2021 Half-Year Results 2021-2022: Improving Revenues, Profits & Cashflow 2021-2024: Growth Acceleration Plan II (GAP II) 29 July 2021 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. 2021 Half-Year Results: July 2021 2 Knowledge & Information Economy 60% Subscriptions of business travel 85% rebound will be driven by of exhibitors & attendees Online market platforms a ‘fear of missing out’ on Webinars 90% expect to return to F2F a competitive advantage Source: McKinsey & Co attendees surveyed by winter 2021 reported saving flights by Source: Freeman attending trade shows 1-4 days Source: Informa the amount executives High-quality research expect their employees will be on-site per week Source: McKinsey & Co 55hrs Online Training extra time spent online per year versus 2019 Source: Ofcom 80.2% $9.9tn Of event organizers have of B2B transactions been able to reach wider through digital channels Data delivery audiences with virtual in 2020 up 12% YoY Source: Bizzabo Source: Digital Commerce 360 86% Critical data insights of top organisations are redesigning processes for Online partnering remote workers Source: McKinsey & Co 400% 438m Increase in time spent on People accessed BBC news Digital content smartphones in 2020 versus 2019 per week in 2020 up 13% YoY Source: Ofcom Source: BBC Virtual Events Marketing Services 2021 Half-Year Results: July 2021 3 Championing the Specialist Specialist Data & Intelligence B2B Audiences & Platforms Advanced Learning & Knowledge Championing the Specialist Cyber Behavioural Beauty & Artificial Physical Science Aesthetics Intelligence Sciences Security Specialist Hospitality Clinical Markets Retail Biotech Healthcare & Food Trials Financial Specialist Content B2B Marketplaces Subscriptions High-Quality Research Forward-Booked Revenue Specialist Data Specialist Brands Customer Relationships Engaged & Inclusive Group Culture Specialist Knowledge Depth in Specialist Markets Specialist Marketing Services First Party Customer Data Recurring Revenue Virtual Events Digital Platforms & Solutions 2021 Half-Year Results: July 2021 4 2014-2024 Market Specialisation 2014 - 2019 2020 - 2021 2021 - 2024 Growth Stability & Growth Acceleration Plan Security Acceleration …& Accelerated …& The Transition Year Plan II Integration Plan Depth in Specialist Markets, closer to customers, improving mix & quality of revenue 2021 Half-Year Results: July 2021 5 2021 Half-Year Key Highlights • Improving growth in Subscriptions-led businesses • Returning confidence in Physical Events and deeper Digital Diversification • Full Year Revenue guidance raised to £1,800m±, with adjusted Operating Profit expected to be £375m± • H1 Revenue & Profit: Reported Revenues of £689m (H1 2020: £814m) and Adjusted Operating Profit of £69m (H1 2020: £119m) reflect differing pandemic impacts in front half of 2020 and 2021 • Improving Statutory Operating Performance: -£58m versus -£740m in H1 2020 • Strong Free Cash Flow: Positive forward bookings and low levels of refunds delivers Free Cash Flow of £134m versus £71m in H1 2020 • Decreasing Net Debt: Free Cash Flow strength, combined with currency effect reduces Net Debt to £1,890m versus £2,030m in FY 2020 2021-2022: Improving Revenues, Profits and Cashflow 2021 Half-Year Results: July 2021 6 Informa Intelligence…Specialisation and Growth Pre-GAP1 H1 2021 Disparate set of Specialist brands in assets Pharma Maritime Finance specialist markets Consistent product Limited investment investment Lack of portfolio Further portfolio depth and focus focus – EHS disposal Patient Recruitment & Sales-led approach Retail Banking growth 90%+ renewal rates Content driven and positive ACVs Shrinking revenues & Underlying Revenue limited visibility Growth of 7.9% 2021 Full Year Underlying Revenue Growth guidance increased to 4.5%+ 2021 Half-Year Results: July 2021 12014-2017 Growth Acceleration Plan 7 Taylor & Francis…Specialisation and Growth Pre-GAP1 H1 2021 Dependence on Royalty-Based Research, institutional Open Research Subscriptions library budgets Publishing & library budgets Open Access capacity Agile and scalable constraints Open Research platform Long lead times from 2500+ Journals with OA submission to publication option (275+ pure OA) Robust subscriptions, Limited OA options strong ebook growth No Read & Publish Strong growth & pipeline agreements in Open Research Gradual Open Access Underlying Revenue expansion Growth of 3% 2021 Full Year Underlying Revenue Growth guidance increased to 2%+ 2021 Half-Year Results: July 2021 12014-2017 Growth Acceleration Plan 8 Macro-view on major Events Markets Visit our CAPA microsite USA Mainland China U.A.E. Travel Restrictions: Travel Restrictions: Travel Restrictions: Restricted entry for EU, UK, BR, ZA, CN, IN Restricted entry for foreign nationals1 Restricted entry for 16 select Asian and African countries2 Vaccine doses: Vaccine doses: Vaccine doses: c.103 per hundred c.111 per hundred c.169 per hundred Latest daily case count: (per 100,000): Latest daily case count: (per 100,000): Latest daily case count (per 100,000): 19 <1 16 Airline Seat Capacity Airline Seat Capacity Airline Seat Capacity Domestic seats Domestic seats International seats International seats International seats 24,000 20,000 4000 20,000 16,000 3000 16,000 12,000 No of seats (‘000s)No 12,000 of seats (‘000s)No of seats (‘000s)No 2000 8,000 8,000 1000 4,000 4,000 - - 0 Jun 19 Jun 20 Jun 21 Jun 19 Jun 20 Jun 21 Jun 19 Jun 20 Jun 21 Oct 19 Oct 20 Oct 19 Oct 20 Oct 19 Oct 20 Oct Apr 19 Apr 20 Apr 21 Apr 19 Apr 20 Apr 21 Apr 19 Apr 20 Apr 21 Feb 19 Feb 20 Feb 21 Feb 19 Feb 20 Feb 21 Feb 19 Feb 20 Feb 21 Aug 19 Aug 20 Aug 19 Aug 20 Aug 19 Aug 20 Dec 18 Dec 19 Dec 20 Dec 18 Dec 19 Dec 20 Dec 18 Dec 19 Dec 20 2021 Half-Year Results: July 2021 Sources: NY Times, Cathay Pacific 1. with visas issued before 28 March 2020 or APEC Business Travel Cards 9 2. AF, BD, CD, IN, ID, LR, NM, NP, NI, PK, SL, ZA, LK, UG, VN, ZM Micro-view on major Events Markets USA Mainland China U.A.E. Construction Beauty & Aesthetics Healthcare World of Concrete China Beauty Expo Arab Health / Medlab c1.5k c650 3k+ 3k+ c4.1k c1.7k exhibitors 2019 exhibitors 2021 exhibitors 2019 exhibitors 2021 exhibitors 2019 exhibitors 2021 c40k 10k+ c135k c125k c73k c31k attendees 2019 attendees 2021 attendees 2019 attendees 2021 attendees 2019 attendees 2021 c35% c100% c35% of 2019 revenue of 2019 revenue of 2019 revenue OFF-CYCLE ON-CYCLE OFF-CYCLE Progressive reopening Steady increase in Pent-up demand, across major regions domestic participation particularly from SMEs 2021 Half-Year Results: July 2021 10 Progressive return of major brands in major markets 2021 Q1 Q2 Q3 Q4 • Tech (Big 5G Event) • Construction (World of Concrete) • Fashion (August MAGIC) • Nutrition (SupplySide West) USA • Yachting (Palm Beach Boat Show) • Construction (TISE) • Engineering (MD&M West) • Culture & Lifestyle (Art Miami) • Yachting (St Petersburg Power and • Utilities (Waste Expo) • Nutrition (Nat. Products Expo East) • Infrastructure (ISSA Show) Sailboat Show) • Aesthetics (Vegas Cosmetic • Tech (Black Hat USA) • Tech (AI Summit NY) • Fashion (February MAGIC) Surgery) • Pop (Megacon Orlando) • Finance (SuperReturn N. America) • Transport (MRO Americas) • Construction (Guangzhou • Beauty (China Beauty Expo) • Design & Furniture (Furniture • Healthcare (CPhi/PMEC China) Mainland China Windoor) • Hospitality (Hotelex Shanghai and China) • Healthcare (DenTech China) • Fashion (Fashion Lifestyle B2C Expo Food) • Lifestyle (CBME China) • Construction (Marintec) Event) • Engineering (Propak China) • Electronics (CIOE) • Hospitality (Food & Hotel China) • Build (Chengdu B&D) • Engineering (Medtec China) • Food & Beverage (ProWine China) • Brand Marketing (Licensing Expo) • Healthcare (Arab Health) • Healthcare (FIME) • Tech (@Hack) U.A.E. • Healthcare (Medlab Middle East) • Education (Knowledge Economy • Construction (Cityscape Global & • Transport (MRO