IPH Ltd. (IPH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 26, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

0.24

Last Year’s EPS

0.23

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 19, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a predominantly positive operational and financial picture: group revenue and underlying EBITDA grew, statutory profit rose double‑digits, cash conversion remained strong and management increased dividends while reducing net debt. Canada delivered a standout turnaround and Asia returned to growth, driven by higher filings and case transfers. However, material near‑term headwinds persist—ANZ earnings were down due to lower U.S. PCT volumes, the CIPO backlog in Canada has not yet cleared (creating delayed revenue), and tax and FX translation effects compressed some metrics. Management’s cost discipline, balance sheet strength, AI adoption and successful acquisitions mitigate these risks and support confidence in medium‑term recovery.

Company Guidance

Management guided that FY‑26 priorities are to leverage Canada’s integrated platform to capture the expected (timing uncertain but anticipated in calendar 2026) unwind of the CIPO backlog, to capitalise on Asia’s return to growth and >2,200 recent case transfers (including ~1,500 trademarks, ~500 patents, ~200 designs), and to re‑target ANZ business development away from U.S. PCTs toward Western Europe, Japan, South Korea and Chinese incoming filings. They reiterated a focus on operational efficiencies and AI automation (corporate costs down $2.5m in H1) after delivering H1 revenue $363.9m (+6.5%), underlying EBITDA $107.1m (+6.6%), underlying NPATA $62.6m (+2.6%), like‑for‑like revenue +0.7% and like‑for‑like EBITDA +3.2% (margin +0.7ppt); segment metrics included Canada like‑for‑like EBITDA +18.9% (margin +2.6ppt), Asia filings ex‑Singapore +7.3% (Asia LFL revenue +3.5%, EBITDA +1.5%), and ANZ LFL revenue −6.1% / EBITDA −10.6% (Australian market −12.9%, IPH −5.4% or −4.8% excl. self‑filed AI provisionals). Balance‑sheet/capital guidance: cash conversion 101%, free cash flow +32%, interim dividend +11.8% to $0.19 (franked 20%, payout 81% of cash‑adjusted NPAT), net debt −6.5%, leverage 1.8x (target ≤2x), $111m undrawn facilities, $210m refinanced facility, and an on‑market buyback up to 12.2m shares.

Group Revenue Growth

Total revenue of $363.9 million, up 6.5% year‑on‑year, driven by incremental contribution from the Bereskin & Parr acquisition and organic growth in Canada and Asia.

Underlying EBITDA and Profit Improvements

Underlying EBITDA increased 6.6% to $107.1 million. Statutory net profit after tax rose 10.5%, and underlying NPATA increased 2.6% to $62.6 million.

Strong Cash Generation and Dividend

Gross operating cash flow to EBITDA conversion of 101% with free cash flow up 32%. Interim dividend increased 11.8% to $0.19 per share (20% franked) and represents a payout ratio of 81% of cash adjusted NPAT.

Canada: Major Turnaround and Scale

Canada delivered a strong turnaround: like‑for‑like underlying EBITDA up 18.9% and like‑for‑like revenue up 7.3%. Canada now accounts for over one‑third of group earnings; annualized run rate based on H1: ~$323 million revenue and EBITDA >$83 million, with annualized patent filings >10,000. Acquisition synergies from Bereskin & Parr achieved.

Asia Returning to Growth

Asia like‑for‑like revenue +3.5% and underlying EBITDA +1.5%. Filings ex Singapore up 7.3%. Strong country-level gains: Hong Kong patent filings +37%, Vietnam +21%, Philippines +26%, Brunei +57% (low base). Over 2,200 case transfers into Asia (1,500+ trademarks, 500+ patents, 200 designs).

Market Leadership and Network Strength

Company maintains #1 patent group positions in Australia, Canada, Singapore and New Zealand; #1 filer in Indonesia. Global scale (7 brands, ~1,700 employees across ~26 IP jurisdictions) supports resilience and cross-jurisdiction referrals.

Client Referrals and Case Transfers

Nearly 1,200 cumulative client referrals between IPH Canada and Asia since 2022; referral volume almost doubled in the last 12 months. Recent wins include ~100 patent case transfers to Southeast Asia/China/Australia and ~500 patent case transfer into ANZ in recent months.

Cost Discipline and Corporate Savings

Corporate costs reduced by $2.5 million in H1, underlying EBITDA margin lifted modestly (+0.1 percentage points). FY'25 cost realignment and ongoing discipline contributed to improved margins.

Balance Sheet and Capital Management

Net debt reduced by 6.5% (~$27 million) to a leverage ratio of 1.8x (down from 1.9x) within target up to 2x. Group refinanced $210 million of syndicated debt on improved pricing; undrawn facilities of $111 million. Announced on‑market buyback program (up to 12.2 million shares).

Operational Efficiency and Technology Adoption

Low capex (H1 $1.5 million vs prior $6.1 million). Active embedding of AI and automation across patent drafting, prosecution and administrative workflows to streamline operations and reduce costs.

IPH Ltd. (AU:IPH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AU:IPH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 26, 2026	2026 (Q4)	0.24 / -	0.233	―	―	―
Feb 19, 2026	2026 (Q2)	0.24 / 0.24	0.228	5.26% (+0.01)	―	―
Aug 20, 2025	2025 (Q4)	0.23 / 0.23	0.249	-6.43% (-0.02)	―	―
Feb 19, 2025	2025 (Q2)	0.22 / 0.23	0.212	7.55% (+0.02)	―	―
Aug 21, 2024	2024 (Q4)	0.24 / 0.25	0.222	12.16% (+0.03)	―	―
Feb 21, 2024	2024 (Q2)	0.21 / 0.21	0.214	-0.93% (>-0.01)	―	―
Aug 16, 2023	2023 (Q4)	0.21 / 0.22	0.199	11.56% (+0.02)	―	―
Feb 15, 2023	2023 (Q2)	0.20 / 0.21	0.197	8.63% (+0.02)	―	―
Aug 17, 2022	2022 (Q4)	0.19 / 0.20	0.18	10.56% (+0.02)	―	―
Feb 16, 2022	2022 (Q2)	0.25 / 0.20	0.174	13.22% (+0.02)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:IPH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 19, 2026	AU$3.81	AU$3.69	-3.15%
Aug 20, 2025	AU$5.36	AU$4.32	-19.50%
Feb 19, 2025	AU$4.43	AU$4.57	+3.11%
Aug 21, 2024	AU$5.47	AU$5.47	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does IPH Ltd. (AU:IPH) report earnings?

IPH Ltd. (AU:IPH) is schdueled to report earning on Aug 26, 2026, TBA (Confirmed).

What is IPH Ltd. (AU:IPH) earnings time?

IPH Ltd. (AU:IPH) earnings time is at Aug 26, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is the P/E ratio of IPH Ltd. stock?

The P/E ratio of IPH Ltd. is N/A.

What is AU:IPH EPS forecast?

AU:IPH EPS forecast for the fiscal quarter 2026 (Q4) is 0.24.