Experian plc (EXPN) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to the Experience Preliminary Results for the Year and the 31st March 2026 webcast and conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be the question and answer session. To ask the question during the session, you need to press star 1 and 1 on the telephone keypad. You will hear an automatic message advising your hand is raised. To withdraw a question, please press star 1, 1 again. Please be advised that today's conference has been recorded. I would now like to hand the conference over to our first speaker today, Mr. Brian Patton, Chief Executive Officer. Please go ahead, sir. Thank you very much. Hello, everybody, and welcome to our FY26 results presentation. I'm joined by Lloyd, who will run through the financials after my initial overview, and then we'll open up for Q&A. FY26 was a strong year for Experian, a record year, in fact, where we delivered on our medium-term framework We had many important client wins and renewals, and we made really good strategic progress whilst remaining disciplined on capital. And that leaves us well positioned as we move into the new financial year. Financially, it was an excellent year. Organic revenue came in at the top of our range of expectations, with margins ahead. And just as importantly, this is our second year of delivery against the medium-term framework, demonstrating consistent execution against our objectives. Organic revenue growth for the year was 8%, rising to 9% in Q4. Margins expanded by 60 basis points for constant currency, ahead of our 30 to 50 basis points guidance. Enhanced productivity was part of that, alongside the growing scale of our product platforms. We also made substantial progress in...