Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-30
INF.L [bullish]
Informa plc
+3.58%
current return
Author Info
No bio for this author
Company Info
Informa plc operates as an international events, digital services, and academic research company in the United Kingdom, Continental Europe, North America, China, and internationally.
Market Cap
GBP 11.2B
Pitch Price
GBP 8.60
Price Target
N/A
Dividend
2.39%
EV/EBITDA
12.75
P/E
155.76
EV/Sales
3.82
Sector
Media
Category
growth
Third Point New Position: Informa plc
INF.L (new position): Global B2B events leader w/ ~30% margins on must-attend franchises (Monaco Boat Show, Dubai Air Show, Cannes Lions). Strong moat via network effects & scale. Middle East JVs (Saudi/UAE) offer growth via govt investment. 50%+ pre-sold visibility, low cyclicality. Digital world increases live event value. Expect double-digit earnings growth + shareholder returns at just 14x fwd P/E.
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