EDU (EDU) AMG 2026 presentation summary

FY25 highlights

• Revenue surged 95% to $82.4m, with strong momentum carrying into FY26.

• NPAT rose to $14.8m from $2.6m, with margin up 12 percentage points to 18%.

• Net cash increased by $13.5m after debt repayment, share buybacks, and dividends.

• Higher education enrolments grew 109%, while VET enrolments increased 11%.

• Four new higher education courses launched in 2025, representing 17% of T3'25 enrolments.

Key financial metrics

• Multi-year revenue, EBITDA, and EPS show consistent growth from FY21 to FY25.

• Earnings per share improved significantly, reflecting operational and financial gains.

1Q26 trading update

• 1Q26 revenue reached $25.3m, up from $18.0m in 1Q25.

• EBITDA increased to $7.3m, and NPAT rose to $3.9m.

• Cash balance stood at $14.8m after $3.8m in dividends and $11.0m in buybacks.

• No debt as of 31 March 2026.