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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 to AMR International

    • 3-6%

      Market year-on-year growth

  • Conferences, Events & Training


    • >$100bn

      Market size, according to proprietary analysis

    • 0-3%

      Market year-on-year growth

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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

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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

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