Informa Plc · LSE:INF
Informa — Investor Day (November 2025)
122 slides from Informa's investor day presentation, Nov 17, 2025
Slide 1: 2025 Informa Capital Markets Day
2025 Informa Capital Markets Day Compounding Growth 17 November 2025
Slide 2: Welcome to Dubai!
Welcome to Dubai! Welcome to Dubai!
Slide 3: Welcome to Dubai!
Welcome to Dubai! Welcome to Dubai! Day 1: Compounding Growth Day 2: Dubai Airshow • Management presentations • Hosted tour • Leadership conversations • Keynote speeches • Product demonstrations • Customer engagement • Networking • The Air Display
Slide 4: Compounding Growth Schedule for today
Compounding Growth Schedule for today* Dubai (UK GMT) 14:30 Compounding Growth His Excellency Helal Saeed Al Marri and Stephen A. Carter (10:30) at Dubai & Informa Speed In conversation with Thorold Barker 15:20 Compounding Growth Stephen A. Carter (11:20) Informa 2025-2028 15:45 Compounding Growth
Slide 5: The Power of Live...Product Demonstrations
The Power of Live...Product Demonstrations The Power of...First Party Data The Power of...the AI Dividend The Power of...AI in Research Integrity The Power of...Customer Intent 2025 Capital Markets Day 5
Slide 6: Compounding Growth at Dubai & Informa Speed
Compounding Growth at Dubai & Informa Speed 2025 Capital Markets Day 6
Slide 7: Compounding Growth at Dubai and Informa Speed
Compounding Growth at Dubai and Informa Speed Hosted by Thorold Barker HE Helal Saeed al Thorold Barker Stephen A. Carter Marri Senior Advisor at AlixPartners and Director General Dept of Economy & Group Chief Executive, Informa PLC former EMEA Editor, Wall Street Journal Tourism, & Dubai *Biographi
Slide 8: Informa 2025-2028
Compounding Growth Informa 2025-2028 2025 Capital Markets Day 8
Slide 9: Welcome to Dubai!
Welcome to Dubai! Welcome to Dubai!
Slide 10: SuperReturn Investor Field Trip 2025
SuperReturn Investor Field Trip 2025 10
Slide 11: Growth
To go back to go forward...2013 GROWTH 2025 Capital Markets Day 11
Slide 12: Growth strategy: To go back to go forward
To go back to go forward...2013 B2B Audiences Strategy: Trusted Verified Content Specialist Brands The Power of Live Market Leadership GROWTH Subscriptions Demand Generation Proprietary Data Online Training Specialist Markets The Rise of Open Access The Knowledge & Subscriptions Proprietary First Pa
Slide 13: The Journey to Compounding Growth
The Journey to Compounding Growth Spot conferences A Global leader in B2B and training INVESTMENT FOCUS GROWTH Exhibitions & Events Traditional academic 2025F Open Research New Leadership at New Leadership at publishing £4.0bn± platform Informa Intelligence Informa Markets Creation of Declining/smal
Slide 14: The Journey to Compounding Growth
The Journey to Compounding Growth Group Underlying Revenue Growth: 2014-2025E Free Cash Flow: 2014-2025E 10 COVID Recovery £800m+ 8 6 5%+ 4 Growth 12% CAGR 2 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 -2 £230m+ -4 Investment -6 -8 -10 COVID Impact 2014 2025E One GAP 1 GAP 2 Inform
Slide 15: Informa today
Informa today Leading positions in growth markets 2025E Group Revenue 2025E Group Revenue 2025E B2B Live Events Revenue by Division by Geography by Geography1 ROWUK ROW UK Academic 3% 4% 3% 3% Markets 17% IMEA Europe 13% North 17% B2B Markets North America 83% America 38% 47% Europe 15% Asia 18% Asi
Slide 16: Informa's B2B Live Events Portfolio
Informa’s B2B Live Events Portfolio 1 B2B Live Events Revenue B2B Live Events Headcount B2B Live Events Revenue by Location (2025) by Region (2025) by Category (2025) ROW UK 3% 3,000 Aethetic Medicine Gaming Other Technology 3% 8% Real Estate 2% Art 1% 11% Agriculture 1% 2,500 2% 2% Lifestyle and Po
Slide 17: Informa today: Leading positions in growth markets
Informa today Leading positions in growth markets B2B Live Events B2B Digital Services Academic Markets $3,900m+ $1,100m± $450m+ $50m± $850m+ $300m+ Revenue Adj Op. profit Revenue Adj Op. profit Revenue Adj Op. profit • The Leading B2B Live Events Group • A Leading B2B Digital Services Provider • A
Slide 18: The Ambition for Taylor & Francis
The Ambition for Taylor & Francis Leading in the Age of Intelligence 5% Underlying Revenue Growth Ambition Knowledge Platform Taylor & Francis Revenue (£m) 3-4% Underlying Revenue Growth Open Access / Research / Reference Positive Market Dynamics 0-2% Underlying Revenue Growth Open Research Services
Slide 19: Maximising the growth and value of Informa's B2B portfolio
Maximising the growth Specialist Market-leading Brands Technology and value of Informa’s Customer & AI Experience B2B portfolio through the 2025-2028 One Informa Growth programme Geographies IIRIS Market-leading Customer Data-led Data & Marketing Analytics Platform Growth ›› Markets Market-leading B
Slide 20: Delivering an AI Time Dividend
Delivering an AI Time Dividend Mobile Native App App Builder & PapagAIo Access Elysia on the go Store Media App Create and Outlook Email Agent Turn media into share AI written content Enhanced email drafting applications in seconds and summarisation 2.5 million Elysia Brand tailored to Image questio
Slide 21: Informa 2025-2028: Compounding Financial Returns
Informa 2025-2028: Compounding Financial Returns Compounding Compounding Compounding Group Underlying Revenue Growth 5%+ Profit Growth Earnings Growth B2B Live Events 6%+ Ahead of Revenue Growth 8%+ 3-4% (Underlying) (Underlying) Academic Markets (5% ambition) Increasing Compounding B2B Digital Serv
Slide 22: The Power of Live
The Power of Live Sports Music Theatre B2B $450bn+ in global $40bn+ in global $40bn+ in global $30bn+ in global sports events music events theatre events B2B events c.300m annual c.160m annual c.190m annual 180m+ annual attendees at US attendees at live attendees at global attendees at B2B professio
Slide 23: Structural Growth Pillars
Market for B2B Live Events Structural Growth Market MICE as an • $30bn+ annual market value economic • Global industry with local delivery strategy • Long-term structural growth dynamics AI Opportunity B2B -Product Acceleration Specialisation -Time Dividend -Discoverability Fragmented Industry Struc
Slide 24: Growth Drivers of B2B Live Events
Growth Drivers of B2B Live Events Market Factors Customer Factors Operating Factors Domestic, Regional Emergence of High levels of & Global industries personalisation innovation and change Demand for Fragmented Digital and emerging specialist knowledge supply chain technologies and information Ecosy
Slide 25: Informa's growth in B2B Live Events
Informa’s growth in B2B Live Events Informa Live B2B Events Revenue B2B Live Events Market Leaders2 Exhibition revenues ($m) 0 500 1000 1500 2000 2500 3000 3500 Informa c.£3,000m RX 3000 Messe Frankfurt 6x Clarion Comexposium 2500 Messe Munchen c.£2,000m Revenue (£m) Messe Dusseldorf 2000 Hyve Emera
Slide 26: Informa's B2B Live Events Portfolio
Informa’s B2B Live Events Portfolio 1 B2B Live Events Revenue B2B Live Events Headcount B2B Live Events Revenue by Location (2025) by Region (2025) by Category (2025) ROW UK 3% 3,000 Aethetic Medicine Gaming Other Technology 3% 8% Real Estate 2% Art 1% 11% Agriculture 1% 2,500 2% 2% Lifestyle and Po
Slide 27: Marquee Brand Franchises
Marquee Brand Franchises $1.2bn+ of revenue generated by 10 largest brand franchises Category Brand Franchise Revenues Number of 800± Events annually B2B Live Event Brands Pharmaceutical Ingredients CPHI $220m+ 10 28 Healthcare WHX $195m+ 14 Marquee Brands ($30m+) Marketing LIONS $145m+ 4 46 FinTech
Slide 28: Top B2B Live Event Brands
Top 50 B2B Live Event Brands £1.5bn± Revenues…from $15m to $140m, with 10+ brands over $50m Anti-Aging World Congress CPHI Worldwide Hotelex Shanghai Middle East Energy SuperReturn Int. BIO-Europe Dubai Airshow LabelExpo Europe Money20/20 Europe Supplyside Global Black Hat USA Feira Agrishow LEAP Mo
Slide 29: From Events to Experiences
From Events to Experiences Growth through market segmentation Transaction-Led Content-Led Experience-Led B2B Live Events B2B Live Events B2B Live Events Core Purpose To Create & Grow Markets To Connect & Educate Markets To Inspire & Celebrate Markets Core Activity Doing Business Developing Business
Slide 30: The building blocks of 6%+ B2B Live Events Growth
The building blocks of 6%+ B2B Live Events Growth ...to 6%+ Multiple growth levers Growth 6 Amplification Services 5 Attendee Value First Party Data 365 services 4 Capacity / Supply Ticketing Matchmaking Hosted buying 3 Geo Expansion 20-30% new venue capacity Content marketing in the next five years
Slide 31: Price for Value
1 Price for Value Focus on improving yield through customer experience and customer value Pricing calculator provides Key Pricing Input Components indicative base value Additional value through Local inflation rate bundling and services Industry / Market growth Target yield above inflation Each comp
Slide 32: Market Penetration
2 Market Penetration Benefits of scale and leading market positions Evolving Customer Segmentation Network Effects Continuous market evolution creates new customer segments and launch/extension/customer opportunities Pharma Energy Batteries The Battery Show Food Gross Profit Margin (%) Marketing AI
Slide 33: Geo-Expansion: The IMEA Growth Engine
3 Geo-Expansion Growth geographies The IMEA Growth Engine • Rapidly growing economies B2B Live • MICE as an economic strategy Events Revenue UK ROW • Connectivity between West and East by Location1 3% 3% • Investment in transport links, venues and infrastructure, Europe including high quality and ra
Slide 34: OneCo partnership in Dubai
3 Geo-Expansion OneCo partnership in Dubai to unlock further growth opportunities OneCo scale $650m±* Combined Revenues Healthcare / Energy / Aviation Technology / Food / Cybersecurity 30%+ Operating Margins 1,000± Colleagues Double-digit Underlying revenue growth 2025 Capital Markets Day * In a low
Slide 35: The IMEA Growth Engine: Turkey, India
3 Geo-Expansion The IMEA Growth Engine: Turkey, India Turkey...a scale and growth market India...a scale and growth market • 100+ Informa Colleagues • 275± Informa Colleagues • 2 Major Venues in Istanbul, plus 2 others • 8 Major Venues • 10± Informa B2B Brands • 25 Informa B2B Brands • 300k± Attende
Slide 36: The IMEA Growth Engine: KSA
3 Geo-Expansion The IMEA Growth Engine: KSA Kingdom of Saudi Arabia...a scale and growth market Cityscape KSA: Real Estate and Construction • 300± Informa Colleagues • Largest commercial real estate event in the world • 2 Major Venues in Riyadh • 183% growth in exhibitors since last edition • 20+ In
Slide 37: Increasing venue supply in key Gateway Cities
4 Capacity/Supply Increasing venue supply in key Gateway Cities 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 Bangkok Milan/ Bologna Hong Kong World cl
Slide 38: Increasing venue supply in key Gateway Cities
4 Capacity/Supply Increasing venue supply in key Gateway Cities Dubai Venue Expansion Gross Square Metres San Francisco ~165k ~260k ~280k ~300k Las Paris Frankfurt Shanghai 2025 2026 2028 2031 Vegas New York Hanoi Istanbul Los Angeles Barcelona Bangkok Milan/ Dubai World Trade Centre & Dubai Exhibit
Slide 39: Attendee Value
5 Attendee Value Recognising the value of Live B2B Events for all participants Attendee Value from B2B Events: B2B Markets Connect Festivals Events Attendee Revenue $110m+ $250m+ $130m+ $490m+ Meet the whole supply chain No. of Attendees 7m± 1m+ 0.2m± 8m+ Source new suppliers % Paid Attendees 30%+ 7
Slide 40: Amplification Services
Informa 6 Amplification Services Amplification Services Delivering to Customer Objectives Product Brand Building Content Directory Marketing • Opportunity to drive yield through additional Market position / Business amplification services brand awareness Development • Focus on increasing customer RO
Slide 41: Lead Insights & Campaign Analytics
6 Amplification Services Lead Insights & Campaign Analytics: delivering increased ROI & year-round value • Lead Insights…a proprietary lead reporting and analytics platform, built on IIRIS and unique to Informa • 10,000+ Informa customers at 150 Informa events used Lead Insights in 2025, registering
Slide 42: Broadening the range of services at CPHI
Lead Gen and Digital Services Amplification Services 6 • 1,149 leads delivered Broadening the range of services at CPHI • 360 digital directory gives exhibitors enhanced visibility New to 2026 • Lead Retrieval Service through the Operational Event Planner App has 100% • Commission from preferred log
Slide 43: Informa 2025-2028: Compounding Financial Returns
Informa 2025-2028: Compounding Financial Returns Compounding Compounding Compounding Group Underlying Revenue Growth 5%+ Profit Growth Earnings Growth B2B Live Events 6%+ Ahead of Revenue Growth 8%+ 3-4% (Underlying) (Underlying) Academic Markets (5% ambition) Increasing Compounding B2B Digital Serv
Slide 44: The Power of B2B Live Events
Compounding Growth The Power of B2B Live Events 2025 Capital Markets Day 44
Slide 45: Compounding Growth: The Power of B2B Live Events
Compounding Growth: The Power of B2B Live Events Hosted by Penny Ladkin-Brand Penny Ladkin-Brand Patrick Martell CEO, Taylor & Francis CEO, Informa Markets Andrew Mullins Matthieu Comard CEO, Informa Connect CEO, Informa Festivals 2025 Capital Markets Day *Biographies included in Appendix 45
Slide 46: Questions
Questions ›› Compounding Growth 2025 Informa Capital Markets Day 2025 Capital Markets Day 46
Slide 47: Coffee, Conversations & Product Demonstrations
Coffee, Conversations & Product Demonstrations 2025 Capital Markets Day 47
Slide 48: India, Middle East, Africa
Compounding Growth India, Middle East, Africa 2025 Capital Markets Day 48
Slide 49: Compounding Growth: India, Middle East, Africa
Compounding Growth: India, Middle East, Africa Hosted by Doug Emslie Shabnam Rawal Doug Emslie Peter Hall Chair Cuil Bay Capital & Informa Markets IMEA Informa Connect IMEA Former CEO Tarsus Group Atilla Marangozoglu Annabelle Mander Yogesh Mudras Informa Saudi Arabia (Tahaluf an Informa Turkey Info
Slide 50: Academic Markets
Compounding Growth Academic Markets 2025 Capital Markets Day 50
Slide 51: Compounding Growth: Academic Markets
Compounding Growth: Academic Markets Alex Robinson Penny Ladkin-Brand Ashok Subramanian Chief Commercial Officer Chief Executive Officer Chief Technology Officer 2025 Capital Markets Day *Biographies included in Appendix 51
Slide 52: The Ambition for Taylor & Francis
The Ambition for Taylor & Francis Leading in the Age of Intelligence 5% Underlying Revenue Growth Ambition Knowledge Platform Taylor & Francis Revenue (£m) 3-4% Underlying Revenue Growth Open Access / Research / Reference Positive Market Dynamics 0-2% Underlying Revenue Growth Open Research Services
Slide 53: Structural Growth in Specialist Knowledge
Summary & Intro Structural Growth in Specialist Knowledge Positive market dynamics for accelerating growth Increasing Supply Increasing Demand Increasing Value of Trust Pay-to-publish- Journals Pay-to-read revenue - Journals Pay-to-read revenue - Long form content 2025 Capital Markets Day *Split dis
Slide 54: Creating impact and changing lives
Creating impact and changing lives Driving breakthroughs in cancer treatments from research to application 1 Research published 2 Approved by FDA & WHO 3 Drug used to treat cancer Research on cancer drug Approved by FDA in 2013 to treat Prescribed in the treatment of a ‘Ibrutinib’ cell lymphoma numb
Slide 55: A Leading Portfolio of Specialist Products and Services
A Leading Portfolio of Specialist Products and Services Balanced mix of cutting-edge content Science, Technology, Humanities & Social Sciences Engineering, Maths & Medical Market leadership Impact across disciplines position in HSS, c.500k patents leading long-form citing research 2,500+ journals pu
Slide 56: Serving the Global Knowledge Market
Serving the Global Knowledge Market Significant opportunity to expand international reach in growth markets % of T&F % of market by GDP growth revenue no. of articles 1 (2025-2030)2 Americas 20% 2.0% EMENA 33% 1.7% Sub-Saharan Africa & South Asia 10% 5.7% Asia Pacific 38% 4.2% T&F Colleague Base 1 S
Slide 57: The Knowledge Marketplace
The Knowledge Marketplace The research ecosystem: connecting creators and consumers of knowledge Motivations & needs Motivations & needs Content creation is the main measure used in Content consumption is the main way that research career progression & reputation building new research & knowledge is
Slide 58: An enhanced customer-centric operating model
An enhanced customer-centric operating model to support our ambition Focus on three key customer segments Academic & Government Professional Corporate Librarians, research offices, government agencies, Professionals, continuous learners Knowledge management teams, funders R&D professionals Aim: Aim:
Slide 59: The Power of Technology, Data and AI
The Power of Technology, Data and AI Leveraging human and machine intelligence Technology Data & AI Customer: Market-leading experiences, value made easy Creating scalable advantage Agility: Faster response to market change by becoming an intelligent enterprise Efficiency: Reimagining how we operate
Slide 60: Market dynamics & how we serve our communities
UPDATED SLIDE Market dynamics & how we serve our communities Alex Robinson 2025 Capital Markets Day 60
Slide 61: Increasing Supply and Demand: Growth in Research
Increasing Supply and Demand: Growth in Research, Researchers and R&D spend Consistent strong growth in knowledge input and output Global Article Numbers1, m Global R&D Investment $tn2 Global # of Researchers3, m 10 6 3 9 Growing from 1.49% 8 Accelerating growth 5 to 1.98% of GDP in emerging markets
Slide 62: Increasing Value of Trust…the Power of Verified Content
Increasing Value of Trust…the Power of Verified Content Critical role of verified information will make us an AI winner Information Consumer 2025 Capital Markets Day 62
Slide 63: Key Commercial Dynamics and Activities
Key Commercial Dynamics and Activities Greater benefits for our customers and partners Growth Growth Growth Growth from existing customers in new geographies and in Open Access in Usage & Impact through content in corporate customers packaging 2025 Capital Markets Day 63
Slide 64: Technology as an advantage
Technology as an advantage Ashok Subramanian 2025 Capital Markets Day 64
Slide 65: The Evolution of Knowledge Distribution
The Evolution of Knowledge Distribution Thriving in an increasingly AI-driven world Printing Press – Invented 1440 Internet – Public Release 1993* ChatGPT – Public Release 2022* 1 2 3 2025 Capital Markets Day 65
Slide 66: Our AI-integrated approach
Our AI-integrated approach Spanning the entire research lifecycle Attract & Curate Humans Machines Content Consumers Consumption Submission e Distribut Distribution Peer Review T&F “Content as Structured Data” Publication Production te Content id a The T&F Value Chain Producers l Va & e at Humans Ma
Slide 67: A portfolio suited towards interdisciplinary breakthroughs
A portfolio suited towards interdisciplinary breakthroughs The most balanced portfolio of any major publisher Taylor & Francis Journals Content split 100% 90% 80% Expert Collection 70% 60% 50% 40% 30% 20% 10% 0% Taylor & Francis Publisher A Publisher B Publisher C Humanities, media and arts Social s
Slide 68: Our Technology Serves Everyone
Our Technology Serves Everyone Creating tailored experiences for different audiences Domain experts Specialist Professionals Content Corporate Serving all of our communities via technology 2025 Capital Markets Day 68
Slide 69: Moving faster with AI deployments
Moving faster with AI deployments Rapidly delivering enhancement Authoring processes to core parts of the tech stack We are deploying AI not just in our products but in how we Peer review workflows build the products Discovery mechanisms 2025 Capital Markets Day 69
Slide 70: Trust & Partnerships
Trust & Partnerships Our framework ensures we amplify human capability rather than replacing human judgement Ethical AI Implementation AI & the Research Community 1.1 Business-Validated Use Case Selection 1.2 Minimalist AI Implementation (KISS Principle) Carefully considered partnerships with AI dev
Slide 71: Leading in the age of intelligence
Leading in the age of intelligence Enabling the acceleration of human knowledge Attract & Curate Connect & Network Consumers of Creators of Verify & Validate Accelerate discovery knowledge knowledge Distribute Showcase & Amplify 2025 Capital Markets Day 71
Slide 72: Compounding Growth Academic Markets
Compounding Growth Academic Markets Penny Ladkin-Brand 2025 Capital Markets Day 72
Slide 73: The Ambition for Taylor & Francis
The Ambition for Taylor & Francis Leading in the Age of Intelligence 5% Underlying Revenue Growth Ambition Knowledge Platform Taylor & Francis Revenue (£m) 3-4% Underlying Revenue Growth Open Access / Research / Reference Positive Market Dynamics 0-2% Underlying Revenue Growth Open Research Services
Slide 74: Informa 2025-2028
Compounding Growth Informa 2025-2028 2025 Capital Markets Day 74
Slide 75: Informa 2025-2028: Compounding Financial Returns
Informa 2025-2028: Compounding Financial Returns Compounding Compounding Compounding Group Underlying Revenue Growth 5%+ Profit Growth Earnings Growth B2B Live Events 6%+ Ahead of Revenue Growth 8%+ 3-4% (Underlying) (Underlying) Academic Markets (5% ambition) Increasing Compounding B2B Digital Serv
Slide 76: Informa 2025-2028: Compounding Shareholder Returns
Informa 2025-2028: Compounding Shareholder Returns Capital Allocation Framework 90%+ Operating Cash Flow Conversion ➢ Compounding Free Cash Flow 2025-20281: £3.5bn+ ➢ Compounding Capital Returns enables us to continue: Organic Investment Consistent capex at c.3% of Revenue ➢ …with Progressive Divide
Slide 77: Questions
Questions ›› Compounding Growth 2025 Informa Capital Markets Day 2025 Capital Markets Day 77
Slide 78: Logistics for guests in Dubai
Logistics for guests in Dubai Tonight: Transfers to the Dubai Airshow Reception at Dubai Skydive will leave from the Informa Offices at One Central from 19:45 Tomorrow: Join us from 07:30 for breakfast at the Informa Offices at One Central, before we transfer to the Dubai Airshow, with buses leaving
Slide 79: Investor schedule for Tuesday 18 November 2025
Compounding Growth Investor schedule for Tuesday 18 November 2025 Dubai 07:30 Breakfast Meet for breakfast at the Informa Offices at One Central 08:30 Transfers Transfer from the Informa offices at One Central to the Dubai Airshow Hear from: 10:30 Dubai Airshow: Headline Content Paul Griffiths (CEO
Slide 80: Appendix
Oo informa Appendix
Slide 81: Capital Markets Day Speakers
Capital Markets Day Speakers Stephen A. Carter Group Chief Executive, Informa Stephen joined Informa in 2010 as a Non-Executive Director before becoming Group CEO in 2013. Under his leadership, Informa has expanded to become a leader in serving specialist markets internationally and is now home to s
Slide 82: Capital Markets Day Speakers
Capital Markets Day Speakers Patrick Martell Group Chief Operating Officer and Informa Markets Chief Executive Patrick has significant and international experience of B2B markets and a track record of leading businesses through digital transformation and accelerated growth. He has been CEO of Inform
Slide 83: Capital Markets Day Speakers
Capital Markets Day Speakers Penny Ladkin-Brand Chief Executive, Taylor & Francis Penny joined Informa in July 2024 to lead Taylor & Francis, having spent much of her career dedicated to organisations that d evelop digital, print and live content that engages, inspires and empowers specialist commun
Slide 84: Capital Markets Day Speakers
Capital Markets Day Speakers Peter Hall President, IMEA, Informa Markets Peter joined Informa in 2000 and has held senior leadership roles in the Group across Europe, the Middle East, Africa and Ind ia. Based in Dubai, Peter has spent over 20 years establishing and growing B2B exhibition brands and
Slide 85: Capital Markets Day Speakers
Capital Markets Day Speakers Atilla Marangozoglu General Manager, Turkey, Informa Markets Atilla Alp Marangozoglu has over 20 years of experience steering B2B and events organisations to success within complex and dynamic markets. Based in Istanbul, he has been General Manager of Informa’s portfolio
Slide 86: Product Demonstration Leaders
Product Demonstration Leaders Nick Corner The Power of the AI Dividend Nick has significant experience building digital knowledge-based products for leading businesses including the BBC, News UK and the Telegraph. He joined Informa nearly four years ago in a digital product management capacity, work
Slide 87: Product Demonstration Leaders
Product Demonstration Leaders Mitesh Kotecha The Power of Intent Data Mitesh joined Informa’s Investor Relations team in London in 2022 and relocated to the US at the end of 2024 to support our I R activities in North America. He has a decade of investor relations experience gained at various FTSE 1
Slide 88: Product Demonstration Leaders
Product Demonstration Leaders Sabina Alam The Power of AI in Research Integrity After a research career in neuroscience, Sabina moved into scientific and medical publishing in 2008, working on open -access journals as well as a variety of peer review and publishing models. She joined Informa in 2018
Slide 89: The Dubai Airshow
The Dubai Airshow Tim Hawes Managing Director, The Dubai Airshow Tim has been working in B2B events and media across the Middle East and UK for over 20 years. He has significant experience i n growing existing brands and launching into new sectors and markets. Based in Dubai, he works closely with o
Slide 90: Guest speakers
Guest speakers His Excellency Helal Saeed Al Marri His Excellency Helal Saeed Almarri is the Director General of Dubai’s Department of Economy and Tourism. He is a member of th e Executive Council of Dubai, a member of the Board of Directors of the Investment Corporation of Dubai and also the Direct
Slide 91: 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 Airshow Food Ingredients 4 Jun 2025 17 Jun 2025 17-18 Nov 2025 3 Dec 2025 Berlin, Germany Cannes, France Dubai, UAE Paris, France 2
Slide 92: Compounding Growth in Aviation
2025 Informa Capital Markets Day Compounding Growth in Aviation
Slide 93: Today's presenters
Today’s presenters Thorold Tim Hawes Greg Hamilton Greg Thorold Barker Tim Hawes Hamilton EVP, Aviation Senior Advisor, AlixPartners Managing Director, Dubai Airshow 2025 Capital Markets Day 9 3
Slide 94: Aviation: Attractive B2B Growth Drivers
Aviation: Attractive B2B Growth Drivers Aviation Demand exceeds Space a growing sector A $3 trillion+ global supply...growth in air expanding across all industry travel driving the need domains for more aircraft Production capacity Supply chain Growth in AI and constraints extending challenges under
Slide 95: Building strength and depth in Aviation
Building strength and depth in Aviation AI, customer experience and geo-adaption will enable us to create new, world-class event Tarsus acquisition: Space Tech Expo launches and Dubai Airshow become part of Aviation & Aerospace portfolio CAPA joins the Our content, media, consulting, Air Transport d
Slide 96: Informa's deep multi-channel expertise in Aviation
Informa’s deep multi-channel expertise Revenue by type in Aviation 13% • The Aviation Group at Informa supports multiple Events 20% communities (e.g., aircraft maintenance, network Subscription planning, space technology), providing always-on 67% Media engagement through specialist products and serv
Slide 97: Informa Aviation: Major Brands & Specialist Products
Informa Aviation: Major Brands & Specialist Products Dubai Segment Brand(s) Value proposition (UK GMT) Aviation Week Network clients value these services to: Aerospace, Subscriptions, • De-risk (content and data i.e. aircraft ownership) Media & Events • Grow (identify contracts to win and companies
Slide 98: International Customer base across multiple categories
International Customer base across multiple categories Government Manufacturing Airlines Commercial Aviation 2025 Capital Markets Day 98
Slide 99: Informa Aviation: Major international B2B Live Events Brands
Informa Aviation: Major international B2B Live Events Brands Key: = Aerospace Event Fixed Location = Aerospace Event Moves each year = Air Transport Event Fixed Location = Air Transport Event Moves each year 2025 Capital Markets Day 99
Slide 100: Meet the Customers…
Compounding Growth Meet the Customers… ….with Thorold Barker 2025 Capital Markets Day 100
Slide 101: Spotlight on Aviation: The Dubai Airshow
Compounding Spotlight Growth on Aviation The Dubai Airshow 101
Slide 102: Compounding Growth: Aviation
Compounding Growth: Aviation Greg Hamilton Tim Hawes Managing Director, Dubai Airshow 2025 Capital Markets Day 102
Slide 103: Dubai Airshow Overview
Dubai Airshow Overview Growth in Attendees 160 148K 148,000 200+ Trade Visitors Aircraft on display 140 135K 42% increase from 2021 From 161 in 2019 120 47% 45% 104K 1,500+ 73,000 100 Exhibitors Total exhibition area (sqm) Over 300 more than in 2021 86% more than in 2021 85K 79K 80 60 440 60%+ New E
Slide 104: International Reach of Dubai Air Show
International Reach of Dubai Air Show Geographic breakdown of our state pavilions Geographic split of registrants Canada Florida France UK Germany Czechia Italy Switzerland China Russia 56% 44% UAE International Registrant type 40% Morocco *NEW* 60% New visitors USA Returning Brazil KSA UAE Pakistan
Slide 105: The Future of Aerospace Lands in Dubai
The Future of Aerospace Lands in Dubai Sectors we serve Commercial Business Air traffic aviation aviation management Defence and military Advanced air mobility Air cargo Space $101bn+ Orders booked Aircraft Emerging MRO interiors technology 2025 Capital Markets Day *Figures shown reflect confirmed d
Slide 106: Space Spotlight
New Features: Space Spotlight ❖ Since MOU signed with the UAE Space Agency in 2021, the space programme at Dubai Airshow has grown exponentially ❖ Shedding light on international collaborations, future plans and strategies in the space industry Astronaut Attendees include NextGen leaders Display of
Slide 107: New Features & Future
Dubai Airshow New Features & Future Inspiration Zone: Aerospace Vista Start-up: Activating the City: A dynamic hub Executive Club: Aersopace focused Experience aerospace within Dubai Exclusive, invite-only start-up hub with beyond the airshow, as Airshow dedicated platform united 120+ startups, 75+
Slide 108: Questions
Questions ›› Compounding Growth 2025 Informa Capital Markets Day 2025 Capital Markets Day 108
Slide 109: 2025 Investor Field Trip: The Power of Live & The Value of B2B Brands
Capital Markets Day Presentation 2025 Investor Field Trip The Power of Live & The Value of B2B Brands Riyadh, Saudi Arabia 19th November 2025
Slide 110: Building a Market Leading B2B Business in Partnership in KSA
Building a Market Leading B2B Business in Partnership in the Kingdom of Saudi Arabia Michael Champion Rachel Sturgess Chief Executive, Tahaluf Senior Vice President, Tahaluf 2025 Investor Field Trip 110
Slide 111: MICE as an economic strategy
MICE as an economic strategy A key focus in KSA’s economic transformation Ambitious leadership Strategic geographic location Crown Prince Mohammed bin Salman (MBS) Geographical accessibility to the Middle East, transformative vision for KSA Asia and Africa Population Rising demand for events Young,
Slide 112: Bringing world-class events to the kingdom
Bringing world-class events to the kingdom. A strategic joint venture + + Co-owned by Informa PLC, Saudi Federation for Cyber Security and Programming (SAFCSP) and Events Investment Fund (EIF). Growth focus Created IP Unique IP Scale investment Structure & governance Targeted markets Shared ambition
Slide 113: KSA B2B Events Markets
KSA B2B Events Markets Rapidly expanding market, outpacing regional peers and growing at 10% p.a Market considerations Competitive Landscape Strategic Position KSA is forecasted to be the highest • Mega-projects expanding demand • Early movers; alliances established growth market in MEA for global-s
Slide 114: 21 Brands
21 BRANDS Technology Fintech Private Sector Tourism Real Estate Education Healthcare/Pharma Transport & Logistics MICE 2025 Investor Field Trip 114
Slide 115: $17.6 Billion Total Economic Impact
TOTAL ECONOMIC IMPACT 2023-EOY25 FORECAST $17.6 BILLION $2.93BN 2023 $6.84BN 2024 $7.84BN 2025F Note: $5.2bn in direct spend, $12.4bn in recorded at-event transactions. YOY includes direct spend + known transactions + business tourism + economic multiplier (as per industry standard). 2025 Investor
Slide 116: 1 Million Attendance
2025 FORECAST 1 MILLION* ATTENDANCE APPROX 619,000 100,000 *NON-SAUDI VISITORS *INTERNATIONAL VISITORS More than the 410+ Boeing Dreamliners would population of Malta be needed to transport them * Non-Saudi visitors refer to international nationalities attending that may reside in Saudi Arabia. Inte
Slide 117: Consistent SQM Growth
CONSISTENT SQM GROWTH APPROX 700,000 Tahaluf’s planned live events will be the same size as 17 Wembley 481,400 Stadiums, which is almost 1.5x larger than Vatican City, or approx. the same size of 100 RMS Titanics 239,801 113,300 24,000 2021 2022 2023 2024 2025F 2025 Investor Field Trip 117
Slide 118: Strategic deals and investments since 2022
2023 2025 2024 $61BN $35.5BN 2023 2024 2024 2025 $30BN $14.9BN $13.4BN $13.3BN $190BN+ STRATEGIC DEALS AND INVESTMENTS SINCE 2022 $9.5BN 2022 $6.4BN 2025 $4.6BN 2024 $2.7BN 2025 Investor Field Trip 118
Slide 119: Strong Revenue Growth
2025F STRONG WELL REVENUE BEYOND $200+M GROWTH 2025 Investor Field Trip 119
Slide 120: Investing in the future
Investing in the future Tahaluf Training Graduate The Tahaluf Way Initiative Graduate Game Plan MISK global forum Programme Launched customized, Launched on-the-job Launched workshop on Academy workshop Founding Cohort Tahaluf designed training experience for practical skills for graduating session
Slide 121: A Market Leading Real Estate B2B Event
A Market Leading Real Estate B2B Event (Syndicated Brand) FORECAST Market dynamics Cityscape delivers: $663M ECONOMIC IMPACT ▲ 77% YOY | +$214m ▸$1.3trillion investment by KSA; key ▸ Covering the entire eco-system: B2B & B2C economic diversification driver ▸ Access to Saudi’s giga projects and inter
Slide 122: The Power of Live & The Value of B2B Brands
›› 2025 Investor Fieldtrip The Power of Live & The Value of B2B Brands 2025 Investor Field Trip 122