Informa Plc · LSE:INF
Informa — Shareholder Meeting (June 2022)
20 slides from Informa's shareholder meeting presentation, Jun 16, 2022
Slide 1: Robust Trading, Increased Portfolio Focus & Accelerating Shareholder Returns
2022 Annual General Meeting Robust Trading, Increased Portfolio Focus & Accelerating Shareholder Returns 16 June 2022 www.informa.com
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: Trading Update
Trading Update Group underlying revenue growth of 40%+, with Academic Markets +3.5%, Live & On-Demand Events +100% and B2B ROBUST TRADING Digital Services +10%. On track for upper end of 2022 guidance INCREASED PORTFOLIO Completion of £1.9bn Pharma Intelligence divestment, including 15% equity inter
Slide 4: Live & On-Demand Events: Selection of Major Brands in first half
Live & On-Demand Events: Selection of Major Brands in first half LOCATION CATEGORY BRAND REVENUE EXHIBITORS ATTENDEES DOMESTIC NET SQ. FT Middle East Healthcare Arab Health £20m+ 2,300+ 44,000+ 5-10% 425,000+ North America Real Estate & Construction World of Concrete £20m+ 1,000+ 18,000+ 85%+ 640,00
Slide 5: The COVID-19 Pandemic
The COVID-19 Pandemic The COVID-19 Pandemic: 2020/2021 The COVID-19 Pandemic: 2022 into 2023 • Stability & Security: Widespread lockdowns and COVID • Stability & Security: Most major in-country restrictions restrictions - focus on preserving the long-term value of our removed, with business normalit
Slide 6: Macro Environment
Macro Environment Macro Uncertainties & Pressures: 2022 into 2023 Informa Defence and Response: 2022 into 2023 • Geo-political uncertainty • Geographic breadth • Persistent high levels of inflation • Cost mitigation and pricing flexibility • Rising energy, fuel and other input costs • Low direct exp
Slide 7: £425bn market size of R&D grants; 6x digital services spend
£425bn 95% Market size of Forecast size of 2020 academic exhibitions market R&D grants in 2023 v 2019 Source: Dimensions AI EY Source: AMR Pantheon Knowledge & Information Economy 65%+ 6x Exhibitors agree Typical spend on exhibitions reduce Digital Services their carbon versus F2F Events footprint S
Slide 8: New Informa
New Informa Championing the Specialist Connecting people with knowledge to help them learn more, know more and do more Academic Markets & Knowledge Services B2B Markets & Digital Services Behavioural Physical Beauty & Fintech & Life Sciences Artificial Cyber Psychology Engineering Education Pharma A
Slide 9: Depth in targeted Specialist B2B Markets
Depth in targeted Specialist B2B Markets Lifesciences Tech Food & Hospitality Luxury Construction & Manufacturing Hospitality Jewellery Construction Natural Products Service Nutrition Cybersecurity Provider Ingredients Agriculture Engineering, Manufacturing Real Lifestyle & Equipment Estate Enterpri
Slide 10: Informa Tech…Deep Specialist Knowledge and Connections
Informa Tech…Deep Specialist Knowledge and Connections Tech Cybersecurity Service Provider Enterprise IT Entertainment AI & IOT Festivals Components & devices Government & Manufacturing Automotive Channel 2022 Annual General Meeting 10
Slide 11: Depth in targeted Specialist Academic Markets
Depth in targeted Specialist Academic Markets Science, Technology & Medicine Humanities & Social Sciences 2,837,426 1,892,986 Physical Sciences Life, Earth & Medicine Social Sciences Humanities, & Engineering Environmental Sciences & Health Media & Arts 1,023,433 1,043,043 726,759 740,129 460,044 Ed
Slide 12: Taylor & Francis…Deep Specialist Knowledge
Taylor & Francis…Deep Specialist Knowledge Physical Sciences Life, Earth & & Engineering Environmental Sciences Medicine & Health 1,043,043 726,759 740,129 Materials Condensed Mathematics Electrical Physics General Zoology Environmental GIS & Remote Vetinary Science General Medicine Oncology Ophthal
Slide 13: 2021-2024 Growth Acceleration Plan II
2021-2024 Growth Acceleration Plan II GAP GAP GAP GAP GAP GAP Portfolio Digital Leadership Investment Shareholder Faster Focus & Data & Talent Returns Forward Market Specialisation Digital Acceleration Enhanced Talent Investment for Growth Improving Returns Sustainable Practices Sale of Pharma Intel
Slide 14: Portfolio Focus: Divestment of Informa Intelligence
Portfolio Focus: Divestment of Informa Intelligence Completed divestment of Pharma Intelligence for £1.9bn £1.7bn pre-tax proceeds received, plus a 15% equity interest in forward business Opportunity to benefit from future growth and value Expected tax on divestment of c£200m, to be paid in second h
Slide 15: Accelerating Shareholder Returns
Accelerating Shareholder Returns • Return c50% of post tax proceeds from GAP II Portfolio Focus programme • Pharma Intelligence divestment completed for £1.9bn – post-tax proceeds of c.£1.5bn • Share Buyback Programme launched on 14 February 2022 c.£290m Capital returned to date Tranche 1 completed:
Slide 16: GAP II: Academic Markets & Knowledge Services
GAP II: Academic Markets & Knowledge Services 1 2 3 Enduring importance of Rebalancing towards Expanding capabilities Read and Publish Pay to Publish of Researcher Services Serving a growing knowledge economy Responding to diversity of customer Modern data and technology foundations £501bn to £1.6tn
Slide 17: GAP II: B2B Markets & Digital Services
GAP II: B2B Markets & Digital Services 1 2 3 Expansion of capabilities Enduring strength & Transition from B2B Events in Audience Development power of B2B Events to Smart Events & Digital Demand Gen. Transition the full portfolio of B2B Events Operationalise the full power of IIRIS Full return and s
Slide 18: IIRIS: B2B Customer Data & Analytics Engine
IIRIS: B2B Customer Data & Analytics Engine Registration & CRM Systems Proprietary tracking of user activities on websites for in-depth audience behavioural data Smart Event & Simplified registration, consent and Media Platforms behavioural tracking to increase known and marketable audience Personal
Slide 19: Championing the Specialist
Championing the Specialist B2B Markets+ Increased Focus & Balance Financial Security & Flexibility Live & On-Demand Specialist Brands & Content Digital Modernisation & Automation Data Depth & Reach Product Enhancement Value Creation Academic Markets+ 2022 Annual General Meeting 19
Slide 20: Thank you
O informa Thank you Informa.com