Slide 1: Continuing Momentum and Growth
2024 Annual General Meeting Continuing Momentum and Growth 21 June 2024
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: Variable Macro-Economic Backdrop
Variable Macro-Economic Backdrop Geo-political uncertainty Economic diversification Heightened interest rates Investment in R&D and innovation Lingering (but slowing) inflation Value of Live in a digital world Half the world is voting Carbon reduction Continuing variance in macro-economic trends acr
Slide 4: Knowledge & information economy
On-Demand Access Artificial Intelligence First Party Data Peer Reviewed Research Lead Generation Specialist Brands Advanced Learning Specialist Pay-to-Publish Knowledge Specialist Market Research Audience Development Pay-to-Read Live Experiences Knowledge & Digital Demand Generation information econ
Slide 5: The Value of Specialisation
The Value of Specialisation B2B Live & On-Demand Events B2B Digital Services Academic Markets $33bn Forecast size of the global $14bn Size of US technology B2B Data $73bn Addressable market for exhibition industry in 2025 and Market Access Market Knowledge Services Source: Globex Source: EY Partheno
Slide 6: The Informa Group
The Informa Group Portfolio Growth B2B Live & On-Demand Events B2B Digital Services Academic Markets Investments Brand Category Equity Transaction-led Content-led B2B Data & Specialist Academic Research, Norstella Pharma Intell 6.7% Live & On Demand B2B Events Live & On-Demand B2B Events Market Acce
Slide 7: Trading Update Highlights
Trading Update Highlights Strong growth Strong operational performances across all businesses delivers five-month underlying revenue growth of 10.1% c.£1.4bn revenues delivered to date, with a further c.£1bn committed and visible in 2024 and with strong Events Increasing visibility rebooking into 20
Slide 8: Executive Appointments
Executive Appointments Penny Ladkin-Brand Jill Dougan Claire Semple CEO Chief Marketing Officer Chief Talent and Inclusion Taylor & Francis Group Informa Group Officer Informa Group AGM Trading Update 8
Slide 9: AI Acceleration
AI Acceleration Content Networking Service Support Data Access Content indexing Live speech to text Long/Short-form content and classification conversion/translation creation via ChatGPT First Partnership and Data Access Agreement announced in Video to text Enhanced validation for fake detection, co
Slide 10: Proposed TechTarget combination
*Assumes proposed combination with TechTarget completes on schedule
Slide 11: Momentum and Growth in 2024 Market Guidance
Momentum and Growth in 2024 Market Guidance 2024 Market & AGM Update May / June 2024 2023 FY Results 8 March 2024 Upper End of Strong underlying growth in 2024 Pre-Close Range Update Revenue: Full year benefit of 2023 additions 10 January 2024 £3,450m to Revenue: £3,500m Lower biennial revenue in ev
Slide 12: Continuing Momentum and Growth in Shareholder Returns
Continuing Momentum and Growth in Shareholder Returns Balance Sheet Strength: Credit Rating Upgrades Portfolio Investments ➢ Moody’s ratings up to Baa2 from Baa3 Curinos Banking Intell 56.2% Norstella Pharma Intell 6.7% ➢ S&P Global ratings up to BBB from BBB- Lloyd’s List Maritime Intell 20.0% Foun
Slide 13: 2024 Growth Drivers
2024 Growth Drivers 2024 Underlying Growth High single digit Revenue / Double Digit Operating Profit International High growth Academic Revenue Balance Sheet Expansion B2B Markets Growth Visibility Strength Strength in the US Pharma, Healthcare, Step up to 5%+ c.£1.4bn revenue to 2023 year-end lever
Slide 14: Additional Information and Where to Find It
Additional Information and Where to Find It In connection with the proposed transaction (the “proposed transaction”) between Informa and TechTarget, Toro CombineCo, Inc. (“CombineCo” or, after the completion of the proposed transaction, “NewCo” or “New TechTarget”) and TechTarget will prepare and fi
Slide 15: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements This communication contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that involve substantial risks and uncertainties. All statements, other
Slide 16: Cautionary Note Regarding Forward-Looking Statements (continued)
Cautionary Note Regarding Forward-Looking Statements (continued) Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among others: that one or more closing conditions to the proposed transaction, including certain regulatory app
Slide 17: Thank You
O informa Thank You