- Revenue Guidance: Informa expects full-year revenue above GBP 3.45 billion to GBP 3.50 billion, previously seen at the high end of this range. Current estimate is GBP 3.48 billion.
- Profit Guidance: Adjusted operating profit is estimated above GBP 950 million to GBP 970 million, previously seen at the high end of this range. Current estimate is GBP 972.6 million.
- First Half Results:
- Adjusted operating profit: GBP 466.9 million, up 13% year-on-year, estimated at GBP 457.6 million.
- Adjusted pretax profit: GBP 441.2 million, up 6% year-on-year, estimated at GBP 432.5 million.
- Statutory pretax profit: GBP 237.4 million, down 25% year-on-year, estimated at GBP 267 million.
- Revenue: GBP 1.70 billion, up 11% year-on-year, estimated at GBP 1.69 billion.
- Segment Results:
- Informa Markets revenue: GBP 838.3 million, estimate GBP 857.1 million.
- Informa Connect revenue: GBP 328.3 million, estimate GBP 326.4 million.
- Informa Tech revenue: GBP 227.6 million, estimate GBP 210.5 million.
- Taylor & Francis revenue: GBP 301.1 million, estimate GBP 297.3 million.
- Dividend: Interim dividend per share is 6.4 pence, up from 5.8 pence year-on-year.
- Comments:
- Informa anticipates adjusted operating profit to exceed the previous guidance range, potentially reaching up to GBP 1 billion.
- Strong performance across all business segments and good visibility forward, bolstered by AI partnerships, have led to higher expectations for the full year.
- Double-digit underlying revenue growth expected for B2B Markets and Academic Markets.
- Analyst Recommendations: 10 buys, 2 holds, 0 sells.
A look at Informa PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Informa PLC, a global provider of business information, is positioned for long-term growth based on its Smartkarma Smart Scores. With a strong Growth score of 5, the company is expected to expand steadily in the future. Supported by a Momentum score of 4, Informa PLC shows promising trends in the market that could fuel its performance.
Furthermore, while the Value, Dividend, and Resilience scores sit at moderate levels, indicating stability, the overall outlook for Informa PLC appears positive. With a diverse range of market segments served, including finance, insurance, and biomedical industries, Informa’s broad information offerings position it well for sustained success in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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