation 3 Double -Down... ...on fut
Slide 12: 15+ Brands moved from H1 to H2
Successful rescheduling of major IMEA Brands within 2026 15+ Brands moved from H1 to H2 IMEA Brands within the Top 50: Gulfood Ran in January in Dubai WHX Dubai Ran in February in Dubai 65+ IMEA Events in H2 WHX Labs Dubai Ran in February in Dubai (with revenue >$1m, 15+ rescheduled from H1) LEAP Ru
Slide 13: Academic Markets: Further strong growth
Academic Markets Further strong growth Guidance: 2026 Underlying 4% Revenue Growth1 Strong underlying growth in H1 2026 £309m H1 2026 Revenues • 5.4% underlying revenue growth1 5.4% • Strength in Subscriptions, Open Research & Advanced Learning, with some phasing benefits • 20%+ growth in research s
Slide 14: The Ambition for Taylor & Francis
The Ambition for Taylor & Francis Leading in the Age of Intelligence 5% Underlying Revenue Revenue (£m) 3-4% Growth Ambition Underlying Revenue Growth Knowledge Open Access / Platform 700 Research / Reference 0-2% ›› Underlying Revenue Growth 600 Increasing demand for Traditional Journals trusted co
Slide 15: Taylor & Francis Growth Plan
Taylor & Francis Growth Plan Moving from 3-4% underlying revenue growth to 5% and beyond Growth Drivers Progress Ambition • Increased volumes and shortening lead 1 Increase market share of high-quality times in Open Research knowledge through our marketplace • Maintain strong renewals in Pay to Read
Slide 16: B2B Digital Services: Connecting buyers and sellers digitally
B2B Digital Services Connecting buyers and sellers digitally Guidance: 2026 Revenue Growth Growth Steady performance in H1 £165m H1 2026 Revenues • Informa TechTarget underlying revenues 1.3% lower in H1 (1.3)% • Market backdrop remains subdued and opportunistic • Enterprise tech companies prioritis
Slide 17: Continuing progress in developing the Informa Growth Platform
2025 -2028 One Informa Continuing progress in further developing the Informa Growth Platform Data -Driven Revenues Market -Leading Specialist Brands Lead Insights adoption by c.15,000 Informa identity adopted by exhibitors across 160 events c.600 specialist B2B Brands AI Time Dividend AI Product Enh
Slide 18: Performance & Growth in 2026
Performance 6%± Group URG £350m 1 7%+ 2026 Share Buyback & Growth in commitment increased from £250m 7 2 B2B Live Events URG 2026 Progressive Dividends Per Share 6 One Informa 3 4% T&F URG1 5 4 D-Digit Growth Underlying Informa TechTarget EPS Growth2 1Excludes non-recurring data contracts 2026 Half
Slide 19: Underpinning confidence into 2027
Forward strength and visibility Underpinning confidence into 2027 2026 Event Revenue 2026 Subscription Revenue H1 2027 Forward Visibility c.85% Major brands revenue in B2B Live Events c.95% Subscription revenue in Academic Markets $800m+ Group Revenue already traded or booked already traded or booke
Slide 20: Investor Engagement
Investor Fieldtrip Investor Fieldtrip 2026 Investor Engagement Meet the Brands, National Restaurant CPHI Association Show Meet the Colleagues, 18 May 2026 7 Oct 2026 Meet the Company Chicago, Americas Milan, Europe RSVP: toni.thompson@informa.com
Slide 21: Questions
Questions ›› 2026 Half -Year Results Performance and Growth 2026 Half -Year Results 21
Slide 22: Appendix
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Slide 23: Performance & Growth in H1 2026
Financial Delivery Performance & Growth in H1 2026 H1 2026 H1 2025 £m £m Underlying revenue growth Revenue 2,063.8 2,035.9 • Reported revenue growth +1.4%, underlying growth +5.1%, Adjusted Operating Profit 548.3 578.9 underlying growth (excluding non-recurring data contracts) +6.8% Adjusted Operati
Slide 24: Strong underlying performances in B2B Markets and Academic Markets
Strong underlying performances in B2B Markets and Academic Markets H1 2026 H1 2025 Reported Underlying £m £m % % Revenue: Informa Markets Informa Markets 991.5 952.2 4.1% 10.4% • Double-digit underlying revenue growth, +10.4% Informa Connect 380.6 372.9 2.1% 5.4% Informa Festivals 218.2 210.5 3.7% 1
Slide 25: 5.1% underlying revenue growth
Financial Growth and Expansion 5.1% underlying revenue growth Revenue Adjusted Operating Profit 5.1 2.4 3.6 3.2 (1.7) (1.9) (9.0) (5.6) Underlying Growth Phasing Portfolio Expansion Currency Underlying Growth Phasing Portfolio Expansion Currency ›› Reported revenue growth +1.4% ›› Reported adj. oper
Slide 26: Operating Margins Reflect B2B Events Phasing and Rescheduling
Operating Margins Reflect B2B Events Phasing and Rescheduling 28.4 Year -on -year movement in Operating Margin; • Underlying revenue and profit growth 0.7 26.6 • Year-on-year biennial phasing (1.6) (0.1) (0.8) • Rescheduling of 15+ Brands within IMEA from H1 to H2 • Absence of non-recurring data con
Slide 27: Full Year Target: Double-Digit Underlying Growth in Adjusted Diluted EPS
Full Year Target: Double -Digit Underlying Growth in Adjusted Diluted EPS * 55.6 Bridge from 2025 Adjusted EPS to Underlying Adjusted EPS • 2025 adjusted diluted EPS of 55.6p • Underlying adjustments • FX impact (year-on-year USD weakness) • Removal of H1 2025 impact from non-recurring data contract
Slide 28: Long-Term Financing Flexibility
Balance Sheet Strength Long-Term Financing Flexibility Balance Sheet Strength Debt maturities at 30 June 2026 (£m)* Leverage ratio at 30 June 2026 1800 €500m bond issue completed 1600 2.4x 0.2x 0.0x 2.4x 1400 BBB/Baa2,/BBB Fitch/Moody’s/S&P Ratings (0.2)x 1200 1000 £1.3bn liquidity available 800 600
Slide 29: Consistent shareholder returns
Capital Allocation Framework Consistent shareholder returns 90%+ Operating Cash Flow Conversion H1 Dividend +6.9% to 7.48p Organic Investment Consistent capex at c.3% of Revenue 2026 Share Progressive Dividends Buybacks increased to A growing dividend £350m Inorganic Investment Share Buybacks Target
Slide 30: Currency Sensitivity
Currency Sensitivity Average Rates Closing Rates 2026 HY 2025 HY 2026 HY 2025 HY GBP/USD 1.35 1.30 1.32 1.37 The estimated impact in 2026 of a 1 cent movement in the USD to GBP exchange rate is: Annual revenue £21m Annual adjusted operating profit £8m Annual adjusted earnings per share 0.5p 2026 Hal
Slide 31: Informa Markets
£992m 22 HY 2026 revenue FY 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.48% 6,300+ Group revenue in HY 2026 Colleagues Revenue Revenue by type by region Sponsorship & Exhibito
Slide 32: Informa Connect
£381m 3 HY 2026 revenue FY Marquee brands Informa Connect Informa Connect owns and operates content- led events that bring together professionals to connect, learn and develop business c.18% 2,200+ Group revenue in HY 2026 Colleagues Revenue Revenue by type by region Sponsorship & Exhibitor Americas
Slide 33: Informa Festivals
£218m 5 HY 2026 revenue FY Marquee brands Informa Festivals Informa Festivals runs B2B events that inspire and celebrate business by developing unmissable experiences c.11% 1,000+ Group revenue in HY 2026 Colleagues Revenue Revenue by type by region Sponsorship & Exhibitor Americas HY26 Marketing an
Slide 34: Taylor & Francis
£309m 145k New articles published on HY 2026 revenue Taylor & Francis Taylor & Francis Online in 2025 Our academic markets business Taylor & Francis is a leading publisher of peer-reviewed academic research with a c.15% 2,700+ long history of trust and integrity Group revenue in HY 2026 Colleagues R
Slide 35: Informa TechTarget
£165m c.58m Total first-party HY 2026 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.8% 2,100+ Group revenue in HY 2026 Colleagues Revenue Revenue by t