Added to YB: 2026-07-17
Pitch date: 2026-07-11
EDU.AX [neutral]
EDU Holdings Limited
+3.23%
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
AUD 117.5M
Pitch Price
AUD 0.93
Price Target
N/A
Dividend
4.28%
EV/EBITDA
4.50
P/E
9.98
EV/Sales
1.38
Sector
Diversified Consumer Services
Category
growth
Monthly SpreadHunters Monitoring - EDU Holdings Limited (ASX: EDU) - Long
EDU.AX (holding update): Aussie higher-ed operator. FY25 rev +95%, EBITDA +232%, met guidance. Ikon ~80% of rev. 47% ROE (vs 8.5% ind avg), NPAT +33% 5yr CAGR, 84% retention. P/E 13.4x, ~5.7% yield. Jan regulatory shock on int'l onshore transfers hit stock -18%. Q1 26 rev beat, Term 1 enrollments +36% YoY. Latest update: sales +16.3%, EPS +44%, EBITA +50%. Regulatory risk remains key overhang.
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