Informa PLC 10-Month Trading Update

11 November 2025

Growth in 2025, Growth into 2026

Informa (LSE: INF.L), the international Live B2B Events, B2B Digital Services and Academic Markets Group today published itÕs 10-Month Trading Update, reporting continuing strong growth and reaffirming full year guidance.

Highlights                                    

á      Growth and performance...Group underlying revenue growth of 6.6% (7.6% ex-TechTarget consolidation) in the 10 months to 31 October:

á      B2B Live Events (Informa Markets, Connect, Festivals)...Strong, sequentially higher underlying revenue growth of 8.7% (8.5% at H1), reflecting structural market strengths, continuing market leading outperformance in IMEA (India, Middle East and Africa), and further successful Brand geo-adaptation;

á      Academic Markets...Underlying revenue growth of 3.0% (including non-recurring data licenses) reflecting continuing strength in both Open Research and Subscriptions, coupled with continuing demand for trusted, validated content and specialist data; Current non-recurring data licenses continue to unwind through the fourth quarter;

á      Informa TechTarget... Returning momentum in underlying revenues, with a positive performance since the half year, delivering 10-month revenues of -2.7%, versus -4.3% at H1.

á      Full year double-digit EPS growth...Full year guidance reaffirmed on Underlying Revenue Growth (6%±), Group Revenues (£4bn±) and Adjusted Earnings per Share Growth (10%+);

á      Further underlying growth in 2026... Recurring visibility into 2026 through subscriptions, pre-booked exhibitor revenues and forward booked contracts, with £1bn+ booked /committed, delivering year-on-year pacing growth;

á      Share Buybacks...2025 Share Buyback Programme of £350m ongoing, with £315m shares acquired year-to-date at an average price of 806p;

á      2025 Capital Markets Day... Informa will host its 2025 Capital Markets Day on 17-18 November in the UAE (Dubai), at the heart of the GroupÕs growing IMEA business. The opportunities in the region will be brought to life through a series of management presentations, technology and product demonstrations, and a hosted tour of The 2025 Dubai Air Show, the worldÕs largest B2B air show;

á      AI growth and valueÉHumanity, connectivity and specialist content remain highly relevant and increasingly important in an AI-driven world, all of which are core to InformaÕs operating model. At both a product and operating level, AI technology is being embedded into processes and systems, including Elysia, InformaÕs proprietary AI assistant for Colleagues, which delivers speed, efficiency and enhanced productivity.