Pearson (PSON) Investor presentation summary

Strategic positioning and growth drivers

• Assessment & verification is central, with A&Q contributing 45% of FY25 group revenue and 59% of profit, showing strong financial progression and an 8% CAGR from 2020 to 2025.

• Medium-term growth is driven by contract renewals, adjacent market expansion, new skills demand, and international growth, with 25% of FY25 revenue expected from international markets.

• High renewal rates (96%) and new wins (£33m growth) support durable, compounding growth, with deep sales relationships and psychometric capabilities as key differentiators.

Competitive strengths and operational excellence

• Holds leading positions in assessments, delivering 450 million assessments over three years and maintaining a 96% renewal rate.

• Proprietary datasets, operational excellence, and a long history of trust and security are core strengths.

• Clinical digital subscriptions have over 90% retention, and Edexcel has been accredited for over 20 years.

Broad and resilient assessment offerings

• Offers a wide range of assessments across academic, clinical, enterprise, and government stakeholders, providing resilience and diversified revenue streams.

• Services span the full value chain from IP development to compliance, with both physical and digital workflows.

• Delivers over 2.5 million exams globally in 2025, with strict security and compliance protocols.