EDU (EDU) Investor Presentation summary

Company overview and market position

• Delivers career-ready qualifications in education and human services, targeting sectors with long-term skills shortages.

• Operates nationally with campuses in major Australian cities and a strong online presence.

• Offers both vocational (VET) and higher education (HE) programs, with a growing focus on HE.

• Student base of 5,321 as of 1H25, with international and domestic enrolments.

• Balanced student recruitment from over 80 source markets, using both agents and direct channels.

Growth strategy

• Expanding course offerings in employment-focused fields aligned with skills needs and migration pathways.

• Growing national campus infrastructure and enhancing online capabilities to increase domestic student volume.

• Pursuing offshore student recruitment and teaching delivery.

• Strategic acquisitions to broaden business, reduce risk, and build scale.

Financial performance

• Revenue and EBITDA have shown consistent growth, with FY25 revenue guidance up on 1H25 and EBITDA/NPAT in line.

• Margin expansion attributed to scale benefits and a shift toward higher education.

• Market capitalisation at $82 million as of September 2025, with strong board and management alignment.

• Maintains a strong balance sheet with net cash and active capital management, including dividends and buybacks.