Informa Plc · LSE:INF
Informa — Investor Presentation (November 2019)
17 slides from Informa's investor presentation, Nov 6, 2019
Slide 1: Investor & Analyst Visit to CPhI Worldwide
Investor & Analyst Visit to CPhI Worldwide Stephen A. Carter Group Chief Executive 6 November 2019
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements concerning the financial condition, results of operations and businesses of the Group. Although the Group believes that the expectations reflected in such forward-looking statements are reasonable, these statements are not guarantees o
Slide 3: The Knowledge & Information Economy
The Knowledge & Information Economy 500m 95m photos and videos are tweets sent every day 294bn shared daily on Instagram Source: Twitter emails sent daily, 4PB Source: Instagram Business 463EB rising to 306bn by 2020 data created by Facebook, and 320bn by 2021… inc. 350m photos and with 3.9bn people
Slide 4: The Informa Group Today
The Informa Group Today Revenue by Division Revenue by Type Revenue by Geography 2018PF 2018PF 2018PF Informa Markets Exhibitor North America Taylor & Francis Subscription Rest of World Informa Tech Unit Sales China Informa Intelligence Attendee Continental Europe Marketing &
Slide 5: Specialist B2B Brands
Specialist B2B Brands Healthcare & Infrastructure, Manufacturing, Beauty & Aesthetics Health & Nutrition Pharmaceuticals Construction & Building Machinery & Equipment Hospitality, Maritime, Transportation Finance Fashion & Jewellery Aviation & Aerospace Food & Beverage & Logistics Visit to CPhI Worl
Slide 6: Specialist Markets: Pharma
Specialist Markets: Pharma 6 November 2019 Visit to CPhI Worldwide: Nov 2019 6
Slide 7: Specialist Markets: Pharma
Specialist Markets: Pharma Aging population driving demand for innovative medicines and pharmaceuticals Global Pharma Market ($tr) $181bn R&D spend by Pharma companies by 2022 1.1 1,3 2017 2022 Cost of bringing a drug to market doubled to $2.2bn between 2010 and 2018 Geographic Mix (%) Production/de
Slide 8: Depth & Specialisation in Pharma
Depth & Specialisation in Pharma Global Pharma Market $350m+ Annual Revenue $1.3tr 2022 +5.2% CAGR* $1.1tr 2017 Events: Face to Face, sales, community & networking Data & Intelligence: Data, opinion, analytics, forecasting Media & Insight: News, brands, content/custom marketing Increasing levels of
Slide 9: Depth & Specialisation in Pharma
Depth & Specialisation in Pharma Research & Pharma Development Disease Therapy Events Data & Insight Media Range of B2B Brands & Services Visit to CPhI Worldwide: Nov 2019 9 Information Classification: General
Slide 10: CPhI Worldwide: the largest international pharma event
CPhI Worldwide: the largest international pharma event 30 years of networking and partnerships in the Pharma Industry Covers full Pharma value chain, from chemicals to end 45,000 2,500 Attendees Exhibitors products Content rich - 9 theatres 100% 100k+ running seminars and panels Renewable Energy SQM
Slide 11: International expansion through CPhI
International expansion through CPhI Visit to CPhI Worldwide: Nov 2019 11 Information Classification: General
Slide 12: Growth & Opportunities at CPhI
Growth & Opportunities at CPhI Collaboration Internationalisation Sustainable Growth • EBD co-location at CPhI • Geo-adaptation • Worldwide venue plan with Bio-Production opportunities: through 2030 • Pharma Intelligence • Saudi Arabia 2021 • Diversify revenue Awards through digital, • North Africa
Slide 13: Performance & Progress
Performance & Progress 11 November 2019 Visit to CPhI Worldwide: Nov 2019 13
Slide 14: 2019 Growth Guidance
2019 Growth Guidance 2019 Performance & Growth 4.5%+ 2.5%+ 2%+ c.3% 2%+ underlying underlying underlying underlying underlying revenue growth revenue growth revenue growth revenue growth revenue growth 2019 Informa Group underlying revenue growth 3.5%+ 11th November Trading Update Visit to CPhI Worl
Slide 15: 2019 Half-Year Results: Divisional Recap
2019 Half-Year Results: Divisional Recap Growth 4.4% 2.1% 1.1% 3.2% 1.8% Broad-based Growth Improving Growth Building Growth Predictable Growth Resilient Growth • Specialist B2B Brands • Specialist B2B Brands • Specialist B2B Brands • Specialist B2B Brands • Specialist Publishing Brands Strengths •
Slide 16: Questions & Answers
QUESTIONS & ANSWERS Visit to CPhI Worldwide: Nov 2019 16 Information Classification: General
Slide 17: Enjoy the tour!
Enjoy the tour! Visit to CPhI Worldwide: Nov 2019 17