IPH Gestione
Criteri Gestione verificati 3/4
IPH Il CEO è Andrew Blattman, nominato in Nov2017, e ha un mandato di 8.5 anni. la retribuzione annua totale è A$ 2.29M, composta da 60.3% di stipendio e 39.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.15% delle azioni della società, per un valore di A$ 1.49M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.6 anni e 4 anni.
Informazioni chiave
Andrew Blattman
Amministratore delegato
AU$2.3m
Compenso totale
| Percentuale dello stipendio del CEO | 60.26% |
| Mandato del CEO | 8.5yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 2.6yrs |
| Durata media del Consiglio di amministrazione | 4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | AU$73m |
| Sep 30 2025 | n/a | n/a | AU$71m |
| Jun 30 2025 | AU$2m | AU$1m | AU$69m |
| Mar 31 2025 | n/a | n/a | AU$73m |
| Dec 31 2024 | n/a | n/a | AU$77m |
| Sep 30 2024 | n/a | n/a | AU$69m |
| Jun 30 2024 | AU$3m | AU$1m | AU$61m |
| Mar 31 2024 | n/a | n/a | AU$59m |
| Dec 31 2023 | n/a | n/a | AU$57m |
| Sep 30 2023 | n/a | n/a | AU$61m |
| Jun 30 2023 | AU$2m | AU$1m | AU$65m |
| Mar 31 2023 | n/a | n/a | AU$61m |
| Dec 31 2022 | n/a | n/a | AU$57m |
| Sep 30 2022 | n/a | n/a | AU$55m |
| Jun 30 2022 | AU$2m | AU$1m | AU$53m |
| Mar 31 2022 | n/a | n/a | AU$52m |
| Dec 31 2021 | n/a | n/a | AU$51m |
| Sep 30 2021 | n/a | n/a | AU$52m |
| Jun 30 2021 | AU$2m | AU$1m | AU$54m |
| Mar 31 2021 | n/a | n/a | AU$54m |
| Dec 31 2020 | n/a | n/a | AU$54m |
| Sep 30 2020 | n/a | n/a | AU$55m |
| Jun 30 2020 | AU$2m | AU$1m | AU$55m |
| Mar 31 2020 | n/a | n/a | AU$55m |
| Dec 31 2019 | n/a | n/a | AU$56m |
| Sep 30 2019 | n/a | n/a | AU$55m |
| Jun 30 2019 | AU$2m | AU$879k | AU$53m |
Compensazione vs Mercato: La retribuzione totale di Andrew ($USD 1.63M ) è superiore alla media delle aziende di dimensioni simili nel mercato Australian ($USD 1.12M ).
Compensazione vs guadagni: La retribuzione di Andrew è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Andrew Blattman
8.5yrs
Mandato
AU$2,286,564
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 8.5yrs | AU$2.29m | 0.15% A$ 1.5m | |
| Chief Financial Officer | less than a year | AU$697.21k | Nessun dato | |
| Chief Information Officer | 8.3yrs | Nessun dato | Nessun dato | |
| General Manager of Legal (Corporate) & Company Secretary | 2.2yrs | Nessun dato | Nessun dato | |
| Chief People & Communications Officer | 2.6yrs | Nessun dato | Nessun dato | |
| Managing Director of Capital Markets Communications | no data | Nessun dato | Nessun dato |
2.6yrs
Durata media
Gestione esperta: Il team dirigenziale di IPH è considerato esperto (durata media dell'incarico 2.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, MD & Director | 8.5yrs | AU$2.29m | 0.15% A$ 1.5m | |
| Non-Executive Chairman | 4.5yrs | AU$330.00k | 0.018% A$ 170.9k | |
| Independent Non-Executive Director | 11.7yrs | AU$165.00k | 0.055% A$ 532.7k | |
| Independent Non-executive Director | 2.5yrs | AU$165.00k | 0.014% A$ 131.1k | |
| Independent Non-Executive Director | less than a year | Nessun dato | 0.010% A$ 101.4k | |
| Independent Non-Executive Director | 3.6yrs | AU$165.00k | 0.020% A$ 192.5k |
4.0yrs
Durata media
66.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di IPH sono considerati esperti (durata media dell'incarico 4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 05:06 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
IPH Limited è coperta da 15 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Conor O’Prey | Canaccord Genuity |
| Damen Kloeckner | CLSA |