IDP EDUCATION LIMITED (IEL)
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IEL

IEL - IDP EDUCATION LIMITED

FNArena Sector : Education & Tuition
Year End: June
GICS Industry Group : Consumer Services
Debt/EBITDA: 2.42
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

IDP Education is an international organisation offering student placements in Australia, New Zealand, the UK and North America. It has been listed since 2015 when 50% shareholder Seek sold out. Seek had become a 50% shareholder in 2006.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.62

29 Aug
2025

-0.270

OPEN

$5.84

-4.58%

HIGH

$5.95

7,319,107

LOW

$5.43

TARGET
$6.04 7.5% upside
Franking for last dividend paid out: 50%
OTHER COMPANIES IN THE SAME SECTOR
3PL . AKG . CLU . EVO . JAN . NXD . OLL . RCL .
FNARENA'S MARKET CONSENSUS FORECASTS
IEL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 16.0 23.4 xxx
DPS (cps) xxx 14.0 4.5 xxx
EPS Growth xxx - 66.5% 46.1% xxx
DPS Growth xxx - 58.8% - 68.0% xxx
PE Ratio xxx N/A 25.1 xxx
Dividend Yield xxx N/A 0.8% xxx
Div Pay Ratio(%) xxx 87.6% 19.2% xxx

Dividend yield today if purchased 3 years ago: 0.50%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.39

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

Last ex-div: 11/09 - ex-div 9c (franking 61%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx16.0
DPS All xxxxxxxxxxxxxxx14.0
Sales/Revenue xxxxxxxxxxxxxxx878.5 M
Book Value Per Share xxxxxxxxxxxxxxx191.6
Net Operating Cash Flow xxxxxxxxxxxxxxx132.7 M
Net Profit Margin xxxxxxxxxxxxxxx5.07 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx8.43 %
Return on Invested Capital xxxxxxxxxxxxxxx4.95 %
Return on Assets xxxxxxxxxxxxxxx3.51 %
Return on Equity xxxxxxxxxxxxxxx8.43 %
Return on Total Capital xxxxxxxxxxxxxxx10.99 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx73.4 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx24 M
Long Term Debt xxxxxxxxxxxxxxx370 M
Total Debt xxxxxxxxxxxxxxx395 M
Goodwill - Gross xxxxxxxxxxxxxxx261 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx121 M
Price To Book Value xxxxxxxxxxxxxxx1.92

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx60.9 M
Capex % of Sales xxxxxxxxxxxxxxx6.93 %
Cost of Goods Sold xxxxxxxxxxxxxxx604 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx173 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4 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

0.2

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

29/08/2025

3

Equal-weight

$4.25

-24.38%

IDP Education reported inline FY25 results according to Morgan Stanley, which met guidance and consensus. Adjusted EBIT fell -50% on FY24. Revenues were slightly better, some 2% above consensus, while costs were higher than 2H25 guidance.

Management's FY26 guidance stands at adjusted EBIT of $115m-$125m with consensus at $115m and assumes market volumes fall -20% to -30% versus FY25.

Average selling prices are expected to grow high single to low double digits, and average prices to grow at mid single digits.

Cost-out benefits of -$25m will be weighted to 2H26. Equal-weight. Target $4.25. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of 24.00 cents.
Morgan Stanley forecasts a full year FY27 EPS of 24.00 cents.

Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

Jarden

26/06/2025

3

Neutral

$6.25

11.21%

After another substantial downgrade to guidance from IDP Education, Jarden reconsiders the outlook for the company and concludes the long-term view remains positive despite the recent ongoing weakness in student placements and IELTS volumes.

The analyst believes foreign student demand will return to major western markets once immigration policies settle and sentiment improves.

In the short term, earnings remain challenged as volumes are uncertain, which impacts the company's market share and costs.

Jarden highlights while the valuation is attractive, there are ongoing risks to earnings downgrades; hence a Neutral rating is retained.

Target price slips to $6.25 from $6.95.

FORECAST
Jarden forecasts a full year FY26 dividend of 8.40 cents and EPS of 19.40 cents.
Access Extra Coverage Research History >

IEL STOCK CHART

FNArena News on IEL

1
Weekly Ratings, Targets, Forecast Changes – 29-08-25

10:05 AM - Weekly Reports
2
FNArena Corporate Results Monitor – 29-08-2025

Aug 29 2025 - Australia
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Latest Education & Tuition News

1
IDP Education: Surely, It Cannot Get Any Worse?

Jun 06 2025 - Australia
2
Treasure Chest: IDP Education

Oct 09 2024 - Treasure Chest
3
Might FY25 Be The Trough For IDP Education?

Jun 11 2024 - Australia
4
IDP Education Shifts Into Fastlane Acceleration

Aug 31 2023 - Australia
5
Treasure Chest: IDP Education

Jul 10 2023 - Treasure Chest
6
IDP Education Suffers Flesh Wound In Canada

May 30 2023 - Australia
7
Innovation And Structural Growth Driving IDP Education

May 22 2023 - Australia
8
Growth for IDP Education With New Intake

Sep 26 2022 - Australia
9
Treasure Chest: Trend Up For IDP Education

Jul 14 2022 - Treasure Chest
10
Treasure Chest: Janison Education Looks Poised

Jul 13 2022 - Treasure Chest