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EDU Holdings (EDU) investor relations material

EDU Holdings Investor Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Presentation summary23 Sep, 2025

Company overview and market position

  • Delivers career-ready qualifications in education and human services, targeting sectors with long-term skills shortages.

  • Operates nationally with campuses in major Australian cities and a strong online presence.

  • Offers both vocational (VET) and higher education (HE) programs, with a growing focus on HE.

  • Student base of 5,321 as of 1H25, with international and domestic enrolments.

  • Balanced student recruitment from over 80 source markets, using both agents and direct channels.

Growth strategy

  • Expanding course offerings in employment-focused fields aligned with skills needs and migration pathways.

  • Growing national campus infrastructure and enhancing online capabilities to increase domestic student volume.

  • Pursuing offshore student recruitment and teaching delivery.

  • Strategic acquisitions to broaden business, reduce risk, and build scale.

Financial performance

  • Revenue and EBITDA have shown consistent growth, with FY25 revenue guidance up on 1H25 and EBITDA/NPAT in line.

  • Margin expansion attributed to scale benefits and a shift toward higher education.

  • Market capitalisation at $82 million as of September 2025, with strong board and management alignment.

  • Maintains a strong balance sheet with net cash and active capital management, including dividends and buybacks.

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H2 202523 Feb, 2026
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