Professional
Added to YB: 2025-12-03
Pitch date: 2025-12-01
EDU.AX [bullish]
EDU Holdings Limited
+38.97%
current return
Author Info
No bio for this author
Company Info
EDU Holdings Limited, through its subsidiaries, provides tertiary education services in Australia. The company operates in two segments, Ikon and Australian Learning Group (ALG).
Market Cap
AUD 131.6M
Pitch Price
AUD 0.76
Price Target
1.00 (-6%)
Dividend
3.77%
EV/EBITDA
5.06
P/E
11.31
EV/Sales
1.55
Sector
Diversified Consumer Services
Category
value
EDU Holdings: Excess Cash, Big Buybacks, and a Deep Value Setup
EDU.AX (earnings): FY25 guidance raised, 13% buyback from Mulpha @ 55c (5.5x EPS). $20M NPAT FY26 target, EPS jumps 13c→15.7c. Trading 3.1x EV/EBITDA vs peers at 4x+. Overhang removed (Investec out, Mulpha→5%), mgmt owns 23%. 17% shares retired in 1yr. Target 90c-$1 on rerating.
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