Globaldata

DATA · Main Market · Industrial Goods and Services · mcap £390m · 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
2025
31 Dec 2025	Regain a normalised EBITDA margin in H2 2025.	15 Jul 2025	✗ Missed · target changed
	“We expect to return to a normalised margin through the second half.” Also stated 5 Aug 2025 Result October 2025 cut H2 margin guidance to about 37%; FY25 margin was 34%. “With continued investment in the second half and the acquired businesses being integrated more slowly than expected, the second half Adjusted EBITDA margin is now expected to be lower than previously anticipated at approximately 37% (H1 2025 33%).”20 Oct 2025 · Trading Update and Capital Markets Event “Adjusted EBITDA of £110.2m (2024: £116.8m) and margin of 34% (2024: 41%) reflect the impact of investments in Growth Transformation Plan initiatives, including sales expansion and senior leadership strengthening, alongside the short-term dilutive impact of six acquisitions during their initial integration phase.”2 Mar 2026 · Final Results
31 Dec 2025	Complete move to the Main Market by Q4 2025.	15 Jul 2025	✗ Missed
	“Subject to the necessary conditions and regulatory approvals being met, Admission is expected to occur before the end of this year, but not earlier than on or around 28 October 2025” Also stated 25 Sep 2025 Result Timing was pushed back; admission occurred on 5 March 2026. “Subject to the necessary conditions and regulatory approvals being met, Admission is expected to occur before the end of this year, but not earlier than on or around 28 October 2025”25 Sep 2025 · Update on proposed move to the Main Market
Today · 11 Oct 2026
2026
31 Dec 2026	Progress to 45% Adjusted EBITDA margin over the plan period to end-2026.	4 Mar 2024	✗ Missed · target changed
	“progress towards 45% Adjusted EBITDA margin over the course of our 3-year plan” Also stated 31 Jul 2024 Result Margin fell to 34% in FY25; target replaced by recovery towards 40%, now described as 'more measured'. “Margin Recovery and Expansion: Recover Adjusted EBITDA margins towards 40%, leading to high cash conversion and strong returns on invested capital.”2 Mar 2026 · Final Results “The Board believes that investment at this time to support revenue growth is in the best interests of long-term value creation and therefore expects a more cautious recovery in margins in the medium term than previously stated.”14 Sep 2026 · Half-year Results
31 Dec 2026	Drive Adjusted EBITDA margin back towards 40% in FY26 and beyond.	20 Oct 2025	✗ Missed · target changed
	“The Group continues to expect margins to return towards 40% in 2026.” Also stated 14 Jan 2026 · 2 Mar 2026 · 14 Sep 2026 Result September 2026 guidance called for a 'more measured' recovery, with EBITDA towards the low end of consensus. “The Group expects full year Adjusted EBITDA at the low end of consensus, reflecting planned actions in the second half to accelerate margin.”9 Jul 2026 · Trading Update, Acquisition, Proposed Tender Offer “The Board believes that investment at this time to support revenue growth is in the best interests of long-term value creation and therefore expects a more cautious recovery in margins in the medium term than previously stated.”14 Sep 2026 · Half-year Results