Investment Case
In the fast-growing knowledge and information economy, we own trusted brands that help businesses and professionals navigate the burgeoning volume of information and data, connecting them with knowledge, ideas and people, enabling them to make better decisions, faster.
We serve growing markets
As the business world becomes more and more digital, high-quality live in-person interactions are becoming more scarce and more valuable. Similarly, as the volume of information available expands exponentially, the value of trusted and verified sources of data and research increases.
We have leading specialist brands and businesses
Our specialist brands have strong recognition and reputations within the markets they serve. Our scale and depth across specialist subject categories and markets gives us a leading position in both Academic Markets and B2B Markets.
Business Snapshot [page40 AR23]
Strong financial characteristics
We have strong and consistent growth characteristics. Our capital requirements are low, delivering attractive operating margins and high levels of cash conversion and cash generation. This gives us flexibility for organic and inorganic investment and shareholder returns.
Unique, dynamic and agile culture
Many of our colleagues are specialists in the markets we operate in. Our culture also encourages colleagues to be agile and flexible in how they serve customers, which helps us stay responsive to trends and continuously develop and improve what we do.
Opportunities in digital and data services
We are increasingly capturing, collating and enriching first-party customer data from our products and services. This provides insights that help us develop and better market our products and enter adjacent markets with new budget and revenue opportunities.
Underpinned by sustainability
Sustainability is embedded into everything we do. Our consistent commitment and progress on our FasterForward sustainability programme are recognised by many independent indices. We have an AAA ESG rating from MSCI and have been part of the DJSI World Index for the last six years.
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What We Do
Informa's leading brands connect businesses and professionals to knowledge and relevant customer networks and audiences in over a dozen specialist markets -
Strategy
Our long-term strategy is market specialisation and digitisation. Through GAP 2, we continue to build depth and international reach in our chosen markets and to accelerate the pace of digitisation throughout the business -
Financial Summary
Find a financial summary for the Group and our five divisions here -
Sustainability
Through the FasterForward programme, our ambition is to become a champion of sustainability within our business and across the specialist markets we serve