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Informa (OTCPK:IFJP.Y) 2025 Earnings Call Presentation
2025-11-17 10:30
Financial Performance & Growth - Informa projects a group underlying revenue growth of 5%+ [47] - B2B Live Events are expected to grow at 6%+ [47], contributing to compounding profit growth [47] and an 8%+ compounding earnings growth [47] - Academic Markets are projected to have a 3-4% underlying revenue growth [47], with an ambition to reach 5% [47] - B2B Digital Services are expected to return to growth in 2026 [47], with increasing operating margins and compounding cashflows [47] - The company anticipates £630 million+ in additional revenue from compounding growth over three years [47], resulting in £250 million+ in additional operating profit [47] B2B Live Events Strategy - B2B Live Events represent a $30 billion+ annual market [52] with structural growth dynamics [52] - Informa's B2B Live Events revenue is projected to reach approximately £3 billion in 2025 [56] - The top 10 brand franchises generate $1.2 billion+ in revenue [65] - Informa is focusing on improving yield through customer experience and value [71] Academic Markets (Taylor & Francis) - Taylor & Francis aims for a 5% underlying revenue growth [42, 138, 202] - The company emphasizes the increasing value of trust and verified content in an AI-driven world [167]