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.
Growth focus
and opportunities
We’re a growth-focused business. We have a track record of delivering consistent revenue growth and we have a range of opportunities to continue to grow and expand, based on serving our customers’ evolving needs.
Leading positions in growing markets
and opportunities
We have leading positions in our three main markets: B2B Live Events, B2B Digital Services and Academic Markets. We work in geographies that are fast-growing and in a range of specialist markets that are growing at pace too. .
Attractive financial characteristics
Over 60% of our revenue is visible – for example, from being pre-booked in advance – and recurs from year to year. Our cash generation is high, our balance sheet is robust, our capital requirements are low and we have improving margins.
A resilient
portfolio
Our business is well diversified by customer, end market, product and geography. We deliver a range of products and services, which our customers often regard as must-have
Opportunities from data and AI
and opportunities
We have extensive first-party customer data, which we are using to develop new products and personalise our customer experience. We’re using AI throughout our business to harness insights from our data, support new services and work more effectively.
Disciplined capital allocations
We are carefully considered in how we deploy capital. Our framework balances investing in the business to support sustainable organic growth, providing returns to shareholders through dividends and share buybacks, and investing in adding businesses and brands where it creates long-term value.
Some of our Brands and Markets
Health & Nutrition |
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Maritime |
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Technology |
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Pharma |
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Aviation |
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Taylor & Francis |
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What We Do
Our leading brands connect people with knowledge, helping businesses and professionals learn more, know more and do more in dozens of specialist markets -
Strategy
We aim to deliver strong and consistent growth through specialisation and applying technology, data and AI to what we do in ever more powerful ways -
Financial Summary
Find a five-year financial summary for the Group and key financial performance highlights for our divisions -
Sustainability
Sustainability is embedded in how we work. Learn more about our activities and our 2020-2025 FasterForward programme and goals