Informa Plc · LSE:INF
Informa — Shareholder Meeting (June 2026)
16 slides from Informa's shareholder meeting presentation, Jun 18, 2026
Slide 1: Informa Group AGM Update: Compounding Growth
18 June 2026 Informa Group AGM Update Compounding Growth
Slide 2: Macro Themes
Macro Themes 3%± Global Growth, Market Volatility AI Acceleration Oil Price Surge & & Impact Easing Regional Conflict & Higher Interest Resolution Rates for Longer Changing Trade Gold & Silver Prices Patterns 2026 AGM
Slide 3: 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 Specia
Slide 4: Specialist Markets, Specialist Brands, Specialist Talent
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 5: Informa in 2025: Leading positions in growth markets
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 Live B2B Events URG 9.5% Services Americas 46% 9% Europe 16% Academic Markets URG1 3.6% UK 5% IMEA
Slide 6: 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 7: B2B Live Events Growth
B2B Live Events Growth 2026E B2B Live Events Revenue 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 • Delivering for 30+ growth market categories • Top 50 Brands delivering $2bn+ revenue •
Slide 8: 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 9: Successful rescheduling of major IMEA Brands
Successful rescheduling of major IMEA Brands All remaining major brands due to run in Sept-Dec 2026 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 LEAP Runs August / September in Riyadh
Slide 10: 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 6 Guidance: Amplification Services B2B Live Events 2026 Underlying 7%+ 5 Attendee Value First Party Data Revenue Grow
Slide 11: 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 12: 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 B
Slide 13: 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 14: Balance Sheet & Capital Allocation
Balance Sheet & Capital Allocation Long-Term Financing Flexibility Capital Allocation Framework Debt maturities at 18 June 2026 (£m) €500m bond issue 90%+ Operating Cash Flow Conversion completed in 2026 BBB/Baa2,/BBB 1800 Fitch/Moody’s/S&P Ratings Organic Investment 1600 Consistent capex at c.3% of
Slide 15: Compounding Growth in 2026
Compounding 6%± Group URG £250m 7%+ Growth in 1 Share Buyback B2B Live Events URG Commitment 7 2 2026 One Informa 4%± 6 3 Progressive Dividends Per Share T&F URG1 5 4 D-Digit Growth Underlying ITT URG EPS Growth2 1Excludes non-recurring data contracts 2026 AGM 2Excludes FX movements, biennial phasin
Slide 16: Questions
Questions ›› 2026 AGM Compounding Growth 2026 AGM 16