Slide 1: Morgans - Value in the Vines 2022 Presentation (ASX Announcement)
ASX Announcement For personal use only 18 November 2022 Morgans - Value in the Vines 2022 Presentation Attached is a presentation to be given today by IPH’s Managing Director & CEO, Dr Andrew Blattman. For more information, please contact: Martin Cole Managing Director Capital Markets Communications
Slide 2: Morgans – Value in the Vines 2022
For personal use only Morgans – Value in the Vines 2022 18 November 2022 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 Value in the Vines 2022 3
Slide 5: About the IPH Group
About the IPH Group A leading international IP services group For personal use only 1) Approximate employee numbers across the Group. 2) Management estimated market share based on local IP office filing data: Australia (FY22 as at 1/8/22), Singapore (CY22 YTD March as at 21/7/22), New Zealand (FY22
Slide 6: 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 Targeted expansion offering to existing Enablers delivering the highest across Asia-Pacific peopl
Slide 7: Smart & Biggar joins IPH
Smart & Biggar joins IPH A significant strategic transaction for IPH, further delivering on its vision to be the leading IP services group in secondary IP markets For personal use only • Smart & Biggar, Canada’s leading Intellectual Property (IP) agency firm has joined the IPH group for consideratio
Slide 8: Transaction summary
Transaction summary A compelling transaction for IPH, its clients, employees and shareholders For personal use only Smart & Biggar • Smart & Biggar is Canada’s leading IP firm by number of patent filings, filing over 6,200 patents and over 1,800 trade marks in 20211 • Smart & Biggar is a full servic
Slide 9: Smart & Biggar financial performance
Smart & Biggar financial performance Significant contribution of legal revenue For personal use only Financial summary Basis of Smart & Biggar financial reporting The financial summary below is based on Smart & Biggar management’s unaudited Smart & Biggar currently reports on a calendar year basis f
Slide 10: AJ Park case study
AJ Park case study Proven track record of acquiring and integrating firms while capturing synergies and improving margins For personal use only AJ Park EBITDA and Margin Accretion Post Acquisition 25 30% • At the time of acquisition, AJ Park was a successful privately held firm operating at an EBITD
Slide 11: The IPH Way
02 For personal use only The IPH Way www.iphltd.com.au IPH presentation to Morgans Value in the Vines 2022 10
Slide 12: Introducing the IPH Way
Introducing the IPH Way The next phase in our strategy to deliver ongoing margin improvements For personal use only Situation and objectives • The IPH Way is a business process re-engineering programme, designed to standardise case management processes across the IPH group‘s AU/NZ member firms Stand
Slide 13: IP market trends
03 For personal use only IP market trends www.iphltd.com.au IPH presentation to Morgans Value in the Vines 2022 12
Slide 14: Market trends in IP: IP demand in times of crisis
Market trends in IP IP demand in times of crisis For personal use only Demand for IP holds driven by Science & Technology and Asia • Overall small worldwide increase in patent filings in 2020 (1.6%) and PCT increase in 2021 (0.9%). In that period, the world economy decreased by 3.6% • China returned
Slide 15: Market trends in IP: China-US strategic competition
Market trends in IP China-US strategic competition For personal use only • Enhanced China-US competition through Science & Technology • US CHIPS and Science Act enacted and signed into law by President Joe Biden in August 2022. Largest ever investment historically by the US Government in Science & T
Slide 16: For personal use only
For personal use only www.iphltd.com.au IPH presentation to Morgans Value in the Vines 2022 15
Slide 17: Thank you
For personal use only Thank you iphltd.com.au www.iphltd.com.au