GlobalData (LSE:DATA) reported a 4% increase in revenue to £162.9 million for the six months ended 30 June 2026, while underlying revenue growth was 1%.
Adjusted EBITDA increased 5% during the period, with the company reporting an improvement in margins. Profit before tax declined, reflecting higher finance charges.
GlobalData said it continued to transition its operations towards an end-market divisional structure, designed to place leadership closer to customers and support decisions on capital allocation.
Consumer Division Records 7% Underlying Growth
The Consumer division recorded underlying revenue growth of 7% during the first half.
GlobalData identified its Healthcare division as an example of the operating model it is introducing across the wider business.
The company provides subscription-based proprietary data, analytics and content to corporate and institutional customers, with operations spanning healthcare and other end markets.
AI Investment to Affect Near-Term Margins
Management expects full-year revenue performance to be broadly in line with the first half.
The company also expects margins to remain subdued as it increases investment in AI-native workflows, proprietary data and sales capabilities.
GlobalData said its progress towards a 40% EBITDA margin is now expected to be more gradual as these investments continue.
M&A and Capital Returns Remain Part of Strategy
The group plans to continue considering selective acquisitions, with healthcare among its areas of focus, alongside capital returns to shareholders.
GlobalData is a UK-listed data, insight and technology company providing an intelligence and productivity platform to corporate and institutional clients. Its operations are based on subscription access to proprietary data, analytics and content, with an increasing focus on AI-enabled workflows and sector-specific products.
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