Informa plc (INF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

okay we'll get started shall we well very nice to see everybody thanks very much for those who've joined in person thanks for finding the time I know this is a busy time of year for half year results presentations and for the few hundred people we've got on the webcast I'm going to try and stay glued to this podium not because I'm feeling nervous but because I've been told it's easier for my friend the camera man at the back there so let's see Is this working? Yeah. Back one, back one, back one, back one. Okay, so welcome to our half-year results. It's that time of year, 2025. We're halfway through the year, a bit past halfway through the year. A good number of you may well have seen a release, so I'll try and make this reasonably quick and to the point, and then we can get to Q&A. Here's a simple summary. The way I think to look at this is the top line numbers tell you some slightly different things than the bottom line numbers. So the top line numbers give you a sense of our reported performance in revenue, in profit, in earnings, in cash. So therefore, looking at the absolute company, how have we done in the first six months? And obviously that includes the businesses that we added to the portfolio last year. And what do the headlines say beyond the obvious, which is growth, growth, growth, and growth? is that the businesses that were added to the company have generally landed well, the brands that came into the portfolio have generally landed well, and that the underlying growth in the overall group is strong. Below that, you see the more like-for-like sales comparisons, underlying revenue growth. And on like-for-like sales, you see us delivering 8% growth in revenue, slightly better in our profits, We've confirmed the first payment, the interim payment for the 2...