GlobalData seeing benefits of reorganisation as pipeline builds

GlobalData PLC on Monday called underlying revenue growth ‘disappointing’ in 2025 but said restructuring changes were already driving greater visibility for business in the current year.

The London-based data analytics and consultancy said pretax profit rose 26% to £69.2 million in 2025 from £54.9 million in 2024, inclusive of a credit of £20.5 million on share-based payments.

Adjusted earnings before interest, tax, depreciation and amortisation declined 5.7% to £110.2 million from £116.8 million, with margins of 34%, down from 41%, impacted by investment in the cost base and M&A integration.

The firm said it remains confident in recovering margins to 40%.

Revenue grew 13% to £322.1 million from £285.5 million, or by 1% on a underlying basis.

GlobalData said the business demonstrated consistent volume renewal rates throughout the year, with consistent performance across all major client verticals.

But it described underlying sales growth of 1%, as ‘disappointing’, reflecting the ‘investment phase and transformation disruption as we transitioned to our new sales model.’

‘2025 has been a year of resilient performance for GlobalData, in a business environment that remains uncertain. We have continued to successfully embed our solutions-led sales model, and while the reorganisation is taking time to fully implement, it is already strengthening customer engagement, improving collaboration across teams, and building a quality pipeline,’ commented Chief Executive Mike Danson.

‘We are seeing the early benefits of that in forward revenue visibility and deeper, expanding client relationships,’ he added.

GlobalData reported underlying contracted forward revenue growth of 3% to £179.7 million from £171.4 million a year ago, reported growth of 5%, which it said provides good visibility into 2026.

‘We enter 2026 with [around] 80% of analyst revenue consensus already contracted, providing visibility with a strengthened platform and team focused on execution, innovation and long-term value creation,’ the CEO added.

The final dividend was increased to 1.2 pence per share from 1.0p a year ago. This still left the total dividend 40% lower year-on-year at 1.5p per share, down from 2.5p.

In addition, GlobalData said Chief Financial Officer Graham Lilley intends to step down later this year. The firm has lined up Robert Kingston to replace Lilley, once he has served his six-month notice period with his current employer, Keywords Studios Ltd.

GlobalData said Kingston is expected to join the group in the third quarter of 2026.

Shares in the firm edged 0.5% lower to 84.00 pence each in London on Monday.

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