Edu Holdings Limited · ASX:EDU
Edu — ASX SMIDcaps Presentation (September 2025)
13 slides from Edu's conference presentation, Sep 24, 2025
Slide 1: ASX SMIDcaps Presentation
For personal use only ASX SMIDcaps Presentation 24 SE PT EM BE R 2025 Delivering career-ready qualifications in Education and Human Services
Slide 2: Agenda
AGENDA For personal use only 01 02 03 ABOUT EDU GROWTH FINANCIAL STRATEGY PERFORMANCE PG 3 PG 6 PG 7 04 05 06 ENROLMENT REGULATED INVESTMENT GROWTH SECTOR CASE PG 8 PG 10 PG 11 2
Slide 3: A decade of investment, now delivering returns
ASX:EDU A decade of investment, now delivering returns SHARE PRICE – 22 SEP ‘2 5 For personal use only A S X S MI D c a p s PR E S E N T AT I O N 3
Slide 4: Capitalisation & register profile
Capitalisation & register profile Significant Board and management alignment E NT ERPRISE VALUE SHARE REGISTER PROFILE For personal use only $m Market capitalisation - 22 Sep ‘25 82 Board & management Other 35% Net cash 1 (21) 44% Lease liabilities1 11 Enterprise value (proforma) 72 Institutions 21%
Slide 5: National Education Group
National Education Group Employment-focused courses aligned to skills shortages For personal use only Education & Human 5,321 students National campus Services specialist international & domestic footprint & online Large & growing sectors with Sydney, Melbourne, long-term skills shortages Brisbane &
Slide 6: Executing on growth strategy
Executing on growth strategy Course, campus and delivery mode expansion For personal use only 1 2 3 4 Broaden Expand Enhance Strategic course campus online initiatives + offering footprint capability M&A Employment-focused Grow and develop Increase domestic Offshore student courses in new and nation
Slide 7: Financial performance
Financial performance1 Guidance for 2H25: Revenue up on 1H25, Scale benefits delivering margin & earnings growth EBITDA & NPAT in line with 1H25 For personal use only Revenue ($'000) EBITDA ($’000)2 Earnings per share (cents)3 44,000 4.50 11,500 4.00 40,000 10,500 3.50 36,000 9,500 3.00 8,500 2.50 3
Slide 8: Enrolment growth
Enrolment growth Higher education driving scale S TUDENT S AT P ERIOD -E ND SECTOR MIX For personal use only 5,321 4,100 30% 14% 2,569 2,098 2,100 1,696 HE, 1H25 HE, 2020 86% 70% VET, 1H25 VET, 2020 2020 2021 2022 2023 2024 1H25 HE enrolments benefiting 4 new courses launched in Shift in mix to HE d
Slide 9: Diverse student recruitment
Diverse student recruitment Balanced mix of markets, channels and agents INTERNATIONAL STUDENTS Student enrolments1 by For personal use only source country 59.3% 16.9% 12.5% 1.6% 2.2% Agent intermediated (Top 20)2 Subcontinent Asia Latin America Europe Other 280 education agents >80 source markets D
Slide 10: Operating in a regulated sector
Operating in a regulated sector Short-term challenges, longer-term benefits For personal use only Advantages Disadvantages • High barriers to entry protect established providers • Dynamic immigration policy settings and Government intervention can create uncertainty • Government focus on integrity s
Slide 11: Investment case
For personal use only Investment case ASX exposure to Australia’s 4th largest export sector Active capital management – dividend & buyback Established, national provider at scale Strong balance sheet supporting growth strategy Courses aligned to Australia’s long-term skills needs Aligned and experie
Slide 12: Disclaimer
Disclaimer For personal use only This presentation, dated 24 September 2025, is provided for general While all reasonable care has been taken in relation to the preparation information purposes only. The information contained in this presentation of this presentation, none of the Company, its subsid
Slide 13: Contact
For personal use only CONTACT Adam Davis, CEO Lyndon Catzel, CFO E adam.davis@eduholdings.com.au E lyndon.catzel@eduholdings.com.au P 1300 338 279 P 1300 338 279 M +61 408 400 888 M +61 414 907 384 13
Edu Holdings — ASX SMIDcaps Presentation (September 2025) on 6ix