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Highlights

  • Panmure Liberum analyst Johnathan Barrett issued a Buy rating on Informa with a price target of AUD 24.65, representing a 38.73% upside from the current price.

  • Informa delivered 20% revenue growth in H1 2025, with adjusted operating profit up 24% and free cash flow up 25%.

  • The company upgraded its 2025 guidance, raising underlying revenue growth expectations to 6%± and adjusted earnings growth to over 10%.

Informa PLC (LSE:INF.L), the international Live B2B Events, B2B Digital Services and Academic Markets Group, has received an updated analyst recommendation from Panmure Liberum. The company has recently released its half-year 2025 results.

Analyst Rating

Panmure Liberum analyst Johnathan Barrett issued a Buy rating on Informa with a target price of AUD 24.65. This represents an upside of 38.73% from the company’s current trading price of AUD 20.95. 

Half-Year 2025 Performance

Informa reported double-digit revenue and profit growth in its half-year 2025 results, highlighting momentum across its business units:

  • Group revenue increased 20.1% to £2,035.9 million.

  • Adjusted operating profit rose 24% to £578.9 million.

  • Adjusted diluted earnings per share grew 25.2% to 29.8 pence.

  • Free cash flow increased 25% to £356.9 million.

Underlying revenue grew 7.8%, while underlying adjusted operating profit increased 9.2%, driven by continued expansion in Live B2B Events and Academic Markets.

The company also confirmed an additional £150 million share buyback programme, adding to shareholder returns alongside a 9% interim dividend increase to 7.0 pence, following an 11% rise in the full year 2024 dividend.

Guidance and Outlook

Informa upgraded its 2025 full-year guidance following its first half. Group underlying revenue growth guidance was raised from 5%+ to 6%±, including more than 8% underlying growth in Live B2B Events.

Reported revenue guidance remains unchanged at around £4 billion, while adjusted earnings growth is now expected to exceed 10%, despite foreign exchange headwinds from a weaker US dollar.

Academic Markets (Taylor & Francis) is targeting 3–4% underlying revenue growth, excluding non-recurring data licensing agreements, while Informa TechTarget is projecting broadly flat revenues for the full year.

On the balance sheet, the company completed a €700 million bond issue, extending average debt maturity to 4.5 years, ensuring long-term financing flexibility.