Informa backs 2026 earnings view and sees ‘stronger growth’ in 2027
Informa PLC on Thursday backed its 2026 guidance, and said next year will see ‘stronger growth’.
The London-based business information publisher and events organiser said underlying revenue grew 6.4% in the five months to May 31.
In Academic Markets, growth was 5.5% over the period. Informa said the division is on track for 4% full-year underlying growth. In B2B Live Events, growth was 7.6%.
‘The depth and breadth of Informa’s portfolio, both geographically and by market category, continues to deliver growth, international expansion and product and brand innovation,’ Chief Executive Stephen Carter said. ‘We have momentum in both our businesses, B2B Live Events and Academic Services, and are reconfirming full year earnings guidance.’
Informa expects double-digit underlying growth in adjusted earnings per share. Adjusted EPS totalled 55.6 pence in 2025.
Looking to 2027, the company expects ‘stronger growth’. Forward revenue booked to date for the first half of next year stands above $600 million.
Informa releases half-year results on July 30, ‘which will be five weeks ahead of the first major 2026 re-scheduled Brands, LEAP in Riyadh and Middle East Energy in Dubai’ events, it said.
Informa added: ‘+ Brands have been rescheduled within 2026 and we have actively deferred to 2027 a number of new event launches, including Food (Vitafoods Dubai), Interior Security (Fortis), and some smaller pre-existing Brands, Health Tech (WHX Tech) and Manufacturing (Gulf Print & Paper).’
Informa shares were up 2.4% to 860.20 pence each in London on Thursday morning. Shares are down around 2.8% year-to-date, however. Artificial intelligence worries and the Middle East conflict have kept a lid on the shares, which hit a record high of 1,000p in November.
Carter, in post-results call back in March, said: ‘AI acceleration and the impact of AI is the subject of much debate in many locations, many industries, particularly in industries like ours where knowledge and information are being packaged and presented in ever more increasingly different ways and at a higher pace rate and speed and accuracy. Actually, a big advantage for us, but nevertheless, there are questions around that.’
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