2022 Full-Year Results Presentation
2022 Full Year Results Highlights
informa
2022 Operating Performance
2022 results underline strength of specialist
brands and subject categories, performance in
research subscriptions and live events, and
investment in Open Research and B2B Data and
Digital Services
• Underlying revenue growth of +31%
and operating profit growth of +47%
Increased Operating Margin,
+2% (+200bpts) to 21.9%
• Adjusted EPS +92% to 24.4p
Strong growth in North America, the Middle
East, ASEAN, Europe and Latin America
No 1 position in Dow Jones Sustainability
Index (Media Sector) for second
consecutive year
•
GAP 2 Strategy
• Active divestment of Informa Intelligence delivers
portfolio focus and c.£2.5bn gross value (28x
EBITDA)
Further Open Research expansion through 300+
OA Journals and 40k+ OA articles
at Taylor & Francis
Strong growth through c.400 major brands
in 20+ specialist markets, delivering high quality
live experiences and digital services
in Informa Markets and Informa Connect
IIRIS first party data expansion to 15m KEMA
and 1.8bn online interactions
• Informa Tech: Specialist Research, Specialist
Media, Audience Development and Lead Gen
for B2B tech buyers, $500m+ revenues
•
•
Balance Sheet Strength
& Capital Allocation
Relentless focus on cash management & cash
conversion delivers £466m Free Cash Flow¹
Balance sheet strength...zero net debt²
Dividend return...9.8p,
ongoing commitment at 40%+ of earnings
Share Buyback Programme increased
to £1bn from £725m
Organic investment in IIRIS
Targeted Expansion:
B2B Digital Services: Specialist Media,
(Industry Dive), Content Syndication / Lead
Generation (NetLine) for $500m+ (c.11x
EBITDA on average)
Live & On-Demand Events: Addition of Tarsus
for $937m (sub-9x EBITDA)
Strong operating performance, increasing shareholder returns, future growth and expansion
2022 Full-Year Results Presentation
Information Classification: General
1 Continuing and Discontinued businesses
2 Net debt before leasesView entire presentation