Experian plc (EXPGY) Q1 2027 Sales/Trading Call Transcript

Experian plc (EXPGY) Q1 2027 Sales/Trading Call July 16, 2026 4:00 AM EDTCompany ParticipantsBrian Cassin - CEO & Executive DirectorLloyd Pitchford -...

Company Participants Brian Cassin - CEO & Executive Director Lloyd Pitchford - CFO & Executive Director Conference Call Participants Andrew Grobler - BNP Paribas, Research Division Suhasini Varanasi - Goldman Sachs Group, Inc., Research Division Andrew Ripper - Panmure Liberum Limited, Research Division Simon Alistair Clinch - Rothschild & Co Redburn, Research Division Arthur Truslove - Citigroup Inc., Research Division Timothy Ramskill - BofA Securities, Research Division Ben Wild - Deutsche Bank AG, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Experian's First Quarter Trading Update Webcast and Conference Call.

[Operator Instructions] Please be advised that this conference is being recorded. I would now like to hand the conference over to our first for today, Mr. Brian Cassin, Chief Executive Officer. Please go ahead, sir.

Brian Cassin CEO & Executive Director Thank you, operator. Hello, everybody, and welcome to our Q1 trading update call. I'm here as usual with Lloyd, who will take you through the financial performance after my opening remarks.

We've had a good start to the year with continued new business strength and accelerating potential across a range of AI-enabled opportunities. Q1 total revenue growth was 10% of actual rates, 8% constant currency and organic revenue growth was 7%. Organic revenue growth was 7% in North America.

In Latin America, we've continued to see strong momentum, which was up 12%. UK&I delivered 5% growth and EMEA and Asia Pacific was up 1%. Globally, B2B organic revenue growth was 9% and Consumer Services growth of 2% was impacted by the wind down of 2 North America breach contracts that we've previously discussed.

Turning to the regional highlights, starting with North America. Financial Services delivered another strong quarter, up 13%, building on our excellent FY '26 for client renewals. Growth