Experian (EXPN) Investor Update summary

Transformation and growth in automotive marketing

• Leveraged world-class data and cutting-edge technology to transform marketing for dealers, manufacturers, lenders, and agencies over the past 3-5 years.

• Achieved significant double-digit growth in the automotive marketing sector in North America over the last five years.

Strategic and operational highlights

• Achieved 7% organic revenue growth and 10% benchmark EBIT growth in H1 FY25, with EBIT margin up 60bps to 28.0%.

• Over 195 million free consumer memberships, with strong expansion in digital platforms and insurance marketplaces.

• Key acquisitions include illion (Australia/NZ), NeuroID (fraud analytics), and agreement to acquire ClearSale (Brazil).

• B2B growth driven by Ascend platform, fraud prevention, and health sector contracts; B2C growth led by digital consumer services and marketplace expansion.

• Strategic focus on innovation, integrated platforms, and expanding into new verticals and geographies.

Data integration and platform capabilities

• Integrated data from over 120 million US households, 18,000 franchise dealerships, and 900 million historical transactions to create a robust marketing dataset.

• Platform offers a flexible user interface and robust APIs, making data easy to use and actionable for clients.