IPH Croissance future
Future contrôle des critères 2/6
IPH devrait augmenter ses bénéfices et son chiffre d'affaires de 8.8% et de 1% par an respectivement. Le BPA devrait croître de de 12.5% par an. Le rendement des capitaux propres devrait être 20.8% dans 3 ans.
Informations clés
8.8%
Taux de croissance des bénéfices
12.52%
Taux de croissance du BPA
| Professional Services croissance des bénéfices | 11.3% |
| Taux de croissance des recettes | 1.0% |
| Rendement futur des capitaux propres | 20.77% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 14 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Apr 29
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).Mise à jour du récit • Apr 14
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.Mise à jour du récit • Mar 31
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).Mise à jour du récit • Mar 17
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).Mise à jour du récit • Mar 03
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.Mise à jour du récit • Feb 17
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.
Mise à jour du récit • Feb 03
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.Mise à jour du récit • Jan 20
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.Mise à jour du récit • Jan 06
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).Mise à jour du récit • Dec 14
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.Mise à jour du récit • Nov 28
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.Article d’analyse • Nov 13
Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being
Key Insights IPH's Annual General Meeting to take place on 20th of November Salary of AU$1.38m is part of CEO Andrew...Article d’analyse • Aug 27
IPH's (ASX:IPH) Solid Earnings May Rest On Weak Foundations
The market shrugged off IPH Limited's ( ASX:IPH ) solid earnings report. We think that investors might be worried about...Mise à jour du récit • Aug 22
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.
Nouveau récit • Feb 09
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.Article d’analyse • Dec 18
There's Reason For Concern Over IPH Limited's (ASX:IPH) Price
IPH Limited's ( ASX:IPH ) price-to-earnings (or "P/E") ratio of 23.1x might make it look like a sell right now compared...Article d’analyse • Aug 31
We Think That There Are More Issues For IPH (ASX:IPH) Than Just Sluggish Earnings
The market shrugged off IPH Limited's ( ASX:IPH ) weak earnings report last week. We looked at the details, and we...Article d’analyse • May 10
Subdued Growth No Barrier To IPH Limited's (ASX:IPH) Price
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Article d’analyse • Apr 06
IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Article d’analyse • Sep 05
Should You Be Adding IPH (ASX:IPH) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • Apr 17
Is IPH (ASX:IPH) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Feb 23
A Look At The Fair Value Of IPH Limited (ASX:IPH)
Key Insights IPH's estimated fair value is AU$7.85 based on 2 Stage Free Cash Flow to Equity IPH's AU$8.21 share price...Article d’analyse • Nov 19
A Look At The Fair Value Of IPH Limited (ASX:IPH)
How far off is IPH Limited ( ASX:IPH ) from its intrinsic value? Using the most recent financial data, we'll take a...Article d’analyse • Aug 21
IPH (ASX:IPH) Has Announced That It Will Be Increasing Its Dividend To A$0.16
IPH Limited's ( ASX:IPH ) dividend will be increasing from last year's payment of the same period to A$0.16 on 16th of...Article d’analyse • Jun 28
Estimating The Intrinsic Value Of IPH Limited (ASX:IPH)
How far off is IPH Limited ( ASX:IPH ) from its intrinsic value? Using the most recent financial data, we'll take a...Article d’analyse • Feb 19
IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 6/30/2028 | 754 | 107 | 155 | 154 | 7 |
| 6/30/2027 | 740 | 101 | 141 | 146 | 7 |
| 6/30/2026 | 730 | 91 | 126 | 133 | 7 |
| 12/31/2025 | 729 | 73 | 141 | 144 | N/A |
| 9/30/2025 | 717 | 71 | 133 | 139 | N/A |
| 6/30/2025 | 706 | 69 | 126 | 134 | N/A |
| 3/31/2025 | 690 | 73 | 118 | 127 | N/A |
| 12/31/2024 | 674 | 77 | 110 | 120 | N/A |
| 9/30/2024 | 640 | 69 | 116 | 126 | N/A |
| 6/30/2024 | 606 | 61 | 121 | 132 | N/A |
| 3/31/2024 | 569 | 59 | 113 | 124 | N/A |
| 12/31/2023 | 532 | 57 | 105 | 116 | N/A |
| 9/30/2023 | 508 | 61 | 95 | 104 | N/A |
| 6/30/2023 | 483 | 65 | 85 | 92 | N/A |
| 3/31/2023 | 447 | 61 | 87 | 94 | N/A |
| 12/31/2022 | 412 | 57 | 90 | 96 | N/A |
| 9/30/2022 | 393 | 55 | 89 | 95 | N/A |
| 6/30/2022 | 374 | 53 | 88 | 95 | N/A |
| 3/31/2022 | 371 | 52 | 85 | 92 | N/A |
| 12/31/2021 | 367 | 51 | 82 | 89 | N/A |
| 9/30/2021 | 363 | 52 | 84 | 91 | N/A |
| 6/30/2021 | 360 | 54 | 86 | 93 | N/A |
| 3/31/2021 | 364 | 54 | 91 | 97 | N/A |
| 12/31/2020 | 367 | 54 | 95 | 101 | N/A |
| 9/30/2020 | 367 | 55 | 89 | 94 | N/A |
| 6/30/2020 | 366 | 55 | 82 | 88 | N/A |
| 3/31/2020 | 337 | 55 | 74 | 80 | N/A |
| 12/31/2019 | 309 | 56 | 66 | 72 | N/A |
| 9/30/2019 | 281 | 55 | N/A | 67 | N/A |
| 6/30/2019 | 253 | 53 | N/A | 62 | N/A |
| 3/31/2019 | 249 | 49 | N/A | 58 | N/A |
| 12/31/2018 | 245 | 45 | N/A | 55 | N/A |
| 9/30/2018 | 233 | 43 | N/A | 51 | N/A |
| 6/30/2018 | 222 | 41 | N/A | 46 | N/A |
| 3/31/2018 | 207 | 41 | N/A | 45 | N/A |
| 12/31/2017 | 192 | 40 | N/A | 44 | N/A |
| 9/30/2017 | 188 | 42 | N/A | 47 | N/A |
| 6/30/2017 | 183 | 43 | N/A | 50 | N/A |
| 3/31/2017 | 177 | 43 | N/A | 45 | N/A |
| 12/31/2016 | 171 | 43 | N/A | 40 | N/A |
| 9/30/2016 | 163 | 41 | N/A | 41 | N/A |
| 6/30/2016 | 154 | 39 | N/A | 42 | N/A |
| 3/31/2016 | 138 | 37 | N/A | 42 | N/A |
| 12/31/2015 | 122 | 36 | N/A | 42 | N/A |
| 9/30/2015 | 105 | 33 | N/A | 37 | N/A |
| 6/30/2015 | 89 | 30 | N/A | 32 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de IPH ( 8.8% par an) est supérieure au taux d'épargne ( 3.6% ).
Bénéfices vs marché: Les bénéfices de IPH ( 8.8% par an) devraient croître plus lentement que le marché Australian ( 11.9% par an).
Croissance élevée des bénéfices: Les bénéfices de IPH devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de IPH ( 1% par an) devrait croître plus lentement que le marché de Australian ( 6.1% par an).
Croissance élevée des revenus: Le chiffre d'affaires de IPH ( 1% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de IPH devrait être élevé dans 3 ans ( 20.8 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 06:22 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
IPH Limited est couverte par 15 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Conor O’Prey | Canaccord Genuity |
| Damen Kloeckner | CLSA |