ADvTECH (ADH) CMD 2026 presentation summary
Event summary combining transcript, slides, and related documents.
CMD 2026 presentation summary
2 Nov, 2026Strategy and brand portfolio
The 2024 agenda focused on defining the ambition, optimizing the brand portfolio, clarifying strategies and structures, and enabling focused execution; forward priorities now emphasize growth, university status, technology and African expansion.
A new visual identity launched on 16 March 2026, and operations transitioned from the South Africa-specific domain to groupadvtech.com to reflect an expanding international footprint.
Tertiary brands were consolidated around Emeris, Rosebank International, Vega, Capsicum and Waterfall; Rosebank International launched in May 2026.
A 25% stake in MathU provides a board seat and exclusive access to current and future AI education solutions in all markets; MathU systems have been used in schools since 2023.
Tertiary growth and university readiness
Postgraduate qualifications offered rose 65% from 48 in 2023 to 79 in 2026; tertiary academic staff with master’s degrees increased 27% to 852 and those with PhDs rose 44% to 241.
Aggregated research output per capita across tertiary brands increased 79%, from 0.33 in 2023 to 0.59 in 2026.
Distance qualifications expanded 95%, from 39 in 2023 to 76 in 2026; estimated private-sector distance market share reached 11.1%, up 82% from 2023.
Six Rosebank International distance contact centres opened in 2026, offering 800 work bays at 97% utilisation; Durban and Mbombela centres are planned for 2027.
Future priorities include securing university status for Emeris and Rosebank International, adding high-demand qualifications, growing research and increasing staff qualification levels.
Capacity and African expansion
Emeris Sandton and Nelson Mandela Bay campuses opened in January 2026 with capacities of 9,000 and 4,500 students, respectively.
A planned KwaZulu-Natal Emeris/Vega campus is scheduled to open in 2029, with capacity for 10,500 students, a 1,000-bed residence and sports facilities; it will consolidate regional campuses.
Ethiopia entered the international school portfolio through the 2024 acquisition of five established Addis Ababa schools, serving 3,000 students and employing 450 staff.
Rosebank International University College in Ghana opened in January 2026; first-year enrolments are ahead of its business case, capacity is 350 with an ultimate 900, and full university status is targeted for 2027.
Makini Runda enrolment rose 27% from 1,160 at acquisition to 1,470; redevelopment is planned to increase capacity to 3,150, while Makini Statehouse expansion is set to increase capacity from 280 to 575 by January 2027.
Latest events from ADvTECH
- Revenue up 8%, profit up 14%, and dividend up 18% on strong enrolment and margin gains.ADH
H1 2026 - Earnings per share are forecast to increase 13%–18% for the six months to 30 June 2026.ADH
H1 2026 TU - Revenue up 10%, operating profit up 14%, and dividend up 17% with strong African expansion.ADH
H2 2025 - Revenue up 9%, operating profit up 15%, and dividend up 27% on strong enrolment and expansion.ADH
H1 2024 - Strong revenue, profit, and enrollment growth, with major African expansion and higher dividends.ADH
H2 2024 - Double-digit revenue and profit growth, higher dividend, and strong cash flow support expansion.ADH
H1 2025