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Informa Group Growth, Focus and International Expansion October 2026
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3 Creating a focused, high growth, high impact B2B business Growth, Focus and International Expansion GROWTH FOCUS EXPANSION • Continuing strong growth in 2026, on track for 6%± underlying revenue growth and double- digit underlying EPS growth1 • Strength in Americas, Europe and Asia • Return of events in IMEA, with 20 Brands and $200m± of revenue since H1 Results • Post-Clarion, B2B Live Events to become a 7%+ growth operator in 2027 and beyond • Intention to separate Academic business from Informa • Review all options to best support the future development of the Taylor & Francis business and the wider Informa Group • Outcome of review reported alongside FY Results in March 2027 • Addition of Clarion portfolio of 100+ B2B Brands • Immediate scale entry into new growth categories including Electronics, Defence/Security and Gaming • Adds further depth in Technology and Energy • EPS accretive and growth enhancing, with £75m± of synergies from operating efficiencies and revenue acceleration Company Update – October 2026 Continuing Strong Performance 1Underlying adjusted fully diluted EPS base for 2025 of 49p (Constant currency, adjusted for biennial phasing and non-recurring data contracts) Separation of Taylor & Francis Acquisition of Clarion
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4Company Update – October 2026 A focused, high growth, high impact B2B business The Informa Group in 2028 ✓ ✓ ✓ ✓ ✓ A focused, market leading B2B Group of scale and quality B2B Live Events revenue of £4.2bn+, growing at 7%+ annually 1000± B2B Brands serving 40+ growth market categories in 30+ countries Over 9m attendees and 220k+ exhibitors annually Balance sheet strength with leverage sub-2.5x by year-end 2027 1Figures represent expected 2027 B2B revenue split (live events + digital services) and include 100% of Clarion non-consolidated JVs Americas 41% IMEA 19% Asia (incl. Australia) 17% Continental Europe 17% UK 6% B2B Revenue by Geography1
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5 Continuing strong performance in 2026 Further growth since H1 results, with strength in Americas, Europe and Asia Strength in market categories Recent strong performances in Cyber Security (Black Hat), Pharma (CPHI Worldwide), Jewellery (Jewellery & Gem World) Return of Live B2B Events in Middle East More than 20 brands, representing $200m± of revenue, run in IMEA since H1 Results, including in Middle East in Power (Middle East Energy in Dubai), Tech (Leap in Riyadh), Cyber Security (GISEC in Dubai) and Investment (LiveX in Abu Dhabi) Strong visibility into Q4 $1bn+ booked and committed in Q4 2026 Full year guidance reaffirmed Group underlying revenue growth of 6%±, with Live B2B Events 7%+ and Academic Markets 4%1; double digit underlying adjusted diluted EPS growth2 GROWTH Continuing strong performance 2026 1Excluding non-recurring data contracts 2Underlying adjusted fully diluted EPS base for 2025 of 49p (Constant currency, adjusted for biennial phasing and non-recurring data contracts) Company Update – October 2026
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6 Separation of Taylor & Francis Review to determine the best way to support the next phase of development and growth $1bn± Revenue 4%± Underlying revenue growth 2,700+ Peer-reviewed journals 185k+ Specialist reference titles Strong forward growth plan20+ years of growth with Informa Benefits of separation ▪ Revenues grown 4x since becoming part of Informa ▪ Annual published articles grown nearly 5x to 170,000+ ▪ Underlying growth increased from <2% to 4%± ▪ Recurring subscription revenues and mid-30’s adjusted operating margins ▪ Supporting researchers and institutions across the academic ecosystem ▪ Experienced leadership team with clear forward strategy ▪ A portfolio of unique, trusted academic brands ▪ A leading Open Research platform ▪ Deep editorial networks and long-standing society and institutional relationships ▪ Ambition to become a Global Knowledge Marketplace ▪ Greater flexibility and focus to support future ambitions for growth, academic discovery and societal impact ▪ Deepen support for researchers, institutions, funders, educators and professional communities ▪ Enables Informa Group to put full focus on its market leading B2B business The outcomes of the review to be provided alongside Informa’s 2026 Full Year Results in March 2027 FOCUS Company Update – October 2026
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7Company Update – October 2026 A unique portfolio of B2B Brands offering significant scale and best-in-class quality Addition of Clarion Compounding Growth through One Informa Combination to unlock significant cost and revenue synergies from operating efficiencies, international syndication and the application of Informa’s broader growth platform Further Depth in Growth Geographies Complementary geographic exposure, with Clarion adding further depth in North America and Asia, and significantly strengtheni ng position in Europe. Modest presence in IMEA creates significant opportunities for syndicating and geo-adapting brands through Informa’s platform Strong Financial Returns Enterprise value of £2.24bn implies acquisition multiple of c.9x 2027 EV/EBITDA post run rate cost synergies and c.8x post run rate cost and revenue synergies; Projected to deliver double-digit post-tax return on invested capital within three years Financing & De-leveraging Balanced funding mix ensures leverage remains sub-3x by year-end 2026 and sub-2.5x by year-end 2027, maintaining balance sheet flexibility Scale entry into new Growth Categories Clarion provides immediate scale entry into highly attractive growth categories - Electronics, Defence / Security and Gaming, and further strengthening Informa’s positions in Technology and Energy 1 2 3 4 5 EXPANSION
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8 Eight Brands to enter Informa’s Top 50 Brands c.1,000 B2B Live Event Brands 100+ Marquee & Power Brands1 $20m+ To enter Top 50 Brands c.50% Top 50 as % of B2B Rev 20+ Category franchises of $50m+ Combined Portfolio: 100+ B2B Live Event Brands 8 + 8 Marquee & Power Brands1 8 Brands into Top 50 31 Brands over $5m revenue Addition of Clarion:Scale Entry into Growth Categories1 1Marquee Brands = Revenue $30m+ / Power Brands = Revenues $10m – $30mCompany Update – October 2026 Clarion Brands into Top 50 *DSEI events in both UK and Germany Global Sources events in both Autumn and Spring IFA is a joint venture +
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Scale Entry into Growth Categories Immediate scale in Electronics, Defence/Security and Gaming, and further depth in Tech and Energy 1 Technology Energy4 5 Deepening position in existing growth categories Electronics Defence/Security Gaming1 2 3 Creating a market-leading portfolio of 1,000± B2B Live Event Brands... Immediate scale entry into high growth strategic categories 9 World’s largest consumer electronics event North America’s largest energy transmission/distribution brand $165m+1 $140m+ $80m+ $620m+2 $295m+2 Black Hat Cannes Lions CBME Cosmoprof Gitex Global Health Expo Gulfood Leap Natural Products Expo Money 20/20 SuperReturn WHX Company Update – October 2026 1Includes 100% of Clarion non-consolidated JVs 2Figures are expected combined revenue by category for 2027 Leading international defence brand Leading international gaming brand Leading international insurance tech brand
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10 Highly complementary portfolio mix ➢ Clarion adds 100+ B2B Brands across 20+ countries ➢ Further depth in North America and Asia ➢ Significantly strengthens position in Europe ➢ Modest Clarion presence in IMEA creates significant syndication/geo-adapt opportunities ➢ Leading positions in Growth Geographies ➢ Further strength in Strategic Cities Strong Geographic Fit Company Update – October 2026 Further Depth by Growth Geographies2 B2B Live Events Revenue by Geography1 1Figures represent expected 2027 B2B Live Events revenue split 2Electronics includes revenue from Clarion non -consolidated JV 3Video Games now included in ‘Lifestyle & Pop Culture’ with ‘Gaming’ representing the incoming Clarion gaming business 4Selected subcategories shown; “Other” includes all remaining categories which represent <1% of revenue B2B Live Events Revenue by Category1 3 Americas 38% IMEA 20% Asia (incl. Australia) 18% Continental Europe 18% UK 5% Of which: Maritime 2% Licensing 1% Aesthetic Medicine 1% Agriculture 1% Public Safety 1% Other4 3% Entrance into new categories Technology 11% Food Ingredients 9% Finance 9% Healthcare 7% Pharmaceutical Ingredients 6%Energy 5%Food Services and Hospitality 4% Fashion and Jewellery 4% Marketing 4% Infrastructure 4% Lifestyle and Pop Culture 4% Engineering 3% Aviation and Aerospace 3% Yachting / Boats 3% Life Sciences 3% Beauty 3% Furniture and Homeware 3% Electronics 3% Defense and Security 3% Gaming 1% Other 9% 2 (Enlarged Group)
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11 Effective Ascential integration ▪ Cost synergies delivered to plan ▪ Money20/20 and LIONS syndicated internationally, inc largest launch ever • Operating model efficiencies Simplification and scale benefits across the combined B2B Live Events platform • Procurement & event delivery Greater purchasing scale across venues, suppliers, contractors and event delivery • Shared services Efficiencies across common technology, systems and business support functions • Removal of duplicated costs Removal of overlapping infrastructure and support • Geo-adaptation Take established Clarion brands into new growth geographies • International syndication Extend leading franchises across Informa’s global network • Cross-marketing Broaden customer access across complementary brands and categories • Lead generation & digital services Apply Informa’s first-party data and amplification capabilities • Non-endemic sponsorship Extend sponsorship beyond traditional industry participants • Hotels & Cities partnerships Leverage greater audience and event scale with destination partners Operating Synergies Revenue Synergies £25m±1 Run rate by 2029 £50m±1 Run rate by 2029 Compounding Growth through One Informa Significant cost and revenue synergies available through combination 3 Strong track record 13+ years building and buying a leading B2B Live Events Group One Informa ▪ Platform for geographic expansion, customer cross- marketing, first-party data and amplification services 125%± of total synergies expected to be delivered in the first full year of ownership, with the full run rate achieved by the third year of full ownership in 2029 Company Update – October 2026
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Strong Financial Returns 12 Earnings enhancing and attractive return on invested capital Strong Financial Profile Mid-single digit adjusted diluted EPS enhancement in 20273 1 Double-digit ROIC4 Within 3 years (2029), ahead of WACC 2 1Calendar year-end figures. Note Clarion has significant biennial revenues in odd years 2Excludes share of JV income 3Effective tax rate for combined Group expected to be 20%±; 4Including related fees 4 10%± 2027 annual Live Events underlying revenue growth (before biennial revenues) £100m± Expected biennial revenues in 2027; group margin uplift of 500bps± from biennials 30%+2 2027 Adjusted operating profit margin £575m+ Expected 2027 Revenue £2.24bn Enterprise Value Attractive Valuation c.9x1 2027 Adjusted EBITDA (including run rate cost synergies) c.8x1 2027 Adjusted EBITDA (including run rate cost and revenue synergies) Company Update – October 2026 c.11x1 2027 Adjusted EBITDA
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13 Financing & De-leveraging Balanced mix of funding maintains balance sheet flexibility 5 Pro-forma Informa Leverage Ratio <3.0x <2.5x CY 2026 CY 2027 £2.24bn Enterprise Value c.£940m Placing c.9% of Informa Equity Committed debt financing Company Update – October 2026 Pro-forma Informa leverage ratio sub-3x at year-end 2026 and sub-2.5x by year- end 2027 Acquisition expected to complete in Q4 2026, subject to customary regulatory clearances Share buyback programme redirected to fund the transaction and preserve balance sheet flexibility Informa's largest institutional shareholder has expressed its strong and unequivocal support for the Placing
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14 Capacity / Supply 20-30% new venue capacity in the next five years Expansion in global Gateway Cities in fast growth markets e.g. Dubai, Riyadh, Bangkok, Jakarta Price range of $450 to $900 per sqm Attendee Value Ticketing Hosted buying Curated content Product specification Supplier knowledge 6m+ total attendees in Informa Markets Amplification Services First Party Data 365 services Matchmaking Content marketing Product directory Accreditation Sponsorship Lead generation 20%+ of revenue for best-in-class Brands 4 Addition of Clarion Growth rate ahead of B2B Events market World class brands in attractive growth categories Deeper positions in Technology and Energy Greater depth in North America, Asia and Europe IMEA expansion opportunities 100+ specialist B2B brands 8 Marquee Brands 8 Power brands Geo Expansion Leading B2B Brands Brand extension Brand expansion Brand syndication Global cities Partnership Growth Market Penetration New customer segments Network effects International partners Price for Value Price Yield Mix Inflation Value 13+ years of building B2B leadership, with Clarion as the next step Accelerating Growth in 2027 and Beyond... 1 2 3 4 5 6 7 Growth Geographies Growth Markets MICE as economic strategy Supply Chain Refresh/Review Business Travel Consolidates B2B Specialisation Rising value of B2B F2F AI Time Dividend One Informa 2025-2028 Growth through Market-Leading Customer Experience, Data-led Marketing, Market-Leading Brands & Brand Value, The AI Time Dividend B2B Product Growth 7%+7%+ Combined to deliver 7%+ annual growth B2B Events Platform Company Update – October 2026