Experian (LSE:EXPN) began its 2027 financial year with solid revenue growth, supported by continued demand for its AI-powered analytics, fraud prevention and data services. Growth was broad-based across the group’s geographic markets and business segments, reinforcing the strength of its technology platform and expanding portfolio of data-driven solutions.
Broad-based growth across global markets
First-quarter revenue increased 10% at actual exchange rates, 8% at constant currency and 7% on an organic basis, in line with the company’s guidance.
North America, which accounts for around two-thirds of group revenue, delivered 7% organic growth. The region benefited from double-digit expansion across business-to-business operations, including Ascend analytics, fraud prevention, automotive and healthcare solutions. Consumer Services declined, reflecting the planned wind-down of major data breach-related contracts.
Latin America remained one of the strongest-performing regions, with organic revenue rising 12%. Growth was driven by robust demand for credit and fraud solutions in Brazil, alongside the contribution from digital identity specialist idwall following its acquisition.
In the UK and Ireland, organic revenue increased 5%, supported by demand for KYC360 services and new credit-scoring products. Meanwhile, Europe, the Middle East, Africa and Asia Pacific recorded more modest growth against a particularly strong comparative period that included significant software deliveries in the prior year.
AI and analytics remain key growth drivers
Business-to-business operations continued to outperform, with Financial Services and Verticals delivering 9% organic growth as demand remained strong for analytics, credit risk and fraud management solutions.
Consumer Services also continued to expand overall, helped by strong subscription growth in several core markets and particularly robust performance across Latin America.
Management left its full-year guidance unchanged, signalling confidence that continued investment in artificial intelligence, identity verification and fraud prevention technologies will support further growth while strengthening Experian’s competitive position.
Investment outlook
Experian continues to benefit from profitable revenue growth, improving cash generation and a resilient business model built around recurring demand for data and analytics services. Ongoing investment in AI-enabled products and digital identity solutions provides additional opportunities for long-term expansion.
Although the shares currently trade around fair valuation levels and technical indicators remain relatively weak, the company’s consistent execution, strong cash conversion and disciplined capital allocation continue to support its investment case.
About Experian
Experian is a global data and technology company providing information, analytics and software solutions across lending, fraud prevention, healthcare, digital marketing and automotive markets. Listed on the London Stock Exchange and a constituent of the FTSE 100, the company operates in 33 countries, serving businesses, financial institutions, governments and consumers with data-driven decision-making tools.
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