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Informa PLC publishes first quarter trading update

Informa PLC last week published its Q1 trading update.

Informa PLC publishes first quarter trading update
Stephen A. Carter: ”The Informa Group continues to deliver strong underlying growth in both Live B2B Events and Academic Markets.”

Informa, an international live B2B events, B2B digital services and academic markets group last week published an update on trading, confirming further strong growth in Q1 and continuing forward visibility through subscriptions, recurring revenues and forward booked contracts.

Stephen A. Carter, group chief executive, Informa, said: ”The Informa Group continues to deliver strong underlying growth in both Live B2B Events and Academic Markets.”

He added: “Specialist Brands in Specialist Markets, annual/multi-year Subscriptions, forward booked revenues, and leading positions in faster growing geographies, underpin the Informa growth platform.”

Informa report as follows:

Highlights

  • Strong growth...Q1 total Group underlying revenue growth of 7.6%, with strong performances across the Live B2B Events portfolio and in Academic Markets. Group H1 underlying growth delivering to targeted growth ambition;
  • Revenue visibility...2025 revenues of £2.5bn+ already traded, booked or committed through subscriptions, recurring exhibitor revenues and forward booked contracts, 61% of full year target revenues and pacing ahead of 2024;
  • Major B2B Brands...55 of the Top 100 B2B Brands trade in H1, underpinning the full year 7%+ underlying revenue growth target across the Live B2B Events portfolio;
  • Geographic Outperformance…Strong demand across all regions in Q1, continued market leading outperformance in IMEA (India, Middle East and Africa);
  • Creation of Informa Festivals complete...Combination of the Informa brands and the Ascential portfolio completed on schedule, and combined Informa Festivals business performing to plan on both revenue growth and synergy delivery;
  • Full Year guidance reaffirmed...Full year Group underlying revenue growth guidance of 5%+,
  • £4.1bn± revenue target and double digit adjusted earnings growth reaffirmed. (2025 full year average FX of GBP/USD 1.27);
  • Share Buybacks...2025 Share Buyback Programme ongoing, initial commitment of £200m.


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