Informa (INF) investor relations material

Revenue and earnings performance

• Achieved 6.4% underlying revenue growth in the first five months of 2026, with strong contributions from both Academic Markets and B2B Live Events.

• Academic Markets saw 5.5% underlying revenue growth at Taylor & Francis, driven by Subscriptions, Open Research, and Advanced Learning, on track for 4% full-year growth.

• B2B Live Events delivered 7.6% underlying revenue growth, with robust activity in The Americas, Greater China, ASEAN, Europe, and IMEA.

• Full-year group revenues of over $4bn are already traded, booked, or visible, supporting strong earnings visibility.

• Full-year earnings guidance reaffirmed, targeting double-digit underlying growth in adjusted EPS.

Regional and segment highlights

• B2B Live Events experienced strong growth in Healthcare, Food, Beauty & Aesthetics, and Finance sectors.

• Targeted investments in Gaming, including repositioning GDC and launching Kingdom of Gaming in KSA.

• Some event launches deferred to 2027, including Vitafoods Dubai, Fortis, WHX Tech, and Gulf Print & Paper.

• Markets directly impacted by conflict are seeing returning B2B growth, with updates expected at the next interim results.

Outlook and strategic initiatives

• 2027 expected to deliver stronger growth with a full schedule of annual and biennial B2B brands and restaged deferred launches.

• H1 2027 forward revenues of over $0.6bn already booked or confirmed.

• Launching a four-year 'One Informa' programme (2025-2028) focused on data-led marketing, customer experience, AI deployment, and product innovation.