Iph Ltd. · ASX:IPH
Iph — Goldman Sachs Emerging Leaders Conference 2019
17 slides from Iph's conference presentation, Apr 4, 2019
Slide 1: ASX Announcement: Presentation to Goldman Sachs Emerging Leaders Conference 2019
ASX Announcement For personal use only 4 April 2019 Presentation by Dr Andrew Blattman to the Goldman Sachs Emerging Leaders Conference 2019 Attached is a presentation to be given today by IPH’s CEO & Managing Director, Dr Andrew Blattman, to the Goldman Sachs Emerging Leaders Conference 2019. For m
Slide 2: IPH Limited Goldman Sachs Emerging Leaders Conference
For personal use only IPH Limited Goldman Sachs Emerging Leaders Conference 4th April 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 Our vision 03 What is IP? 04 Patent lifecycle 05 Patent market trends 06 Strategic direction 07 Established Asia platform 08 Acquisitions timeline 09 AJ Park case study 10 Proposal to acquire Xenith 2019 Goldman
Slide 5: Business snapshot
Business snapshot Leading intellectual property group in Asia-Pacific For personal use only 2019 Goldman Sachs Presentation | 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 Korea generate the majority of IP rights and clients by value Secondary IP markets • Countries outside of t
Slide 7: What is IP?
What is IP? More than 80% of IPH’s service charges are derived from services related to patents For personal use only Types of IP Types of IP services Patents (more than 80% of service charges) Drafting and Filing A monopoly right that is granted for a device, substance, method or Preparation and fi
Slide 8: 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 9: 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 10: Strategic direction
Strategic direction IPH growth strategy For personal use only 2019 Goldman Sachs Presentation | www.iphltd.com.au 9
Slide 11: 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 12: Strong track record of acquisitions
Strong track record of acquisitions Since listing, IPH has successfully integrated seven acquisitions into the business For personal use only 2019 Goldman Sachs Presentation | www.iphltd.com.au 11
Slide 13: 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 14: 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 AJ closely aligned wit
Slide 15: Proposal to acquire Xenith IP
Proposal to acquire Xenith IP Strategy to pursue acquisitions with strategic and financial merit For personal use only Benefits of the IPH offer • On 12 February 2019, IPH acquired a 19.99% strategic investment in Xenith for approximately $33m Value (3 April 2019) $2.02 • On 12 March 2019, IPH submi
Slide 16: 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 Singapore earni
Slide 17: Thank you
For personal use only Thank you Asia Pacific's leading IP professional services group www.iphltd.com.au 16