Slide 1: Informa Group 2025 Full-Year Results
12 March 2026 Informa Group 2025 Full-Year Results Compounding Growth
Slide 2: Macro Themes
Macro Themes 3%± Global Growth, Market Volatility AI Acceleration Oil Price Surge & Impact Higher Interest Regional Conflict Rates for Longer Changing Trade Gold & Silver Prices Patterns 2025 Full-Year Results
Slide 3: Structural Growth in Live Events and Specialist Knowledge: Live Events
Structural Growth in Live Events and Specialist Knowledge Live Events 2025 Full-Year Results 3
Slide 4: Structural Growth in Live Events and Specialist Knowledge
Structural Growth in Live Events and Specialist Knowledge The Power of Face-to-Face Specialist Market Categories Supply Chain Access B2B First Party Data Live Events Hyper-Targeting Live Human Experiences Remote Working AI Time Dividend 2025 Full-Year Results 4
Slide 5: Structural Growth in Live Events and Specialist Knowledge
Structural Growth in Live Events and Specialist Knowledge The Power of Face-to-Face Specialist Market Categories Supply Chain Access B2B First Party Data Live Events Hyper-Targeting Specialist Live Human Experiences Knowledge Remote Working AI Time Dividend 2025 Full-Year Results 5
Slide 6: Structural Growth in Live Events and Specialist Knowledge
Structural Growth in Live Events and Specialist Knowledge Artificial Intelligence The Power of Face-to-Face Pace of Innovation Specialist Market Categories Automation Supply Chain Access B2B Specialist Subject Categories First Party Data Live Events Verification and Authenticity Hyper-Targeting Spec
Slide 7: The Knowledge & Information Economy
Specialist Markets, Specialist Brands, B2B Audiences Specialist Talent 2013 - 2026 Specialist Brands Proprietary Data The Power of Live Subscriptions Trusted Verified Content Market Leadership Specialist Markets The Rise of Open Access Online Training Demand Generation The Knowledge & Buyer Intent P
Slide 8: 2025 Financial Highlights
2025 Financial Highlights Delivering double-digit growth in Revenue and Adjusted Earnings Per Share Revenue Adjusted Operating Profit Adj. Diluted Earnings Per Share Free Cash Flow +13.7% +14.6% +11.0% +9.0% 2025: £4,041m 2025: £1,140m 2025: 55.6p 2025: £885m 2024: £3,553m 2024: £995m 2024: 50.1p 20
Slide 9: Informa in 2025
Informa in 2025 Leading positions in growth markets 2025 Group Revenue 2025 Group Revenue by Division by Geography Group URG 6.3% Academic Asia (inc Aus) Markets 19% B2B Live 17% Events 74% B2B Digital Americas Live B2B Events URG 9.5% Services 46% 9% Europe 16% Academic Markets URG1 3.6% UK 5% IMEA
Slide 10: Structural Growth in B2B Live Events
Structural Growth in B2B Live Events 1 MICE as an economic Structural Growth Market strategy 6 • $30bn+ annual market value 2 AI Opportunity • International industry with national delivery B2B Product Acceleration • Long-term structural growth dynamics Time Dividend Specialisation Discoverability Fr
Slide 11: B2B Live Events Growth
B2B Live Events Growth 2026E B2B Live Events Revenue 7%+ B2B Live Events Growth in 2026 • International market leader in B2B Live Events Asia (inc Aus) • 800+ world class B2B Brands in 30+ countries internationally 19% • Delivering for 30+ growth market categories • Top 50 Brands delivering $2bn+ re
Slide 12: Top B2B Live Event Brands
Top 50 B2B Live Event Brands $2bn+ Revenues…from $16m to $140m, with 10+ brands over $50m BIO-Europe Dubai Airshow HIMSS MEGACON Orlando Sept Hong Kong Gem Fair Black Hat USA Feira Agrishow Hospitalar Miami Boat Show SuperReturn Int. Cannes Lions Food Ingredients Europe Hotelex Shanghai Middle East
Slide 13: Top B2B Live Event Brands within IMEA in 2026
Top 50 B2B Live Event Brands within IMEA in 2026 $600m± Revenue…from $20m± to $100m± across 10 major Brands Middle East Energy LEAP Money20/20 Middle East Cityscape Saudi Gitex Global Global Health Expo WHX Dubai Gulfood WHX Labs Dubai Gulfood Manufacturing 2025 Full-Year Results 13
Slide 14: Top B2B Live Event Brands within IMEA in 2026
Top 50 B2B Live Event Brands within IMEA in 2026 $250m± already traded…$350m± Revenue to run across 7 of the Top 50 Brands Middle East Energy LEAP Money20/20 Middle East Cityscape Saudi Gitex Global Global Health Expo Gulfood Manufacturing 2025 Full-Year Results 14
Slide 15: Top B2B Live Event Brands within IMEA in 2026
Top 50 B2B Live Event Brands within IMEA in 2026 Confirmed scheduling options for LEAP in April or Sept-Dec 2026 Middle East Energy Money20/20 Middle East Cityscape Saudi Gitex Global Global Health Expo Gulfood Manufacturing 2025 Full-Year Results 15
Slide 16: Top B2B Live Event Brands within IMEA in 2026
Top 50 B2B Live Event Brands within IMEA in 2026 5 major Brands already scheduled to run Sept–Dec 2026 Middle East Energy 2025 Full-Year Results 16
Slide 17: Top B2B Live Event Brands within IMEA in 2026
Top 50 B2B Live Event Brands within IMEA in 2026 Middle East Energy successfully rescheduled to September 2025 Full-Year Results 17
Slide 18: Successful rescheduling of major IMEA Brands within 2026
Successful rescheduling of major IMEA Brands within 2026 All remaining major brands with option to run in Sept-Dec Gulfood Ran in January in Dubai WHX Dubai Ran in February in Dubai $250m± Revenues already traded WHX Labs Dubai Ran in February in Dubai All other major Brands Middle East Energy Runs
Slide 19: 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 20: Academic Markets
Academic Markets Continuing strong demand for Specialist Knowledge Guidance: 2026 Underlying 4%± Revenue Growth1 Strong underlying performance in 2025 £671m 2025 Revenues • 3.6% underlying revenue growth1 3.6% • Strong subscription renewals • 20%+ growth in research submissions and double-digit grow
Slide 21: The Ambition for Taylor & Francis
The Ambition for Taylor & Francis Leading in the Age of Intelligence 5% Revenue (£m) 3-4% Underlying Revenue Growth Ambition Underlying Revenue Growth Open Access / Knowledge 700 Research / Reference Platform 0-2% ›› Underlying Revenue Growth 600 Traditional Journals Positive Market Dynamics & Books
Slide 22: B2B Digital Services
B2B Digital Services Connecting buyers and sellers digitally Guidance: 2026 Underlying Growth Revenue Growth Improving growth through foundational year in 2025 £368m 2025 Revenues • Full-Year revenue decline, with positive growth in the second half (1.7)% • Full-Year growth in Adjusted EBITDA, suppo
Slide 23: Strong AI Foundations
Strong AI Foundations Core ingredients for AI acceleration are in place Strong foundations to benefit from AI Proprietary First Party Data Proprietary First Party Data Trusted Specialist Brands Live Experiences Diversified Customer End-Markets 21.8m 6.8bn 7.3m Investment Flexibility Known & Engaged
Slide 24: Embedding AI throughout the business
Embedding AI throughout the business Framework for AI acceleration 1 Productivity 2 Product Enhancement 3 Addressable Market 4 AI as a Product • Content / Proposal creation • AI enhanced premium data-led Expand audience / access broader • AI is a rich content theme in all events • Event planning, sc
Slide 25: AI Acceleration in Practice
AI Acceleration in Practice Case Studies within the business 1 Productivity 2 Product Enhancement 3 Addressable Market 4 AI as a Product 2,000+ 95k+ 3,650+ 60 8m+ 175k+ 50+ 800k+ Apps in the Elysia Interactions in the Foodservice Years of Technomic Total global audience Total Exhibitors Tech-focused
Slide 26: Customer End-Markets: Independent Assessment of AI impacts by Category
Customer End-Markets: Independent Assessment of AI impacts by Category Top 10 Categories Independent Assessment of AI Impacts B2B Live Events Revenue by Customer End-Market Category (2025) Technology Varies by segment; Workflow automation will drive some efficiency- driven role consolidation as adop
Slide 27: Balance Sheet & Capital Allocation
Balance Sheet & Capital Allocation Long-Term Financing Flexibility Capital Allocation Framework Debt maturities at 31 December 2025 (£m) €700m bond issue 90%+ Operating Cash Flow Conversion completed in 2025 BBB/Baa2,/BBB 1,800.0 Fitch/Moody’s/S&P Ratings Organic Investment 1,600.0 £1.3bn liquidity
Slide 28: Compounding Growth in One Informa
Compounding 6%± Group URG £250m 1 7%+ Growth in Share Buyback B2B Live Events URG Commitment to June AGM 7 2 One Informa 2026 Progressive Dividends Per Share 6 3 4%± T&F URG1 5 4 D-Digit Growth Underlying ITT URG EPS Growth2 1Excludes non-recurring data contracts 2025 Full-Year Results 2Excludes FX
Slide 29: 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
Slide 30: Questions
Questions ›› 2025 Full-Year Results Compounding Growth 2025 Full-Year Results 31
Slide 31: Appendix
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Slide 32: Strong Financial Delivery
Strong Financial Delivery Strong Growth in Revenue, Adjusted Operating Profit and EPS Strong revenue growth 2025 2024 • Reported revenue growth +13.7%. Underlying +6.3% £m £m Strong adjusted operating profit growth Revenue 4,041.4 3,553.1 • Adjusted operating profit growth +14.6%. Underlying +8.7% A
Slide 33: Strong Underlying Performance in B2B Markets
Strong Underlying Performance in B2B Markets Informa Markets 2025 2024 Reported Underlying • Double-digit underlying revenue growth, +10.8% £m £m % % Revenue: Informa Connect Informa Markets 1,964.1 1,737.9 13.0% 10.8% • Strong underlying revenue growth, +6.8% Informa Connect 640.6 701.0 (8.6)% 6.8%
Slide 34: Strong Financial Growth and Expansion
Strong Financial Growth and Expansion Double-digit underlying growth Revenue Adjusted Operating Profit 8.0 4.3 -1.9 -0.8 2.4 1.3 8.7 6.3 Underlying Growth Phasing Portfolio Expansion Currency Underlying Growth Phasing Portfolio Expansion Currency ›› Reported revenue growth +13.7% ›› Reported adj. op
Slide 35: Improving operating margins
Improving operating margins 20bp increase YoY; 90bp increase vs. Proforma • Underlying revenue growth • Biennial phasing • Operating leverage and cost synergies • Investment for growth +90bps • Mix effect of Tahaluf and TechTarget 28.2% Group adjusted operating profit margin FY 2024 FY 2024 FY 2024
Slide 36: Balance Sheet Strength
Balance Sheet Strength Long-term flexible financing Balance Sheet Strength Long-Term Financing Flexibility Leverage ratio at 31 December 2025 Debt maturities at 31 December 2025 (£m) 1,800.0 2.6x 1,600.0 0.1x 2.4x 0.3x 1,400.0 0.3x 1,200.0 1,000.0 -0.9x 800.0 600.0 400.0 200.0 0.0 2026 2027 2028 202
Slide 37: Disciplined Capital Allocation
Disciplined Capital Allocation Share Buyback Acceleration Informa Capital Allocation Framework Free Cash Flow Growth, 9.0% 90%+ Operating Cash Flow Conversion • 106% operating cashflow conversion in 2025 • Continuing focus on cash management Organic Investment Reinvestment in Growth Consistent capex
Slide 38: Currency Sensitivity
Currency Sensitivity Average Rates Closing Rates 2025 2024 2025 2024 GBP/USD 1.32 1.28 1.34 1.26 The estimated impact in 2026 of a 1 cent movement in the USD to GBP exchange rate is: Annual revenue £20m Annual adjusted operating profit £8m Annual adjusted earnings per share 0.5p 2025 Full-Year Resul
Slide 39: Informa Markets
£1,964m 21 2025 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.48% 5,700+ Group revenue in 2025 Colleagues Revenue Revenue by type by region North America Sponsorship & E
Slide 40: Informa Connect
£641m 3 2025 revenue Marquee brands Informa Connect Informa Connect owns and operates content- led events that bring together professionals to connect, learn and develop business c.16% 2,800+ Group revenue in 2025 Colleagues Revenue Revenue by type by region North America Sponsorship & Exhibitor Con
Slide 41: Informa Festivals
£398m 4 2025 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 2025 Colleagues Revenue Revenue by type by region North America Sponsorship & Exhibitor Cont. Europe 2025 Mar
Slide 42: Informa TechTarget
£368m c.58m Total first-party 2025 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.9% 2,200+ Group revenue in 2025 Colleagues Revenue Revenue by type by
Slide 43: Taylor & Francis
£671m 145k New articles published on 2025 revenue Taylor & Francis Taylor & Francis Online Our academic markets business Taylor & Francis is a leading publisher of peer-reviewed academic research with a c.17% 2,700+ long history of trust and integrity Group revenue in 2025 Colleagues Revenue Revenue