GlobalData (LSE:DATA) said trading in 2025 remained robust despite a year of significant transformation across the group. Revenue is expected to reach around £322 million, representing reported growth of 13% and organic growth of about 1%, supported by resilient subscription renewals in both healthcare and non-healthcare markets.
The company said contracted forward revenue is forecast to increase by roughly 6% on a reported basis, or 3% organically. Adjusted EBITDA is expected to be approximately £110 million, implying margins close to 34%. Management anticipates margins to rebuild towards around 40% in 2026 as cost synergies from six recent acquisitions are realised and investment in artificial intelligence continues to enhance operational efficiency.
GlobalData is expected to end the year with net debt of about £110 million, following significant share buybacks and acquisition activity. Liquidity remains strong, with more than £200 million of facilities available. The group also highlighted the visibility of its revenue base, noting that around 80% of consensus revenues for 2026 are already underpinned by recurring contracts.
Strategically, GlobalData plans to transfer its listing to the Main Market of the London Stock Exchange on 5 March 2026. The move is intended to broaden the company’s investor base and further strengthen its positioning as a leading provider of AI-enabled information and analytics services.
Overall, the outlook reflects a balance of positives and constraints. Strong financial performance and supportive corporate actions, including share buybacks and the planned market transition, are countered by bearish technical indicators and valuation concerns linked to a relatively high price-to-earnings multiple.
More about GlobalData
GlobalData Plc is a data, insight and technology group providing business-critical intelligence to clients across healthcare and non-healthcare sectors. The company operates a subscription-based model built around proprietary datasets and AI-enabled platforms, including its AVA AI research assistant and newly launched digital workers, delivered through a unified “One Platform” offering for global enterprise customers.
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