Iph Ltd. · ASX:IPH
Iph — Macquarie Australia Conference 2019
18 slides from Iph's conference presentation, May 2, 2019
Slide 1: ASX Announcement: Presentation to Macquarie Australia Conference 2019
ASX Announcement For personal use only 2 May 2019 Presentation by Dr Andrew Blattman to the Macquarie Australia Conference 2019 Attached is a presentation to be given today by IPH’s CEO & Managing Director, Dr Andrew Blattman, to the Macquarie Australia Conference. For more information, please conta
Slide 2: IPH Limited Macquarie Australia Conference
For personal use only IPH Limited Macquarie Australia Conference 2nd May 2019 Presented by: Dr. Andrew Blattman Managing Director / CEO, IPH Limited www.iphltd.com.au 1
Slide 3: Disclaimer
Disclaimer For personal use only This document has been prepared by IPH Limited (IPH) and comprises written No representation, warranty or assurance (express or implied) is given or materials/slides for a presentation concerning IPH. made by IPH that the forward looking statements contained in this
Slide 4: Introduction: What we'll be covering today
Introduction What we’ll be covering today For personal use only 01 Business snapshot 02 Realising our vision 03 Patent lifecycle 04 Patent market trends 05 Strategic direction 06 Established Asia platform 07 Proposed acquisition 08 Acquisitions timeline of Xenith IP 09 AJ Park case study 10 In summa
Slide 5: Business snapshot
Business snapshot Leading intellectual property group in Asia-Pacific For personal use only 2019 Macquarie Australia Conference | www.iphltd.com.au 4
Slide 6: Realising our vision
Realising our vision To be the leading IP group in secondary IP markets For personal use only What are primary IP markets? The primary IP markets, which include USA, Japan, Western Europe, and South Korea generate the majority of IP rights and clients by value Secondary IP markets • Countries outsid
Slide 7: Patent lifecycle
Patent lifecycle Long-life IP cycle supports consistent revenues and earnings For personal use only A common point of entry for an Typical (indicative) foreign patent application route in Australia Australian patent application is via the PCT system in the form of PCT National Phase patent applicati
Slide 8: Patent market trends
Patent market trends Steady domestic market with strong growth in Asia Asian patent filings (excl. China) For personal use only • Asian market growth at faster rate – 4.4% • Significant opportunity for IPH Australian patent filings CY10 - CY17 | CAGR = 4.4% • Steady growth – long term filing growth
Slide 9: Strategic direction
Strategic direction IPH growth strategy For personal use only 2019 Macquarie Australia Conference | www.iphltd.com.au 8
Slide 10: Leverage IPH's established Asia Pacific platform
Leverage IPH’s established Asia Pacific platform Existing platform across the Asia Pacific region providing significant opportunities For personal use only China IPH has an established and substantial Asia Hong Kong Pacific geographic platform with 20 years’ Indonesia experience in Asia Malaysia IPH
Slide 11: Proposed acquisition of Xenith IP
Proposed acquisition of Xenith IP For personal use only Overview Offer terms • IPH and Xenith have entered into a Scheme Implementation Deed under which it is • Conditions include termination of the QANTM scheme implementation deed, the Independent proposed IPH will acquire all of the shares in Xeni
Slide 12: Benefits for IPH shareholders
Benefits for IPH shareholders Consistent with IPH’s strategy to pursue acquisitions with strategic and financial merit For personal use only Strategic rationale Financial rationale Unique domestic acquisition opportunity to acquire leading Immediately EPS accretive to IPH earnings domestic brands wi
Slide 13: Combined Group overview
Combined Group overview Asia Pacific’s leading IP services group For personal use only 1000+ Employees 25.5K+ 440+ Patent Filings2 Professional staff 1 $350m+ 9.5K+ Revenue (FY18) Trade Mark Filings2 1. Inclusive of Principals. 2. Approximate. Total CY18 figures for Patents & Trade Marks respectivel
Slide 14: Strong track record of acquisitions
Strong track record of acquisitions IPH has a strong track record of successfully completing and integrating acquisitions For personal use only IPH has a strong track record of successfully completing acquisitions with a high rate of retention of ex-vendor Principals. 2019 Macquarie Australia Confer
Slide 15: Successful integration of acquisitions: Case study AJ Park
Successful integration of acquisitions Case study: AJ Park For personal use only Realising benefits Rationale for acquisition • Improved financial performance Founded in 1891, New Zealand’s premier IP firm, with highly qualified, expert IP teams through increased business Top clients – AJ Park a
Slide 16: Successful integration of acquisitions: Case study AJ Park
Successful integration of acquisitions Case study: AJ Park For personal use only Valuing AJ Park’s people and culture Enhancing systems and processes AJ Park has, and maintains, its own culture which is IPH can provide the capital investment in software and systems to increase closely aligned with t
Slide 17: In summary
In summary Sustainable revenue and earnings with strong platform for further growth For personal use only Positive industry and market fundamentals Strategy for growth IP long life cycle supports sustainable, long term revenue and Leverage market leading positions in Australia/NZ and earnings and st
Slide 18: Thank you
For personal use only Thank you Asia Pacific's leading IP professional services group www.iphltd.com.au 17