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EDU (EDU) investor relations material
EDU Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial performance
Achieved record first-half results with revenue of $53.5m, up 48% year-on-year at guidance midpoint.
EBITDA rose 51% to $16.5m, and profit before tax increased 57% to $13.0m.
EBITDA margin improved by 1 percentage point to 31%, despite higher costs from new course launches and organisational expansion.
Net cash position reached $24.0m at 30 June 2026, after $15.2m in dividends and share buybacks.
Operational highlights
Higher Education enrolments grew 57%, driven by new undergraduate and postgraduate courses.
Strong international and domestic student demand supported enrolment growth, with larger graduating cohorts expected from 2027.
Growth in Higher Education offset softer Vocational Education and Training (VET) enrolments, reflecting a strategic shift.
Early success seen in the new onshore recruitment model following regulatory reforms.
Strategic outlook
Continued investment in new courses, people, systems, and campuses to support growth.
Focus remains on expanding course portfolio and recruitment channels for sustainable long-term growth.
Strong balance sheet positions the group to pursue further domestic, offshore, and onshore opportunities.
- FY25 saw 95% revenue growth and strong enrolment momentum, with a positive FY26 outlook.EDU
AMG 2026 presentation - Record revenue and profit growth driven by higher education, with robust cashflow and buybacks.EDU
H2 2025 - Revenue and EBITDA surged, but regulatory caps threaten future international enrolment growth.EDU
H1 2024 - Record revenue and profit growth driven by enrolment gains, with regulatory risks ahead.EDU
H2 2024 - FY24 saw strong growth and a delisting proposal with a premium buy-back for shareholders.EDU
AGM 2025 Presentation - Record revenue and profit growth in 1H25, led by Ikon, with strong cash flow and a maiden dividend.EDU
H1 2025 - Strong enrolment and revenue growth driven by higher education focus and national expansion.EDU
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