Informa PLC (CHIX:INFl)

Half Year 2026 Informa PLC Earnings Call Transcript

Jul 30, 2026 / 08:00 AM GMT

Release Date Price: £9.13 (+0.71%)

Transcript

Key Points

Positve

Underlying revenue growth of 6.8% in H1 2026, demonstrating strong business resilience.
B2B live events business grew 8% in the half year, with strong performance across most geographies.
Academic markets (Taylor & Francis) showing consistent improvement, targeting 5%+ growth by 2027.
Strong full-year visibility with 85% of 2026 revenue already visible and $800 million of 2027 revenue booked.
Increased share buyback and interim dividend, reflecting confidence in shareholder returns.

Negative

TechTarget venture underperforming with -1% growth, missing target by $30-50 million in revenue.
Middle East volatility causing revenue dislocation, particularly from international exhibitors in UAE and KSA.
H1 margin down 2 percentage points year-on-year due to maintaining cost base in Middle East without corresponding revenue.
China growth remains low, in line with 2025 levels and below historical performance.
AI displacement revenues and US enterprise tech market challenges are impacting B2B digital services growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INF.L - Informa PLC
Half Year 2026 Informa PLC Earnings Call
Jul 30, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Okay, we're on, are we live?

We're live.

Everyone feeling live?

Good morning, everybody. And for those who are here today, thanks very much for joining in person.

For those who are on the live stream.

Welcome to our half-year results, which we announced this morning and hopefully some people have had a chance to read it.

I'm going to give a quick canter through an update and then try and use most of the time for questions if we could.

Just to kind of step out to step in, this is designed just to remind us why we're in the markets we're in. These are the two markets we operate in as a business.

B2B live events and specialist knowledge. I just wanted to pick out two

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