IPH Limited

Informe acción ASX:IPH

Capitalización de mercado: AU$961.0m

IPH Dirección

Dirección controles de criterios 3/4

El CEO de IPH es Andrew Blattman , nombrado en Nov 2017, tiene una permanencia de 8.5 años. compensación anual total es A$2.29M, compuesta por 60.3% salario y 39.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.15% de las acciones de la empresa, por valor de A$1.48M. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 4 años, respectivamente.

Información clave

Andrew Blattman

Chief Executive Officer (CEO)

AU$2.3m

Compensación total

Porcentaje del salario del CEO60.26%
Permanencia del CEO8.5yrs
Participación del CEO0.2%
Permanencia media de la dirección2.6yrs
Promedio de permanencia en la Junta Directiva4yrs

Actualizaciones recientes de la dirección

Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being

Nov 13
Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being

Recent updates

IPH: Share Buyback And Interim Dividend Will Support Future Re-Rating

Analysts have trimmed their price target on IPH by A$0.02 to reflect slightly lower discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News The Board of Directors of IPH Limited authorized a share buyback plan on 19 February 2026 as part of the company’s capital management approach (Key Developments).

IPH: Share Buyback And Higher Interim Dividend Will Support Future Re-Rating

Analysts have left their fair value estimate for IPH unchanged at A$4.80, with only minor tweaks to the discount rate and long term assumptions. As a result, the latest price target shift is marginal in absolute terms.

IPH: Share Buyback And Rising Dividend Will Support Future Re-Rating

Analysts have nudged their price target on IPH slightly higher to A$4.80, reflecting small adjustments to the discount rate and long term assumptions on revenue growth, profit margin and future P/E that leave the overall valuation framework broadly unchanged. What's in the News The Board of Directors authorized a buyback plan on 19 February 2026, signaling continued focus on capital management (Key Developments).

IPH: Share Buyback And Growing Dividends Will Support Future Re-Rating

Analysts have maintained their A$4.80 price target for IPH, citing only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their assessment of the stock’s valuation. What's in the News The Board of Directors of IPH Limited authorized a buyback plan on 19 February 2026, adding a new capital management lever to the existing framework (Key Developments).

IPH: Buyback And Rising Margins Will Drive Future Re-Rating

Analysts have trimmed their price target on IPH to A$4.80 from A$5.22. This reflects updated assumptions that include a lower fair value, a slightly higher discount rate, more cautious revenue growth and a reduced future P/E multiple, partly offset by a higher profit margin forecast.

IPH: Index Removal And Higher Future P/E Will Set Up Re-Rating

Analysts have trimmed their price target on IPH by A$0.02. Slightly higher discount rate assumptions and small adjustments to fair value, revenue growth and profit margin forecasts are only partly offset by a higher future P/E multiple.

IPH: Index Changes And CEO Transition Will Support Steady Future Outlook

Analysts have nudged their price targets for IPH slightly higher, reflecting updated assumptions around a fair value of A$3.95, a marginally lower discount rate and small changes in revenue growth, profit margin and future P/E expectations. Together, these factors support a modestly improved outlook for the shares.

IPH: Index Removal And Leadership Change Will Shape Steady Outlook

Analysts have trimmed their price target on IPH to A$3.95. This reflects updated assumptions that keep fair value steady while fine tuning discount rate, revenue growth, profit margin and future P/E inputs.

IPH: Index Removal And CEO Transition Will Set Up Future Re-Rating

Analysts have nudged their price target for IPH slightly lower, citing a modest recalibration of fair value, discount rate, revenue growth and profit margin assumptions, alongside a small adjustment to the forward P/E multiple. What's in the News IPH Limited was removed from the S&P/ASX 200 Index, reflecting a change in its index eligibility or weighting criteria rather than an operational update (Key Developments).

IPH: Leadership Transition Will Support Future Earnings Multiple Recovery

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.

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.

Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being

Nov 13
Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being

IPH's (ASX:IPH) Solid Earnings May Rest On Weak Foundations

Aug 27
IPH's (ASX:IPH) Solid Earnings May Rest On Weak Foundations

Integration Of Bereskin & Parr And Share Buyback To Benefit Shareholders

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.
User avatar

Canadian Acquisitions Will Expand IP Market Presence And Drive Future Growth

Acquisitions in Canada and regional operating models aim to expand market share and enhance management effectiveness, supporting revenue and earnings growth.

There's Reason For Concern Over IPH Limited's (ASX:IPH) Price

Dec 18
There's Reason For Concern Over IPH Limited's (ASX:IPH) Price

We Think That There Are More Issues For IPH (ASX:IPH) Than Just Sluggish Earnings

Aug 31
We Think That There Are More Issues For IPH (ASX:IPH) Than Just Sluggish Earnings

Subdued Growth No Barrier To IPH Limited's (ASX:IPH) Price

May 10
Subdued Growth No Barrier To IPH Limited's (ASX:IPH) Price

IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet

Apr 06
IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet

Should You Be Adding IPH (ASX:IPH) To Your Watchlist Today?

Sep 05
Should You Be Adding IPH (ASX:IPH) To Your Watchlist Today?

Is IPH (ASX:IPH) A Risky Investment?

Apr 17
Is IPH (ASX:IPH) A Risky Investment?

A Look At The Fair Value Of IPH Limited (ASX:IPH)

Feb 23
A Look At The Fair Value Of IPH Limited (ASX:IPH)

A Look At The Fair Value Of IPH Limited (ASX:IPH)

Nov 19
A Look At The Fair Value Of IPH Limited (ASX:IPH)

IPH (ASX:IPH) Has Announced That It Will Be Increasing Its Dividend To A$0.16

Aug 21
IPH (ASX:IPH) Has Announced That It Will Be Increasing Its Dividend To A$0.16

Estimating The Intrinsic Value Of IPH Limited (ASX:IPH)

Jun 28
Estimating The Intrinsic Value Of IPH Limited (ASX:IPH)

IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet

Feb 19
IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Andrew Blattman en comparación con los beneficios de IPH?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

AU$73m

Sep 30 2025n/an/a

AU$71m

Jun 30 2025AU$2mAU$1m

AU$69m

Mar 31 2025n/an/a

AU$73m

Dec 31 2024n/an/a

AU$77m

Sep 30 2024n/an/a

AU$69m

Jun 30 2024AU$3mAU$1m

AU$61m

Mar 31 2024n/an/a

AU$59m

Dec 31 2023n/an/a

AU$57m

Sep 30 2023n/an/a

AU$61m

Jun 30 2023AU$2mAU$1m

AU$65m

Mar 31 2023n/an/a

AU$61m

Dec 31 2022n/an/a

AU$57m

Sep 30 2022n/an/a

AU$55m

Jun 30 2022AU$2mAU$1m

AU$53m

Mar 31 2022n/an/a

AU$52m

Dec 31 2021n/an/a

AU$51m

Sep 30 2021n/an/a

AU$52m

Jun 30 2021AU$2mAU$1m

AU$54m

Mar 31 2021n/an/a

AU$54m

Dec 31 2020n/an/a

AU$54m

Sep 30 2020n/an/a

AU$55m

Jun 30 2020AU$2mAU$1m

AU$55m

Mar 31 2020n/an/a

AU$55m

Dec 31 2019n/an/a

AU$56m

Sep 30 2019n/an/a

AU$55m

Jun 30 2019AU$2mAU$879k

AU$53m

Compensación vs. Mercado: La compensación total de Andrew($USD1.65M) está por encima de la media de empresas de tamaño similar en el mercado Australian ($USD1.09M).

Compensación vs. Ingresos: La compensación de Andrew ha sido consistente con los resultados de la empresa en el último año.

CEO

Andrew Blattman

8.5yrs
Permanencia
AU$2,286,564
Compensación

Dr. Andrew Blattman, BScAgr (Hons 1), PhD, GraDipIP, serves as Managing Director, Chief Executive Officer and Director of IPH Limited since November 20, 2017. Dr. Blattman serves as the Chief Executive Off...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Andrew Blattman
CEO, MD & Director8.5yrsAU$2.29m0.15%
A$ 1.5m
Brendan York
Chief Financial Officerless than a yearAU$697.21ksin datos
Tee Tan
Chief Information Officer8.3yrssin datossin datos
Tamsyn Hoff
General Manager of Legal (Corporate) & Company Secretary2.2yrssin datossin datos
Fiona Darlington
Chief People & Communications Officer2.6yrssin datossin datos
Martin Cole
Managing Director of Capital Markets Communicationsno datasin datossin datos
2.6yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de IPH se considera experimentado (2.6 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Andrew Blattman
CEO, MD & Director8.5yrsAU$2.29m0.15%
A$ 1.5m
Peter Warne
Non-Executive Chairman4.5yrsAU$330.00k0.018%
A$ 169.4k
John Atkin
Independent Non-Executive Director11.7yrsAU$165.00k0.055%
A$ 528.0k
David Wiadrowski
Independent Non-executive Director2.5yrsAU$165.00k0.014%
A$ 129.9k
Katharine Mason
Independent Non-Executive Directorless than a yearsin datos0.010%
A$ 100.4k
Vicki Carter
Independent Non-Executive Director3.6yrsAU$165.00k0.020%
A$ 190.8k
4.0yrs
Permanencia media
66.5yo
Promedio de edad

Junta con experiencia: La junta directiva de IPH se considera experimentada (4 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 14:14
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

IPH Limited está cubierta por 15 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Aryan NoroziBarrenjoey Markets Pty Limited
Conor O’PreyCanaccord Genuity
Damen KloecknerCLSA