Added to YB: 2026-09-09
Pitch date: 2026-09-07
EDU.AX [bullish]
EDU Holdings Limited
+0.89%
current return
Author Info
Miroslav Stepanek is investing in small cap companies. Sign up for the newsletter.
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 143.2M
Pitch Price
AUD 1.12
Price Target
N/A
Dividend
3.51%
EV/EBITDA
4.30
P/E
9.39
EV/Sales
1.33
Sector
Diversified Consumer Services
Category
value
2Q2026 - 52% YTD profit (and I'm still angry) - EDU Holdings Limited
EDU.AX (earnings): EDU Holdings delivered very strong earnings, with revenue up 50% and EPS up 75%, while trading at 5x 2026 EV/FCF. Growth is expected to continue for another year. New schools for fourth- and fifth-year university students are starting up, and a large 1H2026 buyback will most likely continue alongside a dividend. The key risk is a 2028 right-wing victory curbing Australian migration, though the valuation is seen as covering it.
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