View Future GrowthIPH 과거 순이익 실적과거 기준 점검 2/6IPH은 연평균 7.6%의 비율로 수입이 증가해 온 반면, Professional Services 산업은 수입이 9.6% 증가했습니다. 매출은 연평균 17.2%의 비율로 증가했습니다. IPH의 자기자본이익률은 10.7%이고 순이익률은 10%입니다.핵심 정보7.58%순이익 성장률2.60%주당순이익(EPS) 성장률Professional Services 산업 성장률14.49%매출 성장률17.17%자기자본이익률10.71%순이익률9.98%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트공시 • Jan 19IPH Limited to Report First Half, 2026 Results on Feb 19, 2026IPH Limited announced that they will report first half, 2026 results on Feb 19, 2026공시 • Jul 21IPH Limited to Report Fiscal Year 2025 Results on Aug 21, 2025IPH Limited announced that they will report fiscal year 2025 results on Aug 21, 2025공시 • Feb 05IPH Limited to Report First Half, 2025 Results on Feb 20, 2025IPH Limited announced that they will report first half, 2025 results on Feb 20, 2025Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.29 in FY 2023)Full year 2024 results: EPS: AU$0.25 (down from AU$0.29 in FY 2023). Revenue: AU$615.9m (up 28% from FY 2023). Net income: AU$60.8m (down 5.8% from FY 2023). Profit margin: 9.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Aug 01IPH Limited to Report Fiscal Year 2024 Results on Aug 22, 2024IPH Limited announced that they will report fiscal year 2024 results on Aug 22, 2024Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.088 (vs AU$0.13 in 1H 2023)First half 2024 results: EPS: AU$0.088 (down from AU$0.13 in 1H 2023). Revenue: AU$273.5m (up 22% from 1H 2023). Net income: AU$21.0m (down 26% from 1H 2023). Profit margin: 7.7% (down from 13% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.모든 업데이트 보기Recent updates공시 • Jan 19IPH Limited to Report First Half, 2026 Results on Feb 19, 2026IPH Limited announced that they will report first half, 2026 results on Feb 19, 2026Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-executive Director David Wiadrowski was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Sep 02IPH Limited, Annual General Meeting, Nov 20, 2025IPH Limited, Annual General Meeting, Nov 20, 2025.공시 • Aug 21IPH Limited Declares Final Dividend for the Fiscal Year 2025, Payable on 23 September 2025IPH Limited declared a final dividend of 19.5 cps, 30% franked at the corporate tax rate, up 3% on the FY24 final dividend, bringing FY25 total dividends to 36.5 cps, up 4% on the prior year. The record date for the final dividend is 29 August 2025 with a scheduled payment date of 23 September 2025.공시 • Jul 31IPH Limited Announces Appointment of Kate Mason as Non-Executive Director, Effective September 1, 2025IPH Limited announced the appointment of Kate Mason as Non-Executive Director, Effective September 1, 2025. Ms Mason brings extensive executive experience across human resources, business transformation and information technology to the Board. Her former executive roles include Group Director, People And Culture at Coca Cola Amatil; Vice President, Group HR and Global Head of Talent at Amcor; and Managing Director/Global Head of Human Resources, IT, HR and Communications at Credit Suisse. Kate is the owner of Self Energy, an executive coaching and corporate advisory business and is also co-founder and CEO of Social Value, a company that provides evidence-based AI-enabled tools and insights to accelerate strategy execution. She is a graduate of the University of Canberra, The Australian Institute of Company Directors, a Fellow of The Australian Human Resources Institute and a member of Chief Executive Women and Founding Director and past President for the International Women's Forum in Australia.공시 • Jul 21IPH Limited to Report Fiscal Year 2025 Results on Aug 21, 2025IPH Limited announced that they will report fiscal year 2025 results on Aug 21, 2025공시 • Mar 12IPH Limited Announces Resignation of John Wadley as Chief Financial Officer, Effective 30 June 2025IPH Limited advised that John Wadley has tendered his resignation as Chief Financial Officer (CFO) to pursue opportunities external to the Company. John joined IPH as CFO in 2016 and has played a pivotal role in the international growth and expansion of the Company which now operates across more than 25 Intellectual Property (IP) jurisdictions. He will continue in the CFO role until 30 June 2025.공시 • Feb 05IPH Limited to Report First Half, 2025 Results on Feb 20, 2025IPH Limited announced that they will report first half, 2025 results on Feb 20, 2025공시 • Oct 15IPH Limited, Annual General Meeting, Nov 14, 2024IPH Limited, Annual General Meeting, Nov 14, 2024. Location: at ey, level 34, 200 george street, sydney nsw 2000, sydney Australia공시 • Aug 24IPH Limited Limited Declares Ordinary Dividend for the Six Months June 30, 2024, Payable on 20 September 2024IPH Limited declared an ordinary dividend of AUD 0.19000000 per share for the six months June 30, 2024, to be paid on 20 September 2024. Record date is 28 August 2024; Ex-dividend date is 27 August 2028.공시 • Aug 23+ 1 more updateIPH Limited has filed a Follow-on Equity Offering in the amount of AUD 100.000005 million.IPH Limited has filed a Follow-on Equity Offering in the amount of AUD 100.000005 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,699,116 Price\Range: AUD 5.65 Discount Per Security: AUD 0.098875 Transaction Features: Subsequent Direct ListingReported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.29 in FY 2023)Full year 2024 results: EPS: AU$0.25 (down from AU$0.29 in FY 2023). Revenue: AU$615.9m (up 28% from FY 2023). Net income: AU$60.8m (down 5.8% from FY 2023). Profit margin: 9.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Aug 01IPH Limited to Report Fiscal Year 2024 Results on Aug 22, 2024IPH Limited announced that they will report fiscal year 2024 results on Aug 22, 2024공시 • May 10IPH Limited (ASX:IPH) entered into non-binding indicative proposal to acquire QANTM Intellectual Property Limited (ASX:QIP) for AUD 250 million.IPH Limited (ASX:IPH) entered into non-binding indicative proposal to acquire QANTM Intellectual Property Limited (ASX:QIP) for AUD 250 million on May 7, 2024. IPH will acquire QANTM for 0.291 IPH shares for each QANTM share held and a special dividend of $0.11 cash for each QANTM share held subject to the assumptions and conditions outlined in this letter. The deal is subject to consummation of due diligence, approval from board of directors of IPH and QANTM, and Australian Competition and Consumer Commission, and New Zealand Commerce Commission. Agreement is expected to be signed by late May/Mid June, 2024, and the deal is expected to be completed by Q3/Q4, 2024. Macquarie Capital acted as financial advisor, and Bird & bird and webb Henderson acted as legal advisor to IPH.공시 • Mar 01IPH Limited Announces Executive ChangesIPH Limited (IPH) announced that Ms Tamsyn Hoff has been appointed as Company Secretary, effective from 1 March 2024. Ms Hoff is currently Head of Legal (Governance) at IPH. Ms Hoff is admitted as a solicitor in New South Wales and New Zealand and holds a Bachelor of Laws and Bachelor of Social Sciences. Ms Hoff has 15 years’ experience as a solicitor, gained in Australia and New Zealand, including in corporate and commercial law. Prior to joining IPH in March 2023, Ms Hoff worked in private legal practice in a well-regarded corporate and commercial legal firm. Mr. Philip Heuzenroeder who has served as Company Secretary of IPH since May 2016 has resigned from that role effective from today. Mr. Heuzenroeder continues in his role as Group General Counsel of IPH and as a member of the Executive Leadership Team.Recent Insider Transactions • Feb 29CEO, MD & Director recently sold €390k worth of stockOn the 27th of February, Andrew Blattman sold around 100k shares on-market at roughly €3.90 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Andrew has been a net seller over the last 12 months, reducing personal holdings by €635k.Declared Dividend • Feb 25First half dividend of AU$0.16 announcedShareholders will receive a dividend of AU$0.16. Ex-date: 27th February 2024 Payment date: 22nd March 2024 Dividend yield will be 6.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (137% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 52% to bring the payout ratio under control. EPS is expected to grow by 43% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.088 (vs AU$0.13 in 1H 2023)First half 2024 results: EPS: AU$0.088 (down from AU$0.13 in 1H 2023). Revenue: AU$273.5m (up 22% from 1H 2023). Net income: AU$21.0m (down 26% from 1H 2023). Profit margin: 7.7% (down from 13% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.공시 • Feb 07IPH Limited to Report First Half, 2024 Results on Feb 22, 2024IPH Limited announced that they will report first half, 2024 results on Feb 22, 2024공시 • Nov 22IPH Limited (ASX:IPH) entered into an agreement to acquire ROBIC L.L.P. for CAD 110 million.IPH Limited (ASX:IPH) entered into an agreement to acquire ROBIC L.L.P. for CAD 110 million on November 21, 2023. Total purchase consideration is approximately CAD 110.6 million. The consideration comprises: Cash consideration of pproximately CAD 68.3 million; Initial issue of 6 million new IPH shares to a value of approximately CAD 36.8m (escrowed for two years); and Deferred, earn-out consideration of up to CAD 5.6 million, paid as a mix of cash and IPH shares, is payable dependent on ROBIC’s earnings in the first 12 months following the transaction outperforming a threshold broadly in-line with its earnings level in the 12 months to March 2023. The transaction consideration will be funded from IPH debt facilities, existing cash reserves and the issuance of IPH shares to the vendors of ROBIC. ROBIC’s unaudited revenue for the 12 months to August 2023 was CAD 56.5 million. Completion of the transaction is subject to satisfaction or waiver of a number of conditions, including there being no order or proceeding for the purpose of preventing completion, no material adverse change affecting ROBIC or IPH occurring, and other standard conditions. The transaction is expected to be completed in mid of December 2023. The transaction is expected to be underlying EPS accretive in the first full year of ownership. Aquasia acted as financial adviser and Lapointe Rosenstein Marchand Melancon, Cassels Brock & Blackwell and Bird & Bird acted as legal advisers to IPH. Deloitte Corporate Finance Inc. acted as financial adviser and Stikeman Elliott LLP and Davies Ward Phillips & Vineberg LLP acted as legal advisers to ROBIC, LLP.공시 • Nov 17IPH Limited Approves Election of Director, David WiadrowskiIPH Limited at its AGM held on 15 November 2023 approved Election of Director, Mr. David Wiadrowski.공시 • Aug 18IPH Limited, Annual General Meeting, Nov 15, 2023IPH Limited, Annual General Meeting, Nov 15, 2023.공시 • Aug 17+ 1 more updateIPH Limited announced that it expects to receive AUD 22.380147 million in fundingIPH Limited announced a private placement of 2,860,090 common shares at a price of AUD 7.82498 per share for the gross proceeds of AUD 22,380,147 on August 17, 2023. The shares are restricted to hold period until September 29, 2025.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.29 (vs AU$0.24 in FY 2022)Full year 2023 results: EPS: AU$0.29 (up from AU$0.24 in FY 2022). Revenue: AU$498.1m (up 33% from FY 2022). Net income: AU$64.5m (up 23% from FY 2022). Profit margin: 13% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.공시 • Jul 25IPH Limited to Report Q4, 2023 Results on Aug 17, 2023IPH Limited announced that they will report Q4, 2023 results on Aug 17, 2023Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be €5.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 44% in the next 2 years.Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.13 (vs AU$0.11 in 1H 2022)First half 2023 results: EPS: AU$0.13 (up from AU$0.11 in 1H 2022). Revenue: AU$227.1m (up 22% from 1H 2022). Net income: AU$28.5m (up 16% from 1H 2022). Profit margin: 13% (in line with 1H 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.공시 • Feb 03IPH Limited to Report First Half, 2023 Results on Feb 16, 2023IPH Limited announced that they will report first half, 2023 results on Feb 16, 2023Recent Insider Transactions • Dec 09Non-Executive Chairman recently bought €111k worth of stockOn the 2nd of December, Peter Warne bought around 20k shares on-market at roughly €5.56 per share. This transaction increased Peter's direct individual holding by 1x at the time of the trade. In the last 3 months, they made an even bigger purchase worth €115k. Peter has been a buyer over the last 12 months, purchasing a net total of €226k worth in shares.Recent Insider Transactions • Nov 26Non-Executive Chairman recently bought €115k worth of stockOn the 18th of November, Peter Warne bought around 20k shares on-market at roughly €5.74 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 03Independent Non-Executive Director recently bought €52k worth of stockOn the 29th of August, Jingmin Qian bought around 8k shares on-market at roughly €6.47 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 19Full year 2022 earnings released: EPS: AU$0.24 (vs AU$0.25 in FY 2021)Full year 2022 results: EPS: AU$0.24 (down from AU$0.25 in FY 2021). Revenue: AU$374.3m (up 4.1% from FY 2021). Net income: AU$52.6m (down 1.9% from FY 2021). Profit margin: 14% (in line with FY 2021). Over the next year, revenue is forecast to grow 17%, compared to a 8.1% growth forecast for the Professional Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Feb 18First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.11 (down from AU$0.12 in 1H 2021). Revenue: AU$186.8m (up 3.9% from 1H 2021). Net income: AU$24.6m (down 8.4% from 1H 2021). Profit margin: 13% (down from 15% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 7.3%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Aug 20Full year 2021 earnings released: EPS AU$0.25 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$359.7m (down 1.6% from FY 2020). Net income: AU$53.6m (down 2.1% from FY 2020). Profit margin: 15% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 19First half 2021 earnings released: EPS AU$0.12 (vs AU$0.13 in 1H 2020)The company reported a soft first half result with weaker earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: AU$179.7m (flat on 1H 2020). Net income: AU$26.8m (down 1.4% from 1H 2020). Profit margin: 15% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 19Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to stay flat compared to a 5.9% growth forecast for the Professional Services industry in Germany.Is New 90 Day High Low • Jan 14New 90-day low: €3.74The company is down 15% from its price of €4.40 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.76 per share.Is New 90 Day High Low • Dec 23New 90-day low: €3.78The company is down 16% from its price of €4.50 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.60 per share.Is New 90 Day High Low • Oct 31New 90-day low: €3.92The company is down 12% from its price of €4.46 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.04 per share.매출 및 비용 세부 내역IPH가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:1IP 매출, 비용 및 순이익 (AUD Millions)날짜매출순이익일반관리비연구개발비31 Dec 2572973210030 Sep 2571771206030 Jun 2570669203031 Mar 2569073197031 Dec 2467477191030 Sep 2464069180030 Jun 2460661168031 Mar 2456959157031 Dec 2353257145030 Sep 2350861140030 Jun 2348365135031 Mar 2344761126031 Dec 2241257117030 Sep 2239355114030 Jun 2237453110031 Mar 2237152110031 Dec 2136751109030 Sep 2136352110030 Jun 2136054110031 Mar 2136454111031 Dec 2036754112030 Sep 2036755112030 Jun 2036655113031 Mar 2033755107031 Dec 1930956102030 Sep 192815595030 Jun 192535388031 Mar 192494987031 Dec 182454586030 Sep 182334382030 Jun 182224177031 Mar 182074170031 Dec 171924063030 Sep 171884261030 Jun 171834359031 Mar 171774357031 Dec 161714355030 Sep 161634152030 Jun 161543948031 Mar 161383741031 Dec 151223633030 Sep 151053326030 Jun 158930190양질의 수익: 1IP는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 1IP의 현재 순 이익률 (10%)은 지난해 (11.4%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1IP의 수익은 지난 5년 동안 연평균 7.6% 증가했습니다.성장 가속화: 1IP은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 1IP은 지난 1년 동안 수익이 감소(-5.7%)하여 Professional Services 업계 평균(3.3%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 1IP의 자본 수익률(10.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCommercial-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 03:18종가2026/05/22 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스IPH Limited는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aryan NoroziBarrenjoey Markets Pty LimitedConor O’PreyCanaccord GenuityDamen KloecknerCLSA13명의 분석가 더 보기
공시 • Jan 19IPH Limited to Report First Half, 2026 Results on Feb 19, 2026IPH Limited announced that they will report first half, 2026 results on Feb 19, 2026
공시 • Jul 21IPH Limited to Report Fiscal Year 2025 Results on Aug 21, 2025IPH Limited announced that they will report fiscal year 2025 results on Aug 21, 2025
공시 • Feb 05IPH Limited to Report First Half, 2025 Results on Feb 20, 2025IPH Limited announced that they will report first half, 2025 results on Feb 20, 2025
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.29 in FY 2023)Full year 2024 results: EPS: AU$0.25 (down from AU$0.29 in FY 2023). Revenue: AU$615.9m (up 28% from FY 2023). Net income: AU$60.8m (down 5.8% from FY 2023). Profit margin: 9.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Aug 01IPH Limited to Report Fiscal Year 2024 Results on Aug 22, 2024IPH Limited announced that they will report fiscal year 2024 results on Aug 22, 2024
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.088 (vs AU$0.13 in 1H 2023)First half 2024 results: EPS: AU$0.088 (down from AU$0.13 in 1H 2023). Revenue: AU$273.5m (up 22% from 1H 2023). Net income: AU$21.0m (down 26% from 1H 2023). Profit margin: 7.7% (down from 13% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
공시 • Jan 19IPH Limited to Report First Half, 2026 Results on Feb 19, 2026IPH Limited announced that they will report first half, 2026 results on Feb 19, 2026
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-executive Director David Wiadrowski was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Sep 02IPH Limited, Annual General Meeting, Nov 20, 2025IPH Limited, Annual General Meeting, Nov 20, 2025.
공시 • Aug 21IPH Limited Declares Final Dividend for the Fiscal Year 2025, Payable on 23 September 2025IPH Limited declared a final dividend of 19.5 cps, 30% franked at the corporate tax rate, up 3% on the FY24 final dividend, bringing FY25 total dividends to 36.5 cps, up 4% on the prior year. The record date for the final dividend is 29 August 2025 with a scheduled payment date of 23 September 2025.
공시 • Jul 31IPH Limited Announces Appointment of Kate Mason as Non-Executive Director, Effective September 1, 2025IPH Limited announced the appointment of Kate Mason as Non-Executive Director, Effective September 1, 2025. Ms Mason brings extensive executive experience across human resources, business transformation and information technology to the Board. Her former executive roles include Group Director, People And Culture at Coca Cola Amatil; Vice President, Group HR and Global Head of Talent at Amcor; and Managing Director/Global Head of Human Resources, IT, HR and Communications at Credit Suisse. Kate is the owner of Self Energy, an executive coaching and corporate advisory business and is also co-founder and CEO of Social Value, a company that provides evidence-based AI-enabled tools and insights to accelerate strategy execution. She is a graduate of the University of Canberra, The Australian Institute of Company Directors, a Fellow of The Australian Human Resources Institute and a member of Chief Executive Women and Founding Director and past President for the International Women's Forum in Australia.
공시 • Jul 21IPH Limited to Report Fiscal Year 2025 Results on Aug 21, 2025IPH Limited announced that they will report fiscal year 2025 results on Aug 21, 2025
공시 • Mar 12IPH Limited Announces Resignation of John Wadley as Chief Financial Officer, Effective 30 June 2025IPH Limited advised that John Wadley has tendered his resignation as Chief Financial Officer (CFO) to pursue opportunities external to the Company. John joined IPH as CFO in 2016 and has played a pivotal role in the international growth and expansion of the Company which now operates across more than 25 Intellectual Property (IP) jurisdictions. He will continue in the CFO role until 30 June 2025.
공시 • Feb 05IPH Limited to Report First Half, 2025 Results on Feb 20, 2025IPH Limited announced that they will report first half, 2025 results on Feb 20, 2025
공시 • Oct 15IPH Limited, Annual General Meeting, Nov 14, 2024IPH Limited, Annual General Meeting, Nov 14, 2024. Location: at ey, level 34, 200 george street, sydney nsw 2000, sydney Australia
공시 • Aug 24IPH Limited Limited Declares Ordinary Dividend for the Six Months June 30, 2024, Payable on 20 September 2024IPH Limited declared an ordinary dividend of AUD 0.19000000 per share for the six months June 30, 2024, to be paid on 20 September 2024. Record date is 28 August 2024; Ex-dividend date is 27 August 2028.
공시 • Aug 23+ 1 more updateIPH Limited has filed a Follow-on Equity Offering in the amount of AUD 100.000005 million.IPH Limited has filed a Follow-on Equity Offering in the amount of AUD 100.000005 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,699,116 Price\Range: AUD 5.65 Discount Per Security: AUD 0.098875 Transaction Features: Subsequent Direct Listing
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.25 (vs AU$0.29 in FY 2023)Full year 2024 results: EPS: AU$0.25 (down from AU$0.29 in FY 2023). Revenue: AU$615.9m (up 28% from FY 2023). Net income: AU$60.8m (down 5.8% from FY 2023). Profit margin: 9.9% (down from 13% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Aug 01IPH Limited to Report Fiscal Year 2024 Results on Aug 22, 2024IPH Limited announced that they will report fiscal year 2024 results on Aug 22, 2024
공시 • May 10IPH Limited (ASX:IPH) entered into non-binding indicative proposal to acquire QANTM Intellectual Property Limited (ASX:QIP) for AUD 250 million.IPH Limited (ASX:IPH) entered into non-binding indicative proposal to acquire QANTM Intellectual Property Limited (ASX:QIP) for AUD 250 million on May 7, 2024. IPH will acquire QANTM for 0.291 IPH shares for each QANTM share held and a special dividend of $0.11 cash for each QANTM share held subject to the assumptions and conditions outlined in this letter. The deal is subject to consummation of due diligence, approval from board of directors of IPH and QANTM, and Australian Competition and Consumer Commission, and New Zealand Commerce Commission. Agreement is expected to be signed by late May/Mid June, 2024, and the deal is expected to be completed by Q3/Q4, 2024. Macquarie Capital acted as financial advisor, and Bird & bird and webb Henderson acted as legal advisor to IPH.
공시 • Mar 01IPH Limited Announces Executive ChangesIPH Limited (IPH) announced that Ms Tamsyn Hoff has been appointed as Company Secretary, effective from 1 March 2024. Ms Hoff is currently Head of Legal (Governance) at IPH. Ms Hoff is admitted as a solicitor in New South Wales and New Zealand and holds a Bachelor of Laws and Bachelor of Social Sciences. Ms Hoff has 15 years’ experience as a solicitor, gained in Australia and New Zealand, including in corporate and commercial law. Prior to joining IPH in March 2023, Ms Hoff worked in private legal practice in a well-regarded corporate and commercial legal firm. Mr. Philip Heuzenroeder who has served as Company Secretary of IPH since May 2016 has resigned from that role effective from today. Mr. Heuzenroeder continues in his role as Group General Counsel of IPH and as a member of the Executive Leadership Team.
Recent Insider Transactions • Feb 29CEO, MD & Director recently sold €390k worth of stockOn the 27th of February, Andrew Blattman sold around 100k shares on-market at roughly €3.90 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Andrew has been a net seller over the last 12 months, reducing personal holdings by €635k.
Declared Dividend • Feb 25First half dividend of AU$0.16 announcedShareholders will receive a dividend of AU$0.16. Ex-date: 27th February 2024 Payment date: 22nd March 2024 Dividend yield will be 6.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (137% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has increased by an average of 19% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 52% to bring the payout ratio under control. EPS is expected to grow by 43% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.088 (vs AU$0.13 in 1H 2023)First half 2024 results: EPS: AU$0.088 (down from AU$0.13 in 1H 2023). Revenue: AU$273.5m (up 22% from 1H 2023). Net income: AU$21.0m (down 26% from 1H 2023). Profit margin: 7.7% (down from 13% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
공시 • Feb 07IPH Limited to Report First Half, 2024 Results on Feb 22, 2024IPH Limited announced that they will report first half, 2024 results on Feb 22, 2024
공시 • Nov 22IPH Limited (ASX:IPH) entered into an agreement to acquire ROBIC L.L.P. for CAD 110 million.IPH Limited (ASX:IPH) entered into an agreement to acquire ROBIC L.L.P. for CAD 110 million on November 21, 2023. Total purchase consideration is approximately CAD 110.6 million. The consideration comprises: Cash consideration of pproximately CAD 68.3 million; Initial issue of 6 million new IPH shares to a value of approximately CAD 36.8m (escrowed for two years); and Deferred, earn-out consideration of up to CAD 5.6 million, paid as a mix of cash and IPH shares, is payable dependent on ROBIC’s earnings in the first 12 months following the transaction outperforming a threshold broadly in-line with its earnings level in the 12 months to March 2023. The transaction consideration will be funded from IPH debt facilities, existing cash reserves and the issuance of IPH shares to the vendors of ROBIC. ROBIC’s unaudited revenue for the 12 months to August 2023 was CAD 56.5 million. Completion of the transaction is subject to satisfaction or waiver of a number of conditions, including there being no order or proceeding for the purpose of preventing completion, no material adverse change affecting ROBIC or IPH occurring, and other standard conditions. The transaction is expected to be completed in mid of December 2023. The transaction is expected to be underlying EPS accretive in the first full year of ownership. Aquasia acted as financial adviser and Lapointe Rosenstein Marchand Melancon, Cassels Brock & Blackwell and Bird & Bird acted as legal advisers to IPH. Deloitte Corporate Finance Inc. acted as financial adviser and Stikeman Elliott LLP and Davies Ward Phillips & Vineberg LLP acted as legal advisers to ROBIC, LLP.
공시 • Nov 17IPH Limited Approves Election of Director, David WiadrowskiIPH Limited at its AGM held on 15 November 2023 approved Election of Director, Mr. David Wiadrowski.
공시 • Aug 18IPH Limited, Annual General Meeting, Nov 15, 2023IPH Limited, Annual General Meeting, Nov 15, 2023.
공시 • Aug 17+ 1 more updateIPH Limited announced that it expects to receive AUD 22.380147 million in fundingIPH Limited announced a private placement of 2,860,090 common shares at a price of AUD 7.82498 per share for the gross proceeds of AUD 22,380,147 on August 17, 2023. The shares are restricted to hold period until September 29, 2025.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.29 (vs AU$0.24 in FY 2022)Full year 2023 results: EPS: AU$0.29 (up from AU$0.24 in FY 2022). Revenue: AU$498.1m (up 33% from FY 2022). Net income: AU$64.5m (up 23% from FY 2022). Profit margin: 13% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
공시 • Jul 25IPH Limited to Report Q4, 2023 Results on Aug 17, 2023IPH Limited announced that they will report Q4, 2023 results on Aug 17, 2023
Buying Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.8%. The fair value is estimated to be €5.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has declined by 3.2%. Revenue is forecast to grow by 30% in 2 years. Earnings is forecast to grow by 44% in the next 2 years.
Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.13 (vs AU$0.11 in 1H 2022)First half 2023 results: EPS: AU$0.13 (up from AU$0.11 in 1H 2022). Revenue: AU$227.1m (up 22% from 1H 2022). Net income: AU$28.5m (up 16% from 1H 2022). Profit margin: 13% (in line with 1H 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.
공시 • Feb 03IPH Limited to Report First Half, 2023 Results on Feb 16, 2023IPH Limited announced that they will report first half, 2023 results on Feb 16, 2023
Recent Insider Transactions • Dec 09Non-Executive Chairman recently bought €111k worth of stockOn the 2nd of December, Peter Warne bought around 20k shares on-market at roughly €5.56 per share. This transaction increased Peter's direct individual holding by 1x at the time of the trade. In the last 3 months, they made an even bigger purchase worth €115k. Peter has been a buyer over the last 12 months, purchasing a net total of €226k worth in shares.
Recent Insider Transactions • Nov 26Non-Executive Chairman recently bought €115k worth of stockOn the 18th of November, Peter Warne bought around 20k shares on-market at roughly €5.74 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 03Independent Non-Executive Director recently bought €52k worth of stockOn the 29th of August, Jingmin Qian bought around 8k shares on-market at roughly €6.47 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 19Full year 2022 earnings released: EPS: AU$0.24 (vs AU$0.25 in FY 2021)Full year 2022 results: EPS: AU$0.24 (down from AU$0.25 in FY 2021). Revenue: AU$374.3m (up 4.1% from FY 2021). Net income: AU$52.6m (down 1.9% from FY 2021). Profit margin: 14% (in line with FY 2021). Over the next year, revenue is forecast to grow 17%, compared to a 8.1% growth forecast for the Professional Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 18First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.11 (down from AU$0.12 in 1H 2021). Revenue: AU$186.8m (up 3.9% from 1H 2021). Net income: AU$24.6m (down 8.4% from 1H 2021). Profit margin: 13% (down from 15% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 7.3%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 20Full year 2021 earnings released: EPS AU$0.25 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$359.7m (down 1.6% from FY 2020). Net income: AU$53.6m (down 2.1% from FY 2020). Profit margin: 15% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 19First half 2021 earnings released: EPS AU$0.12 (vs AU$0.13 in 1H 2020)The company reported a soft first half result with weaker earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: AU$179.7m (flat on 1H 2020). Net income: AU$26.8m (down 1.4% from 1H 2020). Profit margin: 15% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 19Revenue beats expectationsRevenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to stay flat compared to a 5.9% growth forecast for the Professional Services industry in Germany.
Is New 90 Day High Low • Jan 14New 90-day low: €3.74The company is down 15% from its price of €4.40 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.76 per share.
Is New 90 Day High Low • Dec 23New 90-day low: €3.78The company is down 16% from its price of €4.50 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.60 per share.
Is New 90 Day High Low • Oct 31New 90-day low: €3.92The company is down 12% from its price of €4.46 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Professional Services industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.04 per share.