Key Points – Experian posted a “record year” for FY2026, with 8% organic revenue growth, 60 basis points of constant-currency margin expansion, and 15% benchmark EPS growth, all ahead of guidance.
The company also generated strong cash flow and ended with net debt at 1.7x benchmark EBITDA. – Shareholder returns are increasing as Experian announced a new GBP 1 billion buyback on top of the GBP 1 billion program announced earlier this year, and raised the full-year dividend by 11%
The company returned GBP 1.3 billion to shareholders during the year through dividends and repurchases. – North America and AI-led platforms are key growth drivers, with North America delivering 10% organic revenue growth and Experian highlighting more than GBP 15 billion of AI-linked addressable market opportunity. Management says its Ascend platform, consumer data assets and partnerships like ServiceNow are supporting cross-selling, productivity and future growth. Experian (LON:EXPN) reported what Chief Executive Officer Brian Cassin called a “record year” for the year ended March 31, 2026, with organic revenue growth at the top end of expectations, margin expansion ahead of guidance and a new GBP 1 billion share buyback program.
Cassin said the company delivered 8% organic revenue growth for the year, rising to 9% in the fourth quarter, supported by client wins, renewals and growth from new products. He said margins expanded by 60 basis points at constant currency, ahead of guidance for 30 to 50 basis points, while benchmark EPS grew 15%. Lloyd Pitchford, who presented the financial overview, said revenue from ongoing activities increased 13% at actual rates and 11% at constant rates, while benchmark EBIT from ongoing activities rose 15% at actual rates and 13% at constant rates to more than GBP 2.4 billion.