Iph Ltd. · ASX:IPH
Iph — Morgans Queensland Conference 2021
20 slides from Iph's conference presentation, Oct 6, 2021
Slide 1: Presentation by Dr Andrew Blattman to the Morgans Queensland Conference 2021
For personal use only 6 October 2021 Presentation by Dr Andrew Blattman to the Morgans Queensland Conference 2021 Attached is a presentation to be given today by IPH’s Managing Director & CEO, Dr Andrew Blattman, to the Morgans Queensland Conference. For more information, please contact: Martin Cole
Slide 2: IPH Limited Morgans Queensland Conference
For personal use only IPH Limited Morgans Queensland Conference Wednesday 6 October 2021 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: About IPH
01 For personal use only About IPH www.iphltd.com.au IPH presentation to Morgans Queensland Conference 2021 3
Slide 5: About the IPH Group
About the IPH Group Asia-Pacific’s leading IP professional services group For personal use only 1) Approximate employee numbers across the Group. 2) IPH Management estimate based on patent filing data: Australia (IP Australia) – FY21 as at 13/07/21; Singapore (IPOS) – CY21 YTD Jun (preliminary) as a
Slide 6: Realising our vision
Realising our vision To be the leading IP services group in secondary IP markets and adjacent areas of IP For personal use only • The IPH Group operates in eight secondary IP jurisdictions: Australia, New Zealand, Singapore, Thailand, Malaysia, Indonesia, China and Hong Kong and services more than 2
Slide 7: IP market trends
02 For personal use only IP market trends www.iphltd.com.au IPH presentation to Morgans Queensland Conference 2021 6
Slide 8: Long-term Patent Demand Trends
Long-term Patent Demand Trends For personal use only What this means for IPH • This growth underpins the recurring revenue stream for IPH • Growth in primary IP markets feeds into secondary IP markets, where IPH is strongly established in Asia, and ideally positioned for further growth • IPH is well
Slide 9: Long-term Patent Demand Trends: China-US rivalry
Long-term Patent Demand Trends China-US rivalry For personal use only • China-US competition focussed on technology What this means for IPH • US taking comprehensive containment • The Biden administration's focus on measures for every component of the innovation technology is a positive for the ecos
Slide 10: Long-term Patent Demand Trends: technology dependence
Long-term Patent Demand Trends Increasing dependence on technology economically, socially and militarily For personal use only • Biggest tech companies in the world are US or Chinese What this means for IPH • Investment in technology, leads to • Increasing focus on protection of data, privacy invest
Slide 11: Delivering on our strategy
03 For personal use only Delivering on our strategy www.iphltd.com.au IPH presentation to Morgans Queensland Conference 2021 10
Slide 12: Strategic direction
Strategic direction Focus on IPH’s growth strategy For personal use only Organic growth Consolidate acquisitions Growth step-outs Robust client management Expand service Focus on our programs focused on offering to existing Enablers delivering the highest Targeted expansion across Asia-Pacific peopl
Slide 13: Organic growth: The power of the IPH network
Organic growth The power of the IPH network For personal use only • Network effect leverages businesses across the network to generate client referrals • IPH acquired Griffith Hack in 2019 as part of the Xenith IP acquisition and subsequently right sized the business • Griffith Hack new case referra
Slide 14: Consolidate acquisitions
Consolidate acquisitions Demonstrated ability to realise synergies For personal use only • Delivered $2 million in synergies from the combined • Delivered EBITDA contribution of A$2 million in 8.5 • Spruson & Ferguson to become largest IP firm in entity in FY21 month period Australia • Despite one-o
Slide 15: Growth step-outs and enablers
Growth step-outs and enablers Expanding digital and trade mark capability with acquisition of Applied Marks For personal use only Reaching new markets • Retail focus gives group access to an expanded market • Evolves traditional trade mark services in line with the changing market • Has already been
Slide 16: Q&A
For personal use only Q&A www.iphltd.com.au IPH presentation to Morgans Queensland Conference 2021 15
Slide 17: Thank you
For personal use only Thank you iphltd.com.au www.iphltd.com.au
Slide 18: Appendix
04 For personal use only Appendix www.iphltd.com.au IPH presentation to Morgans Queensland Conference 2021 17
Slide 19: Patent market trends
Patent market trends No discernible impact to long-term trends For personal use only Australian Patent Filings1 CAGR (FY06 to FY21) = 1.6% US PCT Applications2 CAGR (CY05 to CY20) = 1.5% CAGR Post-GFC (CY10 to CY20) = 2.7% CAGR Post-GFC (FY10 to FY21) = 2.6% 70 ,0 00.00 45 ,0 00 60 ,0 00.00 50 ,0 00
Slide 20: Patent lifecycle
Patent lifecycle Long-life cycle supports consistent revenues and earnings For personal use only Each year more than half+ of the total patent applications filed in Australia Typical (indicative) foreign patent route in Australia come through the PCT system in the form of PCT National Phase patent a