Informa Plc · LSE:INF
Informa — Investor Presentation (June 2025)
52 slides from Informa's investor presentation, June 2025
Slide 1: 2025 Investor Field Trip: The Power of Live & The Value of B2B Brands
Cannes, France 2025 Investor Field Trip The Power of Live & The Value of B2B Brands June 2025
Slide 2: Welcome to Cannes!
Welcome to Cannes! Louise Riordan Corporate Communications Informa PLC Cannes Lions Investor Field Trip 2025 2
Slide 3: 2025: Meet the Brands, Meet the Colleagues, Meet the Company
2025: Meet the Brands, Meet the Colleagues, Meet the Company Investor Fieldtrip Investor Fieldtrip Capital Markets Day Investor Fieldtrip SuperReturn Cannes Lions Dubai Air Show Food Ingredients 4 Jun 2025 17 Jun 2025 17-18 Nov 2025 3 Dec 2025 Berlin, Germany Cannes, France Dubai, UAE Paris, France
Slide 4: Today's Informa Speakers
Today’s Informa Speakers Mike Champion Annabelle Mander Philip Thomas Chief Executive Officer Executive Vice President Chief Creative Director Tahaluf Tahaluf Informa PLC Stephen A. Carter Matthieu Comard Chief Executive Officer Managing Director Informa PLC Informa Festivals Cannes Lions Investor F
Slide 5: Today's Guest Speakers
Today's Guest Speakers Mark D'Arcy Jackie Cooper Chief Brand Officer Global Creative Director Edelman Microsoft AI Cannes Lions Investor Field Trip 2025 5
Slide 6: Today's Agenda
Today’s Agenda 12:45-14:00 14:00-14:45 15:00-17:00 17:30-18:30 19:00-20:30 20:30+ Scene Set Meet the Tour of the Networking Cannes Lions Cannes Cocktails Customers Event drinks Awards Group CEO, Stephen Philip Thomas in Experience the reach Join other Cannes Experience the Join Informa A. Carter, pr
Slide 7: The Power of Live & The Value of B2B Brands
The Power of Live & The Value of B2B Brands Stephen A. Carter Group Chief Executive Informa PLC Cannes Lions Investor Field Trip 2025 7
Slide 8: From Endings to Beginnings: 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 9: From Endings to Beginnings: 10+ Years of Discovery
From Endings to Beginnings 10+ Years of Discovery The Power & Uniqueness of B2B Market Challenges The Power of Market Specialisms & Expertise Capacity & Profiles Covid The Power of Partnerships & Industrial Collaboration Open Access The Power of B2B Sector Growth & Economic Development Event Technol
Slide 10: The Informa Operating Model
The Specialists Power of Knowledge & Live is Power Specialisms Informa Operating Value of First Party B2B Brands Data Model… Authority & AI Time Ownership Partners & Dividend Partnerships Cannes Lions Investor Field Trip 2025 10
Slide 11: The Power of Live… The Power of Digital
The Power The Power Of Live… Of Digital 11
Slide 12: The Value of Market Leading B2B Brands
The Value of Market Leading B2B Brands 800+ 30+ 40+ 7m+ $10m+ B2B Brands Industry Categories Cities Attendees Min Revenue for Top 65 Marquee/Power Brands (c.$2bn) $4.3bn+ Aviation Healthcare Pharma Tech Dubai Air Show WHX (Arab Health) CPhI Worldwide Black Hat USA MRO Americas Global Health Expo Bio
Slide 13: The Power of Partnerships
The Power of Partnerships COUNTRY PARTNERSHIPS VENUE CITY PARTNERSHIPS PARTNERSHIPS COLLABORATION COMMERCIAL COMMUNICATION GOVERNMENT ENTREPRENEUR PARTNERSHIPS PARTNERSHIPS CUSTOMER FOCUS CREATIVITY SPONSOR SECTOR PARTNERSHIPS PARTNERSHIPS MARKET FOCUS FLEXIBILITY ALIGNMENT TRADE ASSOCIATION CORPORA
Slide 14: Partners & Partnerships
Partners & Partnerships Monaco Tahaluf SinoExpo HIMMS Healthcare Information and Management Systems Society Dubai Bologna Fiere Cannes Cannes Lions Investor Field Trip 2025 14
Slide 15: An evolution…
An evolution… 15
Slide 16: …to experiences
…to experiences LEAP 16
Slide 17: Festivalisation
Festivalisation [fess-tiv-uh-lie-ZAY-shuhn] noun 1. To turn something into a festival or to imbue it with festival-like qualities. 2. The process of incorporating festival-like elements into events to create a more engaging and memorable experience. 3. The creation of multi-sensory, interactive expe
Slide 18: Commercial value in experiences: What makes a Festival?
Commercial value in experiences What makes a Festival? Inspirational Destination Industry A city content for innovation celebration unlocked An event that takes A global platform for A place to showcase The place to discover place across venues content you can’t find and discover ground- and celebra
Slide 19: Delivering World Class Live B2B Event Experiences
Delivering World Class Live B2B Event Experiences Core Purpose To Create & Grow Markets To Connect & Educate Markets To Inspire & Celebrate Markets Core Activity Doing Business Developing Business Inspiring Business Industrial buying and business Professional content, professional Personal inspirati
Slide 20: The Informa Growth Platform in 2025
The Informa Growth Platform in 2025 Delivering consistent strong growth 5%+ 7%+ Group B2B Informa Revenues1 Revenues1 Festivals c.10% Informa Connect c.15% Growth Markets Informa Markets Growth Geographies c.50% Taylor & Francis c.15% Market Leading Brands (800+ Live Events, 7m+ Attendees, 65 Marque
Slide 21: Growth Geographies and Markets
Growth Geographies and Markets Targeting markets and regions with intrinsic growth characteristics GEOGRAPHIES MARKETS Other Technology 14% 12% Aviation 3% Health & Nutrition IMEA & Asia North Beauty & 9% 36% America Aesthetics … 43% Engineering Pharma 4% 8% Finance Healthcare 13% 8% ROW Marketing H
Slide 22: AGM Trading Update: Continuing growth and expansion in 2025
AGM Trading Update Continuing growth and expansion in 2025 ➢ Continuing underlying growth: Five-months +9.3% (+7.9% including Informa TechTarget consolidation) ”The commercial power of our Live B2B Event Brands ➢ B2B Markets: +8.3% and Academic Market Services is driving further strong ➢ Academic Ma
Slide 23: Maximising the growth and value of Informa's B2B platform
Maximising the Specialist Market-leading Brands Technology Customer growth and value of Experience & AI Informa’s B2B platform Growth Geographies IIRIS Market-leading Customer Data-led Data & Marketing Analytics Platform ›› Growth Markets Market-leading Brands & People Brand Value & Talent Proprieta
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Slide 25: Cannes Lions Investor Field Trip 2025
1953… 2021… Cannes Lions Investor Field Trip 2025 25
Slide 26: Tahaluf
Tahaluf an Informa Group Company Building a Market Leading B2B Business in Partnership in the Kingdom of Saudi Arabia Michael Champion Annabelle Mander Chief Executive Executive Vice President Tahaluf Tahaluf Cannes Lions Investor Field Trip 2025 26
Slide 27: The Kingdom: Growth Ambitions
The Kingdom: Growth Ambitions INCREASE NON-OIL INCREASE INCREASE PRIVATE MICE SECTOR SECTOR INCREASE TOURISM EXPORTS 16 50% 3% 10 40% 65% 3% 10 % CONTRIBUTION GDP % GDP CONTRIBUTION GDP CONTRIBUTION % GDP CONTRIBUTION MARKET GOALS Establish KSA as a MICE (Meetings, Incentives, Conferences, Exhibitio
Slide 28: Supporting and contributing to the MICE industry in KSA
Supporting and contributing to the MICE industry in KSA TAHALUF Ambitious Leadership Crown Prince Mohammed bin Salman (MBS) transformative vision for KSA ▸ Growth economy Population Young, tech-savvy demographic eager for cultural and ▸ Critical strategic partners and thought leaders professional en
Slide 29: Partnering for Growth
Partnering for Growth CO-SHAREHOLDER: SAFCSP STRUCTURE & CO-SHAREHOLDER: GOVERNANCE EIF Following and supporting GROWTH FOCUS UNIQUE IP SCALE INVESTMENT CREATED IP TARGETED CLEAR STRATEGY MARKETS SHARED AMBITION The Power of Partnerships 29
Slide 30: Informa in KSA (Tahaluf): Growth Timeline
Informa in KSA (Tahaluf): Growth Timeline FIFO events, Partnership & Development Creation of Tahaluf EIF acquires stake SAFCSP x Informa PLC in Tahauf 2010 - 2019 2020 2021 2022 2023 2024 Interim office 2025 COVID-19 moves Informa presence In KSA FOUNDING & PURPOSE To drive the development of world-
Slide 31: KSA Portfolio Today: New Brands & Syndicated Brands
KSA Portfolio Today: New Brands & Syndicated Brands Market Category Brand Month Location Market Category Brand Month Location Manufacturing Jan Riyadh Healthcare Oct Riyadh Finance Jan Riyadh Education Oct Jeddah Technology Feb Riyadh Construction Nov Riyadh Lifestyle April Madinah Construction Nov
Slide 32: LEAP: A Market Leading Technology B2B Event
A Market Leading Technology B2B Event (New Brand) LEAP delivers: $820m ECONOMIC Market dynamics IMPACT ▲ 26% YOY | +$215m ▸ MEA Tech. Industry value: $238b ▸ International collaboration platform ▸ KSA’s Tech. investment value: $37.5b ▸ Access to global tech giants & government; ▸Public Investment Fu
Slide 33: A Market Leading Real Estate B2B Event (Syndicated Brand)
A Market Leading Real Estate B2B Event (Syndicated Brand) Market dynamics Cityscape Global delivers: $449m ECONOMIC IMPACT ▸ Covering the entire eco-system: B2B & B2C ▸$1.3trillion investment by KSA; key ▲ 65% YOY | +$188m ▸ Access to Saudi’s giga projects and international economic diversification
Slide 34: Further Category Growth and Expansion
Further Category Growth and Expansion Market Brand Month Location Media Media Future May Riyadh Travel Routes World October Riyadh Real Estate Estaad by Cityscape Global November Medina Technology Fortify November Riyadh Utilities Saudi Water December Riyadh Commerce Made in Saudi December Riyadh Ed
Slide 35: KSA Vision For The Future
KSA Vision For The Future Unique, relevant and Continued valuable content Supporting the Kingdom’s status as a investment in talent, delivered through data, marketing, extraordinary global hub for high- impact events brand and experiences capabilities Cannes Lions Investor Field Trip 2025 35
Slide 36: Informa Festivals
Informa Festivals Impact through experience Matthieu Comard Managing Director Informa Festivals Cannes Lions Investor Field Trip 2025 36
Slide 37: The Mission
The Mission To craft and deliver unmissable Experiences that inspire and celebrate industries, and bring people together to Meet, Discover, Play and Grow Cannes Lions Investor Field Trip 2025 37
Slide 38: MEET
MEET 38 Cannes Lions Investor Field Trip 2025
Slide 39: DISCOVER
DISCOVER 39 Cannes Lions Investor Field Trip 2025
Slide 40: PLAY
PLAY 40 Cannes Lions Investor Field Trip 2025
Slide 41: GROW
GROW 41 Cannes Lions Investor Field Trip 2025
Slide 42: Informa Festivals
Informa Festivals $480m± 1000+ Colleagues 2024 Revenue Marketing FinTech Cybersecurity Gaming Technology Cannes Lions Money 20/20 Black Hat GDC Africa Tech Fest Lions Intelligence Finovate SecTor London Tech Week Content Marketing World Asia Tech X $190m+ $115m+ $100m+ $25m+ $25m+ 2024 Revenue 2024
Slide 43: Growth Geographies and Growth Markets
Growth Geographies and Growth Markets North America Middle East Gaming FinTech Cybersecurity Cybersecurity Technology San Francisco c.5% / <1% London Revenue / Headcount c.40% / Las Cannes Amsterdam Vegas New York c.20% Revenue / Headcount Bangkok Asia Riyadh FinTech Cybersecurity Technology Europe
Slide 44: High Impact, High Value
High Impact, High Value Revenue by Type Unique marquee brands High impact, high value Multiple sources of revenue Exhibitor Marketing Services High levels of customer retention Sponsorship Attendee Subscriptions Unit Sales Pie chart reflects 2024 Pro-Forma revenue, assuming all brands were included
Slide 45: Future Growth Drivers
Future Growth Drivers Festivalisation Market Innovation Geographic 365 Expansion Pricing for value Penetration Expansion Creating best-in-class Increasing market New product, new Expansion of current Engaging with Capturing full and fair experiences share inventory, and/or new brands into new custom
Slide 46: The next major B2B Brand in The Kingdom of Saudi Arabia
The next major B2B Brand in The Kingdom of Saudi Arabia Hosted by: Organised by: Cannes Lions Investor Field Trip 2025 46
Slide 47: International Festival of Creativity
International Festival of Creativity
Slide 48: Cannes Lions
LIONS CONTAGIOUS CREATIVITY. EFFECTIVENESS. GROWTH. Spotlights breakthrough creative ideas that help you win. EFFIE is the global authority on marketing effectiveness WARC is where bold marketing strategy takes shape. ACUITY delivers unparalleled pricing intelligence CANNES LIONS Benchmarks the winn
Slide 49: The Festival at a glance
The Festival at a glance 72 13k+ 95 years celebrating attendees countries creative excellence represented 350+ 550+ 77% brands agencies of delegates in senior roles 30 26k+ 500+ specialist Awards pieces of work Jury Members entered 500+ 200 170h speakers content sessions of on-stage in 11 stages con
Slide 50: Cannes Lions – Championing Creativity
Cannes Lions – Championing Creativity Increasingly diverse customer base across creative industries and related markets... Media & Social Platforms Technology Agency & Holding Brands Other Companies (Consultancies, Finance, Government, Research) Cannes Lions Investor Field Trip 2025 50
Slide 51: 2025: Meet the Brands, Meet the Colleagues, Meet the Company
2025: Meet the Brands, Meet the Colleagues, Meet the Company Investor Fieldtrip Investor Fieldtrip Capital Markets Day Investor Fieldtrip SuperReturn Cannes Lions Dubai Air Show Food Ingredients 4 Jun 2025 17 Jun 2025 17-18 Nov 2025 3 Dec 2025 Berlin, Germany Cannes, France Dubai, UAE Paris, France
Slide 52: Questions & Answers
Questions & Answers ›› 2025 Investor Fieldtrip The Power of Live & The Value of B2B Brands 52