Added to YB: 2025-10-07
Pitch date: 2025-08-19
IEL.AX [bullish]
IDP Education Limited
-52.83%
current return
Author Info
No bio for this author
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 4.71
Price Target
9.60 (+332%)
Dividend
4.11%
EV/EBITDA
5.64
P/E
50.12
EV/Sales
1.02
Sector
Diversified Consumer Services
Category
value
IDP Education Limited - $IEL.AX
IEL.AX: Student placement & English test co trading 13-14x depressed EBIT vs historical 20x due to regulatory headlines. Expects market share gains from 'flight to quality' (93% vs 55% industry visa approval), pricing power (+6% historically), EBIT trough $121M FY25E recovering to $214M FY29E. 2x upside potential as sentiment stabilizes, 25% downside if permanent plateau.
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