Update shared on 28 Nov 2025
Fair value Decreased 6.89%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.
What's in the News
- IPH Limited announced that Dr Blattman, Chief Executive Officer and Managing Director, will retire during the second half of 2026. The Board has withdrawn a related resolution regarding this transition (company announcement).
Valuation Changes
- Consensus Analyst Price Target: Lowered from A$5.86 to A$5.46, reflecting a more cautious outlook.
- Discount Rate: Increased slightly from 7.27% to 7.63%, indicating a higher perceived risk profile.
- Revenue Growth: Revised down from 2.87% to 2.59%, suggesting expectations of slower growth.
- Net Profit Margin: Improved modestly from 13.98% to 14.20%.
- Future P/E: Decreased from 15.14x to 14.14x, which signals expected changes in earnings relative to price.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.