Update shared on 14 Dec 2025
Fair value Decreased 19%Analysts have trimmed their price target on IPH from A$4.90 to A$3.95. This reflects expectations of slightly higher discount rates, modestly stronger revenue growth, but lower future profit margins and valuation multiples.
What's in the News
- Board withdraws previously proposed resolution in light of CEO and Managing Director Dr Blattman’s planned retirement in the second half of 2026, signaling an upcoming leadership transition and potential strategic reset (company announcement)
Valuation Changes
- Fair Value: reduced from A$4.90 to A$3.95, a material downgrade of around 19 percent.
- Discount Rate: risen slightly from 7.24 percent to 7.65 percent, reflecting a modest increase in perceived risk or required return.
- Revenue Growth: increased marginally from about 1.73 percent to 1.76 percent, indicating a slightly more optimistic top line outlook.
- Net Profit Margin: decreased from roughly 12.64 percent to 11.06 percent, a notable compression in expected profitability.
- Future P/E: edged down from 14.47x to 13.46x, implying a modest de rating in the valuation multiple applied to future earnings.
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