IPH Yönetim
Yönetim kriter kontrolleri 3/4
IPH CEO'su Andrew Blattman, Nov2017 tarihinde atandı, in görev süresi 8.58 yıldır. in toplam yıllık tazminatı A$ 2.29M olup, şirket hissesi ve opsiyonları dahil olmak üzere 60.3% maaş ve 39.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.15% ine doğrudan sahiptir ve bu hisseler A$ 1.60M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.7 yıl ve 4.1 yıldır.
Anahtar bilgiler
Andrew Blattman
İcra Kurulu Başkanı
AU$2.3m
Toplam tazminat
| CEO maaş yüzdesi | 60.26% |
| CEO görev süresi | 8.6yrs |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 2.7yrs |
| Yönetim Kurulu ortalama görev süresi | 4.1yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Jun 01
IPH: Updated Assumptions Will Support A Balanced Yet Cautious Future Outlook
Analysts have trimmed their price target on IPH from A$3.95 to A$3.74, reflecting updated assumptions that now factor in lower revenue growth expectations, a slightly higher discount rate, modestly stronger profit margins and a higher future P/E multiple. What's in the News No recent company specific news items or key developments for IPH have been provided in the available sources.
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$53m |
Tazminat ve Piyasa: Andrew 'nin toplam tazminatı ($USD 1.61M ), Australian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.07M ).
Tazminat ve Kazançlar: Andrew 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Andrew Blattman
8.6yrs
Görev süresi
AU$2,286,564
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO, MD & Director | 8.6yrs | AU$2.29m | 0.15% A$ 1.6m | |
| Chief Financial Officer | 1yr | AU$697.21k | Veri yok | |
| Chief Information Officer | 8.4yrs | Veri yok | Veri yok | |
| General Manager of Legal (Corporate) & Company Secretary | 2.3yrs | Veri yok | Veri yok | |
| Chief People & Communications Officer | 2.7yrs | Veri yok | Veri yok | |
| Managing Director of Capital Markets Communications | no data | Veri yok | Veri yok |
2.7yrs
Ortalama Görev Süresi
Deneyimli Yönetim: IPH 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO, MD & Director | 8.6yrs | AU$2.29m | 0.15% A$ 1.6m | |
| Non-Executive Chairman | 4.6yrs | AU$330.00k | 0.018% A$ 183.6k | |
| Independent Non-Executive Director | 11.8yrs | AU$165.00k | 0.055% A$ 572.3k | |
| Independent Non-executive Director | 2.6yrs | AU$165.00k | 0.014% A$ 140.8k | |
| Independent Non-Executive Director | less than a year | Veri yok | 0.011% A$ 108.9k | |
| Independent Non-Executive Director | 3.7yrs | AU$165.00k | 0.020% A$ 206.8k |
4.1yrs
Ortalama Görev Süresi
67.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: IPH 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.1 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/09 04:44 |
| Gün Sonu Hisse Fiyatı | 2026/06/05 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
IPH Limited 16 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Conor O’Prey | Canaccord Genuity |
| Damen Kloeckner | CLSA |