Daily Stock Market Report (Thur 12th March 2026) - Agenda

Good morning! Today's Agenda is complete.
Spreadsheet accompanying this report: link.

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Halma (LON:HLMA) (£14.8bn | SR75)Trading UpdateContinues to expect mid-teens percentage organic constant currency revenue growth, including a continued benefit from premium growth in photonics within the Environmental amp; Analysis Sector. Adjusted EBIT margin (excluding the one-off profit in the first half) of around 22%. Cash conversion to be in line with KPI of 90%.Informa (LON:INF) (£9.97bn | SR51)Final ResultsRevenue up 6.3% on an underlying basis, adjusted operating profit up 8.7% (to £1,139.8m). 2026 is trading to plan. “We continue to target higher underlying revenue growth in 2026 at 6%±, with B2B Live Events underlying growth of 7%+, alongside double-digit growth in underlying earnings per share…”Computacenter (LON:CCC) (£3.36bn | SR87)Final Results 2025Revenue +33.2%, services revenue +2.9%. Adjusted operating profit +11.3% (£274.7m). Exited 2025 in a strong position. ”Looking to 2026, while we remain mindful of the uncertain macroeconomic and political environment, as well as the hardware component shortages currently affecting the IT industry, we are confident in our ability to navigate these challenges. Therefore, we expect to make further...