Informa Plc · LSE:INF
Informa — Investor Presentation (October 2026)
15 slides from Informa's investor presentation, October 2026
Slide 1: Informa Group: Growth, Focus and International Expansion
October 2026 Informa Group Growth, Focus and International Expansion
Slide 2: Disclaimer
Disclaimer THIS DOCUMENT IS CONFIDENTIAL AND IS NOT FOR PUBLIC RELEASE or for release, publication or distribution (in whole or in part), directly or indirectly and does not constitute an offer of securities for sale, in, into or from the United States (including its territories and possessions, any
Slide 3: Growth, Focus and International Expansion
Growth, Focus and International Expansion Creating a focused, high growth, high impact B2B business GROWTH FOCUS EXPANSION Continuing Strong Performance Separation of Taylor & Francis Acquisition of Clarion • Continuing strong growth in 2026, on track for • Intention to separate Academic business fr
Slide 4: The Informa Group in 2028
The Informa Group in 2028 A focused, high growth, high impact B2B business ✓ A focused, market leading B2B Group of scale and quality B2B Revenue by Geography1 UK ✓ B2B Live Events revenue of £4.2bn+, growing at 7%+ annually 6% Continental Europe 17% Americas ✓ 1000± B2B Brands serving 40+ growth ma
Slide 5: Continuing strong performance in 2026
Continuing strong performance in 2026 Further growth since H1 results, with strength in Americas, Europe and Asia GROWTH Strength in market categories Recent strong performances in Cyber Security (Black Hat), Pharma (CPHI Worldwide), Jewellery (Jewellery & Gem World) 2026 Return of Live B2B Events i
Slide 6: Separation of Taylor & Francis
FOCUS Separation of Taylor & Francis Review to determine the best way to support the next phase of development and growth 4%± 2,700+ 185k+ $1bn± Underlying Peer-reviewed Specialist Revenue revenue growth journals reference titles 20+ years of growth with Informa Strong forward growth plan Benefits o
Slide 7: Addition of Clarion
EXPANSION Addition of Clarion A unique portfolio of B2B Brands offering significant scale and best-in-class quality 1 Scale entry into new Growth Categories Clarion provides immediate scale entry into highly attractive growth categories - Electronics, Defence / Security and Gaming, and further stren
Slide 8: Scale Entry into Growth Categories: Clarion brands in Informa's Top 50
1 Scale Entry into Growth Categories Addition of Clarion: Eight Brands to enter Informa’s Top 50 Brands 100+ B2B Live Event Brands Clarion Brands 8+8 into Top 50 Marquee & Power Brands1 8 Brands into Top 50 31 Brands over $5m revenue Combined Portfolio: c.1,000 B2B Live Event Brands 100+ Marquee & P
Slide 9: Scale Entry into Growth Categories
1 Scale Entry into Growth Categories Immediate scale in Electronics, Defence/Security and Gaming, and further depth in Tech and Energy Deepening position in Immediate scale entry into high existing growth categories growth strategic categories 5 4 3 Energy 2 Technology 1 Gaming Electronics Defence/S
Slide 10: Further Depth by Growth Geographies
2 Further Depth by Growth Geographies Highly complementary portfolio mix Strong Geographic Fit ➢ Clarion adds 100+ B2B Brands (Enlarged Group) across 20+ countries B2B Live Events B2B Live Events Revenue by Geography1 Revenue by Category1 ➢ Further depth in North Entrance into new categories Of whic
Slide 11: Compounding Growth through One Informa
3 Compounding Growth through One Informa Significant cost and revenue synergies available through combination £50m±1 £25m±1 Run rate by 2029 Run rate by 2029 Operating Synergies Revenue Synergies • Operating model efficiencies • Geo-adaptation Simplification and scale benefits across the combined B2
Slide 12: Strong Financial Returns
4 Strong Financial Returns Earnings enhancing and attractive return on invested capital Attractive Valuation Strong Financial Profile 1 £2.24bn £575m+ Mid-single digit Enterprise Value Expected 2027 Revenue adjusted diluted EPS enhancement in 20273 c.11x 1 30%+2 2027 Adjusted operating profit 2027 A
Slide 13: Financing & De-leveraging
5 Financing & De-leveraging Balanced mix of funding maintains balance sheet flexibility Pro-forma Informa Leverage Ratio Committed debt financing £2.24bn <3.0x Enterprise Value c.£940m Placing <2.5x c.9% of Informa Equity Acquisition expected to complete in Q4 2026, subject to customary regulatory c
Slide 14: Accelerating Growth in 2027 and Beyond...
Accelerating Growth in 2027 and Beyond... 13+ years of building B2B leadership, with Clarion as the next step Combined to deliver 7%+ annual growth 7%+ 7%+ B2B Events Platform 7 Addition of Clarion 6 Amplification Services Growth rate ahead of B2B Events market World class brands in attractive 5 Att
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