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Informa (INF) investor relations material
Informa H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary23 Jul, 2025
Executive summary
Achieved over 20% reported revenue growth and 24% increase in adjusted operating profit year-over-year, driven by strong performance in Live B2B Events and Academic Markets.
Underlying group revenue grew 7.8% year-over-year, with B2B events exceeding 8% and academic business nearing 12% growth, supported by recurring and non-recurring data licensing agreements.
Upgraded full-year guidance with underlying revenue growth now expected at 6%± and adjusted earnings growth at 10%+, reflecting confidence in forward bookings and market visibility through 2026.
Confirmed interim dividend payment, increased 9.4% to 7.0p per share, and expanded share buyback program by £150 million, bringing total 2025 buybacks to £350m.
Revenue visibility remains high, with £3.1bn (80% of 2025 revenue) already committed or visible.
Financial highlights
H1 2025 revenue: £2,036m, adjusted operating profit: £579m, adjusted diluted EPS: 29.8p (up 25.2%), and free cash flow: £357m (up 25%).
Adjusted operating margin increased to 28.4% from 27.5% year-over-year.
Net debt/EBITDA at 2.5x, within target range; interest cover at 9.7x.
Dividend per share increased to 7.0p; progressive dividend policy maintained.
Adjusted profit before tax: £515.9m; reported profit before tax impacted by a £484.2m non-cash impairment at Informa TechTarget.
Outlook and guidance
Upgraded revenue growth guidance for 2025 to 6%±, with Live B2B Events targeting 8%+ and Taylor & Francis 3–4% (excluding non-recurring data licensing).
Adjusted EPS growth guidance increased to 10%+, absorbing currency headwinds.
High confidence in revenue quality and visibility through 2025 and into 2026, with £5bn already booked for next year.
No anticipated margin impact from One Informa investment, as it is fully funded within current guidance.
Informa TechTarget expects broadly flat revenues for 2025, with improvement anticipated in H2.
How does Elysia drive efficiency and creativity?
What's the impact of a $0.01 USD movement?
Explain the Informa TechTarget goodwill impairment.
How does trade disruption affect Informa?
Detail Taylor & Francis data licensing deal.
Explain EMEA's strong growth in B2B events.
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Informa plc is a global business intelligence, academic publishing, and events company. The company operates through multiple divisions, including Informa Markets, Informa Connect, Informa Tech, Taylor & Francis, and Informa Intelligence. It provides services such as organizing trade shows, exhibitions, and conferences; offering subscription-based data and market insights; and publishing academic and professional content. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
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