EDU Holdings Limited (AU:EDU)
ASX:EDU
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EDU Holdings Limited
(Sydney:EDU)
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Rating:70Outperform
Price Target:
AU$0.96
▲(13.93% Upside)
Action:ReiteratedDate:03/24/26
The score is driven primarily by improving financial performance (strong growth, profitability, and cash flow), supported by attractive valuation (low P/E and high dividend yield). These positives are tempered by weaker technical momentum (below key moving averages with negative MACD) and ongoing balance-sheet leverage risk.
Positive Factors
Revenue & Profit Turnaround
The sharp 2025 revenue acceleration alongside materially higher EBIT and net margins indicates the company achieved operating leverage and resumed sustainable profitability. Over the next 2–6 months this strengthened earnings base should support reinvestment in programs and reduce reliance on external funding, improving medium-term financial resilience.
Negative Factors
Elevated Leverage
Leverage above equity and a history of higher debt levels leave the balance sheet exposed to downside shocks. Elevated indebtedness raises interest costs and refinancing risk, constraining strategic flexibility and increasing vulnerability to enrollment, funding, or economic shocks over the coming months if cash generation weakens.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue & Profit Turnaround
The sharp 2025 revenue acceleration alongside materially higher EBIT and net margins indicates the company achieved operating leverage and resumed sustainable profitability. Over the next 2–6 months this strengthened earnings base should support reinvestment in programs and reduce reliance on external funding, improving medium-term financial resilience.
Read all positive factors
EDU Holdings Limited (EDU) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$108.70M
Dividend Yield1.17%
Average Volume (3M)1.16M
Price to Earnings (P/E)8.1
Beta (1Y)0.88
Revenue Growth120.57%
EPS GrowthN/A
CountryAU
Employees89
SectorConsumer Defensive
Sector Strength42
IndustryEducation & Training Services
Share Statistics
EPS (TTM)0.06
Shares Outstanding124,946,050
10 Day Avg. Volume957,773
30 Day Avg. Volume1,158,680
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)5.32
Price to Sales (P/S)1.45
P/FCF Ratio5.19
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.13
Revenue Forecast (FY)AU$110.05M
EDU Holdings Limited Business Overview & Revenue Model
Company Description
EDU Holdings Limited, through its subsidiaries, provides tertiary education services in Australia and internationally. The company offers vocational education and training services, including accredited certificate and diploma level courses in hea...
How the Company Makes Money
EDU Holdings Limited primarily generates revenue through tuition fees paid by students enrolled in its higher education programs. The company offers both on-campus and online courses, catering to domestic and international students, which allows i...
EDU Holdings Limited Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
56
Neutral
Cash Flow
82
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Jun 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 82.39M | 42.18M | 21.21M | 18.21M | 20.80M |
| Gross Profit | 31.00M | 24.23M | 11.04M | 9.29M | -24.32K |
| EBITDA | 26.07M | 7.40M | -63.24K | -2.08M | 808.47K |
| Net Income | 14.79M | 2.60M | -2.99M | -4.82M | 1.53M |
Balance Sheet | |||||
| Total Assets | 55.09M | 35.19M | 33.30M | 38.91M | 36.60M |
| Cash, Cash Equivalents and Short-Term Investments | 18.46M | 6.49M | 3.13M | 6.08M | 6.27M |
| Total Debt | 25.08M | 10.46M | 14.32M | 17.39M | 16.51M |
| Total Liabilities | 32.60M | 22.76M | 22.82M | 25.65M | 24.75M |
| Stockholders Equity | 22.49M | 12.43M | 10.48M | 13.26M | 11.85M |
Cash Flow | |||||
| Free Cash Flow | 23.08M | 10.06M | 618.38K | -3.14M | -1.41M |
| Operating Cash Flow | 23.97M | 11.25M | 1.10M | -1.98M | -1.21M |
| Investing Cash Flow | -1.87M | -2.21M | -464.15K | -1.12M | 1.57M |
| Financing Cash Flow | -10.14M | -5.34M | -3.59M | 2.90M | -1.91M |
EDU Holdings Limited Technical Analysis
Positive
0.84
Price Trends
0.70
Positive
0.73
Positive
0.61
Positive
Market Momentum
0.04
Negative
65.57
Neutral
86.51
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:EDU, the sentiment is Positive. The current price of 0.84 is above the 20-day moving average (MA) of 0.72, above the 50-day MA of 0.70, and above the 200-day MA of 0.61, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 65.57 is Neutral, neither overbought nor oversold. The STOCH value of 86.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:EDU.
EDU Holdings Limited Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | AU$108.70M | 8.09 | 71.63% | 1.17% | 120.57% | ― | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
58 Neutral | AU$83.50M | 11.91 | 17.97% | 9.92% | ― | ― | |
48 Neutral | AU$30.07M | 4.70 | -22.15% | 1.67% | -2.81% | -503.02% | |
45 Neutral | AU$13.92M | -4.84 | -6.74% | ― | 1.42% | 86.97% | |
42 Neutral | AU$40.25M | -25.24 | -34.51% | ― | -13.91% | 53.37% | |
41 Neutral | AU$12.32M | -2.37 | -111.42% | ― | -14.55% | 70.98% |
* Consumer Defensive Sector Average
AU:EDU
EDU Holdings Limited
0.87
0.73
539.71%
AU:EVO
Evolve Education Group Ltd
0.41
-0.25
-38.25%
AU:NXD
iCollege Ltd.
0.18
0.03
20.00%
AU:AKG
Academies Australasia Group Limited
0.11
<0.01
5.00%
AU:CLU
Cluey Ltd
0.03
-0.06
-65.52%
AU:KME
Kip McGrath Education Centres Limited
0.55
0.16
40.10%
EDU Holdings Limited Corporate Events
EDU Holdings Calls 2026 AGM, Emphasises Shareholder Voting Options
Apr 9, 2026
EDU Holdings Limited has issued a notice convening its 2026 Annual General Meeting, to be held on 12 May 2026 at its Haymarket, NSW premises. The company is emphasizing shareholder participation, outlining detailed instructions for voting in perso...
EDU Holdings Sets May AGM to Vote on Governance, Capital and Executive Pay
Apr 9, 2026
EDU Holdings Limited has scheduled its Annual General Meeting for 10:00 a.m. AEST on 12 May 2026 in Haymarket, NSW, covering the financial year ended 31 December 2025. The company will primarily distribute the Notice of Meeting electronically, in ...
Macquarie Group Ends Substantial Holding in EDU Holdings
Mar 25, 2026
Macquarie Group Limited and its controlled entities have lodged a notice stating they have ceased to be a substantial holder in EDU Holdings Limited. The filing, signed by Macquarie’s company secretary on 25 March 2026, formalises the end of...
EDU Holdings Updates ASX on Ongoing On‑Market Share Buy‑Back
Mar 23, 2026
EDU Holdings Limited has provided an updated notification to the ASX regarding its ongoing on‑market share buy‑back of ordinary fully paid shares, first announced in September 2024. The company reported that, as at 24 March 2026, it ha...
EDU Holdings Updates Market on Progress of On‑Market Share Buy‑Back
Mar 17, 2026
EDU Holdings Limited has continued its on‑market share buy‑back program for its ordinary fully paid shares, as disclosed in an updated Appendix 3C notification to the ASX. The company reported that a cumulative total of 7,417,358 share...
EDU Holdings Issues Daily Update on Ongoing On-Market Share Buy-Back
Mar 15, 2026
EDU Holdings has provided an updated notification to the ASX regarding its ongoing on-market share buy-back of ordinary fully paid shares. The latest daily disclosure shows that as of 16 March 2026, the company has repurchased a cumulative 7,217,3...
EDU Holdings updates market on progress of on‑market share buy‑back
Mar 10, 2026
EDU Holdings Limited is listed on the Australian Securities Exchange under the ticker EDU, with ordinary fully paid shares forming its main listed security class. The company is engaged in the education industry, but this disclosure centers on the...
EDU Holdings Continues Active On-Market Share Buy-Back Program
Mar 9, 2026
EDU Holdings Limited has continued its on-market share buy-back program, targeting its ordinary fully paid shares listed on the ASX under the code EDU. The company reported that as of the latest update, 6,762,292 shares had been repurchased before...
EDU Holdings Continues On-Market Share Buy-Back Program
Mar 8, 2026
EDU Holdings Limited has been conducting an on-market share buy-back of its ordinary fully paid shares as part of its capital management strategy. The company reported that, as of 9 March 2026, it had repurchased a total of 6,652,292 shares prior ...
EDU Holdings Updates Daily On‑Market Share Buy‑Back Progress
Mar 4, 2026
EDU Holdings Limited has provided an update on its on-market share buy-back program for its ordinary fully paid shares, originally notified in September 2024. As of the latest filing dated 5 March 2026, the company reported a cumulative 6,621,534 ...
EDU Holdings Doubles Revenue as Ikon Drives Shift to Higher Education
Feb 25, 2026
EDU Holdings reported a 95% jump in FY25 revenue to $82.4 million, driven mainly by strong enrolment growth at its Ikon higher education arm, which now accounts for 80% of group revenue and 90% of operating EBITDA. Group EBITDA surged 232% to $26....
EDU Holdings Declares A$0.03 Interim Dividend for December Half-Year
Feb 25, 2026
EDU Holdings Limited has declared an ordinary dividend of A$0.03 per fully paid share for the six‑month period ended 31 December 2025, reinforcing its commitment to returning capital to shareholders. The dividend will trade ex‑dividend...
EDU Holdings Posts Strong Profit Surge and Declares First Dividends
Feb 25, 2026
EDU Holdings Limited, an education services provider, reported a substantial turnaround in its financial position for the year ended 31 December 2025, reflecting stronger demand and improved operational scale in its training and learning businesse...
EDU Holdings lodges updated corporate governance statement with ASX
Feb 25, 2026
EDU Holdings Limited has released its latest Corporate Governance Statement, together with the accompanying Appendix 4G, in line with ASX Listing Rules 4.7 and 4.10.3. The publication underscores the company’s ongoing compliance with Austral...
EDU Holdings Posts Record Enrolments as Higher Education Drives Growth
Feb 23, 2026
EDU Holdings reported record Term 1 2026 enrolments of 6,627 students, up 36% year on year, driven by strong growth at Ikon Institute, which now accounts for 80% of total enrolments. New student enrolments rose 5% to 1,163, with higher education r...
EDU Holdings Director Gary Burg Steps Down but Retains Major Indirect Stake
Feb 20, 2026
EDU Holdings Limited has announced that director Gary Zalman Burg ceased to be a director of the company on 20 February 2026, with a final notification of his relevant interests lodged with the ASX. The filing shows Burg holds no shares directly b...
EDU Holdings Chair Gary Burg Steps Down, Board Names Interim Successor
Feb 20, 2026
EDU Holdings has announced the immediate resignation of Non-Executive Chair and Director Gary Burg due to health reasons, ending a decade-long tenure that began after the company’s 2016 recapitalisation and ASX relisting. Burg, who led the s...
EDU Holdings Sets 2026 Student Enrolment Reporting Timetable
Feb 9, 2026
EDU Holdings Limited has outlined its 2026 reporting timetable for student enrolment metrics across its higher education arm, Ikon Institute, and vocational arm, Australian Learning Group. The company will publish enrolment data for Ikon’s t...
Macquarie Group Ceases to Be Substantial Shareholder in EDU Holdings
Feb 5, 2026
Macquarie Group Limited and its controlled entities have lodged a formal notice that they have ceased to be a substantial holder in EDU Holdings Limited as of 2 February 2026, ending their prior status as a major shareholder in the education compa...
EDU Holdings Flags Top-End FY25 Result as Higher Education Drives Growth
Jan 26, 2026
EDU Holdings Limited expects its FY25 financial results to come in towards the top end of guidance, with revenue projected at $80.4 million to $82.4 million, EBITDA at $24.1 million to $25.6 million, and NPAT at $13.6 million to $15.1 million, rep...
EDU Holdings Maps Response to New Ban on Agent Commissions for Onshore Student Transfers
Jan 20, 2026
EDU Holdings Limited has outlined the implications of amendments to Australia’s National Code of Practice for Providers of Education and Training to Overseas Students, which will prohibit education providers from paying recruitment commissio...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.