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Highlights

  • Informa reported FY24 revenue growth of 11.4% YoY to GBP 3,553.1 million, driven by higher demand for in-person events
  • Profit after tax rose by 8.7% YoY in FY24 to GBP 737.2 million, supported by double-digit growth in adjusted operating profit
  • The company increased its full-year dividend by 11.1% to 20.00 pence per share, with a final payout scheduled for July 2025
  • FY25 outlook remains positive with expected revenue over GBP 4.1 billion and continued momentum from new event launches and integrations

Informa PLC (LSE: INF) is an FTSE 100-listed media company. It is engaged in events, exhibitions, scholarly publishing, and information services.

In the financial year 2024 (FY24), Informa reported revenue  of GBP3,553.1 million, rising 11.4% YoY, supported by structural growth trends such as increasing demand for in-person engagement. Profit after tax grew by 8.7% YoY to GBP737.2 million in FY24, reflecting double-digit growth in adjusted operating profit.

The full-year dividend increased by 11.1% YoY to 20.00 pence per share, with a final dividend of 13.60 pence scheduled for payment on 11 July 2025, following an ex-dividend date of 29 May 2025.

Further, in FY24, INF outperformed the industry median with a higher gross margin of 65.6% vs 59.2%, and a net margin of 10.3% vs 7.1%

Recent Business Update

In the first quarter of FY25 (Q1FY25), Informa reported a 7.6% underlying group revenue increase, fueled by performances in both Live B2B Events and Academic Markets. The company has already secured over GBP 2.5 billion in revenue for 2025 through subscriptions and forward bookings, reinforcing its full-year growth outlook. Informa also continues to return value to shareholders through its ongoing GBP 200 million share buyback program.

Company Outlook

Despite potential headwinds from the U.S. in 2025, Informa anticipates over 5% underlying revenue growth, excluding acquisitions, with total reported revenue expected to exceed GBP 4.1 billion. The B2B Events division is targeting growth of 7% or more, driven by a full-year contribution from Informa Festivals and the launch of new events such as Money 20/20 Middle East.

The newly integrated Informa TechTarget business is forecasting modest growth in a steady but cautious tech marketing environment, with a focus on integration and margin enhancement.

Top 10 Shareholders

The top 10 shareholders of INF collectively hold approximately 38.91% of the total shares. BlackRock Investment Management (UK) Ltd. is the largest individual shareholder with around 6.15%, followed by Newton Investment Management Ltd., which holds roughly 5.12%, as illustrated in the chart below.

Stock Information

The stock has experienced a decline of approximately 8.93% over the past three months but has seen a gain of around 18.87% in the past month. With a 52-week low of GBX 634.20 and a high of GBX 911.60, the stock is currently trading above the average of these values, closing at GBX 805.00 as of May 12, 2025.

 

Note 1: Past performance is not a reliable indicator of future performance.
Note 2: The reference data for all price data, currency, technical indicators, support, and resistance levels is 13 May 2025. The reference data in this report has been partly sourced from EODHD/Others.

 Technical Indicators Defined

Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.
Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.