Iph Ltd. · ASX:IPH
Iph — Bell Potter Emerging Leaders Conference 2020
18 slides from Iph's conference presentation, Sep 16, 2020
Slide 1: ASX Announcement: Presentation to Bell Potter Emerging Leaders Conference 2020
ASX Announcement For personal use only 16 September 2020 Presentation by Dr Andrew Blattman to the Bell Potter Emerging Leaders Conference 2020 Attached is a presentation to be given today by IPH’s Managing Director & CEO, Dr Andrew Blattman, to the Bell Potter Emerging Leaders Conference 2020. For
Slide 2: IPH Limited Bell Potter Emerging Leaders Conference 2020
For personal use only IPH Limited Bell Potter Emerging Leaders Conference 2020 16 September 2020 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 About IPH 02 Market overview 03 Realising our vision 04 Investing in our people 05 FY21 Priorities Bell Potter Emerging Leaders Conference 2020 | www.iphltd.com.au 3
Slide 5: About IPH Limited
About IPH Limited 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 filing information: Australia (IP Australia) – FY20 14/07/20; Singapore (IPOS) – CY19 as at approx. 3/08/20; N
Slide 6: Strategic direction
Strategic direction Continued focus on IPH’s growth strategy For personal use only Bell Potter Emerging Leaders Conference 2020 | www.iphltd.com.au 5
Slide 7: Patent lifecycle
Patent lifecycle Long-life IP cycle supports consistent revenues and earnings For personal use only Each year more than half+ of the Typical (indicative) foreign patent application route in Australia total patent applications filed in Australia come through the PCT system in the form of PCT National
Slide 8: Global scale
Global scale The IPH group is one of the largest filers of patents globally For personal use only Scale comparison of total IPH Group filings to key national markets (Filings through IPH Australian offices and our external agents1) patent market (FY20) • IPH (as a group) is a significant global pate
Slide 9: Leveraging stable markets
Leveraging stable markets Historical data demonstrates resilient patent filing trends For personal use only Australian patent filings1 US PCT applications2 • Steady growth – long term filing growth rate of 0.9% • Lead indicator for filings in secondary markets remains generally consistent to June 20
Slide 10: Strong financial fundamentals
Strong financial fundamentals IPH has demonstrated consistent earnings growth and cash flow conversion For personal use only Underlying FY20 Full year FY20 EBITDA1,2 dividend A$126.0 28.5c Strong balance sheet Good cash flows FY20 • IPH continues to generate Leverage ratio3 of 0.6 times Operating st
Slide 11: 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 primary IP markets, which include USA, Japan, Western Europe, and Republic of Korea generate the majority of IP rights and clients by value • The IPH Group operates i
Slide 12: IPH's established Asia Pacific platform
IPH’s established Asia Pacific platform Existing platform across the Asia Pacific region continues to provide significant opportunities For personal use only China IPH has an established and substantial Asia Pacific geographic Hong Kong platform with more than 20 years’ experience in Asia Indonesia
Slide 13: AJ Park's acquisition of Baldwins IP
AJ Park’s acquisition of Baldwins IP Bringing together the strengths of two New Zealand IP businesses as one combined firm For personal use only The New Zealand Commerce Commission has granted clearance for AJ Park’s proposed acquisition of Baldwins Intellectual Property The Baldwins firm will join
Slide 14: Xenith IP integration successfully completed
Xenith IP integration successfully completed Significant integration program achieved For personal use only Watermark integration into Griffith Hack completed with both FY19 12 months 10.5 months businesses now operating under the Griffith Hack brand Revenue 125.5 110.4 Underlying EBITDA 19.7 17.8 D
Slide 15: Investing in our people
Investing in our people Continued focus on our people across the group For personal use only Our people at IPH 900+ Employees across the region Providing strong career paths Rewarding & recognising our people Making IPH group businesses great places to work • Continued career advancement and opportu
Slide 16: FY21 Priorities
FY21 Priorities Continued focus on growth strategy despite COVID-19 impacts For personal use only Strategic priorities for FY21 01 Continue to leverage the expanded group Focus on attracting, motivating, developing and focus on Asia to develop network effect 04 and retaining our people Continue marg
Slide 17: Thank you
For personal use only Thank you 16
Slide 18: Asia Pacific's leading IP professional services group
Asia Pacific's leading IP For personal use only professional services group www.iphltd.com.au 17