Asia-Pacific R&D And Digitization Will Revitalize IP Management

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

28 Nov 25

Views

279

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-30.3%

7D

4.9%

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1Y

-30.3%

7D

4.9%

You can edit this narrative until Nov 29 6:05 PM. Then, changes will post as Updates.

Author's Valuation

AU$5.4636.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

Fair value Decreased 6.89%

IPH: Forward Margin Improvement Will Drive Upside Despite Leadership Transition

Analysts have revised their price target for IPH, lowering the fair value estimate from $5.86 to $5.46. This reflects expectations of slower revenue growth and a higher discount rate, while noting a modest improvement in profit margins and a decrease in the forward P/E ratio.

Shared on 22 Aug 25

Fair value Decreased 7.46%

The consensus price target for IPH has been reduced from A$6.33 to A$5.86, primarily reflecting lower revenue growth forecasts and a contraction in the expected future P/E multiple. What's in the News IPH Limited declared a final dividend of 19.5 cps, 30% franked, up 3% on the previous year's final dividend; FY25 total dividends are 36.5 cps, up 4% on the prior year.

Shared on 01 May 25

Fair value Increased 12%

Shared on 23 Apr 25

Fair value Decreased 9.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.73%

AnalystConsensusTarget has decreased revenue growth from 7.6% to 4.7%.

AnalystConsensusTarget Fair Value

AU$5.46

36.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.25%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.64%

Calculation

AU$108.25m

Earnings '28

x

14.14x

PE Ratio '28

=

AU$1.53b

Market Cap '28

AU$1.53b

Market Cap '28

/

225.14m

No. shares '28

=

AU$6.80

Share Price '28

AU$6.80 Share Price '28

Discounted to 2025 @ 7.63% p.a.

=

AU$5.45

Fair Value '25