Highlights

  • FY25 revenue expected at c.GBP 322m, up 13% reported
  • Contracted Forward Revenue growth of approximately 6% is anticipated
  • Adjusted EBITDA projected at c.GBP 110m with 34% margins
  • Margin expansion targeted toward 40% in 2026
  • Application planned to move to the LSE Main Market in March 2026

GlobalData Plc (LSE:DATA) has issued a trading update following the close of its financial year ended 31 December 2025, highlighting a year of robust trading alongside significant operational transformation. The company reported steady performance while executing an accelerated growth strategy focused on technology investment, platform integration, and long-term value creation.

During the year, GlobalData continued to advance its Growth Transformation Plan, integrating six acquired businesses into its platform while strengthening its capabilities across data, insight, and technology.

AI Investment Strengthens Strategic Position

Throughout 2025, GlobalData expanded its investment in artificial intelligence, workforce capabilities, and go-to-market initiatives. These efforts were designed to enhance the company’s product offering and position it to capture long-term opportunities. Entering 2026, GlobalData is preparing to launch multiple AI-enabled solutions, including digital worker tools, alongside continued development of its AI hub and AVA, its AI-powered research assistant.

Revenue Growth and Improving Forward Visibility

For FY25, GlobalData expects to report revenue of approximately GBP 322 million, representing reported growth of 13%. On an organic underlying basis, revenue increased by 1%, driven by 2% growth in Healthcare and flat performance in Non-Healthcare markets. Subscription revenue also grew by 1% organically across both segments, supported by stable renewal rates.

Contracted Forward Revenue improved throughout the year and is expected to show growth of around 6%, including 3% organic underlying growth. Healthcare contributed 1% growth, while Non-Healthcare recorded a 4% increase, enhancing revenue visibility as the company moves into 2026.

Profitability and Balance Sheet Position

Adjusted EBITDA for the year is expected to reach approximately GBP 110 million, equating to margins of around 34%. Following the completion of a cost synergy programme linked to recent acquisitions, the company expects margins to expand further during 2026, with a stated objective of returning toward 40%.

Net debt at year-end is expected to be approximately GBP 110 million, reflecting more than GBP 110 million returned to shareholders through share buybacks and over GBP 40 million invested in acquisitions. As of 31 December 2025, GlobalData reported access to more than GBP 200 million in available funding facilities.

Outlook and Market Confidence

Renewal rates across all end markets remained consistent during the year, supporting a positive outlook. GlobalData noted continued prioritisation of business-critical data and insights among its major clients. The company remains focused on delivering integrated solutions through its One Platform, supported by proprietary data and AI-driven capabilities.

With a recurring revenue model providing approximately 80% visibility over analyst revenue expectations for 2026, the Board expressed confidence in the company’s ability to deliver sustainable long-term growth and margin expansion.

Planned Move to the Main Market

Alongside the release of its full-year results on 2 March 2026, GlobalData plans to submit its application to transfer its listing to the Main Market of the London Stock Exchange.