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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
IPH
IPH (IPH) investor relations material
IPH H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary18 Feb, 2026
Executive summary
Group underlying EBITDA rose 6.6% and statutory net profit increased 10.5% year-over-year, driven by strong growth in Canada and Asia, while ANZ faced headwinds from declining US PCT filings and market share.
Canada delivered a strong turnaround, with organic growth and acquisition synergies, now accounting for over a third of group EBITDA.
Nearly 60% of group earnings now come from outside ANZ, reflecting successful diversification and enhanced global scale.
Operational efficiencies, cost discipline, and AI-driven workflow automation improved margins and reduced corporate costs.
Continued focus on organic growth, technology investment, and leveraging AI for sustainable long-term performance.
Financial highlights
Revenue increased 6.5% to AUD 363.9 million (or 6.0% to $365.1m), driven by the Bereskin & Parr acquisition and organic growth in Canada and Asia.
Underlying EBITDA rose 6.6% to AUD 107.1 million; underlying NPATA up 2.6% to AUD 62.6 million.
Statutory NPAT up 10.5% to AUD 41.2 million; statutory basic EPS up 12.1%.
Interim dividend increased 11.8% to AUD 0.19 per share (20% franked), with a payout ratio of 81% of cash-adjusted NPAT.
Free cash flow up 32% for the half; cash conversion at 100.7%.
Outlook and guidance
Focused on organic growth, operational efficiencies, and leveraging AI across all segments, with further technology investment planned.
Expecting improvement in CIPO workflow in Canada during calendar year 2026, though timing remains uncertain.
Optimism for ANZ business recovery, with improved patent filing performance in Q2 and Q3.
Targeting increased filings in Asia and business development in Western Europe, Japan, South Korea, and China.
Continued capital management flexibility, including a new on-market buyback program commencing March 2026.
CIPO backlog unwind: What revenue impact?
AI: What's the biggest operational value driver?
ANZ diversification: Progress in non-US markets?
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Next IPH earnings date
H2 202620 Aug, 2026
IPH
Next IPH earnings date
H2 202620 Aug, 2026
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Frequently asked questions
IPH Limited is an intellectual property (IP) services company based in Australia, providing IP services and solutions primarily across the Asia-Pacific region. The company specializes in patent and trademark filings, IP legal services, and advisory solutions, assisting clients with the protection, management, and commercialization of their intellectual property assets. IPH Limited serves a broad range of industries, supporting both corporate clients and individual inventors with end-to-end IP management services. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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