#1..... informa 2022 Annual General Meeting Robust Trading, Increased Portfolio Focus & Accelerating Shareholder Returns 16 June 2022 www.informa.com Ⓒ UU BE D#2Disclaimer **** informa This presentation contains forward-looking statements concerning the financial condition, results of operations and businesses of the Group. Although the Group believes that the expectations reflected in such forward-looking statements are reasonable, these statements are not guarantees of future performance and are subject to a number of risks and uncertainties and actual results, performance and events could differ materially from those currently being anticipated, expressed or implied in such forward-looking statements. Factors which may cause future outcomes to differ from those foreseen in forward-looking statements include, but are not limited to, those identified in the "Principal Risks and Uncertainties" section of the Group's Annual Report. The forward-looking statements contained in this presentation speak only as of the date of preparation of this presentation and the Group therefore cautions against placing undue reliance on any forward-looking statements. Nothing in this presentation should be construed as a profit forecast. Except as required by any applicable law or regulation, the Group expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained in this presentation to reflect any change in the Group's expectations or any change in events, conditions or circumstances on which any such statement is based. 2022 Annual General Meeting This presentation does not constitute or form part of any offer or invitation to purchase any securities of any person nor any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any such securities. 2#3Trading Update ROBUST TRADING INCREASED PORTFOLIO FOCUS STRONG CASH STRENGTHENED BALANCE SHEET ACCELERATING RETURNS VALUE IN VERTICALISATION 2022 Annual General Meeting informa Group underlying revenue growth of 40%+, with Academic Markets +3.5%, Live & On-Demand Events +100% and B2B Digital Services +10%. On track for upper end of 2022 guidance Completion of £1.9bn Pharma Intelligence divestment, including 15% equity interest in ongoing business. Financial Intelligence portfolio review progressing well Shift to enhanced cash management processes and challenging cash metrics continuing to deliver strong cash conversion and free cash flow generation Strong free cash flow and Pharma Intelligence divestment effectively reduces net debt to zero, strengthening the balance sheet and providing funds for reinvestment. Outlook upgraded to Stable by major ratings agencies Share buyback programme further extended from £300m to £725m, representing c.50% of post-tax cash proceeds received to date from the delivery of GAP II Portfolio Focus Strategy of Market Specialisation accelerating through continued expansion in On-Demand and B2B Digital Services. Led by Informa Tech following addition of content syndication and platform capabilities through NetLine acquisition GAP II programme delivering growth, portfolio focus and shareholder returns 3#4Live & On-Demand Events: Selection of Major Brands in first half LOCATION Middle East North America Middle East North America North America Middle East North America North America North America North America North America North America Europe North America Europe North America North America North America North America North America CATEGORY Healthcare Real Estate & Construction Healthcare Luxury & Lifestyle Fashion Technology Real Estate & Construction Real Estate & Construction Real Estate & Construction Health & Nutrition Engineering & Manufacturing Technology Health & Nutrition Technology Beauty & Aesthetics Real Estate & Construction Luxury & Lifestyle Aviation & Aerospace Fashion & Apparel Entertainment £250m+ Revenue 2022 Annual General Meeting BRAND Arab Health World of Concrete Medlab Middle East Miami Boat Show Magic LEAP TISE ROOF WWETT Natural Products Expo West Anaheim MD&M West Game Developer Conference Vitafoods Europe Enterprise Connect Anti-Aging World Congress Waste Expo Palm Beach Boat Show MRO Americas Coterie Megacon Orlando c15k Participating Exhibitors REVENUE £20m+ £20m+ £5-£10m £20m+ £10-£20m £10-£20m £5-£10m £5-£10m <£5m £20m+ £10-£20m £10-£20m £10-£20m £5-£10m £5-£10m £5-£10m £5-£10m £5-£10m £5-£10m £5-£10m EXHIBITORS 570k+ Participating Attendees 2,300+ 1,000+ 300+ 650+ 1,200+ 700+ 400+ 400+ 450+ 2,700+ 1,400+ 200+ 650+ 150+ 250+ 480+ 470+ 800+ 480+ 800+ ATTENDEES 44,000+ 18,000+ 11,000+ 100,000+ 28,000+ 100,000+ 10,000+ 5,000+ 6,000+ 55,000+ 10,000+ 15,000+ 15,000+ 6,000+ 8,000+ 12,000+ 40,000+ 12,000+ 5,000+ 95,000+ 4.5m+ Net Square Feet DOMESTIC informa 5-10% 85%+ 15%+ 90%+ 80%+ 60%± 90%± 90%+ 90%+ 90%± 90%± 60%+ 15%+ 90%± 15% ± 94% 93% 87% 53% 99% NET SQ. FT 425,000+ 640,000+ 100,000+ 1,800,000+ 400,000+ 530,000+ 310,000+ 150,000+ 255,000+ 440,000+ 280,000+ 105,000+ 180,000+ 55,000+ 50,000+ 200,000+ 180,000+ 160,000+ 150,000+ 85%+ Performance versus 2019#5The COVID-19 Pandemic The COVID-19 Pandemic: 2020/2021 Stability & Security: Widespread lockdowns and COVID restrictions - focus on preserving the long-term value of our Brands and Businesses Colleague Support: Colleague Support Fund, Balanced Working, Unlimited Volunteering, Colleague Assistance Programme; No access to furlough or government support Business Flexibility: Customer Support Fund, Events Postponement Programme, AllSecure Safety Standard, Virtual Events programme Cash Management: £600m+ Cost Management Programme, Cash Retention Programme Robust Financing: Debt rescheduling and refinancing, £800m bond issue, £750m short-term credit, £1bn oversubscribed equity addition, removal of all Group financial covenants 2022 Annual General Meeting **** informa The COVID-19 Pandemic: 2022 into 2023 Stability & Security: Most major in-country restrictions removed, with business normality returning at pace in North America, Middle East and Europe Colleague Support: Combination of vaccines, boosters and working practices supporting the move to work and live with the virus; Business Flexibility: Events Postponement Programme in Mainland China following targeted closed management measures in H1 2022; Progressive re-opening now underway. Cash Management: Deliberate shift to enhanced cash management processes continuing to deliver benefits Robust Financing: Net debt effectively zero following Pharma Intelligence divestment combined with continuing strong cash generation OT 5#6Macro Environment Macro Uncertainties & Pressures: 2022 into 2023 ● ● Geo-political uncertainty Persistent high levels of inflation Rising energy, fuel and other input costs Prospects of higher interest rates Growing pressure on wage inflation Rising cost of living and impact on consumer confidence Fears of economic slowdown and recession 2022 Annual General Meeting ● Informa Defence and Response: 2022 into 2023 Geographic breadth Cost mitigation and pricing flexibility Low direct exposure to energy **** Focus on B2B brands and markets informa Minimal net debt with long-term funding Impact managed through high % of variable compensation Specialist markets and recurring revenues 6#7£425bn Market size of 2020 academic R&D grants Source: Dimensions AI EY Pantheon 65%+ Exhibitors agree exhibitions reduce their carbon footprint Source: UFI Knowledge & Information Economy 61 95% Forecast size of exhibitions market in 2023 v 2019 Source: AMR iris 6x Typical spend on Digital Services versus F2F Events Source: Informa Markets Research 7#8New Informa Academic Markets & Knowledge Services Taylor & Francis Group an informa business Behavioural Science Championing the Specialist Connecting people with knowledge to help them learn more, know more and do more B2B Markets & Digital Services Psychology Engineering Education Informa's Sustainability Commitments: 2022 Annual General Meeting Physical Sciences informa FASTER ***** ... Pharma informa markets Beauty & Aesthetics Global Support (Group Operations, Group Functions) Aviation FORWARD informa connect Fintech & Life Sciences Investment & Biotech **** ****** informa informatech Artificial Cyber Intelligence Security ∞#9Depth in targeted Specialist B2B Markets Lifesciences Pharma Healthcare 2022 Annual General Meeting Tech Service Cybersecurity Provider Enterprise Entertainm IT Compone nts & devices AI & IOT ent Govern ment & Manufa cturing Festiv als Aut omo tive Food & Hospitality Hospitality Natural Products Ingredients Lifestyle Fashion Nutrition Agriculture Beauty Leisure & Travel Luxury Jewellery Yachting Art, Design & Furniture Transport & Logistics Aviation Maritime **** informa Construction & Manufacturing Construction Engineering, Manufacturing & Equipment Infrastructure Finance Global Finance Real Estate Safety, Security, Fire & Fa... 9#10Informa Tech...Deep Specialist Knowledge and Connections Tech Cybersecurity Enterprise IT Components & devices 2022 Annual General Meeting AI & IOT Government & Manufacturing Service Provider Entertainment Festivals informa Automotive Channel 10#11Depth in targeted Specialist Academic Markets Science, Technology & Medicine 2,837,426 Physical Sciences & Engineering 1,043,043 2022 Annual General Meeting Information Classification: General Life, Earth & Environmental Sciences 726,759 Medicine & Health 740,129 Behavioural Sciences & Social Care 327,495 Humanities & Social Sciences 1,892,986 Social Sciences 1,023,433 Education 409,509 Taylor & Francis Group an informa business Humanities, Media & Arts 460,044 Content Assets: 5m+ outputs 11#12Taylor & Francis...Deep Specialist Knowledge Physical Sciences & Engineering 1,043,043 Materials Science 110,976 Statistics & Probability 75,225 Condensed Matter 53,565 Civil, Environ- mental & Geo- technical Engineering 42,763 Chemical Engineering 24,401 Inorganic Chemistry 39,515 Mathematics Electrical 37,450 Information Classification: General Organic Chemistry 30,827 Crystallog- raphy 29,467 & Electronic Engineering 36,127 2022 Annual General Meeting Nuclear Algebra Physics 17,036 23,012 Science & Atomic Mathematics & Mole- Education cular 28,493 Analytical Manufactu- Mechanical Control & Chemistry ring Engi- Engineering Systems neering 26,965 27,071 42,154 Enginee- ring 23,469 57,725 Physical Analysis Chem 21,148 14,095 Industrial Applied Engineering Mathe- Environ- & Ma... matics mental Chemis- 27,282 19,159 try Physics 33,946 Textiles Optics 15,046 12,997 13,858 Ergono- Energy mics 16,146 16,448 General Engineering 33,224 Multidis- ciplinary Physics Natural Organic & Medicinal Chemistry Histo- ry of Scien- ce Informa- Artifi- tion cial In- Science Bio- & Tech- mecha- Techno- telligen-nology nics & ce logy olymer Opti- Chemis miza- tion Spectro- scopy 15,115 Transport Enginee- ring Chemis- Phy- sical try Na- De- As- no- sign tro- sci He- alt En- Life, Earth & Environmental Sciences 726,759 Wo Zoology 110,976 Plant Science Earth Sciences 51,915 Environmental Sciences 43,504 Cell Biology 35,814 Environemn- tal Health 34,762 Botany 34,588 GIS & Remote Sensing 39,753 Water Science Toxicology & Resources 30,354 31,539 Vetinary Science 36,262 Agriculture 27,009 Food Environme Fishe- Forestry Science & ntal Policy ries technology 16,154 26,336 15,751 14,837 Entomo- logy 17,474 Marin Life Gene Physio- e & Scien tics logy Molecular 13,808 Aquat ces 10,70 Biology ic 10,74 6 Micro- Soil Ecol biology Clima Science ogy 13,654 10,098 te & Palaeobi Scientifi Ca ology 11,769 21,474 c & Medical rto gr a Fo- Nu- Behavioral Sciences & Social Care 327,495 Medicine & Health 740,129 General Medicine 99,884 Neurology Immunology Substance Abuse 39,195 34,765 24,500 Obstetrics & Gynecology 38,312 6,04 al Medicine 34,962 A g Public Health 34,311 Pharmaceutic Pharmacol ogy 29,389 Social Work 48,916 Health & Society 21,103 Cognitive & Experimental Psychology 28,092 Sports Medicine 19,016 Oncology 44,642 Hematology 23,944 Gastroent erology 14,899 Taylor & Francis Group an informa business Radiolo Surgery 11,995 gy 13,441 Orthop Occu edics patio Social Neurops Psychology ychology age, 18,184 23,935 Famil y & Psychiatry 14,801 Marri Dev elop Ophthalmology Nutri Dent Endo tion crino istry Phys Hype Beha Laboratory Medicine 16,652 Biotechnol ogy & Rheum Audi ical atolog olog Cardiol Com Applied ogy mun Pedi Psychoanal Psychology Counseli Gero Men Sexu Ther Trau ntolo (multidiscipl ng And ysis tal al Hea Psychot inary) 28,973 gy 27,572 14,29 Ith herapy apy ma 40,068 me ntal Der mat Otorhinolary ngology 21,351 Cli nic al W or Disability & Rehabilita He alth He alth Fore Beh nsic avio Tha Reli nat gio Rese Jun arc gia Arts Hea 12#132021-2024 Growth Acceleration Plan II GAP Portfolio Focus Market Specialisation Sale of Pharma Intelligence for £1.9bn Focus on Financial Intelligence next GAP Digital & Data Digital Acceleration Further expansion in Open Research Deployment of IIRIS data and analytics platform to 10+ verticals 2022 Annual General Meeting Addition of NetLine, operating alongside Informa Tech gap GAP Leadership & Talent Enhanced Talent Launch of digital talent development programmes in Informa Markets and Informa Tech Digital and data talent acquisition programme II: GAP Investment Investment for Growth £150m of incremental investment in digital acceleration projects Initial focus on IIRIS, enhanced specialist B2B media platform and Open Research platforms GAP Shareholder Returns Improving Returns Share Buyback Programme launched in February c.£290m completed with up to £725m committed Ordinary dividends to resume at H1 2022 **** informa GAP Faster Forward Sustainable Practices Leader of peer group sector in 2021 Dow Jones Sustainability Index Continued expansion of sustainable practices in all businesses through FasterForward programme 13#14gap Portfolio Focus: Divestment of Informa Intelligence ... ...... informa intelligence Completed divestment of Pharma Intelligence for £1.9bn 2022 Annual General Meeting ✓£1.7bn pre-tax proceeds received, plus a 15% equity interest in forward business Opportunity to benefit from future growth and value Expected tax on divestment of c£200m, to be paid in second half of 2022 Share buyback programme expanded Process for Financial Intelligence divestment underway informa 14#15gap Accelerating Shareholder Returns Return c50% of post tax proceeds from GAP II Portfolio Focus programme Pharma Intelligence divestment completed for £1.9bn - post-tax proceeds of c.£1.5bn Share Buyback Programme launched on 14 February 2022 ● ● ● £725m Total capital returns now committed Tranche 1 completed: 17m shares repurchased and cancelled at average price of 587p £100m of total value returned to Shareholders by 14 March 2022 Tranche 2 near completion: Further £200m committed to buybacks for a total of £300m c.£290m of total value returned to Shareholders by 15 June 2022 Tranche 3 to follow: ● ● Further £425m committed to buybacks for a total of £725m Expected to be completed by year-end 2022 Ordinary dividend to resume from interim dividend 2022 2022 Annual General Meeting Commitment to Share Buybacks raised to £725m **** informa c.£290m Capital returned to date 575.7p Average share price 50.3m Shares cancelled 15