Informa plc (INF) Q4 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everybody, and for those people who have struggled across London to join us in person, thank you very much for coming. As you know, we're great believers in face-to-face meetings that inform us, so it's great to see some people in the room. We've also got a few hundred people on the livestream, so for those of you on the livestream, I hope, A, it's working, and B, we'll make it easy to take questions off the livestream when we get to the Q&A session. We're actually going to do this annual results presentation a bit differently, a little bit of constructive abruption. So we've posted our release for today, so I'm assuming that most people have seen the numbers. And we've got books on the chairs, which have also got some detailed numbers in the appendix. But we're not going to spend too much time on the numbers. We're actually going to just talk a little bit about how we've got to where we are and where this business is going over the next five years. I'll speak for about 15, 20 minutes. Then we're going to do a little demo. And then Gareth is going to answer 400 very tricky questions. That is the flow of the day. So without further ado, let's get started. So first of all, the numbers. 2024, as I said in the release today, really on every measure, 2024 was an outstanding year for our company. Double-digit revenue growth, 20% plus adjusted operating profit growth, double-digit dividend growth. We knocked the ball out of the park on our free cash flow. And the businesses feel strong. We grew internationally. If you look at our three biggest geographic markets, I'll come on to that in a second. the United States, China and Asia, and the GCC in Southeast Asia. We really are growing at a click in all those markets. The investment that we started making during ...