Globaldata
DATA · Main Market · Industrial Goods and Services · mcap £422m · 63.9p 1 open situation →
- EV
- £631m
- EV / EBIT
- 7.5x
- Net debt
- £133m
- FCF yield
- 5.5%
- Revenue
- £328m
- Cash returned
- 0.1%
- Share price 1y
- −45%
- Insiders 12m
- sold £17.1m
- Next report
- around 1 Mar
GlobalData sells subscription data, analytics and research to companies in sectors such as healthcare, technology and finance. Most revenue is recurring and comes from annual contracts.
Timeline · every situation
dots = announcementsOpen · 1
Turnaround plan with targets
Growth Transformation Plan execution
Plan concluding; FY26 margin guided at H1 level
The plan launched in October 2025 aimed for mid-single-digit growth and a margin back towards 40% in 2026. After July's warning, the 14 September HY26 results show ~1% underlying growth. FY26 Adjusted EBITDA is now below market expectations, with margins in line with H1 and recovery to 40% slower.
- Adjusted EBITDA
- H1 growth approximately 4-5%; FY26 at low end of consensus (£126-£134m) 9 Jul 2026 ↗
- Consensus FY26
- Revenue £330m-£339m; Adjusted EBITDA £126m-£134m (June 2026) 9 Jul 2026 ↗
- CFO handover
- Rob Kingston joins 7 September; Graham Lilley leaves 30 September 2026 9 Jul 2026 ↗
- FY26 guidance
- Revenue at lower end of consensus range; Adjusted EBITDA below market expectations; margin in line with H1 (34%) 14 Sep 2026 ↗
- Consensus
- Revenue £325.3m-£335.7m; Adjusted EBITDA £121.0m-£126.7m 14 Sep 2026 ↗
- Medium term
- More measured margin recovery towards 40%, supported by investment for growth 14 Sep 2026 ↗
Next: Deliver the medium-term margin recovery towards 40% while investing for growth
- 14 Sep 2026 Plan concluding; FY26 margin guided at H1 level
- 9 Jul 2026 H1 growth ~1%; plan ending, next phase due
- 24 Jun 2026 CFO handover dated; margin recovery pending
- 2 Mar 2026 Investment phase ended; margin recovery pending
Closed · 5
Company filings. Not investment advice.