Full Year 2025 Experian PLC Earnings Call Transcript
Key Points
- Experian PLC (EXPGF) achieved 7% organic revenue growth for FY25, meeting its full-year guidance.
- The company reported excellent margin delivery, with a 90 basis point organic increase.
- Cash conversion was strong at 97%, and the company maintained a robust balance sheet with net debt to EBITDA below target range.
- Experian PLC (EXPGF) surpassed 200 million free consumer members globally, marking a significant milestone.
- The company made strategic acquisitions, including ClearSale, enhancing its fraud capabilities and data assets.
- The macroeconomic environment remains uncertain, with potential impacts on future performance.
- Latin America experienced only 3% organic growth in Q4, with macro uncertainty affecting client activity in Brazil.
- The UK and Ireland showed modest B2B revenue progress against a subdued market backdrop.
- The company faces ongoing dual run costs related to its cloud transformation, peaking in FY26.
- There is a 30 basis point margin drag expected from recent acquisitions in FY26.
Good day, and thank you for standing by. Welcome to the Experian preliminary results for the year ended March 31 2025 webcast and conference call. (Operator Instructions) Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Mr. Brian Cassin, Chief Executive Officer.
Please go ahead, sir.
Thank you very much. Hello, everybody, and welcome to our FY25 results presentation. I'm joined today by Lloyd who will run through the financials after my initial overview, and then we'll open up for Q&A. FY25 was a very good year for us, and we ended the year well. We delivered on our full year guidance and on our medium-term framework. 7% organic revenue growth, very good results and a year of relatively severe macro.
We also had excellent margin delivery above our target and cash conversion was also very strong. FY25 was also a year of very good strategic progress across the business with continued
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