Added to YB: 2026-10-15
Pitch date: 2026-10-12
EDU.AX [bullish]
EDU Holdings Limited
-26.8%
current return
Author Info
Spread Hunters is an investor community focused on hunting spreads: opportunities where there is a mismatch between market price and the value we see in special situations, merger arbitrage, odd‑lots and other corporate events. Sign up for the newsletter.
Company Info
EDU Holdings Limited, through its subsidiaries, provides tertiary education services in Australia. The company operates in two segments, Ikon and Australian Learning Group (ALG).
Market Cap
AUD 122.0M
Pitch Price
AUD 0.97
Price Target
N/A
Dividend
4.10%
EV/EBITDA
3.62
P/E
8.04
EV/Sales
1.12
Sector
Diversified Consumer Services
Category
growth
Monthly SpreadHunters Monitoring #9 - EDU Holdings Limited
EDU.AX (hold): Ikon-led growth remains strong despite Australia’s ban on agent commissions for international students transferring onshore: audited 1H FY26 revenue rose 50% to A$54.3M, net income 49% to A$9.3M and EPS 73% to 7.21 cents, helped by buybacks. The interim dividend tripled to 3 cents; however, regulatory effects remain the main risk, no quantitative 2H guidance was provided and NAV slipped slightly negative.
Read full article (4 min)