Iph Ltd. · ASX:IPH

Iph — Macquarie Australia Conference 2015

16 slides from Iph's conference presentation, May 7, 2015

  1. Slide 1: ASX Market Announcement – Investor Presentation

    For personal use only 7 May 2015 ASX Market Announcements Australian Stock Exchange Limited Level 4, 20 Bridge Street Sydney, NSW 2000 Investor Presentation Please find attached slides for a presentation to be given by the Company at the Macquarie Australia Conference, on Friday 8 May 2015. Yours si

  2. Slide 2: Macquarie Australia Conference Investor Presentation

    For personal use only Macquarie Australia Conference Investor Presentation 8 May 2015 1

  3. 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 Limited (“IPH”). This presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquir

  4. Slide 4: Today's Presenters

    Today’s Presenters For personal use only Mr. David Griffith, Managing Director Dr. Andrew Blattman, Director Asia Mr. Malcolm Mitchell, Group Chief Financial Officer 3

  5. Slide 5: Contents

    Contents For personal use only 1. IPH Limited 2. Growth Strategies 1. Australia 2. SE Asia 3. China 4. Other Secondary Markets 5. Adjacent Businesses 3. Practice Insight 1. Products 4. Financial Summary 4

  6. Slide 6: IPH Limited

    IPH Limited For personal use only  IPH Limited (“IPH”) is the holding company of Spruson & Ferguson (“S&F”)  S&F, established in 1887, is a leading Intellectual Property (“IP”) firm in Asia Pacific  Top-tier firm with a strong reputation and brand  S&F operates as IP service hubs, offering a “on

  7. Slide 7: Strategy

    Growth Strategy For personal use only  Acquisitions – ability to consolidate fragmented markets in Australia and Asia  SE Asia – increase market share  China – establish a greater presence  Other secondary markets – geographic expansion  Adjacent markets – IP support businesses 6

  8. Slide 8: Australia

    Growth - Australia For personal use only  Australia is a mature market with low growth  Acquisition targets – 2nd tier IP firms (3-5% market share)  Cost synergy – combining back office services  Revenue synergy – redirecting Asian referral work to S&F Asia  IPH target – to increase market shar

  9. Slide 9: SE Asia

    Growth – SE Asia For personal use only  Strong market growth in most of SE Asia  Singapore government promoting Singapore as “IP capital” of Asia  S&F market share in Singapore has grown to 27%1  S&F to open offices in other regional capitals; immediately profitable from work redirected from age

  10. Slide 10: China

    Growth – China For personal use only  China is a developing IP market  China introduced its first Patent legislation in 1985  S&F has representative office in Shanghai  S&F seeking to establish further offices in other major Chinese cities  Acquisition opportunities in China 9

  11. Slide 11: Other Secondary Markets

    Growth – Other Secondary Markets For personal use only  Secondary markets defined as all countries except USA, Western Europe, Japan and South Korea  IPH is exploring opportunities to expand in other secondary and emerging markets 10

  12. Slide 12: Adjacent Businesses

    Growth – Adjacent Businesses For personal use only  IP “big data” & professional services applications software  Renewals  S&F currently has a small renewal business that it seeks to grow 11

  13. Slide 13: Practice Insight

    Practice Insight For personal use only  Completed acquisition in April 2015  IP data analysis and business applications software  Highly capable team of software developers lead by Thomas Haines  Proven software products  Profitable business 12

  14. Slide 14: Practice Insight - Products

    Practice Insight - Products  Patent Filing Analytics For personal use only  Realtime analysis of data from any G20 IP Practice  80 active clients including top tier IP firms in Europe, USA, Japan & Korea  IP Data Gateway  Consolidation of 38 national & international patent & trade mark database

  15. Slide 15: Financial Summary

    Financial Summary For personal use only Revenue $'m EBITDA $’m Australia Asia Australia Asia Interco 79.2 30.0 74.2 28.6 31.2 26.3 10.2 13.7 18.3 43.2 19.3 9.5 50.1 50.5 18.4 16.3 24.9 8.8 (2.2) (2.5) (1.0) FY13 FY14 HY15 FY13 FY14 HY15 14

  16. Slide 16: Questions

    For personal use only 15 Questions

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