Added to YB: 2025-06-11
Pitch date: 2025-06-10
IEL.AX [bullish]
IDP Education Limited
-38.31%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. Sign up for the newsletter.
Company Info
IDP Education Limited provides student placement services in Asia, Australasia, and internationally. The company is involved in the placement of international students into education institutions; and provides services, such as digital marketing, events, consultancy and data services, and peer to peer software.
Market Cap
AUD 608.6M
Pitch Price
AUD 3.60
Price Target
12.00 (+441%)
Dividend
4.11%
EV/EBITDA
5.64
P/E
50.12
EV/Sales
1.02
Sector
Diversified Consumer Services
Category
growth
IDP Education Limited - $IEL.AX
IEL.AX: Global education services leader w/ 3 core businesses - student placement (+17% volume growth), IELTS testing (1.58M tests), & English teaching (+19% rev). Temporary volume decline from policy uncertainty across key markets. Strong competitive advantages: 60+ country presence, 800+ institution partnerships, digital innovation. Trades at AUD 3.59; PT AUD 12 by 2029.
Read full article (5 min)