Article
Asset Management Experian

Experian shows EPS growth and launches US$1bn buyback

The credit data firm reported EPS growth of 15% for the year, ended 31 March, and said it expects another year of double‑digit EPS growth in FY27, with total revenue guidance of 8-11% and organic growth of 6-8%.

by tickstock newsroom
The image displays an arrangement of coins on a dark surface, featuring stacks of silver and bronze coins. The central stack of silver coins is taller than the surrounding bronze stacks, creating a contrast in color and height. aiImage created using AI — ChatGPT

Experian (LSE:EXPN) said it expects another year of double‑digit Benchmark EPS growth in FY27, backing that view with guidance for total revenue growth of 8-11% and organic growth of 6-8% for the year to 31 March 2027.

For the year ended 31 March, revenue from ongoing activities rose 13% at actual exchange rates and 8% organic, Benchmark EBIT from ongoing activities increased 15% to US$2,407m and Benchmark EBIT margin widened to 28.6% (up 50 basis points at actual rates).

Statutory profit before tax was US$1,951m, up 26% year-on-year, and Benchmark operating cash flow was US$2.2bn, a conversion rate of 93%.

The group finished the year with net debt to Benchmark EBITDA of 1.7x, returned US$725m in share buybacks during FY26, increased the full-year dividend by 11% to USc 69.25 per ordinary share and today announced a new US$1bn repurchase programme valid to 30 June 2027.

All regions contributed to organic growth with North America up 10%, Latin America 8% (accelerating in H2), Consumer Services up 9% and B2B up 8%, and free membership exceeded 215m.

Experian largely completed its cloud migration in North America and Brazil (ex‑Health), invested US$792m in acquisitions and reported ROCE of 17.2%.

"Given the strength of our performance and balance sheet flexibility, we have announced a further US$1 billion share repurchase programme," said Brian Cassin, Chief Executive Officer.

Experian will update on first quarter trading for FY27 on 16 July.

by tickstock newsroom