Iph Ltd. · ASX:IPH
Iph — Macquarie Australia Conference 2022
20 slides from Iph's conference presentation, May 5, 2022
Slide 1: Presentation to the Macquarie Australia Conference 2022
For personal use only 5 May 2022 Presentation by Dr Andrew Blattman to the Macquarie Australia Conference 2022 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: Macquarie Australia Conference
For personal use only Macquarie Australia Conference Thursday, 5 May 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: Contents
Contents For personal use only 1 About IPH 04 2 Global IP trends 07 3 IPH strong financial position 13 4 Looking ahead 15 5 Q&A 18 www.iphltd.com.au 2022 Macquarie Australia Conference 3
Slide 5: About IPH
01 For personal use only About IPH www.iphltd.com.au 2022 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) Management estimated market share based on patent filing data: Australia (IP Australia) – 1H FY22 as at 18/1/22; Singapore (IPOS) – CY21 (preliminary)
Slide 7: 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 8: Global IP trends
02 For personal use only Global IP trends www.iphltd.com.au 2022 Macquarie Australia Conference 7
Slide 9: Technological self-reliance
Technological self-reliance Countries’ domestic focus on industry and technology drives IP protection For personal use only Drivers: What this • US-China strategic competition, in particular competition means for IPH over technology • Return to industrial policy • Supply chain disruptions caused by
Slide 10: Semiconductors
Semiconductors A recent example of technological self-reliance with IP implications EU Chips Act: “Our aim is to jointly create a state-of-the-art European chip For personal use only ecosystem, including production. We need to link together our world-class research, design and testing capacities. We
Slide 11: Data and AI governance
Data and AI governance Increased investment in data and further regulation drives need for IP protection For personal use only • Evolving regulatory framework, particularly in the What this areas of data (for example personal data protection) and algorithms (for example transparency and anti- means
Slide 12: Synthetic biology
Synthetic biology For personal use only Synthetic biology is a field of science that involves redesigning organisms for useful purposes by Exhibit 1: The disruptive impact of Synthetic Biology engineering them to have new abilities. When, and how, the technology will affect your industry “By the end
Slide 13: Surge in synthetic biology academic publications
Surge in synthetic biology academic publications For personal use only Synthetic biology publications: leading countries What this means for IPH • Patent filings can increase for new technologies 10-12 years after a significant increase in academic attention and published papers (e.g. AI) • Based on
Slide 14: IPH strong financial position
03 For personal use only IPH strong financial position www.iphltd.com.au 2022 Macquarie Australia Conference 13
Slide 15: Geared for growth
Geared for growth IPH retains strong balance sheet to fund growth initiatives For personal use only Underlying 140 35 126.0 124.3 FY dividend 29.5 EBITDA $’m 120 per share 30 28.5 25 100 25 89.7 22 22.5 80 71.6 74.0 20 60 15 FY21 total Underlying 40 dividend 10 FY21 EBITDA1,2 29.5 20 5 A$124.3m 0 FY
Slide 16: Looking ahead
04 For personal use only Looking ahead www.iphltd.com.au 2022 Macquarie Australia Conference 15
Slide 17: 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 18: Looking ahead
Looking ahead IPH well placed to capitalise on fundamentals driving IP protection For personal use only • Global IP trends remain supportive for IP protection • IPH continues to be well placed to capitalise on these trends as the market leader in the Asia Pacific region and through the group's well
Slide 19: Q&A
For personal use only www.iphltd.com.au 2022 Macquarie Australia Conference 18
Slide 20: Thank you
For personal use only Thank you iphltd.com.au www.iphltd.com.au