Professional
Added to YB: 2026-01-09
Pitch date: 2026-01-07
EDU.AX [neutral]
EDU Holdings Limited
-3.16%
current return
Author Info
Halvio Capital is an investment firm that seeks to compound capital at high rates of return while taking limited risk of capital impairment through separately managed accounts. The firm’s goal is to outperform the broader indices over a long time frame. Sign up for the newsletter.
Company Info
EDU Holdings Limited, through its subsidiaries, provides tertiary education services in Australia. The company offers vocational education and training services, including accredited certificate and diploma level courses in health and community services to international students.
Market Cap
AUD 124.5M
Pitch Price
AUD 0.95
Price Target
N/A
Dividend
2.31%
EV/EBITDA
7.51
P/E
15.65
EV/Sales
1.86
Sector
Diversified Consumer Services
Category
growth
Halvio Capital Exited Portfolio Holding: EDU Holdings Limited
EDU.AX (exited position): Mgmt dropped buyout at 1x earnings (after net cash) knowing rapid growth would continue. Stock climbed $0.165 to ~$1.00 after bid dropped. 2025 revenue/profits expected +100% YOY growth. 13% buyback extremely accretive. Became top 5 holding before exit.
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