Alef Education Holding Plc · ADX:ALEFEDT
Alef Education — FY2025 Earnings Presentation
23 slides from Alef Education's earnings presentation, February 2026
Slide 1: Q4 & FY 2025 Earnings Presentation
Q4 & FY 2025 Earnings Presentation Q4 2025 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 FY 2025 at a Glance 3 Summary & Outlook Geoffrey Alphonso Amit Choudhary CEO CFO 4 Concluding Remarks 3 Q4 2025 Earnings Presentation 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? AI-driven, research-backed ✓ Revolutionizing Arabic ✓ Proven impact on learning 1 ✓ Largest home-grown K- 12 EdTech platform ✓ learning innovation literacy with patented outcomes a
Slide 5: Company & Strategy Overview
Company & Strategy Overview Q4 2025 Earnings Presentation
Slide 6: Established Edtech Pioneer with Proven Track Record of Success
Indonesia Established 16K 1.1M 423 (100% coverage) Edtech Pioneer UAE G5 – 12 Public with Proven Track Schools Morocco Record of Success 183 Across Countries (36% coverage) Coverage of G5-12 UAE of Operation Private Schools United Arab Emirates (Headquarters) >1.8 M 860 623K Registered Students (vs.
Slide 7: Overview of Our Product Portfolio
Overview of Our Product Portfolio Active pipeline G3-12 Supplementary Assessment Current Offering Development Pipeline New products under Math Assessment Science Field Tests development to strengthen 1 2024 English Reading Assessment 2025 Arabic Comprehensive Assessment Alef Education’s product Arab
Slide 8: Miqyas Al Dhad – National Arabic Language Assessment Platform
Miqyas Al Dhad – National Arabic Language Assessment Platform A standardised Arabic language assessment and benchmarking platform designed to measure, benchmark, and track Arabic literacy outcomes across grades and education systems, supporting large-scale student assessment across the Arab world. P
Slide 9: Guaranteed Core UAE Mandate, Sustainable Growth Tomorrow
Guaranteed Core UAE Mandate, Sustainable Growth Tomorrow With a strong core leadership mandate in the UAE, Alef Education is accelerating innovation-led growth, unlocking scale through strategic partnerships and pursuing opportunistic international expansion. Complemented by a Multi-Pronged Growth f
Slide 10: FY 2025 Growth Drivers
FY 2025 Growth Drivers ADEK B2B & B2G Private Schools Miqyas Al Dhad • Long-term revenue visibility • Commercial momentum • Strong academic-year • Platform close to completion, backed by Alef Education’s strengthened in FY25, with B2B momentum, with private with internal validation underway ADEK con
Slide 11: FY 2025 at a Glance
FY 2025 at a Glance Q4 2025 Earnings Presentation
Slide 12: FY 2025 in Review: Strategic and Operational Milestones
FY 2025 in Review: Strategic and Operational Milestones Resilient Financial Performance, Margin Stability and Net Profit Guidance Delivery Revenue increased 1.4% YoY to AED 769.5 M in FY 2025. EBITDA rose 7% to AED 550.7 M, maintaining a 71.6% margin. Net profit increased 8% to AED 481.1 M with a 62
Slide 13: FY 2025 Financial Highlights
FY 2025 Financial Highlights Revenue EBITDA* Net Profit AED 769.5 M AED 550.7 M AED 481.1 M 1.4% 7% 8% YoY YoY YoY FY25 net profit delivered 1% above guidance, backed by strong margin discipline and operating efficiency. Cash & Equivalents EBITDA* Margin Net Profit Margin AED 619.5 M 71.6% 62.5% 13
Slide 14: Delivering Value Through Profitability and Payout Discipline
Delivering Value Through Profitability and Payout Discipline Earnings Yield Dividend Market Total Yield Cap Assets ~ 7.0% ~ 10% ~ AED 7.2 B AED 980.5 M In line with ADX index yield Compared to industry1 average of As per 05 February 2026 closing stock ~4% price EPS as per FY2026 guidance and 05 Febr
Slide 15: Summary & Outlook
Summary & Outlook Q4 2025 Earnings Presentation
Slide 16: Financial Guidance FY2026
Financial Guidance FY2026 FY 2025 FY 2026 Comments Audited Guidance +8% +7%-- 10% 9% Revenue AED 769.5 M YoY (YoY) Revenue FY2026 guidance is underpinned by strong visibility across a robust revenue pipeline spanning the following segments: +3% +4% -- 5% 5% - ADEK: expected to remain broadly stable,
Slide 17: Concluding Remarks
Concluding Remarks Q4 2025 Earnings Presentation
Slide 18: Concluding Remarks
Concluding Remarks Resilient FY Performance Strengthened Balance Clear Strategic Trajectory Diversified and Contracted with Margin Expansion Sheet and Cash-Flow into 2026 Growth Across Core Pillars Visibility • Cash and equivalents ADEK • FY25 revenue reached AED • ~73,000 students onboarded, • Posi
Slide 19: FY 2025 Financial Overview
FY 2025 Financial Overview Q4 2025 Earnings Presentation
Slide 20: Revenue Growth and Increased Diversification
Revenue Growth and Increased Diversification REVENUE BY SEGMENT (AED MILLION) OPERATING EXPENSES (AED MILLION) 759.0 +1.4% 769.5 242.9 -10% 218.8 99.3 97.6 48.1 40.1 69.5 60.1 659.7 671.9 125.3 118.6 FY 2024 FY 2025 FY 2024 FY 2025 Education Solutions Support & Services Education Solutions Support &
Slide 21: Profitable Growth with Operational Efficiency
Profitable Growth with Operational Efficiency EBITDA* AND MARGIN (%) (AED MILLION) NET PROFIT AND MARGIN (%) (AED MILLION) 68.0% +360 bps 71.6% 59.0% +350 bps 62.5% 516.1 550.7 447.5 481.1 29.8 +7% 37.5 +8% 534.4 553.3 -48.1 -40.1 FY 2024 FY 2025 FY 2024 FY 2025 Education Solutions Support & Service
Slide 22: Profitable Growth with Operational Efficiency
Profitable Growth with Operational Efficiency Balance BalanceSheet SheetasatatQ2 FY2025 2025 Net Cash & Debt-to-equity Equivalents ratio Total AED 980.5 Million AED 619.5 million 0.0x 56% YTD (vs. FY 2024) 8% Trade & Other Payables 2% Other Liabilities • Alef Education maintained a strong cash posit
Slide 23: Thank You
Thank You Q4 2025 Earnings Presentation
Alef Education Holding — FY2025 Earnings Presentation on 6ix