Informa PLC’s 2019 Half Year Results were shared today. So, how are we doing?

The Half Year results shared today show continuing good growth for Informa Markets and reflects the evolution of our business. As the largest division of Informa Plc, Informa Markets has an attractive portfolio of more than 550 B2B brands serving specialist markets across the globe and creating platforms for connection.  

As a combined division, we’ve diversified and enhanced our offerings, adding digital and data products to help our customers thrive 365 days a year, as well as investing in attractive, new growth areas such as Premium Lifestyle, where we see fantastic opportunities to bring together acclaimed brands and
complementary customer bases with co-located events and cross-promotional
initiatives. 

We also see compelling growth in the Healthcare & Pharma, Health & Nutrition, and Aviation sectors, and those high growth areas paired with the opportunity to leverage our broad geographical footprint and deep specialist knowledge ensure we continue to see future growth  and are consistently delivering beyond expectation for our customers.
Below is a full Informa Markets recap or click here to review the full report.

Informa Markets Broad-based Growth

In our largest division, our strategy to build international scale within attractive, specialist B2B markets continues to deliver consistent and attractive revenue growth and we remain confident of meeting our 4.5%+ underlying revenue growth target for the year.

We now have an international portfolio of more than 550 B2B brands, with around 40% of our revenue coming from North America, 30% from Asia and
10% from the Middle East. This compares to nine years ago when more than 30% of total events revenue was from the Middle East alone. This increased balance and breadth has significantly improved our portfolio strength and resilience, allowing us to manage pockets of weakness in  individual markets and regions whilst still delivering good growth
overall.

In 2019, this portfolio strength is evident across both individual markets and geographic regions. For example, continued strong growth in Healthcare & Pharma (CPhI China, CPhI Worldwide) and Health & Nutrition (Natural Products Expo West, Vitafoods Europe) is more than offsetting continuing headwinds in Fashion, ahead of the benefits of our Fashion GAP starting to take effect.

Similarly, across the regions where we operate, the US and China generally remain buoyant whereas the Middle East is seeing more subdued levels of activity. Currently, there is also a specific impact in this region from World Expo 2020, with traditional exhibitions investment being affected by increasing in-market commitment to this one-off event.
This is particularly affecting our Real Estate exhibition, Cityscape Global, which takes place in September

Expansion in the Premium Lifestyle market:  

Informa has had a strong commercial relationship with the Principality of Monaco for many years, initially through our partnership on the Monaco Yacht Show, in which it has been a long-term shareholder. In 2017, this relationship was extended across Informa’s full portfolio of International Yachting events, including our US shows such as the Fort Lauderdale International Boat Show and the Miami Yacht Show.

Today, we have announced a further extension and strengthening of this relationship through a small additional investment by Monaco to extend its shareholding across the broader Premium Lifestyle market. Initially, this sees us bring together our portfolio of International Yachting events with our Art exhibitions, including the recent addition,
Art Miami. These events have a very complementary customer base and, inthe case of Miami, strong regional community connections, creating attractive opportunities for co-located events, cross-marketing and cross-promotional initiatives. Over time there is the potential for further expansion in these and other adjacent areas within Premium Lifestyle, making the most of Informa’s strong expertise in exhibitions and events, and Monaco’s deep industry knowledge and international relationships.