RNS Number : 0086R
Experian plc
15 July 2025
 

                                                     

news release

 

Trading update, first quarter

 

15 July 2025 ─ Experian plc, the global data and technology company, today issues an update on trading for the three months ended 30 June 2025.

 

Brian Cassin, Chief Executive Officer, commented:

"We delivered strong Q1 growth and have further advanced our strategic priorities. Total revenue growth at constant currency was 12%, with organic revenue growth of 8%, sustaining recent strong underlying performance and our financial outlook for the year is unchanged."

% change in revenue from ongoing activities year-on-year for the three months ended 

30 June 2025

Ongoing activities only

Total revenue growth %

Total revenue growth %

Organic revenue growth %

 

At actual

exchange rates1

At constant exchange rates

At constant exchange rates

North America

10

10

9

Latin America

8

17

5

UK and Ireland

8

2

1

EMEA and Asia Pacific

39

36

7

Total global

12

12

8

1 Experian reports in US dollars.

 

% change in organic revenue year-on-year for the three months ended 30 June 2025

Organic revenue growth %2

B2B3

Consumer Services

Total

 



 

North America

12

3

9

Latin America

0

24

5

UK and Ireland

(2)

11

1

EMEA and Asia Pacific

7

n/a

7

Total global

8

6

8

2 Ongoing activities only, at constant exchange rates.

3 B2B = Business-to-Business business lines which consists of Financial Services and Verticals.

 

% change in organic revenue year-on-year for the three months ended 30 June 2025

Ongoing activities only

Percentage of Group Revenue4

Total revenue growth %

Organic revenue growth %

 

At actual

exchange rates

At constant exchange rates

At constant exchange rates

Financial Services

52

15

9

Verticals

21

10

6

B2B

73

14

8

Consumer Services

27

6

6

Total global

100

12

8

4 Percentage of Group Revenue for the year ended 31 March 2025 at actual exchange rates.

 

 

 

 

North America - 67% of Group revenue4

 

North America delivered organic revenue growth of 9%. Total revenue growth was 10% including contributions from the NeuroID and Audigent acquisitions completed in the prior year.

 

B2B organic revenue growth was 12%.

 

Financial Services performed strongly, driven by execution of our strategic priorities. Key contributors included new products, Clarity, our Ascend analytics solutions, mortgage and modestly improved underlying client activity, plus some one-off licence renewals. In Verticals, Automotive grew well, led by our credit and value recovery products. Health performance was strong too, helped by continued adoption of our Patient Access and Claims products. In Marketing Services, the Audigent integration has progressed well, with growing relationships across key industry platforms.

 

Consumer Services delivered organic revenue growth of 3%. Excluding data breach services, Consumer Services delivered 11% organic growth. Premium subscription performed well, and our marketplace business continued recent momentum. The credit marketplace reflected strong growth across both credit cards and personal loans, as our partners leverage our Activate capability and shift more investment toward our platform driven by high quality leads. As expected, Partner Solutions performance reflected the lower data breach services revenue.    

 

Latin America - 14% of Group revenue4

Latin America delivered organic revenue growth of 5%. At constant currency, total revenue growth was 17%, including contributions from the acquisitions of ClearSale, TEx, SalaryFits, and CCFácil.

 

B2B organic revenue was in-line with the prior year. In Brazil, ongoing macroeconomic volatility and persistently high interest rates held back B2B growth. We continue to invest in long-term strategic priorities such as small and medium enterprise and analytics and software solutions with further progress in these areas. Spanish Latin America benefited from expansion in scores and increased PowerCurve demand. The integration of ClearSale is progressing well.

 

Consumer Services delivered organic revenue growth of 24%. In Brazil, we delivered strong growth in our credit marketplace, which benefited from the integration of new partners. Limpa Nome continues to perform well, supported by platform enhancements and growing volumes across several key partners.

 

UK and Ireland - 12% of Group revenue4

 

The UK and Ireland delivered organic revenue of growth of 1%, with total constant currency revenue growth of 2%.

 

B2B organic revenue was (2)%, with Financial Services stable year-on-year. We advanced key initiatives, with positive client reception for the Ascend Sandbox following recent wins, though a subdued economic environment continued to weigh on growth.

 

Organic revenue growth in Consumer Services was 11%, driven by strength in marketplace. New feature enhancements, a strong lender panel and higher conversion rates contributed to market outperformance.

 

EMEA and Asia Pacific - 7% of Group revenue4

 

In EMEA and Asia Pacific, organic revenue growth was 7%, with total constant currency revenue growth of 36%. The difference includes the contribution from our illion acquisition, completed on 30 September 2024, which is progressing well. We drove strong growth across a number of core markets, including Australia and New Zealand, India and Southern Europe. We continue to advance our strategic initiatives, driving innovations such as new scores and software to unlock opportunities and strengthen relationships with core clients.

 



 

Future events

 

Experian will release results for the half year ending 30 September 2025 on Wednesday, 12 November 2025.

 

Contact:

Experian

Nadia Ridout-Jamieson             Investor queries                         +44 (0)20 3042 4220

Nick Jones                                Media queries                             +44 (0)7976 734 702

 

 

Teneo

Graeme Wilson, Lisa Jarrett-Kerr, Ayo Sangobowale                   +44 (0)20 7260 2700

 

This announcement is available on the Experian website at www.experianplc.com. There will be a conference call today to discuss this update at 9.00am (UK time), which will be broadcast live on the website with a recording available later.

 

All financial information in this trading update is based on unaudited management accounts. Certain statements made in this trading update are forward-looking statements. Such statements are based on current expectations and are subject to a number of risks and uncertainties that could cause actual events or results to differ materially from any expected future events or results referred to in these forward-looking statements.

 

Neither the content of the Company's website, nor the content of any website accessible from hyperlinks on the Company's website (or any other website), is incorporated into, or forms part of, this announcement.

 

About Experian

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, deliver digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.

We invest in talented people and new advanced technologies to unlock the power of data and innovate. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 25,200 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.

 

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