2017 INVESTOR DAY

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INFORMA INVESTOR DAY: 15 JUNE 2017 2 STEPHEN A. CARTER GARETH WRIGHT GROUP CHIEF EXECUTIVE GROUP FINANCE DIRECTOR GROWTH & CAPABILITY

INFORMA INVESTOR DAY: 15 JUNE 2017 3 2017 INFORMA INVESTOR DAY: AGENDA

Stephen A. Carter Group Chief Executive Growth & Capability Gareth Wright Group Finance Director

Patrick Martell The Journey To Growth CEO, Business Intelligence Opportunities From a Fully Integrated Gary Nugent MD, Business Intelligence Lara Boro MD, Business Intelligence Kate Spellman President, Marketing Services

Andrew Mullins Simplify, Focus, Grow CEO, Knowledge & Networking Anna Chrisman MD, Life Sciences Carolyn Dawson MD, TMT

Charlie McCurdy Expansion, Growth and Scale CEO, Global Exhibitions Fred Linder MD, Global Health & Nutrition Network

Stephen A. Carter Future Growth & Opportunity Group Chief Executive

INFORMA INVESTOR DAY: 15 JUNE 2017 4 ATTRACTIVE INTERNATIONAL MARKETS

The Knowledge and Information Economy

International Platforms for Specialist Insight & Scholarly Research and Community Engagement Trade & Commerce Intelligence Academic Knowledge & Learning Platforms

Globalisation of industries Overload of available Growth in international Globalisation of industries and networks information and content research and development and networks

International industry Niches, sub-niches Subject categories Communities and sub- verticals and nano-niches and specialisms communities Value of face-to-face Value of data-driven Value of knowledge sharing Value of face-to-face transactions decision making and collaboration professional networking

GLOBAL BUSINESS ACADEMIC KNOWLEDGE & EXHIBITIONS INTELLIGENCE PUBLISHING NETWORKING

INFORMA INVESTOR DAY: 15 JUNE 2017 5 INFORMA INVESTOR DAY: NOVEMBER 2015

Growth Acceleration Plan: Progress to date Key Themes Focus on Academic Publishing (Taylor & Francis) and Global Exhibitions

Academic Publishing: Content Depth and Operating Efficiency • The strength of Academic Journals • Focus and depth in Scholarly and Reference-led Academic Books • Digital investment and Academic Services

Global Exhibitions: Maximising the Growth Opportunity • Industry dynamics and growth drivers • The ambition: Exhibition Organiser to Market Maker • US entry strategy and focus on Construction & Real Estate

Operational & Financial Update: Improving Financial Discipline • GAP programme and operational fitness • Divisional structure and management • Increased working capital and cashflow discipline

INFORMA INVESTOR DAY: 15 JUNE 2017 6 ACADEMIC PUBLISHING: TAYLOR & FRANCIS

New Leadership: Annie Callanan • Experienced leader of information services and technology businesses

• Track record of delivering operational improvement, innovation and shareholder value

• Deep knowledge and expertise in digital platforms and technology

• Currently serving as CEO, Quantros

― COO Systech International

― COO ProQuest

• Relocating from US to UK

INFORMA INVESTOR DAY: 15 JUNE 2017 7 ACADEMIC PUBLISHING: TRADING ON TRACK

STRENGTH Strong renewals and consistent growth in Academic Journals

CONSISTENT Solid performance in upper level scholarly research and reference-led Academic Books

FOCUS No further deterioration in Lower Level textbooks; further focus through Garland disposal

INVESTMENT Continued investment in discoverability; expansion of digital services through Colwiz

GROWTH Continue to target underlying growth similar to last year in 2017

INFORMA INVESTOR DAY: 15 JUNE 2017 8 ACADEMIC PUBLISHING: FUTURE GROWTH & OPPORTUNITIES

+ive Robust Cash

Underlying revenue growth Adjusted operating margins Consistently strong generation

International Strength Open

Expand presence and Consistent growth and strength in peer Continued expansion and innovation partnerships overseas review, scholarly journals in Open Access Publishing

Discover Data Services

Investment in granular digitisation Enhanced analytics to Expansion of Academic Digital and discoverability drive customer insight Services offering

SCALE BUSINESS WITH ATTRACTIVE MARGINS AND STRONG CASHFLOW

INFORMA INVESTOR DAY: 15 JUNE 2017 9 “ The goal is simple but demanding: to progressively return every part of our business to growth, and to simultaneously build the capabilities and platforms needed for future scale and consistent performance. ” Informa Annual Report 2014

INFORMA INVESTOR DAY 15 JUNE 2017 2014-2017 GROWTH ACCELERATION PLAN

GAP AMBITION

• Aggregate underlying growth of 3%+ GROWTH • Platform for sustainable future growth • All four Divisions in growth going into 2018

• Functional discipline and expertise CAPABILITY • Operational fitness • Capacity and capability for future scale

INFORMA INVESTOR DAY: 15 JUNE 2017 11 2014-2017 GROWTH ACCELERATION PLAN FRAMEWORK

Growth Acceleration Plan (GAP)

GAP GAP GAP GAP GAP GAP Management Portfolio Acquisition Operating Investment Funding Structure Model Management Strategy

INFORMA INVESTOR DAY: 15 JUNE 2017 12 ENHANCED CAPABILITIES THROUGH GAP

OPERATIONAL FITNESS

Divisional Operating Strengthened Senior M&A Focus Strengthened Finance Structure Management and Experience and Treasury

3-Year Planning Group and Divisional Communication Operating Metrics Discipline Strategy and Culture

Strengthened Finance Customer Focus Equity Incentives Technology Platforms Systems

Board Depth Talent Development Advertising and Marketing Risk and Compliance and Breadth and Training Capability

Increased Increased Increased Increased Revenue Earnings Free Cash Flow Dividends

INFORMA INVESTOR DAY: 15 JUNE 2017 13 ENHANCED FINANCIAL CAPABILITIES THROUGH GAP

FINANCIAL FITNESS

Upgraded Finance Relocation and expansion Strengthened Risk and Group Authority Systems of Treasury team Compliance Function Framework

3-Year Business Divisional Operating Forecasting Consistency Re-domicile to UK Planning Metrics and Rigour

Working Capital Capital Investment Long-term Flexible Balance Sheet Leverage Management Committee Financing

Revenue to Profit Capital Allocation Order to Cash Efficiency Profit to Cash Conversion Conversion Discipline

Increased Increased Increased Increased Revenue Earnings Free Cash Flow Dividends

INFORMA INVESTOR DAY: 15 JUNE 2017 14 INVESTMENT FOR GROWTH

GAP INVESTMENT FUTURE INVESTMENT

Capex 3-5% of revenue c. £90m over three years (1-2% in GE/K&N; 4-5% in AP/BI)

Catch-up investment Continuous reinvestment for growth

Product refresh Product innovation

Platform upgrade Platform enhancement

Technology capacity Technology capability

Electronic to digital Enhanced digital

VIRTUOUS CIRCLE OF HIGHER SUSTAINABLE GROWTH AND REINVESTMENT

INFORMA INVESTOR DAY: 15 JUNE 2017 15 ENHANCED PRODUCTS AND PLATFORMS THROUGH GAP

AP: Enhanced CRM AP: Researcher platform Lifecycle AP: Enhanced Content AP: Research Management Networking AP: Unified Books and GE: Enhanced Journals Experience Customer Insights AP: Evidence-based AP: Analytics GE: Market Maker offerings AP: Data visualisation capability Platform GE: Customer GE: Global Web GE: Enhanced digital GE: Sales order Analytics Insights Platform marketing processing GE: Personalised GE: Marketing GE: Global Data marketing GE: Global Sales CRM Automation platform Platform K&N: L&PD rollout K&N: CORE K&N: E-commerce K&N: CORE web publishing & media enhancement rollout 3 BI: Agra Insight capabilities K&N: CORE web K&N: Salesforce K&N: Social platform platform upgrade enhancement enhancement rollout 2 BI: Crop Protection BI: E-Commerce K&N: Vertical K&N: Pricing Model Portal and data service platform Constellations BI: Fertilizer Portal BI: Next Gen Pharma 1 BI: TAS 2 and data service BI: LLI Re-platform and new data feeds AP: Book Content BI: SFDC Finance BI: Phase 3 release - BI: Next Gen Pharma 3 BI: Analytics POC Platform Migration FOL and new data feeds K&N: CORE web BI: Citeline authoring BI: Maritime Insight BI: MAP platform BI: Self Service rollout 1 BI: Early access Platform website BI: Scrip Insight rolling Pharma BI: Agra Insight BI: Shop Window BI: ID & Entitlement Platform launches Platform nd BI: DMHC TM1 BI: Addition of SOC BI: Commodities Portal BI: 2 Pharma API BI: CPQ platform forecasting data and Data Services upgrade launch K&N: Launch of CORE BI: Addition of EPI BI: Pharma Insight BI: IEG Phase 2 BI: Next Gen Pharma 2 BI: LLI Marketing Site platform data Products release and new data feeds Scheduled Scheduled Product/Platformreleases BI: Vertical Brand BI: DMHC disease BI: SFDC single BI: 1st Pharma API BI: LLI data upgrade BI: 3rd Pharma API structure additions customer view upgrade launch and geo-location upgrade launch

2016 - 2018 INFORMA INVESTOR DAY: 15 JUNE 2017 16 POST-GAP FINANCIAL FRAMEWORK

3%+ underlying revenue growth INFORMA GROUP Consistent margins over 30% Continuous re-investment for growth

5%+ underlying revenue growth GLOBAL EXHIBITIONS Market-leading margins

3%+ underlying revenue growth BUSINESS INTELLIGENCE Improving margins with growth

Positive underlying revenue growth KNOWLEDGE & NETWORKING Improving margins with mix

Consistent underlying revenue growth ACADEMIC PUBLISHING Strong margins (with currency variability)

INFORMA INVESTOR DAY: 15 JUNE 2017 17 INCREASED BALANCE AND BREADTH

Revenue by type Revenue by geography

Academic Scholarly/Reference Subscription ROW Books China

Other Middle East

Marketing Services 2016 2016 PF UK PF Attendee

Continental Europe Americas

Sponsorship Exhibitor

Pre-booked / Recurring / Visible Revenue = 60%+

INFORMA INVESTOR DAY: 15 JUNE 2017 18 2016 charts are pro-forma estimates, including a full year of Penton and YPI and excluding domestic conference businesses under review INCREASED BALANCE AND BREADTH

Business Intelligence Global Exhibitions

Global Exhibitions Business Intelligence 2016 PF 2013 Knowledge & Networking

Academic Knowledge & Publishing Networking Academic Publishing

Revenue Revenue £1.1bn £1.7bn+

INFORMA INVESTOR DAY: 15 JUNE 2017 19 2016 charts are pro-forma estimates, including a full year of Penton and YPI and excluding domestic conference businesses under review 2017 INFORMA INVESTOR DAY: AGENDA

Stephen A. Carter Group Chief Executive Gareth Wright Group Finance Director

Patrick Martell The Journey To Growth CEO, Business Intelligence Opportunities From a Fully Integrated Penton Gary Nugent MD, Business Intelligence Lara Boro MD, Business Intelligence Kate Spellman President, Marketing Services Andrew Mullins CEO, Knowledge & Networking Anna Chrisman MD, Life Sciences Carolyn Dawson MD, TMT Charlie McCurdy CEO, Global Exhibitions Fred Linder MD, Global Health & Nutrition Network Stephen A. Carter Group Chief Executive

INFORMA INVESTOR DAY: 15 JUNE 2017 20 BUSINESS INTELLIGENCE: THE JOURNEY TO GROWTH

SPEAKERS TOPIC

Business Intelligence Patrick Martell CEO Business Intelligence The Journey to Growth Opportunities From a Fully Integrated Penton

Pharma Lara Boro Group MD Business Intelligence Product and Platform Innovation Vertical Profile: Pharma

Gary Nugent AgriBusiness Group MD Business Intelligence Customer Focus and Sales Excellence Vertical Profile: AgriBusiness

Kate Spellman Marketing Services

President, Marketing Services Growth Opportunity

INFORMA INVESTOR DAY 15 JUNE 2017 21 THE MARKET AND OUR BUSINESS

MARKET CHARACTERISTICS OUR BUSINESS

• Business data and information • Subscription-based revenue • Large and growing market • Organised around six end market verticals • Relatively fragmented • Narrow and deep niche focus • International with US bias • Strong brands in niches • Specialist niche segments • Consulting and Marketing Services

MARKET GROWTH OUR VERTICALS AND BRANDS

50 PHARMA TRANSPORT TMT 40

30

20

10 FINANCE AGRIBUSINESS INDUSTRY 0 2013 2014 2015 2016 2017E 2018E

Source: Outsell (B2B Media & Business Information Market, $bn)

INFORMA INVESTOR DAY 15 JUNE 2017 22 BUSINESS INTELLIGENCE SNAPSHOT

Business Intelligence provides specialist data-driven intelligence and insight to businesses, helping them to make better decisions faster.

£360M+ £75M+ 2000+ 250+ Revenue Adj. Op Colleagues Brands

1%+ 20-25% 150k+ 30k+ Underlying growth Group Revenue Active users Subscribers

REVENUE BY VERTICAL REVENUE BY TYPE REVENUE BY REGION

Agribusiness Finance Subscriptions North America Industry & Marketing Services Central Europe 2016PF Infrastructure 2016PF 2016PF Consulting UK Transportation Other ROW Pharma TMT

INFORMA INVESTOR DAY 15 JUNE 2017 Charts and numbers are pro-forma estimates, including a full year of Penton 23 2014-2017 GROWTH ACCELERATION PLAN

Objective Organic revenue growth

• Skills and capability investment (Sales, Product, Technology, Sector Specialists)

• Restructure around market verticals

• Focus on customer retention & subscription revenues

• Invest in product, people & technology to drive new business

• Align incentives to revenue growth and performance

INFORMA INVESTOR DAY 15 JUNE 2017 24 APPROACH AND KEY INITIATIVES

PROCESS KEY INITIATIVES Making it work

Improved customer Focus on retaining engagement existing & retention customers

Investment Sales & in sales & New marketing marketing business alignment

CUSTOMER Investment in products and platforms

Ease of Product doing management business Revenue +:

Growth Acceleration Plan Marketing Services / Consulting

INFORMA INVESTOR DAY 15 JUNE 2017 25 THE JOURNEY TO GROWTH: OPERATIONAL FITNESS

2013 2017

• Archipelago of businesses • Market-facing verticals, focused portfolio

• International business with growing US • UK-centric culture; underweight US footprint

• Dated technology infrastructure • Refreshed platforms, cloud hosting

• Underinvested products • Embedded product development cycles

• Customer management • Customer prioritisation

• Distributed knowledge and processes • Functional expertise: Sales, IT, Product

• US/Asia operations managed from UK • Regional management teams for US & APAC

INFORMA INVESTOR DAY 15 JUNE 2017 26 THE JOURNEY TO GROWTH: OPERATING METRICS

OPERATING METRIC 2013 2017

• Annualised Contract Values (ACV) • Falling • Rising

• Value Renewal Rate • 70 - 75% • c. 90%

• Pre-Expiry Renewal Rate • <40% • >70%

• New Business Value Rate • Falling • Rising

• Active users per month (subscriptions) • 138k • 175k (+27%)

• Average monthly unique visitors (marketing services) • 8.6m • 12.5m (+44%)

• Average pages per session from Known Users • 2.63 • 3.25 (+24%) (marketing services)

• Organic Revenue Growth • -4% to -9% • >1.1%

INFORMA INVESTOR DAY 15 JUNE 2017 27 OPERATING STRUCTURE: ORGANISED AROUND END MARKETS

BUSINESS INTELLIGENCE (Patrick Martell, CEO)

AFI PTT Gary Nugent, Group MD Lara Boro, Group MD

Industry & Agribusiness Financial Pharma Transportation TMT Infrastructure Intelligence Intelligence Intelligence Intelligence Intelligence Intelligence

CONSULTING Tim Polack, Head of Consulting

MARKETING SERVICES Kate Spellman, President, Marketing Services

OPERATIONS FINANCE HR IT/DIGITAL

INFORMA INVESTOR DAY 15 JUNE 2017 28 BUSINESS INTELLIGENCE GROWTH OPPORTUNITY

HELPING CUSTOMERS MAKE BETTER DECISIONS FASTER

CORE REVENUE:  Renewal rates  New business SUBSCRIPTIONS  New products (75%+ revenue)  Enhanced platforms  Customer service • Intelligence SUBSCRIPTIONS • Insight

CONTINGENT REVENUES: MARKETING SERVICES (10%+ revenue)

• Content CUSTOMER • Audience • Brand

CONSULTING MARKETING (5%+ revenue) CONSULTING SERVICES

• Custom market research • Expert market analysis • Strategic market advice

INFORMA INVESTOR DAY 15 JUNE 2017 29 GROWTH OPPORTUNITY: CONSULTING

BUSINESS INTELLIGENCE CONSULTING

Renewed focus and leadership Strengthens strategic relationships

Incremental revenue opportunity Deepens customer insight

INFORMA INVESTOR DAY 15 JUNE 2017 30 Opportunities From a Fully Integrated Penton

Patrick Martell CEO Business Intelligence

BUSINESS INTELLIGENCE

31 PENTON SNAPSHOT

Health & Nutrition Agriculture Transportation

Design & Manufacturing Infrastructure TMT

190 Print Events Digital Infrastructure & TMT 23% 170

Design & Manufacturing 16% 150 130 Health & Nutrition 23% 110

Transportation 22% 90

Agriculture 16% 70 50 $m 2013 2016

INFORMA INVESTOR DAY 15 JUNE 2017 32 FULL COMBINATION WITH INFORMA

INTEGRATION PLAN NET OPERATING SYNERGIES

Management overlap DISCOVER • Complete

Property consolidation

Operational overlap INTEGRATE • Complete £14m net target by Procurement/Commissions 2018

• Final divisional allocations Functional Duplication COMBINE • Integrated reporting • Full systems integration Benefits Harmonisation

INTEGRATION AND SYNERGY PLAN AHEAD OF SCHEDULE

INFORMA INVESTOR DAY 15 JUNE 2017 33 FULL COMBINATION WITH BUSINESS INTELLIGENCE

STRONG BRANDS EFFECTIVE INTEGRATION

Industry & Infrastructure • Smooth combination with relevant BI verticals

― Transportation

― Industry & Infrastructure

• Updated management structure

• Administrative functions aligned Transportation (HR, Finance, Ops)

• Full systems integration progressing

OPERATING AND REPORTING AS A SINGLE BUSINESS

INFORMA INVESTOR DAY 15 JUNE 2017 34 BENEFITS & OPPORTUNITIES FROM A FULL COMBINATION

CONTENT Both specialist content and data businesses

BRANDS Powerful combined portfolio of niche brands

AUDIENCE Build, understand and monetise specialist audiences through content and brands

SCALE Increased scale in verticals and across North America

EXPERTISE Leverage Informa subscription knowhow and Penton Marketing Services capabilities

INFORMA INVESTOR DAY 15 JUNE 2017 35 Customer Focus & Sales Excellence

Gary Nugent Group MD, Business Intelligence

BUSINESS INTELLIGENCE

36 OVERVIEW

FINANCE AGRIBUSINESS INDUSTRY & INFRASTRUCTURE

£100m+ revenue £25m+ revenue £50m+ revenue

2016PF 2016PF 2016PF Revenue By Type By Revenue

SALES & MARKETING

Subscriptions / Marketing Services / Consulting / Other

INFORMA INVESTOR DAY 15 JUNE 2017 Charts and numbers are pro-forma estimates, including a full year of Penton 37 CUSTOMER FOCUS & SALES EXCELLENCE

Are we doing what we said we would do? KPIs Is it having the desired effect?

STRUCTURE From product to market and customer-centric coverage

TALENT & INCENTIVES Incentives aligned to performance and growth

CUSTOMER Selling is a team sport: Customer Engagement Programme MANAGEMENT

CLIENT SERVICES Recognising the product is not just the product

BRAND & MARKETING Brand refresh: Precision, Authority, Forward Focus and Connected

PRIORITY: RETAIN AND GROW EXISTING CUSTOMERS

INFORMA INVESTOR DAY 15 JUNE 2017 38 Agribusiness Profile

INFORMA INVESTOR DAY 15 JUNE 2017 39 AGRIBUSINESS SNAPSHOT

AGRIBUSINESS MARKET CHARACTERISTICS OUR REVENUE MIX

• Demand for more, better quality food on the rise • Supply & demand is global and volatile Subscriptions • Investment to optimise fragmented, opaque supply Marketing Services chains 2016PF Consulting • Investment in bio-chemistry and digital to drive productivity and yield Other • Hunger for data, forecasts and decision support services

OUR KEY BRANDS OUR GEOGRAPHIC FOOTPRINT

55% 30% 15%

INFORMA INVESTOR DAY 15 JUNE 2017 40 EXPERT INTELLIGENCE ACROSS THE VALUE CHAIN

INFORMA INVESTOR DAY 15 JUNE 2017 41 AGRIBUSINESS: IEG VANTAGE GAP ILLUSTRATION

PRODUCT CUSTOMERS

• Deep analysis of market impacts affecting crops & • Broad appeal across the Agribusiness value chain, with livestock commodities focus on growth segments • Provides critical supply, demand, price & trade data and • Buyers, traders, analysts etc. proprietary forecasts • Enables clients to develop optimal trading, purchasing and • Unrivalled breadth of coverage and depth of intelligence investment strategies

INFORMA INVESTOR DAY 15 JUNE 2017 42 AGRIBUSINESS: GAP ENHANCEMENT

• Fragmented • Unified vertical identity • Inconsistent • Connected and consistent through channels • Electronic • Digital • Poor customer experience • Enhanced customer experience

INFORMA INVESTOR DAY 15 JUNE 2017 43 Product & Platform Innovation Lara Boro Group MD Business Intelligence

BUSINESS INTELLIGENCE

44 OVERVIEW

PHARMA TRANSPORTATION TMT

£100m+ revenue £55m+ revenue £30m+ revenue

2016PF 2016PF 2016PF Revenue By Type By Revenue

PRODUCT & PLATFORM STRATEGY

Subscriptions / Marketing Services / Consulting / Other

INFORMA INVESTOR DAY 15 JUNE 2017 Charts and numbers are pro-forma estimates, including a full year of Penton 45 CUSTOMER FIRST PRODUCT MANAGEMENT

CAPABILITY Product Management Experts

COMMON FRAMEWORK Pragmatic Marketing

CUSTOMER FOCUS Outside-In Development Approach

COMMERCIAL BUSINESS GAP Governance Framework CASES

INNOVATION Technology, R&D Team, Partnership

TRACKING AND Lead KPIs, Innovation Index MEASUREMENT

PRIORITY: INVEST IN KEY INTELLIGENCE ASSETS, SIMPLIFY INSIGHT PORTFOLIO

INFORMA INVESTOR DAY 15 JUNE 2017 46 PRODUCT STRATEGY AND ARCHITECTURE

Consulting Maritime What should we do? Insight

Lloyds List Intelligence What will happen? Intelligence

Insight Lloyds List

What happened & why? Value per customer Value per Marketing Services Lloyds List Awards Help me reach my target market The Intelligence

Ship owners, Shipping and trade Commodity operators finance markets

Customer volume

INFORMA INVESTOR DAY 15 JUNE 2017 47 Pharma Profile

INFORMA INVESTOR DAY 15 JUNE 2017 48 PHARMA SNAPSHOT

PHARMA MARKET CHARACTERISTICS OUR REVENUE MIX

• c.$12bn pharma information/solutions market • Global, highly regulated, yet dynamic Subscriptions • $60bn annual spend on R&D Marketing Services • High risk drug development: 2016PF Consulting ― $2.5bn cost Other ― 10-15 years to develop ― 90% failure rate

OUR KEY BRANDS OUR GEOGRAPHIC FOOTPRINT

59% 32% 9%

INFORMA INVESTOR DAY 15 JUNE 2017 49 PHARMA: CUSTOMER SEGMENTATION

4 CORE CUSTOMER GROUPS GEOGRAPHIC SPREAD OF CUSTOMERS

Pharma & Biotech

Companies Other 13% e.g. GlaxoSmithKline, Amgen China Israel 1% 2% Contract Research Denmark 2% Organisations France 5% e.g. Covance, Parexel US UK 54% 5%

Switzerland Medtech Companies 6%

e.g. Boston Scientific, Teleflex Germany 6% Japan 6% Professional Services: Consultants, Agencies

e.g. Bain & Co, Omnicom

INFORMA INVESTOR DAY 15 JUNE 2017 50 PHARMA: PRODUCT STRATEGY & ARCHITECTURE

Consulting What should we do?

Intelligence What will happen?

Insight

Value per customer Value per What happened & why?

Marketing Services Help me reach my target market

Policy & Target Persona Clinical R&D Regulatory Commercial Medtech

Customer volume

INFORMA INVESTOR DAY 15 JUNE 2017 51 PHARMA: TRIALTROVE PRODUCT & GAP ENHANCEMENT

PRODUCT CUSTOMERS

• Intelligence, data and analysis on completed and • GAP funded platform rebuild, developed in ongoing clinical trials conjunction with customers • Informs critical R&D strategy decisions • Enhanced capabilities preserve and extend • Market leading solution in all major Pharma’s and clinical market leadership position research organizations (CROs) • Includes APIs to embed in customer platforms INFORMA INVESTOR DAY 15 JUNE 2017 52 PHARMA: GAP INVESTMENT

PHARMAPREMIA: MONETIZING OUR DRUG DATA FOR PREDICTIVE ANALYTICS

Enables rapid evaluation of drug success rates and helps manage R&D portfolio risk across full range of pharma players for different disease trials

INFORMA INVESTOR DAY 15 JUNE 2017 53 Marketing Services Opportunity

Kate Spellman President, Marketing Services

BUSINESS INTELLIGENCE

54 BUSINESS INTELLIGENCE GROWTH OPPORTUNITY

HELPING CUSTOMERS MAKE BETTER DECISIONS FASTER

CORE REVENUE: SUBSCRIPTIONS (75%+ revenue)

• Intelligence SUBSCRIPTIONS • Insight

CONTINGENT REVENUES: MARKETING SERVICES (10%+ revenue)

• Content CUSTOMER • Audience • Brand

CONSULTING MARKETING (5%+ revenue) CONSULTING SERVICES

• Custom market research • Expert market analysis • Strategic market advice

INFORMA INVESTOR DAY 15 JUNE 2017 55 OUR APPROACH

1. Deepen and expand client relationships from traditional advertising to marketing campaigns built on audience reach 2. Leverage our brands and scale to develop advantaged capabilities versus competitors (audience knowledge) 3. Offer full capabilities to enable turnkey programs and make it easy for our customers 4. Focus on integrated, high value programs that: • Don’t compete with agencies • Have high margin • Scale and renew • We can deliver

INFORMA INVESTOR DAY 15 JUNE 2017 56 PRODUCT/SERVICES SOLUTIONS FOR MARKETING REVENUE

Advertising Content Marketing Events

Ads are designed to drive Creating and distributing valuable, Event related marketing either engagement and awareness relevant content to attract, engage through the organisation of industry and retain a clearly-defined audience relevant events or through sponsorship (measurability/ROI) (online & in-person)

• Display: generic banner ads • Social media • In-person events • Native: ads embedded within a site • Case studies (e.g. award ceremony, conference, gala etc.) providing a high degree contextual • Blogs • Virtual events relevance • White papers, essential guides • Event sponsorship • Targeted: placing ads to a clearly • Microsites • Streaming video defined audience based on first • Research reports party data (e.g. eNewsletters) • Website content • Direct: variety of media to • Data solutions communicate directly to customers • Video (e.g. email) • Webinars/webcasts • Print: print advertising solutions • Campaign management (e.g. Supplements)

AUDIENCE demos, segmentation, insight, intent, consumption

INFORMA INVESTOR DAY 15 JUNE 2017 57 CASE STUDY

EXAMPLE: Large manufacturing company launching new product NEED: To fill sales pipeline Pipeline fulfillment ongoing

Program

DISCOVERY AWARENESS CONSIDERATION PURCHASE ADVOCACY

Research Market need Advertising Webinars, White Papers Lead Nurturing Microsite & Audience target Broad Reach Education, targeted Targeted content, Continued engagement / reach, leads Hand Raised pipeline

Leads ready to talk to company

INFORMA INVESTOR DAY 15 JUNE 2017 58 OUR ADVANTAGE

Niche audience Content & market Execution engagement knowledge expertise

INFORMA INVESTOR DAY 15 JUNE 2017 59 AUDIENCE AT THE CENTER

ENGAGEMENT PROCESS

5. 1. Modify/React Determine Audience (Vertical)

4. Analyse Behaviour

2. 3. Acquire Engage/Retain (Marketing Services) (Content)

INFORMA INVESTOR DAY 15 JUNE 2017 60 Informa Marketing Services GLOBAL POWERHOUSE OF BRANDS WITH DEEP AUDIENCE RELATIONSHIPS MARKETING SERVICES POTENTIAL AT INFORMA

Incremental revenue opportunity from monetising existing B2B audiences and relationships: 2017

Academic 3-4x the B2B Publishing revenue & audience £500m+ base potential Informa £1.7bn+

2016 B2B Audiences £1.2bn+ • Marketing Services >£30m • Total Penton Revenue c.£290m

Penton New Informa

INFORMA INVESTOR DAY 15 JUNE 2017 62 Future Growth & Opportunity

Patrick Martell CEO Business Intelligence

BUSINESS INTELLIGENCE

63 FULLY COMBINED INFORMA AND PENTON

PROGRESS CONTRIBUTION OPPORTUNITIES

• Integration ahead of plan • Strong niche brands • Informa subscription expertise

• Synergies on track • Subscription assets • Scale in growth verticals

• People & culture fit • Market leading events • Cross marketing of products

• Penton brand • Digital brands and expertise • Operating efficiencies

• Full systems integration • Marketing Services capability • Monetisation of Informa underway and capacity audiences/relationships

• Operating and reporting as a • US scale • International expansion single business and geo-cloning

AHEAD OF INTEGRATION PLAN AND FUTURE GROWTH OPPORTUNITIES

INFORMA INVESTOR DAY 15 JUNE 2017 64 THE FUTURE OPPORTUNITY FOR BUSINESS INTELLIGENCE

3%+ US Adjusted operating margins Consistent underlying revenue growth Further increase scale in largest market with higher growth

Marketing Consulting Product

Fully exploit Marketing Services Incremental revenue and strengthened Maintain consistent investment opportunity customer relationships in product development

Tech Talent Verticals

Stay ahead of technology development Consistent investment in people, Maximise growth opportunity and platform enhancements training and opportunities in new verticals

PREDICTABLE, GROWING, CASH GENERATIVE INFORMATION SERVICES BUSINESS

INFORMA INVESTOR DAY 15 JUNE 2017 65 2017 INFORMA INVESTOR DAY: AGENDA

Stephen A. Carter Group Chief Executive Gareth Wright Group Finance Director

Patrick Martell CEO, Business Intelligence Gary Nugent MD, Business Intelligence Lara Boro MD, Business Intelligence Kate Spellman President, Marketing Services

Andrew Mullins Simplify, Focus, Grow CEO, Knowledge & Networking Anna Chrisman MD, Life Sciences Carolyn Dawson MD, TMT Charlie McCurdy CEO, Global Exhibitions Fred Linder MD, Global Health & Nutrition Network Stephen A. Carter Group Chief Executive

INFORMA INVESTOR DAY: 15 JUNE 2017 66 KNOWLEDGE & NETWORKING: SIMPLIFY, FOCUS, GROW

SPEAKERS TOPIC

Andrew Mullins Knowledge & Networking CEO Knowledge & Networking Simplify, Focus, Grow

Anna Chrisman Vertical profile MD Life Sciences Life Sciences

Carolyn Dawson Vertical profile MD TMT TMT

INFORMA INVESTOR DAY 15 JUNE 2017 67 OPERATING STRUCTURE: ORGANISED AROUND VERTICALS

LIFE TMT GLOBAL SSME SCIENCES FINANCE

DIVISIONAL CEO Andrew Mullins

DIVISIONAL CHIEF REVENUE CHIEF PRODUCT & MD LIFE MD MD GLOBAL MD SPECIALIST CFO OFFICER TALENT OFFICER SCIENCES TMT FINANCE EVENTS Carl Barnes Matt Harrison Jeremy Davies Anna Chrisman Carolyn Dawson Julian Kirby Shabnam Rawal

Professional Leaders Business Leaders

INFORMA INVESTOR DAY 15 JUNE 2017 68 THE MARKET AND OUR BUSINESS

MARKET CHARACTERISTICS OUR BUSINESS

• Face-to-Face • Organised around Verticals: TMT, Life Sciences, Global Finance + SSMEs • Content-driven events • Refocused on High Impact Event Brands • Large, diverse and competitive market • Community engagement model • International • Content with high utility and monetary value • Cyclicality • Delegate, Sponsorship & Partnership revenues

MARKET GROWTH OUR VERTICALS AND BRANDS US spend on B2B lead generation through conferences GLOBAL TMT LIFE SCIENCES SSME* FINANCE

$6.80bn $7.80bn

2013 2016

Source: Outsell, Informa *Specialist Subject Matter Events

INFORMA INVESTOR DAY 15 JUNE 2017 69 KNOWLEDGE & NETWORKING SNAPSHOT

The Knowledge & Networking Division organises content-driven events and programmes that provide a platform for communities to meet, network and share knowledge.

£250M+ £40M+ c.1200 150k+ Revenue Adj. Op Events Delegates

-4% 10-15% 60 1000+ Organic growth in 2016 Group Revenue Countries where run events Colleagues

REVENUE BY VERTICAL REVENUE BY TYPE REVENUE BY REGION

Finance Attendee UK Life Sciences Sponsorship North America TMT Exhibitor Europe SSMEs Advertising Rest of World

INFORMA INVESTOR DAY 15 JUNE 2017 *Charts and figures include a full year of Penton and Light Reading but exclude domestic conference businesses under review 70 SIMPLIFY, FOCUS, GROW: HISTORICAL DISTRIBUTED PORTFOLIO

OM (%) IBC South Africa

ITM IIR Boston IBC

ICBI EBD

UK Life Infoline Sciences

Trade & Energy OBJECTIVE: Dubai Simplify and organise around verticals Tax & Maritime, Energy Accounting & Agra IIR New York

IBC Singapore Euroforum WPA Eindhoven

Euroforum Euroforum Denmark Brazil Informa Australia Germany

Adam Smith

IRR Amsterdam Revenue (£m) Euroforum Switzerland

INFORMA INVESTOR DAY 15 JUNE 2017 71 2014-2017 GROWTH ACCELERATION PLAN

APPROACH KEY INITIATIVES Making it work

Reorganise around verticals Simplify

Portfolio Management

Sales Effectiveness

Focus Grow

Growth Acceleration Plan Digital capability

INFORMA INVESTOR DAY 15 JUNE 2017 72 FOCUS, SIMPLIFY, GROW: OPERATIONAL FITNESS

2013 2017

• Archipelago of businesses • Single business organised around verticals

• Multiple verticals, multiple languages and • Focus on key verticals with three main multiple geographies operational hubs (US, Europe, Dubai)

• Multiple, separate P&Ls • One unified 8-person Operating Board

• In year profit-share incentives • Growth oriented, target-based incentives

• Focus, refresh and investment in event • Limited investment experience

• Limited revenue/customer performance data • Customer analytics and CRM platform

• Refreshed platforms, digital platform and • Minimal focus on technology marketing capabilities

INFORMA INVESTOR DAY 15 JUNE 2017 73 ORGANISE AROUND VERTICALS

OM (%)

Life Global Sciences Finance

Specialist Subject Matter Events TMT

Revenue (£m)

INFORMA INVESTOR DAY 15 JUNE 2017 74 PORTFOLIO IMPROVEMENT

• Focus on high impact event brands – cut in volume output from 12,000+ events per year to <1000 12000 • Targeted exit from regional domestic conference No of Events businesses:

― Spain 10000 ― Portugal

― South Africa 8000 ― Netherlands – Amsterdam

― Netherlands - Eindhoven 6000 ― Sweden

― Denmark 4000 ― Russia

― Brazil 2000 ― Germany & Switzerland (in process)

― Singapore (in process) 0 2009 2013 2016 ― Australia (commenced)

INFORMA INVESTOR DAY 15 JUNE 2017 75 FOCUS ON HIGH IMPACT EVENT BRANDS IN VERTICALS

Top 30 Events = c. 32% of event revenue*

Global Finance Life Sciences TMT SSME

TIDES

AfricaCom

Bio Europe Bio

TV TV Connect

FinovateFall

SuperInvestor

Inside ETFs US ETFs Inside

FinovateSpring

FinovateEurope

BioEurope Spring BioEurope

SuperReturn Asia SuperReturn

BioTech Showcase BioTech

GAIM Ops Cayman GAIMOps

Internet of Things US of Things Internet

Antibody Engineering Antibody

RiskMinds International RiskMinds

5G / LTE Summit World / 5G LTE

Broadband World Forum World Broadband

FundForum Internaitonal FundForum

Boston CEOConference Boston

SuperReturn International SuperReturn

Front End of Innovation US of End Front Innovation

Channel Partners Evolution Partners Channel

Partnership in Clinical Trials inClinical Partnership

East/West CEO Conference East/West CEO

Bio Process International US International Process Bio

Critical Communications World Communications Critical

Bio Process International West International Process Bio

Bio Process International Europe International Process Bio

TMRE: The Market Research Event Research Market The TMRE: Channel Partners Conference & & Conference Expo Partners Channel

INFORMA INVESTOR DAY 15 JUNE 2017 * Excluding five domestic conference businesses under review 76 SALES EFFECTIVENESS AND DIGITAL CAPABILITY

SALES EFFECTIVENESS DIGITAL CAPABILITY

• Commercial directors and key accounts • Year round customer engagement

• New remuneration structure – rewarding short and • Enhanced digital experience with online payment medium term performance capability

• Customer needs and benefits driven • Specialist talent: insight, campaign excellence, digital content marketing and agile development • Salesforce implementation: campaign planning, transparency and forecasting • Standards and best practise for Content Marketing, SEM, SEO, PPC, Paid Social etc. • Tools and training to drive productivity • New business models for further exploitation across • Sales collateral and pricing capabilities the platform

SALES PEOPLE NOW SPEND DIGITAL AS A MARKETING AND THEIR TIME SELLING ENGAGEMENT PLATFORM

INFORMA INVESTOR DAY 15 JUNE 2017 77 FROM TRANSACTION TO COMMUNITY ENGAGEMENT MODEL

2014 2017 +

Customer & F2F Digital Products Audience Need Products

• Digital Training • Public Training LEARNING & • eNewsletters BUY LEARN SELL INFORM • Onsite Training SHARING • White Papers • SME Speakers (Insight Gathering) • Blogs/Vlogs • Workshops • Podcasts

CONNECTING • Sponsorship/ • Webinars (Brand Building, Branding PARTNER CONNECT PARTNER CONNECT • Native Advertising Thought Leadership & • Exhibition Stands • Custom Research Lead Generation) • Informal Networking

• Structured Attendees/audience Customers PARTNERING Networking • Digital Communities • VIP Sessions Delegate Sponsorship & Exhibition Revenues Revenues TRANSACTING • 1-2-1 Meetings • Ecommerce

RESTRICTED TRANSACTIONAL ENGAGEMENT-BASED, F2F, DIGITAL AND F2F REVENUE MODEL KEY ACCOUNT-LED REVENUE MODEL

INFORMA INVESTOR DAY 15 JUNE 2017 78 THE NEW KNOWLEDGE & NETWORKING DIVISION

FEATURES OF OUR FEATURES OF OUR MULTIPLE REVENUE VERTICALS BUSINESS STREAMS

Growth Community brands Delegates

International Specialist content Sponsors & exhibitors

Technology Relationships Partnering

Innovation Partnering Presenter/demo

Sub-communities High engagement Marketing services

Horizontal links Customer insight Learning/academies

ATTRACTIVE AND SUSTAINABLE MODEL FOR FUTURE GROWTH

INFORMA INVESTOR DAY 15 JUNE 2017 79 GLOBAL FINANCE VERTICAL SNAPSHOT

FINANCE VERTICAL CHARACTERISTICS REVENUE MIX

• Large and growing • International financial markets Attendee Sponsorship • Defined, niche communities 2016 Exhibitor • Technology disruption Other • Product innovation

KEY BRANDS GEOGRAPHIC FOOTPRINT

UK North America 2016 Europe

GLOBAL FINANCE Rest of World

INFORMA INVESTOR DAY 15 JUNE 2017 *Charts are 2016, excluding Penton assets, Light Reading and domestic conference businesses under review 80 Life Sciences Vertical

Anna Chrisman MD Life Sciences LIFE SCIENCES SNAPSHOT

LIFE SCIENCES VERTICAL CHARACTERISTICS REVENUE MIX

• Rising global healthcare investment • Scientific progress and discovery Attendee Sponsorship • Defined niche communities 2016 Exhibitor • Investment in R&D and innovation Other • Collaboration, knowledge exchange and open source solutions

KEY BRANDS GEOGRAPHIC FOOTPRINT

North America Europe 2016

Rest of World LIFE LIFE SCIENCES

INFORMA INVESTOR DAY 15 JUNE 2017 *Charts are 2016, excluding Penton assets, Light Reading and domestic conference businesses under review 82 LIFE SCIENCES: CATEGORIES AND BRANDS

BBC

EBD

Emerging Biopharma Clinical Science Processing

INFORMA INVESTOR DAY 15 JUNE 2017 83 PROFILE

7 $20M+ International brands Revenue 50K+ Meetings 34K+ 16K+ Attendees Companies

• Attractive vertical – Biotech growth • Unique model – lead generation through Partnering • Effective, targeted and valuable networking • PartneringOne proprietary software platform • Very high retention rates • Consistent levels of growth

INFORMA INVESTOR DAY 15 JUNE 2017 84 VALUE THROUGH PARTNERING

…the best opportunity to meet people and …one of the essential events to attend, “ expand the network creating new relationships… Partnering is the way to go…

Companies with a certain One of the maturity need to certainties of my attend… calendar…

Perfect networking opportunities via What can I say…I met with Bayer, MSD, Merck, JNJ, SGS, Capital PartneringOne… Health, Quintiles IMS, Covance…where else could I do that? ” INFORMA INVESTOR DAY 15 JUNE 2017 85 FESTIVALS: BIOTECH WEEK BOSTON

Monday Tuesday Wednesday Thursday Host Event/Activity Sept. 25 Sept. 26 Sept. 27 Sept. 28 KEY FACTS BioProcess International Conference & • 4500 attendees Exhibition Cell & Gene Therapy Bioprocessing & • Scientists, investors, Commercialization technologists and Viral Safety executives from 37+ Clinical Developments in Cell & Gene countries Therapy • 6 content driven BWB Festival Keynotes events, one partnering Brewery Tour/Offsite Excursions meeting, numerous joint social & Celebration of Science networking Women’s Dinner components

Battle of the Bands • 450+ speakers

BioPharm America • 300+ exhibitors

Start-up Pitch Competition • 2500+ one-to-one Cell & Gene Therapy CEO meetings

Diversity Panel • Celebrating advances in science, showcasing Boston Life Sciences Disruptors the Boston life science community Xconomy Awards at Biotech Week Boston

CRO/CMO Symposium TMT Vertical

Carolyn Dawson MD TMT TMT SNAPSHOT

TMT VERTICAL CHARACTERISTICS REVENUE MIX

• Growing global industry • Defined niche communities Attendee Sponsorship • Technology convergence and change 2016 Exhibitor • Internet of Things growth Advertising • High levels of innovation

KEY BRANDS GEOGRAPHIC FOOTPRINT

UK North America

TMT 2016 Europe Rest of World

INFORMA INVESTOR DAY 15 JUNE 2017 *Charts are 2016, excluding Penton assets, Light Reading and domestic conference businesses under review 88 TMT VERTICAL: CATEGORIES AND BRANDS

Traditional High-growth, large-scale telecoms events events focused on new tech

Telco Networks Broadband Media Critical London Connecting Cloud Connected 5G Tech MVNO & Services & Optical Networks Comms. Tech Week Africa & Enterprise Innovation

YEAR-ROUND DIGITAL COMMUNITY PLATFORMS

INFORMA INVESTOR DAY 15 JUNE 2017 89 NEW LAUNCHES: INTERNET OF THINGS WORLD

WORLD’S LARGEST IoT audience

DIGITAL REACH

• 25,000+ attendees • 18 events • In 8 countries

• Database of 23M+ IN-PERSON • 12 verticals / industries EVENTS • 15,000+ IoT leads produced for clients in 2016

INFORMA INVESTOR DAY 15 JUNE 2017 90 IoT BRAND PORTFOLIO

INFORMA INVESTOR DAY 15 JUNE 2017 91 FESTIVALS: LONDON TECH WEEK PROFILE

Monday Tuesday Wednesday Thursday Friday

Opening Ceremony 200+ Crowd Sourced events across the city

LeadersIn Tech Summit

VRAR: Connected Cars: IoT Europe: 5G: TechXRL8 Cloud & DevOps: Apps World: Kairos: AI Summit

London Tech Week Academy

DRL Drone Racing

Prince’s Trust Gala Dinner

Tech Week Awards Europa’s Festival Concert @ Wembley Arena featuring Hans Zimmer

TechXLR8 Awards

Tech Week TV Future Growth & Opportunities

Andrew Mullins CEO Knowledge & Networking FUTURE GROWTH & OPPORTUNITIES

Steady Focus

Underlying revenue growth Adjusted Operating Margin Strengthen core vertical positions

Customer Network Data

Broaden and deepen relationships Maximise networking and partnering Actionable insights from data capability

Digital Multiple X-Div

Community engagement, Revenue streams including Cross-divisional revenue content and revenue Marketing Services opportunities

FOCUSED AND GROWING BUSINESS WITH MULTIPLE REVENUE STREAMS

INFORMA INVESTOR DAY 15 JUNE 2017 94 STEPHEN A. CARTER GROUP CHIEF EXECUTIVE INTERNATIONAL EXPANSION

INFORMA INVESTOR DAY: 15 JUNE 2017 95 INTERNATIONAL EXPANSION THROUGH TARGETED M&A

GAP ACQUISITION STRATEGY

• US Exhibitions focus • Focus on quality of assets, strategic fit • International scale in verticals • Target growth regions and verticals

Construction & Health & Nutrition Life Sciences Agriculture International Yachting Real Estate

Science, Tech Humanities & Beauty & Aesthetics Pop Culture Transportation & Medical Social Science

Anderson Books

INFORMA INVESTOR DAY: 15 JUNE 2017 96 GEOGRAPHIC BALANCE AND BREADTH

Revenue by geography

ROW China

Middle East ROW

Americas China UK 2016 Middle East PF 2013

UK Continental Europe Americas

Continental Europe

Revenue Revenue £1.1bn £1.7bn+

INFORMA INVESTOR DAY: 15 JUNE 2017 97 2016 charts are pro-forma estimates, including a full year of Penton and YPI and excluding Domestic Conferences under review GROUP’S NORTH AMERICAN BALANCE AND BREADTH

$1.1bn+ revenue

$340m+ $350m+ $350m+ COUNTRY HQ AP revenue GE revenue BI revenue VERTICALS

3000+ 80+ 50%+ 60%+ CONTENT Colleagues exhibitions Group sales Group profit SHARED SERVICES

INFORMA INVESTOR DAY: 15 JUNE 2017 98 2017 INFORMA INVESTOR DAY: AGENDA

Stephen A. Carter Group Chief Executive Gareth Wright Group Finance Director

Patrick Martell CEO, Business Intelligence Gary Nugent MD, Business Intelligence Lara Boro MD, Business Intelligence Kate Spellman President, Marketing Services Andrew Mullins CEO, Knowledge & Networking Anna Chrisman MD, Life Sciences Carolyn Dawson MD, TMT

Charlie McCurdy Expansion, Growth and Scale CEO, Global Exhibitions Fred Linder MD, Global Health & Nutrition Network Stephen A. Carter Group Chief Executive

INFORMA INVESTOR DAY: 15 JUNE 2017 99 GLOBAL EXHIBITONS: EXPANSION, GROWTH AND SCALE

SPEAKERS TOPIC

Charlie McCurdy Global Exhibitions

CEO Global Exhibitions International Expansion, Growth and Scale

Fred Linder Vertical Profile MD Global Health & Nutrition Network Health & Nutrition

INFORMA INVESTOR DAY 15 JUNE 2017 100 THE MARKET AND OUR BUSINESS

MARKET CHARACTERISTICS OUR BUSINESS

• Face-to-Face • The Challenger Operator • Transaction-driven events • Top 3 organiser globally • Fragmented • 14 of TSNN Top 250 US Exhibitions (excludes Agriculture and International Yachting Exhibitions) • International • Revenue visibility and cash flow • Barriers to entry • Market Maker Strategy

MARKET GROWTH OUR VERTICALS AND BRANDS

CONSTRUCTION & HEALTH & AGRICULTURE REAL ESTATE NUTRITION

$30bn INTERNATIONAL BEAUTY & $24bn LIFE SCIENCES YACHTING AESTHETICS

2014 2020

INFORMA INVESTOR DAY 15 JUNE 2017 101 GLOBAL EXHIBITIONS SNAPSHOT

The Global Exhibitions Division organises transaction-oriented Trade Shows and Exhibitions around the world, enabling specialist communities to meet face to face and conduct business.

£500M+ £180M+ c.200 1.9M SQM+ Revenue Adj. Op Brands Exhibition Space

5%+ c.30% 1100+ c.2M Underlying Growth Group Revenue Colleagues Visitors

REVENUE BY VERTICAL REVENUE BY TYPE REVENUE BY REGION

Construction & RE Health & Nutrition North America Life Sciences Exhibitor MENA Aviation 2016PF Agriculture 2016PF Attendee 2016PF ROW International Yachting Sponsorship & Ads Europe Beauty & Aesthetics Utilities UK Pop Culture Other

INFORMA INVESTOR DAY 15 JUNE 2017 *Charts are pro-forma to include a full year of Penton and YPI Inc 102 2014-2017 GROWTH ACCELERATION PLAN

Accelerate and scale a small collection of independent Objective exhibitions into a top-performing, global Market Maker

• Identify attractive, growing global vertical markets

• Expand internationally, led by the US, through targeted acquisition programme

• Strengthen management capability through selective additions

• Invest in common operational platforms in key functional areas

• Leverage proven show launch capabilities worldwide

• Create regional hubs and super-hubs for operational and admin support

• Enhance value proposition to both Exhibitors and Visitors

SUSTAINABLE ABOVE-INDUSTRY UNDERLYING GROWTH AND MARGINS

INFORMA INVESTOR DAY 15 JUNE 2017 103 INTERNATIONAL EXPANSION, GROWTH AND SCALE

APPROACH KEY INITIATIVES Making it work

International expansion programme Expand

Build/ strength in Verticals

Market maker Sales, Customer & Marketing Excellence

Data Scale Revenue+: Growth Acceleration Plan Market Maker strategy

INFORMA INVESTOR DAY 15 JUNE 2017 104 INTERNATIONAL EXPANSION, GROWTH AND SCALE

BUILD BUY

VOLUME CROSS-SELL CONSTRUCTION NUTRITION

Product innovation, International scale Hanley Wood Virgo Publishing, new customers within verticals Exhibitions, Penton (New Hope Dwell-on-Design Network)

PRICING LAUNCH LIFE SCIENCES AGRICULTURE

Tiered and value based New launches and geo- FIME, AgriShow, Penton initiatives cloning Mediconex, Eurogin Information Services

PRODUCTIVITY M’MAKER BEAUTY YACHTING

Sales effectiveness, Sponsorship, online China Beauty, FACE, Fort Lauderdale Boat CRM, Vendor contracts discovery, data insight, Vegas Aesthetics Show, Palm Beach Boat lead-gen Show (YPI Inc)

INFORMA INVESTOR DAY 15 JUNE 2017 105 INTERNATIONAL EXPANSION: THE CHALLENGER OPERATOR

GROWTH IN GLOBAL EXHIBITIONS REVENUE

Americas Exhibitions business ROW in 2009 Middle East • <$100m revenue • <1% in Americas

Global Exhibitions Division in 2017

• >$600m revenue • >60% in Americas

2009 2017

INFORMA INVESTOR DAY 15 JUNE 2017 106 FROM EXHIBITION ORGANISER TO MARKET MAKER

Leverage customer relationships and data/digital capabilities to connect buyers and sellers in new and more powerful ways

FOR ATTENDEES FOR EXHIBITORS FOR INFORMA

• Search & Discover products and • Year-round quality lead generator • Data to understand attendees / services inside and outside exhibition exhibitors

• Interact with exhibitors • Connections beyond the floor • Expand beyond the floor

• Pre-show planning • Access to active buyers • Access to new budgets

• Post-show follow-up • Data to act upon market insights • Reinforce exhibition performance and quality of attendance

INFORMA INVESTOR DAY 15 JUNE 2017 107 OPERATIONAL INITIATIVES: CUSTOMER VALUE OPPORTUNITY

TYPICAL COST/INCOME MIX EXHIBITOR VALUE DRIVERS

TRANSACTIONS & LEADS Raw space rent Stand costs Number and quality of visitors to stand Staff travel, EXHIBITOR accommodation and food Other VALUE DRIVERS

• Matchmaking • Stand location • Community content • Size / flexibility • Booking time • Column-free stand • Specific hall at venue • Exhibition specific (eg Hosted buyer programmes) • Stand layout (no of open sides) Raw space rent ORGANISER • Marketing communications Other services • Build-up days • Shell schemes Online activities • Upper/lower hall floor • Additional services (eg travel booking)

INFORMA INVESTOR DAY 15 JUNE 2017 Source: JWC, Company data 108 OPERATIONAL INITIATIVES: CUSTOMER VALUE OPPORTUNITY

THE INTERNATIONAL SURFACE EVENT (TISE) CASE STUDY

• Exhibitions typically have a cost-based approach with early- bird, volume and corner variations to list price

• New pricing approach for TISE 2018 ― Dynamic, value-based options introduced ― Packages aligned to exhibitor preferences ― Customer service focus – early communication programme, appointment-led, sophisticated on-site sales office

• Targeting incremental yield increase of 3-5%

• Increase in rebooking rate and onsite deposits

3-YEAR PROGRAM TO ROLL OUT CUSTOMER VALUE INITIATIVES

INFORMA INVESTOR DAY 15 JUNE 2017 109 OPERATIONAL INITIATIVES: PRODUCT INNOVATION

DRIVING GROWTH THROUGH BRAND EXPANSION

• Leading Healthcare Exhibition in • A section of focused on Middle East laboratory equipment • World Trade Center approaching • Strong brand in its own right with a full capacity defined community • Ongoing demand • Growing demand DELIVERING TWO POWERHOUSE BRANDS, RUN CONSECUTIVELY • Additional capacity to sell: • Scale launch in Jan 2017: Top 20 show 4400+ exhibitors in Jan 2017 on debut with 700+ exhibitors • Future growth runway • Future growth runway

STRONG AGGREGATE GROWTH IN 2017 AND REBOOKING FOR 2018

INFORMA INVESTOR DAY 15 JUNE 2017 110 FROM EXHIBITION ORGANISER TO MARKET MAKER

INFORMA INVESTOR DAY 15 JUNE 2017 111 INTERNATIONAL EXPANSION: OPERATIONAL HUBS

London Toronto Boulder

Dallas Shanghai Dubai

Sao Paolo

INFORMA INVESTOR DAY 15 JUNE 2017 112 FULL COMBINATION OF PENTON AND GLOBAL EXHIBITIONS

STRONG PENTON COMPLEMENTARY EFFECTIVE COMBINATION BRANDS INFORMA BRANDS • Smooth integration into GE

― Agriculture AGRICULTURE

― Health & Nutrition

― Waste

HEALTH & HEALTH NUTRITION ― Aviation

• Updated management structure

• Administrative functions aligned Y Y & WASTE

SUSTAINABILIT (HR, Finance, Ops)

• Full systems integration progressing

NEW VERTICAL AVIATION

OPERATING AND REPORTING AS A SINGLE BUSINESS

INFORMA INVESTOR DAY 15 JUNE 2017 113 BENEFITS AND OPPORTUNITIES FROM A FULL COMBINATION

Leverage relationships within Verticals and internationally CROSS SELLING eg Agriculture, Health & Nutrition

GEO-CLONING Extend select Penton brands internationally

OPERATIONS Efficiencies from duplication, shared services and Exhibitions services

CONTRACTS Improved terms on facilities, venues and hotels; consolidate vendor management

Roll-out GAP-enabled digital platforms for marketing, sales, TECHNOLOGY event management and websites. Develop Market Maker proposition

INFORMA INVESTOR DAY 15 JUNE 2017 114 FOCUS ON SELECT, ATTRACTIVE GROWTH VERTICALS

THE FEATURES OF ATTRACTIVE VERTICALS IN EXHIBITIONS

INNOVATION FRAGMENTED HIGH VALUE INTERNATIONAL GROWING

Construction & Life Sciences Agriculture International Yachting Health & Nutrition Real Estate

Strength in US, Strength in US, Strength in US Strength in US Strength in US, Canada and Middle East, Asia, and Brazil and Europe Europe and Asia Middle East Europe & Africa

INFORMA INVESTOR DAY 15 JUNE 2017 115 Health & Nutrition Vertical

Fred Linder MD Global Health & Nutrition Network HEALTH & NUTRITION VERTICAL SNAPSHOT

HEALTH & NUTRITION VERTICAL REVENUE MIX

• B2B • Global Exhibitor Attendee • Fragmented Digital • Growth Other • Regulation, policy and health drivers

KEY BRANDS GEOGRAPHIC FOOTPRINT

North America Europe Asia

INFORMA INVESTOR DAY 15 JUNE 2017 117 THE MARKET: TIPPING POINT INTO THE MAINSTREAM

GLOBAL HEALTH & NUTRITION MARKET GROWTH DRIVERS

INGREDIENTS FINISHED PRODUCTS FRAGMENTATION Highly fragmented supply chain • Pre and probiotics • Functional foods & • Vitamins & minerals beverages • Proteins & amino acids • Natural foods & beverages • Non-processed Global market, with local trends and • Dietary supplements GLOBAL & LOCAL preferences

US NATURAL PRODUCTS FUTURE GROWTH CONSUMER Rising demand for healthy and $bn transparent food supply - clean label, +122% DEMAND 200 Supplements $295bn natural, organic, Free-From Natural foods 2022 150 Functional Falling trust in large brands paves way foods NEW PLAYERS 100 $205bn for innovation and niche players 2016

50 UN Action on Nutrition and PUBLIC POLICY 0 +6% Sustainable Development Goals 2006 2016 CAGR

INFORMA INVESTOR DAY 15 JUNE 2017 118 GLOBAL HEALTH & NUTRITION NETWORK

$110m+ 10%+ 9 125k+ 170k+ revenue growth major brands SQM exhibition space attendees

US FINISHED GOODS

Las Vegas Geneva Los Angeles Baltimore New Jersey Anaheim EUROPE/ASIA Austin Guangzhou US INGREDIENTS INGREDIENTS

Singapore

UNIQUE POSITION ACROSS THE INTERNATIONAL SUPPLY CHAIN

INFORMA INVESTOR DAY 15 JUNE 2017 119 GROWTH AND OPPORTUNITIES

1. Maintain positive momentum and growth across all brands

2. Full combination of Informa and Penton brands with unified leadership across three hubs

Further increase scale to address the full industry value chain and deliver solutions to 3. customers on a global basis

Leverage Informa international network to extend brands and customer relationships; 4. maximise the cross-sell opportunity

Apply digital capability to strengthen market position, deepen customer relationships and 5. generate ancillary revenues

MARKET MAKER FOR THE GLOBAL HEALTH AND NUTRITION INDUSTRY

INFORMA INVESTOR DAY 15 JUNE 2017 120 SPOTLIGHT ON NATURAL PRODUCTS EXPO WEST

Education & Anaheim networking

NEXTY awards Annual over 5 days

500+ new 40,000+ sqm exhibitors in 2017

2,600+ exhibitors 80,000+ attendees

LARGEST INDIVIDUAL BRAND IN HEALTH & NUTRITION MARKET

INFORMA INVESTOR DAY 15 JUNE 2017 121 SPOTLIGHT ON NATURAL PRODUCTS EXPO WEST

INFORMA INVESTOR DAY 15 JUNE 2017 122 Future Growth & Opportunities

Charlie McCurdy CEO Global Exhibitions FUTURE GROWTH AND OPPORTUNITIES

5%+ Market leading Cash

Consistent underlying revenue growth Adjusted operating margins Consistently strong profit conversion

International Scale Verticals

Further balance and breadth Fully leverage size benefits Build further focused scale

Consolidator Combine Digital

Further targeted, enhancing M&A Maximise the Penton opportunity Growth in data-driven ancillary revenues

TOP-PERFORMING GLOBAL MARKET MAKER

INFORMA INVESTOR DAY 15 JUNE 2017 124 2017 INFORMA INVESTOR DAY: AGENDA

Stephen A. Carter Group Chief Executive Gareth Wright Group Finance Director

Patrick Martell CEO, Business Intelligence Gary Nugent MD, Business Intelligence Lara Boro MD, Business Intelligence Kate Spellman President, Marketing Services Andrew Mullins CEO, Knowledge & Networking Anna Chrisman MD, Life Sciences Carolyn Dawson MD, TMT Charlie McCurdy CEO, Global Exhibitions Fred Linder MD, Global Health & Nutrition Network

Stephen A. Carter Future Growth & Opportunity Group Chief Executive

INFORMA INVESTOR DAY: 15 JUNE 2017 125 STEPHEN A. CARTER GROUP CHIEF EXECUTIVE FUTURE GROWTH & OPPORTUNITY

INFORMA INVESTOR DAY: 15 JUNE 2017 126 2014-2017 GROWTH ACCELERATION PLAN

GAP AMBITION

• Aggregate underlying growth of 3%+ GROWTH • Platform for sustainable future growth • All four Divisions in growth going into 2018

• Functional discipline and expertise CAPABILITY • Operational fitness • Capacity and capability for future scale

INFORMA INVESTOR DAY: 15 JUNE 2017 127 DIVISIONAL GAP FOCUS

Global Exhibitions Business Intelligence • Separation • Management • Expansion • Portfolio • Data • Performance

Academic Publishing Knowledge & Networking • Stability • Simplification • Technology • Focus • Handover • Verticals

INFORMA INVESTOR DAY: 15 JUNE 2017 128 DIVISIONAL GAP DELIVERY

Global Exhibitions Business Intelligence • Growth & Scale • Consistent growth • Balance & Breadth • Repeat revenue • Market Maker • Upsell

Academic Publishing Knowledge & Networking • Resilient growth • Growth • Steady margins • Profitability • Strong cash flow • Community engagement

INFORMA INVESTOR DAY: 15 JUNE 2017 129 Stephen A. Carter Patrick Martell Group Chief Executive CEO Business Intelligence

Gareth Wright Lara Boro Group Finance Director Group MD Business Intelligence

Richard Menzies-Gow Gary Nugent Director of IR, Communications & Brand Group MD Business Intelligence

Alex Roth Kate Spellman Director of Strategy & Planning President, Marketing Services Q&A

Andrew Mullins Charlie McCurdy CEO Knowledge & Networking CEO Global Exhibitions Anna Chrisman Fred Linder MD Life Sciences MD Global Health & Nutrition Network Carolyn Dawson MD TMT

INFORMA INVESTOR DAY: 15 JUNE 2017 130