Globaldata (DATA): Growth Transformation Plan execution

This situation live

DATA Globaldata

£439m · 64.4p · −47% since the first step

20 Oct 2025 · Margin trimmed; revenue momentum building · −1% until the next step On 24 November 2025, the Group will be hosting a Capital Markets Event which will focus on the recent developments of the GlobalData platform, focusing on our investments made in AI-enablement and the

14 Jan 2026 · FY25 margin ~34%; recovery to ~40% targeted 2026 · −26% until the next step The Group continues to expect margins to return towards 40% in 2026.

2 Mar 2026 · Investment phase ended; margin recovery pending · −12% until the next step We have a clear line of sight to margin expansion as integration activity completes and supported by a well invested cost allowing for strong incremental margins flowing from revenue growth.

24 Jun 2026 · CFO handover dated; margin recovery pending · −2% until the next step He will work alongside the current Chief Financial Officer, Graham Lilley, to ensure a smooth transition

9 Jul 2026 · H1 growth ~1%; plan ending, next phase due · −21% until the next step On 14 September 2026, the Board will set out further details on the next stage of its value creation plan.

14 Sep 2026 · Plan concluding; FY26 margin guided at H1 level · +11% since we expect a more measured recovery of Adjusted EBITDA margins towards 40%

Turnaround plan with targets

Growth Transformation Plan execution

Plan concluding; FY26 margin guided at H1 level

Next: Deliver the medium-term margin recovery towards 40% while investing for growth

Every step · 6

20 Oct 2025 Margin trimmed; revenue momentum building – On 24 November 2025, the Group will be hosting a Capital Markets Event which will focus on the recent developments of the GlobalData platform, focusing on... ↗
14 Jan 2026 FY25 margin ~34%; recovery to ~40% targeted 2026 – The Group continues to expect margins to return towards 40% in 2026. ↗
2 Mar 2026 Investment phase ended; margin recovery pending – We have a clear line of sight to margin expansion as integration activity completes and supported by a well invested cost allowing for strong incremental... ↗
24 Jun 2026 CFO handover dated; margin recovery pending – He will work alongside the current Chief Financial Officer, Graham Lilley, to ensure a smooth transition ↗
9 Jul 2026 H1 growth ~1%; plan ending, next phase due – On 14 September 2026, the Board will set out further details on the next stage of its value creation plan. ↗
14 Sep 2026 Plan concluding; FY26 margin guided at H1 level – we expect a more measured recovery of Adjusted EBITDA margins towards 40% ↗

What is happening

Globaldata: Growth Transformation Plan execution – Plan concluding; FY26 margin guided at H1 level. ['Plan concluding; FY26 margin guided at H1 level']

In short: 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.
Announced: 20 Oct 2025 · Margin trimmed; revenue momentum building
Latest: 14 Sep 2026 · Plan concluding; FY26 margin guided at H1 level
Adjusted EBITDA: H1 growth approximately 4-5%; FY26 at low end of consensus (£126-£134m)
Consensus FY26: Revenue £330m-£339m; Adjusted EBITDA £126m-£134m (June 2026)
Next milestone: HY26 results and next stage of value creation plan on 14 September 2026
CFO handover: Rob Kingston joins 7 September; Graham Lilley leaves 30 September 2026
FY26 guidance: Revenue at lower end of consensus range; Adjusted EBITDA below market expectations; margin in line with H1 (34%)
Consensus: Revenue £325.3m-£335.7m; Adjusted EBITDA £121.0m-£126.7m
Medium term: More measured margin recovery towards 40%, supported by investment for growth
Investment: AI-native workflows, proprietary data, human expertise and sales teams

What comes next

Deliver the medium-term margin recovery towards 40% while investing for growth.

Briefing

Globaldata in 4 minutes

GlobalData sells subscription data, forecasts and research to more than 5,000 large companies, banks and governments, and now adds AI tools on top. In 2024 it sold 40% of its Healthcare arm at a £1.115bn valuation...

Act 1Selling 40% of Healthcare to fund a bigger plan
Act 2Acquisitions and buybacks, then net debt
Act 3Growth stalls, margins fall, bidders walk away

Read the briefing →

From the company's own announcements. Not investment advice.

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