Alef Education Holding Plc · ADX:ALEFEDT
Alef Education — H1 2026 Earnings Presentation
22 slides from Alef Education's earnings presentation, Jun 30, 2026
Slide 1: H1 2026 Earnings Presentation
H1 2026 Earnings Presentation
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation includes forward-looking statements. The forward-looking statements contained in this presentation speak only as of the date of this presentation. These forward-looking statements involve known and unknown risks and uncertainties, many of which are beyond
Slide 3: Agenda
Agenda Speakers 1 Company & Strategy Overview 2 H1 2026 at a Glance 3 Summary & Outlook Geoffrey Alphonso Amit Choudhary CEO CFO 4 Concluding Remarks \ Presentation H1 2026 Earnings 3
Slide 4: Award Winning K-12 Ed-Tech Pioneer with Compelling Fundamentals Driving Long-Term Shareholder Value
Award Winning K-12 Ed-Tech Pioneer with Compelling Fundamentals Driving Long-Term Shareholder Value Why Alef Education? ✓ Largest home- ✓ AI-driven, research- 1 ✓ Revolutionizing Arabic ✓ Proven impact on grown K-12 EdTech backed learning literacy with patented learning outcomes platform innovation
Slide 5: Company & Strategy Overview
Company & Strategy Overview H1 2026 Earnings Presentation
Slide 6: How Alef Education Creates Value
How Alef Education Creates Value Platform Adoption Outcomes Data Improvement Scale Revenue Cash Use of Funds Products Registered Revenue Cash balance Dividends CSAT Usage Trend New students Completed partnerships Alef Core migration to AED AED 90% dividend ~2.0 M > 19% Microsoft Azure Delivered an p
Slide 7: Our Product Portfolio
Our Product Portfolio G3-12 Supplementary Assessment Current Offering Development Pipeline Marketplace products Math Assessment English Reading Assessment Science Field Tests Beyond core subjects shown 1 2026 Arabic Reading Assessment 2026 Miqyas Al Dhad Scale on the left, we are Arabic Comprehensiv
Slide 8: Our Growth Pillars
Our Growth Pillars Core (ADEK) Private Schools B2B / B2G Miqyas Al Dhad Stable, long-term contracted Expanding adoption and Growing domestic and Supporting market entry and revenue base deeper engagement international contribution expansion G5-12 public Active ~223 K Active contracts Commercial scho
Slide 9: H1 2026 Growth Drivers
H1 2026 Growth Drivers ADEK B2B & B2G Private Schools Miqyas Al Dhad • 6 active contracts with a revenue • ADEK contract secured through backlog of ~AED 36.6 M to be • Platform now serves ~188 2033 with a revenue backlog of recognised in future periods, • Core components complete and private schools
Slide 10: H1 2026 at a Glance
H1 2026 at a Glance H1 2026 Earnings Presentation
Slide 11: H1 2026 in Review: Strategic and Operational Milestones
H1 2026 in Review: Strategic and Operational Milestones Resilient Financial Performance and Sustained Margins Revenue grew 1.2% YoY to AED 361.6 M in H1 2026. EBITDA rose 0.8% to AED 270.2 M, maintaining a 74.7% margin. Net profit increased 1.8% to AED 236.4 M with a 65.4% margin. Strong Balance She
Slide 12: H1 2026 Financial Highlights
H1 2026 Financial Highlights Revenue EBITDA* Net Profit AED 361.6 M AED 270.2 M AED 236.4 M 1.2% 0.8% 1.8% YoY YoY YoY Cash & Equivalents EBITDA* Margin Net Profit Margin AED 644.9 M 74.7% 65.4% 4.1% (No Debt) -30 bps 40 bps YTD YoY YoY * EBITDA is earnings before interest, tax, depreciation, amorti
Slide 13: Delivering Value Through Profitability and Payout Discipline
Delivering Value Through Profitability and Payout Discipline Earnings Dividend Market Total Yield Yield Cap Assets ~ 7.1% ~ 6.4% ~ AED 6.9 B AED 1,110.5 M In line with ADX index yield Compared to industry1 average of As per 29 July 2026 closing stock price EPS as per FY2026 guidance and 29 ~ 1.8 % J
Slide 14: Summary & Outlook
Summary & Outlook H1 2026 Earnings Presentation
Slide 15: Financial Guidance FY2026
Financial Guidance FY2026 FY 2025 FY 2026 Comments Audited Guidance +7% Revenue AED 769.5 M The Group’s platform-based model demonstrated strong resilience during regional disruption in YoY Q1 2026, with distance learning activation driving higher engagement without any impact on revenue, reinforcin
Slide 16: Concluding Remarks
Concluding Remarks H1 2026 Earnings Presentation
Slide 17: Concluding Remarks
Concluding Remarks Resilient H1 Strengthened Balance Diversified and Positioned for Performance with Sheet and Cash-Flow Contracted Growth Sustainable Growth and Sustained Margins Visibility Across Core Pillars Value Creation ADEK • Cash of AED 644.9 M as at 30 • Core ADEK G5–12 contract • Revenue o
Slide 18: H1 2026 Financial Overview
H1 2026 Financial Overview H1 2026 Earnings Presentation
Slide 19: Revenue Growth and Increased Diversification
Revenue Growth and Increased Diversification REVENUE BY SEGMENT (AED MILLION) OPERATING EXPENSES (AED MILLION) 357.3 +1.2% 361.6 89.4 +2.3% 91.4 18.8 21.2 25.3 25.8 17.0 14.6 332.0 335.8 53.6 55.6 H1 2025 H1 2026 H1 2025 H1 2026 Education Solutions Support & Services Unallocated Education Solutions
Slide 20: Profitable Growth with Operational Efficiency
Profitable Growth with Operational Efficiency EBITDA* AND MARGIN (%) (AED MILLION) NET PROFIT AND MARGIN (%) (AED MILLION) 75.0% -30 bps 74.7% 65.0% +40 bps 65.4% 267.9 +0.8% 270.2 8.3 11.2 +1.8% 278.4 280.2 236.4 232.3 -18.8 -21.2 H1 2025 H1 2026 H1 2025 H1 2026 Education Solutions Support & Servic
Slide 21: Profitable Growth with Operational Efficiency
Profitable Growth with Operational Efficiency Balance Balance Sheet Sheet as at H1 2025 2026 Net Cash & Debt-to-equity Equivalents ratio Total AED 1,110.5 M AED 644.9 M 0.0x Trade & Other +4.1% YTD 15% Payables 3% Other Liabilities • Alef Education maintained a strong cash position of AED 644.9 M as
Slide 22: Thank You
Thank You H1 2026 Earnings Presentation
Alef Education Holding — H1 2026 Earnings Presentation on 6ix