Declared Dividend • 19h
Final dividend of AU$0.20 announced Shareholders will receive a dividend of AU$0.20. Ex-date: 27th August 2026 Payment date: 22nd September 2026 Dividend yield will be 14%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (124% earnings payout ratio). However, it is covered by cash flows (66% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Reported Earnings • Aug 20
Full year 2026 earnings released: EPS: AU$0.31 (vs AU$0.26 in FY 2025) Full year 2026 results: EPS: AU$0.31 (up from AU$0.26 in FY 2025). Revenue: AU$712.8m (flat on FY 2025). Net income: AU$80.4m (up 17% from FY 2025). Profit margin: 11% (up from 9.7% in FY 2025). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Duyuru • Jul 27
IPH Limited to Report Fiscal Year 2026 Results on Aug 20, 2026 IPH Limited announced that they will report fiscal year 2026 results on Aug 20, 2026 Duyuru • Jul 01
IPH Limited Announces Board Changes, July 1, 2026 IPH Limited announced that Mr. Tony O'Malley has commenced as Managing Director. Mr. O'Malley succeeds Dr Andrew Blattman, who has retired from the role of Managing Director and from the Board of Directors as of today's date. As previously announced, Dr Blattman will continue to provide support to IPH for the period to 30 November 2026, at which time his employment with IPH will cease. Duyuru • Jan 19
IPH Limited to Report First Half, 2026 Results on Feb 19, 2026 IPH Limited announced that they will report first half, 2026 results on Feb 19, 2026 Board Change • Dec 30
Less than half of directors are independent Following 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. Duyuru • Sep 02
IPH Limited, Annual General Meeting, Nov 20, 2025 IPH Limited, Annual General Meeting, Nov 20, 2025. Duyuru • Aug 21
IPH Limited Declares Final Dividend for the Fiscal Year 2025, Payable on 23 September 2025 IPH 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. Duyuru • Jul 31
IPH Limited Announces Appointment of Kate Mason as Non-Executive Director, Effective September 1, 2025 IPH 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. Duyuru • Jul 21
IPH Limited to Report Fiscal Year 2025 Results on Aug 21, 2025 IPH Limited announced that they will report fiscal year 2025 results on Aug 21, 2025 Duyuru • Mar 12
IPH Limited Announces Resignation of John Wadley as Chief Financial Officer, Effective 30 June 2025 IPH 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. Duyuru • Feb 05
IPH Limited to Report First Half, 2025 Results on Feb 20, 2025 IPH Limited announced that they will report first half, 2025 results on Feb 20, 2025 Duyuru • Oct 15
IPH Limited, Annual General Meeting, Nov 14, 2024 IPH Limited, Annual General Meeting, Nov 14, 2024. Location: at ey, level 34, 200 george street, sydney nsw 2000, sydney Australia Duyuru • Aug 24
IPH Limited Limited Declares Ordinary Dividend for the Six Months June 30, 2024, Payable on 20 September 2024 IPH 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. Reported Earnings • Aug 22
Full 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. Duyuru • Aug 01
IPH Limited to Report Fiscal Year 2024 Results on Aug 22, 2024 IPH Limited announced that they will report fiscal year 2024 results on Aug 22, 2024 Duyuru • May 10
IPH 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. Duyuru • Mar 01
IPH Limited Announces Executive Changes IPH 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 29
CEO, MD & Director recently sold €390k worth of stock On 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 25
First half dividend of AU$0.16 announced Shareholders 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 23
First 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. Duyuru • Feb 07
IPH Limited to Report First Half, 2024 Results on Feb 22, 2024 IPH Limited announced that they will report first half, 2024 results on Feb 22, 2024 Duyuru • Nov 22
IPH 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. Duyuru • Nov 17
IPH Limited Approves Election of Director, David Wiadrowski IPH Limited at its AGM held on 15 November 2023 approved Election of Director, Mr. David Wiadrowski. Duyuru • Aug 18
IPH Limited, Annual General Meeting, Nov 15, 2023 IPH Limited, Annual General Meeting, Nov 15, 2023. Reported Earnings • Aug 17
Full 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. Duyuru • Jul 25
IPH Limited to Report Q4, 2023 Results on Aug 17, 2023 IPH Limited announced that they will report Q4, 2023 results on Aug 17, 2023 Buying Opportunity • Jul 07
Now 20% undervalued after recent price drop Over 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 17
First 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. Duyuru • Feb 03
IPH Limited to Report First Half, 2023 Results on Feb 16, 2023 IPH Limited announced that they will report first half, 2023 results on Feb 16, 2023 Recent Insider Transactions • Dec 09
Non-Executive Chairman recently bought €111k worth of stock On 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 26
Non-Executive Chairman recently bought €115k worth of stock On 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 03
Independent Non-Executive Director recently bought €52k worth of stock On 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 19
Full 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 18
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First 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 20
Full 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 19
First 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 19
Revenue beats expectations Revenue 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 14
New 90-day low: €3.74 The 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 23
New 90-day low: €3.78 The 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 31
New 90-day low: €3.92 The 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.