Iph Ltd. · ASX:IPH
Iph — Macquarie Australia Conference 2025
22 slides from Iph's conference presentation, May 8, 2025
Slide 1: Presentation to the Macquarie Australia Conference 2025
8 May 2025 Presentation to the Macquarie Australia Conference 2025 For personal use only Attached is a presentation to be given today by IPH’s Managing Director and Chief Executive Officer, Dr Andrew Blattman, to the Macquarie Australia Conference. For more information, please contact: Martin Cole C
Slide 2: Macquarie Australia Conference
For personal use only Macquarie Australia Conference 8 May 2025 Presented by: Dr. Andrew Blattman | Managing Director & CEO, IPH Limited iphltd.com.au
Slide 3: Disclaimer
Disclaimer For personal use only This document has been prepared by IPH Limited (IPH) and comprises written materials/slides for a presentation concerning IPH. This presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire, sell or other
Slide 4: Contents
Contents For personal use only 1 Strong investment proposition 04 2 Global trends in IP 08 3 Regions update 11 4 Empowering firms' organic growth 15 5 Summary 18 www.iphltd.com.au Macquarie Australia Conference 8 May 2025 3
Slide 5: Strong investment proposition
01 For personal use only Strong investment proposition www.iphltd.com.au Macquarie Australia Conference 8 May 2025 4
Slide 6: The leading IP Services Group
For personal use only The leading IP Services Group No.1 No.1 IPH coverage Primary IP markets Patent group Trade mark group in Australia, Canada, in Australia, Canada and New Zealand and Singapore 1 New Zealand1 IPH offices Secondary IP markets 26 IP jurisdictions 1,800+ Employees 2 34K+ Annual pate
Slide 7: Consistent track record of growth
Consistent track record of growth Resilient business delivering growth and returns to shareholders Revenue $m1 Underlying EBITDA $m2 For personal use only 700 609.9 250 600 496.2 195.5 200 500 170.0 363.5 385.1 137.4 400 150 124.3 300 100 200 50 100 0 0 FY21 FY22 FY23 FY24 FY21 FY22 FY23 FY24 Cash c
Slide 8: Diverse earnings base
Diverse earnings base Market leading presence across key secondary IP markets For personal use only Revenue by service line (HY25) Patent filings by region (FY24) EBITDA by region (HY25) 10% 7% 32% 29% 19% 27% 49% 71% 7% 22% 27% Patent Trade Mark Legal Australia New Zealand Asia (all incl.) Australi
Slide 9: Global trends in IP
02 For personal use only Global trends in IP www.iphltd.com.au Macquarie Australia Conference 8 May 2025 8
Slide 10: Despite short-term volatility, IP protection remains fundamental
Despite short-term volatility, IP protection remains fundamental For personal use only Technology IP protection remains key 01 02 03 Key Drivers of Corporations increasing Companies using IP licensing in Patent Filings: IP protection to prevent response to tariffs to monetise their competitors from
Slide 11: Global trends in IP – Number of AI patents granted worldwide, 2010-23
Global trends in IP – Number of AI patents granted worldwide, 2010-23 Artificial Intelligence Source: AI Index, 2025 Chart: 2025 AI Index report Continued growth in AI-related patent filings For personal use only China has consistently increased its share of global AI-related patent filings, account
Slide 12: Regions update
03 For personal use only Regions update www.iphltd.com.au Macquarie Australia Conference 8 May 2025 11
Slide 13: Australia / New Zealand
Australia / New Zealand Organic earnings growth over past three financial periods despite overall decline in market filings For personal use only Strategic Focus IPH filings: Domestic filers vs. international filers market share split IPH's overall decline in patent IPH International Market Share fr
Slide 14: Asia
Asia Ongoing recovery in filings with IPH patent filings up 17% FY25 YTD March For personal use only Strategic Focus IPH Asia patent filings up 17% financial year- to-date Asia jurisdictions 37% 21% 18% which continues earnings recovery in the region. with double-digit Indonesia Thailand China filin
Slide 15: Canada
Canada Expect improved market conditions from FY26 as CIPO system delays resolved For personal use only Strategic Focus Workflow impact of CIPO delay (Smart & Biggar only) As disclosed at HY result, CIPO systems issues caused 3000 workflow backlog and delay in patent filing revenue. While workflow h
Slide 16: Empowering firms' organic growth
04 For personal use only Empowering firms’ organic growth www.iphltd.com.au Macquarie Australia Conference 8 May 2025 15
Slide 17: Empowering our firms to drive organic growth
Empowering our firms to drive organic growth Decentralising support functions to strengthen regional impact and drive efficiency Restructuring Corporate Services For personal use only Decentralising Marketing and Outcome Business Development Restructure has delivered $3m in Returning Marketing and B
Slide 18: Our people: Our greatest asset
Our people: Our greatest asset For personal use only Global leadership strength: Tenure & Stability 1 in 5 employees have been with the group for 10+ years, reflecting strong employee loyalty and satisfaction. Low Turnover Our regretted turnover rate stands at just 7% across the group, below the Aus
Slide 19: Summary
05 For personal use only Summary www.iphltd.com.au Macquarie Australia Conference 8 May 2025 18
Slide 20: Summary
Summary IPH has strengthened its market-leading position to harness positive IP industry dynamics For personal use only Across our regions: Diverse and resilient earnings base with solid Continued organic growth in ANZ track record of growth with focus on higher-margin IPH’s balance sheet remains st
Slide 21: For personal use only
For personal use only www.iphltd.com.au Macquarie Australia Conference 8 May 2025 20
Slide 22: Thank you
For personal use only Thank you ABN 49 169 015 838 Mail to: GPO Box 3898 Level 22, Tower 2 Sydney 2001, Australia Darling Park, 201 Sussex St P. +61 2 9393 0301 Sydney NSW 2000 F. +61 2 9261 5486 Australia info@iphltd.com.au iphltd.com.au www.iphltd.com.au