IPH Ltd (ASX:IPH)

Half Year 2026 IPH Ltd Earnings Call Transcript

Feb 18, 2026 / 11:30 PM GMT

Release Date Price: A$3.38

Transcript

Key Points

Positve

IPH Ltd (ASX:IPH) reported a solid financial performance with a 6.6% increase in underlying EBITDA and a 10.5% rise in net profit.
The company achieved a strong turnaround in its Canadian business, with an 18.9% increase in earnings driven by organic growth and acquisition synergies.
IPH Ltd (ASX:IPH) experienced a return to growth in its Asian business, with filings ex Singapore up 7.3%, contributing to revenue and earnings uplift.
The company maintained a strong cash flow with cash conversions above 100%, supporting an 11.8% increase in interim dividends to $0.19 per share.
IPH Ltd (ASX:IPH) continues to leverage its global scale and diversity, which provides resilience and mitigates fluctuations in specific markets.

Negative

The ANZ segment faced challenges due to a decline in US patent filings, resulting in a 6.1% decrease in like-for-like revenue and a 10.6% drop in underlying EBITDA.
The Canadian Intellectual Property Office (CIPO) backlog has not yet cleared, delaying potential revenue from stored value.
The company is experiencing a decline in Singapore patent filings, with IPH Ltd (ASX:IPH) filings down 13.9% year-to-date November.
Foreign exchange losses impacted the financial results, with a net foreign exchange loss of $0.2 million compared to a gain in the prior period.
The effective tax rate increased from 20.4% to 26.2%, impacting the overall financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IPH.AX - IPH Ltd
Half Year 2026 IPH Ltd Earnings Call
Feb 18, 2026 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the IPH Limited Half year 2026 results presentation.

All participants are in a listen-only mode.

There will be a presentation followed by a question-and-answer session.

If you wish to ask a question, you would need to press the star key, followed by the number one on your telephone keypad.

I would now like to hand the conference over to Doctor Andrewlatman

Managing director and Chief Executive Officer.

Please go ahead, sir.

Thank you

Good morning and welcome to the IPH results presentation for the half year ended 31 December 2025.

My name is Andrew Blapin, and I am CEO and managing director of IPH with me today is Brendan York

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