Informa (INF) Investor presentation summary

Growth platform and outlook

• Structural tailwinds span face-to-face B2B events and specialist knowledge, supported by trusted content, first-party data, AI and digitisation.

• Platform characteristics include 5%+ underlying revenue growth, 8m+ B2B audiences, 30m+ first-party data records and 14k+ specialist talent across 40 countries.

• H1 2026 underlying revenue growth was 6.8% and underlying adjusted operating profit growth was 6.9%, excluding non-recurring data contracts; B2B Live Events and Academic Markets performed strongly.

• H1 reported revenue was £2,064m vs £2,036m; adjusted operating profit was £548m vs £579m; adjusted diluted EPS was 26.6p vs 29.8p.

• 2026 guidance reaffirmed: 6%± underlying revenue growth, including 7%+ for Live B2B Events and 4% for Academic Markets, plus double-digit underlying adjusted diluted EPS growth; interim dividend rose 6.9% to 7.48p and total buybacks set at £350m.

Pharma portfolio and reach

• The pharma portfolio spans 36 years and reaches 323,000+ annual event attendees, 12,700+ exhibiting companies, 499,800+ professionals in its network and 153,900+ social media followers.

• CPHI evolved from a pharma ingredients event to cover the supply chain from research through finished dosage, packaging and delivery; CPHI China and India also include PMEC machinery events.

• Pharmapack serves packaging and drug delivery, with established European events and a Singapore launch; the portfolio includes events and specialist conferences across the Americas, Europe, Asia and the Middle East.

• Recent initiatives include paid ticket models for CPHI Barcelona, CPHI & PMEC India and Pharmapack Europe, paid add-ons and upgrades, and four new zones at CPHI Milan.

CPHI Milan and future growth

• CPHI Milan is positioned as a global meeting place for the pharma supply chain, with 60,000+ visitors, 2,900+ exhibitors, participants from 166+ countries and 300 expert speakers.

• Four new zones covered AI & Tech, Cold Chain & Logistics, Contamination Control and Labelling; the event also included a co-located Sustainability Summit.

• Planned growth levers include Lead Insights, optimised pass types, matchmaking, digital products and new event formats.