Informa PLC (LSE:INF) is expected to reaffirm its financial year 2026 guidance at its annual meeting trading update on 18 June, but uncertainty over the impact of the Middle East conflict on its events portfolio is likely to limit the insight management can offer, according to Citi. The broker said any potential disruption to Informa's IMEA, meaning its India, Middle East and Africa events portfolio, is difficult to quantify at this stage, given the lack of clarity on a broader regional settlement, and noted that the affected events are more heavily weighted towards the fourth quarter, making it too early for management to take definitive decisions.