14 January 2026

GlobalData Plc

Trading Update and Update on move to Main Market

GlobalData Plc, the leading data, insight, and technology company, today provides a Trading Update following the end of its financial year to 31 December 2025 ("FY25"). 

Mike Danson, Chief Executive Office of GlobalData PLC, commented: "During 2025, GlobalData embarked on an ambitious period of transformation through our continued investment in AI, our people and go-to-market strategy, as well as integrating six newly acquired businesses into our platform. This process is a key part of our Growth Transformation Plan and has been executed on an accelerated basis to drive longer term sustainable value.

As demonstrated at our AI investor event in November, GlobalData is a clear beneficiary of AI. As a result of our recent investments, we enter 2026 in a strong position with the launch of several AI enabled solutions including digital workers, as well as further investment in our AI hub and AVA, our AI research assistant, which is already creating value for our global customers. I believe that we have made significant progress in executing against our Growth Transformation Plan priorities and remain well positioned to drive value for our customers and shareholders in 2026 and beyond."

Trading

The Board is pleased to report that trading for FY25 has remained robust, during a year of significant transformation. We enter 2026 with 6% growth in Contracted Forward Revenue and, having completed a cost synergy programme across recent acquisitions, we expect margins to expand through 2026.

The Board expects to report results for the financial year to 31 December 2025 as set out below with more detail to follow at GlobalData's FY25 results on 2 March 2026:

·    Revenue - The Group expects to report revenue of c.£322m representing reported growth of 13%, 1% on an organic underlying basis (Healthcare +2%, Non-Healthcare flat). Subscription revenue grew by 1% across both Healthcare and Non-Healthcare on an organic underlying basis, underpinned by consistent renewal rates.

·    Contracted Forward Revenue - Throughout the period, we continued to see improved Contracted Forward Revenue which is expected to reflect approximately 6% growth, up 3% on an organic underlying basis (Healthcare +1%, Non-Healthcare +4%)

·    Adjusted EBITDA - Expected to be c.£110m, with margins of around 34%. The Group continues to expect margins to return towards 40% in 2026.

·    Net Debt/Headroom - The Group expects to report Net Debt of approximately £110m, after returning over £110m in the year via share buy backs as well as more than £40m spent on acquisitions. The Group has in excess of £200m available facility as at 31 December 2025.

Outlook

Across all our end markets, renewal rates have been consistent and the outlook remains robust as our major clients continue to prioritise business critical data and insights. Our focus remains on delivering world class data and insight solutions through our 'One Platform' to customers, powered by AI and underpinned by unique high quality proprietary data.

The Board remains confident in the Group's ability to deliver long term sustainable growth, with GlobalData's recurring revenue model providing significant visibility over future revenue - approximately 80% visibility over the analyst revenue consensus for 2026 - with a focus on re-expanding margins back towards 40%.

Overall, we have made significant progress in executing against our Growth Transformation Plan priorities and enter the year well positioned to drive value for our customers and shareholders in 2026 and beyond. 

Move to the Main Market

The Board is pleased to announce that alongside the publication of its annual results on 2 March 2026, GlobalData expects to submit its application to move to the Main Market of the London Stock Exchange with Admission to the Main Market to take place at 8.00am on 5 March.

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