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Investment Case

Informa offers an attractive combination of growth and yield, with a robust business model that provides predictable and recurring revenues, and has low capital requirements and strong free cash flow generation. 

The Group has a broad and balanced international portfolio of specialist brands, operating in attractive customer markets.

Find out more about our Divisions and their profile, and read about trends in several of the specialist markets in which we operate.

  • Attractive Markets
  • Leading Brands
  • Strong Financials

The Knowledge & Information economy

294bn

emails sent daily

500m

tweets sent every day

28PB

generated from wearable devices by 2020

5bn

searches made per day, with 3.5bn from Google

4TB

data produced by a connected car

463EB

data created every day by 2025

4.4ZB

Accumulated digital universe of data in 2019

95m

photos and videos shared daily on instagram

 

Attractive Markets in Growth

Academic Books & Journals

$27bn

HSS & STM market size, according to Simba Information

0-2%

Market year-on-year growth

Business Information & Intelligence

$42bn

Total revenue in B2B Media and Business Intelligence according to Outsell, Inc.

4-6%

Market year-on-year growth

Trade Shows & Exhibitions

$31bn

Market size, according 

3-6%

Market year-on-year growth

Conferences, Events & Training

>$100bn

Market size, according to proprietary analysis

0-3%

Market year-on-year growth

Taylor & Francis
CRC Press
Cogent OA
Ovum
Fertecon
Routledge
China Beauty Expo
Trialtrove
EPFR Global
Lloyd's List
Arab Health
Natural Products EXPO West
World of Concrete
Monaco Yacht Show
Internet of Things World
Biotech Week Boston
Africa Comt
SuperReturn International
Broadband World Forum
Blackhat
coterie
hong kong jewellery fair
children baby maternity expo
md and m west

Global Reach & Predictable Revenue Streams

Group's Revenue by Region %

Revenue by Region
North America North America 48%
Rest of the world Rest of World 18%
China (including Hong Kong) China (including Hong Kong) 13%
Continental Europe Continental Europe 13%
UK UK 8%

Group's Revenue by Type %

Revenue by Type
Exhibitor Exhibitor 39%
Subscriptions Subscriptions 25%
Unit Sales Unit Sales 12%
Attendee Attendee 9%
Marketing and advertising services Marketing and advertising services 9%
Sponsorship Sponsorship 6%

Strong Cash Characteristics & Consistent Dividend Growth

Revenue (£M)

Revenue

* Restated for the impact of IFRS 15

Cash Conversion %

Cash conversion

Free Cash Flow (£M)

Free Cashflow

Dividend per share (p)

Dividend per share