Sign in

    Henry Hayden

    frequent contributor to Redburn at Rothschild & Co Redburn

    Henry Hayden is an equity research analyst at Rothschild & Co Redburn, specializing in healthcare with a focus on the biopharmaceuticals sector. He has covered companies such as McGraw Hill, notably initiating coverage in August 2025 with a Buy rating. Hayden is a frequent contributor to Redburn Atlantic Review throughout 2024 and 2025, highlighting expertise in the healthcare and MedTech spaces, though publicly available quantitative performance metrics such as success rates or TipRanks rankings have not been disclosed. His professional credentials and previous roles prior to joining Rothschild & Co Redburn are not listed in current public sources.

    Henry Hayden's questions to RELX (RELX) leadership

    Henry Hayden's questions to RELX (RELX) leadership • H1 2025

    Question

    Henry Hayden of Rothschild & Co Redburn inquired about client demand trends in the legal industry, the growth and margin contribution from digital tools in Exhibitions, and the company's stance on balance sheet leverage for potential M&A.

    Answer

    CEO Erik Engstrom responded that the value uplift from new tools is a more significant driver for its Legal business than general industry demand trends. CFO Nick Luff explained that digital tools in Exhibitions are an integrated part of the value proposition and not easily separated out. Regarding leverage, Luff reiterated a focus on organic growth but confirmed the company has the capacity to exceed its 2.0-2.5x net debt/EBITDA range for the right acquisitions due to strong cash generation.

    Ask Fintool Equity Research AI

    Henry Hayden's questions to RELX (RELX) leadership • H1 2025

    Question

    Henry Hayden of Rothschild & Co Redburn asked about legal industry demand trends, the growth and margin contribution from digital tools in Exhibitions, and the company's stance on balance sheet leverage for potential M&A.

    Answer

    CEO Erik Engstrom responded that the value uplift from RELX's new tools is a more significant growth driver than macro trends in the legal industry. CFO Nick Luff explained that digital tools in Exhibitions are an integrated part of the value proposition and not easily separated out. Regarding the balance sheet, Luff reiterated that the primary focus is organic growth but confirmed the company has the flexibility to go above its target leverage range for the right acquisitions.

    Ask Fintool Equity Research AI

    Henry Hayden's questions to RELX (RELX) leadership • H1 2025

    Question

    Henry Hayden of Rothschild & Co Redburn asked about client demand trends in the legal industry, the growth and margin contribution from digital tools in Exhibitions, and the company's thinking on leverage and potential for larger M&A.

    Answer

    CEO Erik Engstrom responded that the value uplift from new AI tools is a more significant driver for its Legal business than macro industry trends. CFO Nick Luff explained that digital tools in Exhibitions are an integrated part of the value proposition driving overall growth, not a separately priced item. Regarding M&A, Luff reiterated that while the focus is organic growth, the balance sheet has flexibility to exceed the 2.5x leverage target for the right acquisitions, with an ability to de-lever quickly.

    Ask Fintool Equity Research AI

    Henry Hayden's questions to RELX (RELX) leadership • H1 2025

    Question

    Henry Hayden of Rothschild & Co Redburn asked about client demand trends in the legal industry, the incremental contribution of digital tools in Exhibitions, and the company's thinking on leverage in relation to potential M&A.

    Answer

    CEO Erik Engstrom responded that the value uplift from new AI tools is a more significant driver for the Legal division than macro industry trends. CFO Nick Luff explained that digital tools in Exhibitions are an integral part of the value proposition and hard to separate out financially. He also stated that while the focus is organic growth, the company's leverage range could be temporarily exceeded for the right acquisitions.

    Ask Fintool Equity Research AI