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2020 Half-Year Results Stability & Security through 2021 & beyond 21 September 2020 Disclaimer This presentation contains forward-looking statements concerning the financial condition, results of operations and businesses of the Group.


  1. 2020 Half-Year Results Stability & Security through 2021 & beyond 21 September 2020

  2. Disclaimer 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. 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. 2020 Half-Year Results: September 2020 2

  3. Knowledge & Information Economy through COVID-19 1000% 1.9ZB 500% Webinars increase in number of virtual events forecast 2020 Online market platforms increase in House through COVID-19 internet video traffic Party downloads in Source: Forbes Source: OMDIA first week of March Source: Business of Apps High-quality research 894% Subscriptions Data delivery 2bn growth in use of Online Training Microsoft Teams through Visits to Twitter’s lockdown period COVID-19 page Source: Business of Apps Source: Twitter 2m+ 130m Virtual Events downloads of T&F free COVID-19 OA articles Source: internal Paid subscribers to 300m+ Spotify reached through lockdown Critical data insights 150m Zoom meeting Source: Spotify participants in April 2020 Source: Business of Apps Downloads of COVID-19 academic research papers Source: International Association of Scientific, Technical and Medical Digital content Publishers 400% Online partnering increase in paid traffic to John Marketing Services Hopkins website Source: SEMrush 2020 Half-Year Results: September 2020 3

  4. Stability and Security at Informa Stability and security in the face of the significant impact of COVID-19 on physical events Subscriptions High-Quality Research Health & Nutrition Specialist Brands Customer Relationships Physical Security Sciences Depth in Specialist Markets Specialist Marketing Services Fund Pharma Flows Virtual Events Digital Platforms & Solutions China Artificial Fashion Intelligence Specialist Specialist Content International Reach Healthcare Markets Retail Education Forward-Booked Revenue Specialist Data Clinical Financial Trials Power Engaged & Inclusive Group Culture Specialist Knowledge Behavioural Science Hospitality & Food Flexible Financing Recurring Revenue Beauty & Aesthetics Tech 2020 Half-Year Results: September 2020 4

  5. H1 2020 Key Financial Highlights Robust Subscription-led performance and strong start to the year by Event-led businesses before COVID-19 disruption and launch of The Postponement Programme Group Revenue: £814m versus £1,408m in H1 2019 Adjusted Operating Profit: £119m versus £436m, with c.£300m of direct and indirect cost savings in H1 Positive Free Cash Flow: £71m versus £306m in H1 2019, with resilient cash conversion, reflecting cost management and cash controls, with continued customer commitment to forward bookings Strengthened Balance Sheet: Reduction in leverage to 2.3x, supported by positive free cash flow and retained cash facilities Financial results reflect the significant impact of COVID-19 2020 Half-Year Results: September 2020 5

  6. Depth & Resilience in Information & Intelligence businesses • Specialist content with 160k+ subscribers and 136m articles • Specialist B2B data and content with over 100k active users downloaded in the first half • Over 500 analysts and editors focused on specialist markets • Over 500 editors and specialist content experts • Consistent growth in subscriptions revenue (93% of H1 revenue), • Consistent steady growth in subscriptions revenue (60% of H1 with c90% renewal rates revenue), with c90% renewal rates • Particular strength in Pharma Intelligence, with strong year-on- • Continued good growth in Open Access year ACV growth • COVID-19 impact on supply chain and US retail in Advanced • New business pipelines strong and annualised contract values positive Learning • Total digital revenue of £200m+ in H1 (80%+ of revenue) • Total digital revenue of £140m+ in H1 (95%+ of revenue) Subscription-led businesses remain resilient, underpinned by specialist brands and strong visibility 2020 Half-Year Results: September 2020 6

  7. Specialist Brands, Data & Relationships in Events businesses Specialist Markets Customer insights Virtual & Digital Solutions, Media, Data, Research & Marketing Services delivered c£100m revenue in H1 across Informa Markets, Connect & Tech Highly qualified Specialist Brands Virtual & Digital Solutions: leads • A different product to physical events, lacking intimacy and immediacy but with the advantage of unlimited customer reach and deep pools of data Specialist Content Product promotion • Constant innovation and adaptation to specifics of specialist markets • Over 500 virtual events scheduled in 2020 with 500k+ attendees, keeping brands visible, customers engaged and generating valuable revenue Specialist Competitive Data intelligence Media & Marketing Services: • Specialist brands offering targeted and segmented reach and B2B lead generation services Specialist Market trends Research & Data: Knowledge • Specialist Tech research and data through Omdia , providing market forecasts and intelligence, with growing product portfolio Customer Transactions Relationships 2020 Half-Year Results: September 2020 7

  8. 2020 Half-Year Results: September 2020 Macroeconomic Impact of COVID-19 Number of new cases (‘000s) Cumulative cases (m) 100 150 200 250 300 350 10 15 20 25 30 35 50 0 5 0 Mar 1 Mar 1 Global COVID-19 Daily New Case Count Mar 11 Mar 21 Mar 31 Mar 31 Apr 10 Global COVID-19 Cases Apr 20 Apr 30 Apr 30 May 10 May 20 May 30 May 30 June 9 June 19 June 29 June 29 July 9 July 19 July 29 July 29 August 8 August 18 August 28 August 28 September 7 Number of new cases* (000S) Number of new cases* (000S) 0 1 2 3 4 5 10 20 30 40 50 60 70 80 - Jan-20 China COVID-19 New Case Count (7-day avg.) Mar-20 US COVID-19 New Case Count (7-day avg.) Mar-20 Feb-20 Mar-20 Apr-20 Mar-20 Apr-20 Apr-20 May-20 May-20 May-20 Jun-20 Jun-20 Jun-20 Jul-20 Jul-20 Jul-20 Aug-20 Aug-20 Aug-20 Sources: USA Transport Security Administration, Washington Post, European CDC, WHO Aug-20 TSA check daily volume (m) Eurocontrol daily traffic variation (‘000s) 0.0 0.5 1.0 1.5 2.0 2.5 3.0 10 15 20 25 30 35 40 Mar-20 0 5 United States Air Passenger Volume (Daily) Mar-20 European Flight Volume (Daily) Apr-20 Apr-20 May-20 May-20 Jun-20 Jun-20 Jul-20 2019 2020 Jul-20 Aug-20 Sep-20 Aug-20 2020 2019 8

  9. COVID-19 Forward Intelligence COVID-19 Research & Development Tracker COVID-19: Clinical Trials Status Therapeutics/Vaccines Estimated Timelines 3,500 ⚫ Clinical trials 3,045 Number of trials/drugs 3,000 ⚫ Industry pipeline drugs 2,500 2,000 1,500 592 1,000 500 0 9 162330 6 132027 4 111825 1 8 152229 6 132027 3 10172431 7 Mar Apr May Jun Jul Aug Sep US Cases of COVID-19 by Age Group UK Daily Coronavirus Hospital Admissions US International Air Seat Capacity YoY % Weekly YOY % capacity 2020 Half-Year Results: September 2020 9 Sources: Gov.uk, European CDC, CAPA, Trialtrove, Pharmaprojects

  10. Revenue outlook: 2020 Vigilant Case Scenario outlined Apr/June Domestic Exhibitors Int’l Exhibitors Region Aug Mar Apr May Jun Jul Sep Oct Nov Dec 2020 THE VIGILANT CASE Mainland China Hong Kong Zero Physical Events until Q4 Singapore Gradual return everywhere Rest of ASEAN from October NO PHYSICAL EVENTS Middle East Total Revenue & Africa reduction of £1bn+ Europe Group Revenue £1.5bn to £2bn North America Total Cost Savings* South America of £500m+ Vigilant Case predicated on physical events returning everywhere from October, including North America 2020 Half-Year Results: September 2020 10 *Total savings to adjusted operating profit ie Including benefit of COVID-19 Exceptional Costs

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