Added to YB: 2026-06-03
Pitch date: 2026-06-01
EDU.AX [neutral]
EDU Holdings Limited
-5.77%
current return
Author Info
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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
N/A
Pitch Price
AUD 1.04
Price Target
N/A
Dividend
3.86%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
1.51
Sector
Diversified Consumer Services
Category
growth
Monthly SpreadHunters Monitoring - EDU Holdings Limited (ASX: EDU) - Long
EDU.AX (update): Australian higher ed operator. FY25 rev +95%, EBITDA +232%, met guidance; Ikon ~80% of rev. 47% ROE (vs 8.5% industry), +33% 5yr NI CAGR, 84% retention, P/E 13.4x, ~5.7% yield. Q1 FY26 beat, stock +11%; Term 1 enrollments +36% to 6,627. Mulpha buyback EGM. Risk: Jan regulatory change banning agent commissions for onshore intl student transfers hit stock -18%; mgmt sees no material demand impact.
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