Globaldata

DATA · Main Market · Industrial Goods and Services · mcap £388m · 59.3p

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.

Target	Promise	Said	Status
2024
31 Oct 2024	Complete £10m share buyback by 31 October 2024.	31 Jul 2024	✓ Kept
	“the Board has approved a return of surplus capital of £10 million to shareholders to be implemented through a share buyback programme” Result Completed 6 September 2024 at 221.5p average. “Following the above transaction, the Group has completed the Share Buyback Programme which was announced on 31 July 2024. In total, the Group repurchased 4,513,867 ordinary shares of £0.0001, all of which were cancelled, at a total cost of £10 million.”6 Sep 2024 · Completion of Share Buyback Programme
Q2 2024	De-leverage to net cash after the Healthcare stake sale completes.	21 Dec 2023	✓ Kept
	“it is anticipated that GlobalData's balance sheet will go from net debt of £230.8m to being debt-free and net cash.” Result Completed June 2024; net cash £188.3m at half-year 2024. “Group now in net cash position of £188.3m.”31 Jul 2024 · Half-year Results “Furthermore, on completion of this transaction the Group's existing debt facilities were fully settled and extinguished, leaving GlobalData with a net cash balance sheet providing additional flexibility for accelerated value-creating M&A activity.”31 Jul 2024 · Half-year Results
2025
17 Jan 2025	Complete £20m share buyback by 17 January 2025.	23 Sep 2024	✓ Kept
	Result The £50m buyback announcement refers to £30m returned across the two completed programmes. “This follows the two share buyback programmes which completed on 5 September 2024 and 13 January 2025 respectively and which returned an aggregate amount of £30 million to shareholders.”6 Feb 2025 · Proposed move to the Main Market
5 Sep 2025	Return up to £60m by tender offer by 5 September 2025.	5 Aug 2025	✓ Kept
	“proposing to return up to £60 million to Shareholders by way of a Tender Offer” Result 40m shares bought at 150p for £60m, completed 8 September 2025. “a total of 40,000,000 Shares will be purchased under the Tender Offer at the Tender Price of £1.50 per Share. The total value to be returned to Shareholders pursuant to the Tender Offer will therefore be approximately £60 million.”8 Sep 2025 · Results of Tender Offer and Total Voting Rights “It is anticipated that payment of the consideration due to Qualifying Shareholders whose tender applications under the Tender Offer have been accepted will be despatched (by cheque or by a CREST payment, as appropriate) on or before 22 September 2025.”8 Sep 2025 · Results of Tender Offer and Total Voting Rights
31 Dec 2025	Deliver low single-digit underlying revenue growth for FY25.	20 Oct 2025	✓ Kept
	“we continue to expect to deliver low single-digit underlying revenue growth for FY25, in line with the market consensus” Result FY25 underlying revenue growth was 1%. “Total revenue growth of 13% to £322.1m (2024: £285.5m), underlying revenue growth1 of 1%.”2 Mar 2026 · Final Results
2026
28 Apr 2026	Complete £10m buyback before the next AGM.	24 Nov 2025	✓ Kept
	“expected to be completed prior to the Company's next Annual General Meeting” Result A further £10m programme launched 31 March 2026, suggesting the first was completed. “GlobalData Plc is pleased to announce a new share buyback programme of up to a maximum consideration of £10 million (the 'Share Buyback Programme'), within certain pre-set parameters.”31 Mar 2026 · Launch of new £10 million Share Buyback Programme “taking into account the Company's previous share buyback activity”31 Mar 2026 · Launch of new £10 million Share Buyback Programme
10 Aug 2026	Return up to £30m by tender offer by 10 August 2026.	10 Jul 2026	✓ Kept
	“proposing a return of capital of up to £30 million to Shareholders by way of a Tender Offer” Result 35.3m shares bought at 85p for £30m on 11 August 2026. “a total of 35,294,117 Shares will be purchased under the Tender Offer at the Tender Price of 85 pence per Share. The total value to be returned to Shareholders pursuant to the Tender Offer will therefore be approximately £30 million.”11 Aug 2026 · Results of Tender Offer and Total Voting Rights
14 Sep 2026	Complete £10m buyback before interim results.	31 Mar 2026	✓ Kept
	“The Share Buyback Programme is expected to commence on 31 March 2026 and be completed before the Company's Interim Results are published.” Result A £5m buyback started 23 June, the £30m tender completed in August, and £5m of buybacks were completed by 2 October 2026. “Following the above transaction, the Company has completed the Share Buyback Programme which was announced on 23 June 2026. In total, the Company repurchased 6,702,016 ordinary shares of £0.0001, all of which were cancelled, at a total cost of approximately £5 million.”2 Oct 2026 · Completion of Share Buyback Programme