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© 2026 Annolyse.

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IPR · NZX

Iperion (IPR)

Construction & Materials / Critical minerals•Covered: FY21 - FY26•11 published briefings

Iperion is an NZX-listed construction & materials / critical minerals company with FY21 - FY26 of published result briefings.

Latest briefing

FY26 · Released 29 May 2026

Loss narrowed 35.3% but cash fell 63.5% as Iperion's runway tightens

Operating losses keep absorbing the balance sheet; total equity fell 84.5% to NZ$0.1m while the Pathoglaze licence still produces no revenue.

Market data

As at close
Close price
NZD 0.00
Market cap
$1.5m
Dividend yield
0%

as at close, 21 July 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

FY26, released 29 May 2026

← Swipe to view more
IPR latest metrics
MetricValueChange
Revenue$0m—
Operating profit-$0.3m↑ +33.6%
NPAT-$0.3m↑ +32.4%
Operating cash flow-$0.27m↑ +38.6%
OCF / Operating profit %91.5%↓ -7.6pp
ROE %n/m—
DPS0.0c—
Payout ratio vs NPAT %n/m—
PBT-$0.3m↑ +32.4%
FCF pre-lease-$0.28m↑ +37.9%

Source: latest published briefing (FY26, released 29 May 2026). Change compares against the prior equivalent period: FY25, released 29 May 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 21 July 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$1.5m

i

End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

Not available

i

Not meaningful when recent earnings are negative.

EPS

-0.00

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Recent filing-derived earnings per share.

PEG

Not available

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Not available for this company right now.

EV/EBITDA

Not available

i

Not meaningful when recent EBITDA is negative.

P/FCF

Not available

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Not meaningful when free cash flow is negative or unavailable.

P/B

28.61x

i

Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

0.0%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Chat

Ask about IPR

Ask follow-up questions about Iperion's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about IPR

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Sign in to chat

Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

← Swipe to view more
IPR metric history
MetricFY2612 MONTHS29 May 2026HY266 MONTHS24 November 2025FY2512 MONTHS29 May 2025HY256 MONTHS28 November 2024FY2412 MONTHS29 May 2024HY246 MONTHS29 November 2023FY2312 MONTHS30 May 2023HY236 MONTHS29 November 2022FY2212 MONTHS30 May 2022HY226 MONTHS29 November 2021FY2112 MONTHS31 May 2021Trend
Revenue$0m$0m$0m$0m$0m$0m$0.03m$0.01m$0m$0m$0.03m
Chart
Revenue growth %-100.0%———-100.0%-100.0%-99.8%150.0%-100.0%-100.0%-100.0%
Chart
Operating profit-$0.3m—-$0.44m—-$0.8m-$0.48m-$0.28m-$0.13m———
Chart
Operating profit margin %——————n/mn/m———
Chart
PBT-$0.3m—-$0.44m—-$0.8m—-$0.3m-$0.1m—-$0.1m-$0.1m
Chart
NPAT-$0.3m—-$0.44m—-$0.8m—-$0.3m——-$0.1m-$0.1m
Chart
Operating cash flow-$0.27m-$0.18m-$0.44m-$0.27m-$0.73m-$0.37m-$0.41m-$0.14m-$0.12m-$0.07m-$0.12m
Chart
OCF / Operating profit %91.5%—99.1%—90.3%76.8%145.7%104.5%———
Chart
FCF pre-lease-$0.28m-$0.18m-$0.45m-$0.27m-$0.73m——————
Chart
FCF post-lease-$0.28m—-$0.45m-$0.27m———————
Chart
DPS0.0c——————————
—
Payout ratio vs NPAT %n/m——————————
—
ROE %n/m—-75.6%—-0.1%—-17.2%——-5.4%-5.7%
Chart
Total assets$0.18m$0.27m$0.45m$0.62m$0.9m$1.3m$1.7m$1.9m$2m$2.1m$2.2m
Chart

Reference: annolyse.ai/companies/ipr

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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EBITDA-equivalent

Company-specific earnings measure where disclosed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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FCF pre-lease

Operating cash flow less capex before leases.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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DPS

Dividend per share declared for the period.

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The setup & the reality

HY26 → FY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

FY26 · Released 29 May 2026

Annolyse analysis published 29 May 2026

Loss narrowed 35.3% but cash fell 63.5% as Iperion's runway tightens

Operating losses keep absorbing the balance sheet; total equity fell 84.5% to NZ$0.1m while the Pathoglaze licence still produces no revenue.

Read latest briefing→

Historical setup

What HY26 said to watch

Previous analysisHY26·Result released24 November 2025·Annolyse analysis published28 April 2026

From Iperion's asset base fell to NZ$0.3m, the smallest on record

No forward targets, guidance, or forward-work disclosures are provided. The supplied shape context shows HY25 carried 82% of FY25's NPAT and 60.9% of FY25's operating cash outflow, so on that pattern alone the second half could imply a smaller incremental loss than the first. That extrapolation is fragile because revenue is zero, cost behaviour is largely discretionary, and the implied FY25 second-half NPAT of –NZ$0.1m was itself small in absolute terms.

What the release does not support is any view on when, or whether, the antimicrobial licence will begin generating royalty income at the disclosed minimum levels. Without that, the result tells the reader how much burn occurred this half, not what the run-rate becomes once the licence activates.

Open questions

Open questions from HY26

  • What drove the NZ$0.3m fall in total assets, and were any intangible or licence-related balances impaired or derecognised during the half?
  • Why did closing cash rise to NZ$0.2m while total equity fell to NZ$0.2m — what funding or capital movement supported the cash position?
  • How is the antimicrobial licence performing against its minimum royalty and minimum performance targets, and when does the company expect any royalty income to be recognised?
  • What is the board's view on funding runway and any planned capital raise given the unprecedented-low asset base?
  • Does management consider the going-concern basis appropriate, and on what assumptions?

This briefing cannot assess the operational status of the antimicrobial licence, the recoverability of remaining intangible assets, or the company's ability to fund continued operations beyond the cash currently on hand.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

FY26 · Released 29 May 2026

Loss narrowed 35.3% but cash fell 63.5% as Iperion's runway tightens

Operating losses keep absorbing the balance sheet; total equity fell 84.5% to NZ$0.1m while the Pathoglaze licence still produces no revenue.

Read briefing→

HY26 · Released 24 November 2025

Iperion's asset base fell to NZ$0.3m, the smallest on record

The half-year loss narrowed and cash burn eased, but with zero revenue the company is operating from its lowest asset base in the supplied historical

Read briefing→

FY25 · Released 29 May 2025

Loss narrowed 45.3% but total assets fell to $0.5m unprecedented low

Zero revenue persisted while equity dropped 55.8% and the asset base hit a historical low, leaving runway as the dominant question.

Read briefing→

HY25 · Released 28 November 2024

Loss narrowed 21.4% but equity fell 62.2% on continued zero-revenue burn

The smaller HY25 loss is cost-base contraction, not progress, with NZ$0.1m of cash facing a NZ$0.3m half-year operating burn.

Read briefing→

FY24 · Released 29 May 2024

Iperion's asset base shrank 99.9% to NZ$0.9m, leaving NZ$0.2m cash

The reported 99.7% NPAT improvement is a scale artefact: a near-complete contraction of the balance sheet leaves cash burn outrunning cash on hand.

Read briefing→

HY24 · Released 29 November 2023

Cash balance hit zero as the loss widened 250.8% on no revenue

An effectively dormant shell burned through its remaining NZ$0.7m of cash while the operating loss more than tripled to NZ$0.5m.

Read briefing→

FY23 · Released 30 May 2023

Iperion emerges as a $1.6m cash shell after issuer transition from SNC

The 99.8% PBT "improvement" reflects a completed transition out of a $2.0bn-asset predecessor, not operating progress in the new entity.

Read briefing→

HY23 · Released 29 November 2022

Pre-acquisition shell: cash builds to $0.7m, losses widen 23.4%

Interest income up 150% from a tiny base sets an unprecedented growth rate, but Southern Charter remains pre-revenue after the issuer transition.

Read briefing→

FY22 · Released 30 May 2022

Headline 99.9% PBT improvement masks transition to NZ$2.0m shell

Total assets fell from NZ$2,154.5m to NZ$2.0m through an issuer transition, leaving zero revenue and only NZ$22k of cash.

Read briefing→

HY22 · Released 29 November 2021

Issuer transition strips SNC to a $2.1m acquisition shell

Headline -100.0% revenue and +99.8% loss narrowing reflect corporate change, not operating performance; NZ$44k cash limits acquisition capacity.

Read briefing→

FY21 · Released 31 May 2021

Iperion remains a NZ$2.1m cash shell with no operations deployed in FY21

An issuer transition from SNC and an unresolved acquisition search leave the read as a pre-deployment cash vehicle, not an operating result.

Read briefing→

Related insights

Compare this company

The latest IPR metrics also appear in these cross-company views.

Insight

Revenue growth context

Revenue growth was -100.0% for this reporting period.

Open insight→

Insight

Dividend coverage and payout pressure

Dividend payout versus NPAT is 0.0%.

Open insight→

Insight

ROE and capital efficiency

ROE was -546.3% for this result.

Open insight→

Get notified when IPR publishes

Get the next Iperion result briefing and five-year history updates by email.