Informa PLC Press Release

17 June 2025

AGM Trading Update

Informa (LSE: INF.L), the international Live B2B Events, B2B Digital Services and Academic Markets Group today published an update on trading ahead of its AGM and to coincide with an Investor Field Trip to Cannes Lions, confirming continuing strong growth and forward visibility.

Highlights                                    

á      Continuing underlying growth...Underlying revenue growth of 9.3% in the five months to 31 May (7.9% including Informa TechTarget consolidation):

á      B2B Live Events (Informa Markets, Informa Connect, Informa Festivals): Underlying revenue growth of 8.3%, including broad international strength and further market leading outperformance in IMEA (India, Middle East and Africa);

á      Academic Markets: Underlying revenue growth of 13.7%, reflecting core like-for-like growth of 3-4%; Business is performing to plan and we continue to sign non-recurring licensing agreements with AI companies;

á      Informa TechTarget: Underlying revenues c.-5%, reflecting continuing market softness through accelerated combination period, with improving momentum from Q1 into Q2; 2024 10-K filing completed, confirming Q1 results will include technical non-cash impairment to reflect current reduction in public market value.

á     Full year visibility...Group revenues of c.£2.8bn+ already traded, booked or committed for the full year through subscriptions, recurring exhibitor revenues and forward booked contracts, representing c.70% of full year target revenues, pacing ahead of last year;

á      2025-2028 One Informa...Four-year programme to maximise InformaÕs B2B growth platform progressing to plan, developing market-leading capabilities in Customer Experience, Data-led Marketing, Brands and the AI Time Dividend, including recent Group-wide deployment of Elysia, InformaÕs personal AI assistant for Colleagues, supporting speed, efficiency and productivity;

á      Balance sheet strengthÉSignificantly over-subscribed Û700m Eurobond extends average debt maturity to 4.5 years, covering upcoming redemptions and providing long-term financing flexibility;

á      Share Buybacks...2025 Share Buyback Programme ongoing;

á      Full Year underlying growth guidance reaffirmed...2025 Group underlying revenue growth guidance of 5%+ reaffirmed, with B2B Events at 7%+; Further weakening of US dollar translating to reported revenues of £4bn± and adjusted earnings growth of 10%±. (2025 average FX of GBP/USD 1.32¹).