Slide 1: Informa Group 2024 Full Year Results
6 March 2025 Informa Group 2024 Full Year Results Strong Growth and International Expansion
Slide 2: 2024 Full-Year Financial Highlights
2024 Full-Year Financial Highlights Double-digit revenue, adjusted operating profit and free cash flow growth Revenue Underlying Revenue Growth Adjusted Operating Profit +11.4% +11.6% +16.5% Year-on-year increase to £3,553m Year-on-year increase to £995m 2023: £3,190m 2023: 30.4% 2023: £854m Adj. Di
Slide 3: 2024 Full Year Results Highlights
2024 Full Year Results Highlights Strong Growth and International Expansion Double-digit underlying growth Underlying revenue growth +11.6% and underlying adjusted operating profit growth +22.9% Strong financial performance Reported revenue £3,553m (+11.4%), adjusted operating profit £995m (+16.5%),
Slide 4: Academic Markets
Academic Markets Continuing strong demand for Specialist Knowledge Strong performance in 2024 • Underlying revenues on plan at c.3.5%1 £698m 2024 Revenues • Exceptional performance in licensing, archives and data access, including $75m+ of non- 14.5% recurring revenues • Reported revenue growth of 1
Slide 5: 31 March 2025
31 March 2025 2024 Full Year Results 5
Slide 6: From Endings to Beginnings
From Endings to Beginnings 2024 Full Year Results 6
Slide 7: 10 Years building a leading B2B growth platform
From Endings to Beginnings 10 Years building a leading B2B growth platform A Growth 2014 - 2019 2020 - 2021 2021 - 2024 Strategy Growth Stability Growth Build a leading Acceleration Acceleration & B2B Events Group Plan Plan 2 Major B2B Brands Security …& The Capital Reinvestment Growth geographies …
Slide 8: 10 Years building a leading B2B Growth Platform
10 Years building a leading B2B Growth Platform 2014 20251 Group Underlying Growth 0.7% 5%+ Group Revenue c.$1.8bn $5.1bn+ B2B Revenue c.$730m $4.3bn+ B2B Marquee and Power Brands 6 65+ B2B Growth Geographies1 North America North America Revenue IMEA & Asia Revenue IMEA & Asia Cont. Europe Cont. Eur
Slide 9: The Live B2B Events Market
The Live B2B Events Market Market-leader in a $30bn+ 5% CAGR growth market $40bn+ A Growth Market $30bn+ • $30bn+ annual market value • c.5% forecast market growth through 2030 • A truly global industry • Long-term structural growth dynamics Fragmented Industry Structure 2024 2030 • c.50% of market
Slide 10: Structural Growth in Live B2B Events
Structural Growth in Live B2B Events Fast growth economies using MICE (Meetings, Incentives, Conferences, 1 Exhibitions) to develop industries, accelerate growth and attract foreign investment and business tourism MICE as an B2B industries becoming increasingly segmented and specialist, driving dema
Slide 11: Growth Geographies
Growth Geographies Shifting the focus UK ROW 4% 3% from UK/Europe to Europe North America, 14% North Middle East & Asia America 43% IMEA & Asia 36% 2025 2024 Full Year Results * Pie chart is 2025 B2B Revenue including pro-forma Informa International 11
Slide 12: Growth Geographies: GDP Geographic Growth
Growth Geographies Shifting the focus from UK/Europe to UAE GDP US North America, +5.1% +2.7% Geographic Middle East & Asia Growth Engines India Philippines +6.5% +6.1% China Egypt +4.6% +3.6% Indonesia +5.1% GDP Growth Forecasts * Country figures are IMF 2025 GDP Growth Forecasts 2024 Full Year Res
Slide 13: Growth Markets
Growth Markets Targeting attractive Other Technology and growing market Aviation 14% 12% 3% Health & categories Beauty & Aesthetics Nutrition 9% 5% Engineeri… Pharma 8% Market Characteristics: Finance Healthcare B2B not B2C 13% 8% Hospitality & Const. & Marketing Fragmented supply chains Food Real 7
Slide 14: Growth Markets
Growth Markets Targeting attractive Other Technology and growing market Aviation Aviation 14% 12% Tech categories 8%+ 3% Beauty & Health & Nutrition 5%+ Aesthetics 9% 5% Engineeri… Pharma 8% Market Characteristics: Finance Healthcare B2B not B2C Finance 13% Nutrition 8% 7%+ Hospitality & Const. & Ma
Slide 15: World Class B2B Brands…must attend industry events
World Class B2B Brands…must attend industry events 800+ 30+ 40+ 7m+ $35m+ B2B Brands Industry Categories Locations Attendees Min Revenue in Top 20 Brands $4.3bn+ Aviation Healthcare Pharma Tech Dubai Air Show WHX (Arab Health) CPhI Worldwide Black Hat USA MRO Americas Global Health Expo Bio-Europe A
Slide 16: Informa's B2B Events Platform
Informa’s B2B Events Platform 2024 Attendee Pricing in Informa Markets Delivering consistent strong growth • Price range of $50 to $450 • c.$100m revenue on c.15-20% of total attendees Amplification • Some geographies/Brands unsuitable Services Attendee Value First Party Data Capacity / Ticketing 36
Slide 17: B2B Growth: Accelerated Geo-Expansion
B2B Growth: Accelerated Geo-Expansion c.$1bn of revenue generated by 10 largest Brand portfolios CPHI WHX Black Hat FHA Pharma Healthcare Cybersecurity Hospitality • 1990 launch • 1975 launch • 1997 launch • 1978 launch • 10 editions • 14 editions • 6 editions • 16 editions $185m+ $170m+ $100m+ $100
Slide 18: WHX Brand Portfolio: International Market-Leader in Healthcare
B2B Growth: Accelerated Geo-Expansion WHX Brand Portfolio: International Market-Leader in Healthcare Key Features THE meeting point for Healthcare First edition in 1975 Osaka Bangkok Miami Dubai 14 editions, including 2025 launches Delhi Lagos Nairobi Growth into new venue capacity Kigali Kuala Lump
Slide 19: Global Gateway Cities for Live B2B Events
B2B Growth: Increasing Venue Capacity / Supply / Infrastructure Global Gateway Cities for Live B2B Events Key Features of a Global Gateway City World class B2B Events venue San Francisco Las Paris Frankfurt Shanghai Airport capacity and connections Vegas New York Hanoi Istanbul Los Angeles Barcelona
Slide 20: Global Gateway Cities for Live B2B Events
B2B Growth: Increasing Venue Capacity / Supply / Infrastructure Global Gateway Cities for Live B2B Events Key Features of a Global Gateway City World class B2B Events venue San Francisco Las Paris Frankfurt Shanghai Airport capacity and connections Vegas New York Hanoi Istanbul Los Angeles Barcelona
Slide 21: Further Scale in the GCC
Further Scale in the GCC Growth Gateway through new Partnership GCC Growth and Expansion • GDP growth c.5% in 2025, $2.3tr regional trade by 2033 $700m+ Combined Revenues • Significant venue capacity, with further expansion from 2026 Key Market Categories • Informa growth in GCC of 30%+ in 2024 • He
Slide 22: 2025 Outlook: Compounding Growth
2025 Outlook: Compounding Growth Consistent strong growth and returns Informa Capital Allocation Framework 2025 Growth c.100% Operating Cash Flow Conversion • 5%+ Group Underlying Revenue Growth • £4.1bn+ Group Revenue1 • Double-digit Adjusted EPS growth1 Organic Investment Consistent capex at c.3%
Slide 23: 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 24: The AI Time Dividend
The AI Time Dividend Creativity Efficiency Safety for Informa, by Informa as One Informa Adaptability Scalability Value Presentation title 24
Slide 25: 2025 Investor Engagement
2025 Investor Engagement 2025 Capital Markets Day 2025 Investor Field Trips ›› RSVP 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 26: 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 27: Appendix
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Slide 28: Strong Financial Delivery
Strong Financial Delivery Double-Digit Growth in Revenue, Adjusted Operating Profit and EPS 2024 2023 Double-digit revenue growth £m £m • Reported revenue growth +11.4%. Underlying +11.6% Revenue 3,553.1 3,189.6 Double-digit adjusted operating profit growth Adjusted Operating Profit 995.0 853.8 • Ad
Slide 29: Strong Underlying Performance
Strong Underlying Performance Informa Markets 2024 2023 Reported Underlying £m £m % % • Double digit underlying revenue growth, +14.2% Revenue: • IMEA the fastest growing region, 30%+ Informa Markets 1,723.0 1,593.3 8.1% 14.2% Informa Connect 631.0 580.6 8.7% 4.1% Informa Connect Informa Tech 423.9
Slide 30: Live B2B Events Growth
Live B2B Events Growth Live B2B Events 2024 Pro-Forma Financials for Live B2B Events • New operating structure for 2025 2024 • Reflects increasing segmentation in B2B market £m • Target 7%+ underlying revenue growth in 2025 Revenue: Informa Markets 1,745 Informa Markets... Transaction-led B2B Events
Slide 31: Strong Financial Growth and Expansion
Strong Financial Growth and Expansion Double-digit underlying growth Revenue Adjusted Operating Profit 7.0 22.9 6.5 11.6 -3.8 -5.2 -7.7 -3.4 Underlying Growth Phasing Portfolio Expansion Currency Underlying Growth Phasing Portfolio Expansion Currency ›› Reported revenue growth +11.4% ›› Reported adj
Slide 32: Improving operating margins
Improving operating margins 120bp increase YoY • Strong underlying revenue growth • Operating leverage • Investment for growth • Impact of GBP strength • Mix effect of Tahaluf and TechTarget 28.0% Group adjusted operating profit margin FY 2023 Performance Phasing Portfolio Currency FY 2024 Adj OPM E
Slide 33: Balance Sheet Strength
Balance Sheet Strength Long-term flexible financing Balance Sheet Strength Long-Term Financing Flexibility Leverage ratio at 31 December 2024 Debt maturities at 31 December 2024 (£m) 1000 1.8x 2.6x 800 600 1.4x 400 0.5x 200 0.3x -1.3x 0 Free Cash Share FY 2024 2025 2026 2027 2028 2029 2030 2031 2032
Slide 34: Disciplined Capital Allocation
Disciplined Capital Allocation Resumption of Share Buybacks Informa Capital Allocation Framework Free Cash Flow Growth, 28.6% c.100% Operating Cash Flow Conversion • 104% operating cashflow conversion in 2024 • Continuing focus on cash management Organic Investment Reinvestment in Growth Consistent
Slide 35: Delivering 2021-2024 GAP2
Delivering 2021-2024 GAP2 Building a B2B Growth Platform 27m+ #3 Glassdoor Customer ranking of profiles in £600m+ £2.5bn+ IIRIS top large UK companies Intelligence Events revenue businesses added sale proceeds 1. Portfolio Focus 2. Digital and Data 3. Leadership and Talent Focus and accelerate inves
Slide 36: Currency Sensitivity
Currency Sensitivity Average Rates Closing Rates 2024 2023 2024 2023 GBP/USD 1.28 1.24 1.26 1.27 The impact of a 1 cent movement in the USD to GBP exchange rate is: Annual revenue £18.8m Annual adjusted operating profit £7.6m Annual adjusted earnings per share 0.5p 2024 Full Year Results 36
Slide 37: 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 38: 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 39: 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 40: Informa TechTarget
$490m- c.50m Informa TechTarget $500m Total first-party permission-based audience 2024 revenue Informa TechTarget connects buyers and sellers of technology digitally, in the same way that B2B events connect buyers and sellers in person c.10% 2,300+ Group revenue in 2024 Colleagues Revenue Revenue by
Slide 41: 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