NIDO EDUCATION LIMITED (NDO)
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NDO

NDO - NIDO EDUCATION LIMITED

FNArena Sector : Childcare
Year End: December
GICS Industry Group : Consumer Services
Debt/EBITDA: 4.7
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.60

14 Nov
2025

0.000

OPEN

$0.60

0.000

HIGH

$0.60

42,365

LOW

$0.57

TARGET
$0.90 50.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
CQE . GEM . MFD .
FNARENA'S MARKET CONSENSUS FORECASTS
NDO: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 6.5 4.9 xxx
DPS (cps) xxx 5.8 3.5 xxx
EPS Growth xxx N/A - 24.4% xxx
DPS Growth xxx N/A - 39.7% xxx
PE Ratio xxx N/A 12.2 xxx
Dividend Yield xxx N/A 5.8% xxx
Div Pay Ratio(%) xxx 89.5% 71.4% xxx

Dividend yield today if purchased 3 years ago: 59.18%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 9.67

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 2021202220232024
EPS Basic xxxxxxxxx6.5
DPS All xxxxxxxxx5.8
Sales/Revenue xxxxxxxxx163.6 M
Book Value Per Share xxxxxxxxx54.2
Net Operating Cash Flow xxxxxxxxx28.5 M
Net Profit Margin xxxxxxxxx8.95 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 2021202220232024
Return on Capital Employed xxxxxxxxx12.57 %
Return on Invested Capital xxxxxxxxx5.33 %
Return on Assets xxxxxxxxx4.52 %
Return on Equity xxxxxxxxx12.57 %
Return on Total Capital xxxxxxxxx9.33 %
Free Cash Flow ex dividends xxxxxxxxx27.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 2021202220232024
Short-Term Debt xxxxxxxxx21 M
Long Term Debt xxxxxxxxx163 M
Total Debt xxxxxxxxx184 M
Goodwill - Gross xxxxxxxxx124 M
Cash & Equivalents - Generic xxxxxxxxx4 M
Price To Book Value xxxxxxxxx1.41

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 2021202220232024
Capex xxxxxxxxx1.2 M
Capex % of Sales xxxxxxxxx0.71 %
Cost of Goods Sold xxxxxxxxx123 M
Selling, General & Admin. Exp & Other xxxxxxxxx12 M
Research & Development xxxxxxxxx-
Investments - Total xxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Shaw and Partners

06/11/2025

1

Buy, High Risk

$0.90

50.00%

Nido Education's outlook reflects macroeconomic pressure and continued sector softness, suggests Shaw and Partners, though its incubation pipeline remains active.

Government childcare reforms, including the upcoming three-Day Guarantee subsidy, are expected to support future demand.

Management guides to FY25 service earnings (EBITDA) of $28.5-30m and group earnings of $16.5-18m, with margin headwinds driven by higher living costs, work-from-home trends, and lower birth rates.

Margin compression reflects both macro headwinds and a slower recovery, explains the analyst. Potential is seen for M&A interest given Nido’s superior operating profile.

Buy, High Risk. Target reduced to 90c from $1.30. 

FORECAST
Shaw and Partners forecasts a full year FY25 dividend of 3.50 cents and EPS of 4.90 cents.
Shaw and Partners forecasts a full year FY26 dividend of 4.40 cents and EPS of 7.30 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Moelis

06/11/2025

1

Buy

$0.84

40.00%

Nido Education’s trading update reflects ongoing sector challenges, with cost-of-living pressures, hybrid work trends, and lower birth rates weighing on demand. However, improving demographic data suggest early signs of recovery, Moelis comments.

Management lowered 2025 guidance with service earnings (EBITDA) expected at $28.5–$30m (down -14%) and group earnings (EBITDA) at $16.5–$18m (down - 25%) from prior estimates.

Nido’s incubator expansion strategy remains on track, with 10 new centres to open in 2025 and 16 already trading. Management is also assessing selective acquisitions to build scale amid lower sector valuations.

Moelis expects government policy changes, including the 3-Day Guarantee from January 2026, to drive stronger sector demand.

The analyst lowers its earnings forecasts by -30% for 2025 and  -23% for 2026. Buy rating retained. Target price falls to 84c from $1.03.

FORECAST
Moelis forecasts a full year FY25 dividend of 3.10 cents and EPS of 4.50 cents.
Moelis forecasts a full year FY26 dividend of 4.40 cents and EPS of 6.70 cents.
Access Extra Coverage Research History >

NDO STOCK CHART

FNArena News on NDO

1
Australian Broker Call *Extra* Edition – Nov 12, 2025

Nov 12 2025 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Nov 06, 2025

Nov 06 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Oct 21, 2025

Oct 21 2025 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Sep 09, 2025

Sep 09 2025 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Sep 04, 2025

Sep 04 2025 - Daily Market Reports

Latest Childcare News

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Jun 26 2020 - Weekly Reports
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Jul 16 2019 - Treasure Chest
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