Iph Ltd. · ASX:IPH
Iph — Macquarie Australia Conference 2021
20 slides from Iph's conference presentation, May 6, 2021
Slide 1: Presentation to the Macquarie Australia Conference 2021
For personal use only 6 May 2021 Presentation by Dr Andrew Blattman to the Macquarie Australia Conference 2021 Attached is a presentation to be given today by IPH’s Managing Director & CEO, Dr Andrew Blattman, to the Macquarie Australia Conference. For more information, please contact: Martin Cole M
Slide 2: IPH Limited Macquarie Australia Conference
For personal use only IPH Limited Macquarie Australia Conference Thursday, 6 May 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: Contents
Contents For personal use only 1 About IPH 4 2 IP market trends 10 3 IPH financial position 14 4 Looking ahead 16 5 Q&A 18 www.iphltd.com.au 2021 Macquarie Australia Conference 3
Slide 5: About IPH
01 For personal use only About IPH www.iphltd.com.au 2021 Macquarie Australia Conference 4
Slide 6: 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 IP office patent filing information: Australia (IP Australia) – 1H FY21 as at 3/02/21; Singapore (IPOS) – CY20 as at a
Slide 7: Strategic direction
Strategic direction Focus on IPH’s growth strategy For personal use only www.iphltd.com.au 2021 Macquarie Australia Conference 6
Slide 8: 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 9: New IPH brand is a cornerstone of the group's ambitions
New IPH brand is a cornerstone of the group’s ambitions For personal use only www.iphltd.com.au 2021 Macquarie Australia Conference 8
Slide 10: What is the network effect?
What is the network effect? Leveraging the combined power of the network to realise our vision For personal use only www.iphltd.com.au 2021 Macquarie Australia Conference 9
Slide 11: IP market trends
02 For personal use only IP market trends www.iphltd.com.au 2021 Macquarie Australia Conference 10
Slide 12: Market trends in IP: Demand
Market trends in IP For personal use only 1. Demand What this means for IPH • This growth underpins the Trend in patent applications for the Non-resident patent filings in China recurring revenue stream for IPH top five offices, 1883-20191 (direct and PCT national phase entries)2 • Growth in primary
Slide 13: Market trends in IP: Geographical Shift
Market trends in IP For personal use only 2. Geographical Shift What this means for IPH Patent applications by region, 2009 and 2019 • Asia has emerged as the growth engine for patent applications • IPH is well placed to harness this growth as Asia Pacific's leading IP services group with more than
Slide 14: Market trends in IP: China-US rivalry
Market trends in IP For personal use only 3. China-US rivalry What this means for IPH • China-US competition focussed on technology • Investment in technology, leads to investment in IP protection in primary • Biden administration – reset of science and technology IP markets, which flows through to
Slide 15: IPH financial position
03 For personal use only IPH financial position www.iphltd.com.au 2021 Macquarie Australia Conference 14
Slide 16: Geared for growth
Geared for growth IPH has demonstrated consistent earnings growth and cash flow conversion For personal use only Underlying EBITDA FY dividend per share 140.0 30 28.5 126.0 25 120.0 25 22 22.5 21 100.0 89.7 20 71.6 74.0 FY20 total 80.0 Cents 65.0 $M 15 Underlying 60.0 dividend FY20 EBITDA1,2 10 40.0
Slide 17: Looking ahead
04 For personal use only Looking ahead www.iphltd.com.au 2021 Macquarie Australia Conference 16
Slide 18: Looking ahead
Looking ahead Continued focus on our growth strategy For personal use only • Longer term trends remain supportive for IP protection > Investments in technology will continue to drive IP > China and Asia are becoming an increasing focus for IP protection • IPH is well placed to capitalise on these tr
Slide 19: For personal use only
For personal use only www.iphltd.com.au 2021 Macquarie Australia Conference 18
Slide 20: Thank you
For personal use only Thank you iphltd.com.au www.iphltd.com.au