IPH Limited

ASX:IPH 주식 리포트

시가총액: AU$966.2m

IPH 경영진

경영진 기준 점검 3/4

IPH CEO는 Andrew Blattman, Nov2017 에 임명되었습니다 의 임기는 8.5 년입니다. 총 연간 보상은 A$2.29M, 60.3% 급여 및 39.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 A$1.51M 가치에 해당하는 회사 주식의 0.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.6 년과 4 년입니다.

핵심 정보

Andrew Blattman

최고경영자

AU$2.3m

총 보수

CEO 급여 비율60.26%
CEO 재임 기간8.5yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.6yrs
이사회 평균 재임 기간4yrs

최근 경영진 업데이트

분석 기사 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...

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Andrew Blattman의 보수는 IPH의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Andrew의 총 보수(USD1.63M)는 Australian 시장에서 비슷한 규모 기업의 평균(USD1.15M)보다 높습니다.

보상과 수익: Andrew의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Andrew Blattman

8.5yrs
재임 기간
AU$2,286,564
보수

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...


리더십 팀

이름직위재임 기간보수지분
Andrew Blattman
CEO, MD & Director8.5yrsAU$2.29m0.15%
A$ 1.5m
Brendan York
Chief Financial Officerless than a yearAU$697.21k데이터 없음
Tee Tan
Chief Information Officer8.3yrs데이터 없음데이터 없음
Tamsyn Hoff
General Manager of Legal (Corporate) & Company Secretary2.2yrs데이터 없음데이터 없음
Fiona Darlington
Chief People & Communications Officer2.6yrs데이터 없음데이터 없음
Martin Cole
Managing Director of Capital Markets Communicationsno data데이터 없음데이터 없음
2.6yrs
평균 재임 기간

경험이 풍부한 관리: IPH의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Andrew Blattman
CEO, MD & Director8.5yrsAU$2.29m0.15%
A$ 1.5m
Peter Warne
Non-Executive Chairman4.5yrsAU$330.00k0.018%
A$ 170.9k
John Atkin
Independent Non-Executive Director11.7yrsAU$165.00k0.055%
A$ 532.7k
David Wiadrowski
Independent Non-executive Director2.5yrsAU$165.00k0.014%
A$ 131.1k
Katharine Mason
Independent Non-Executive Directorless than a year데이터 없음0.010%
A$ 101.4k
Vicki Carter
Independent Non-Executive Director3.6yrsAU$165.00k0.020%
A$ 192.5k
4.0yrs
평균 재임 기간
66.5yo
평균 나이

경험이 풍부한 이사회: IPH의 이사회경험이 있음으로 간주됩니다(평균 재임 4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 14:03
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

IPH Limited는 15명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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