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: 1.37
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

$4.23

08 Aug
2025

-0.150

OPEN

$4.38

-3.42%

HIGH

$4.45

2,489,980

LOW

$4.20

TARGET
$5.55 31.2% 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 FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 47.7 24.0 xxx
DPS (cps) xxx 34.0 9.3 xxx
EPS Growth xxx - 10.6% - 49.7% xxx
DPS Growth xxx - 17.1% - 72.8% xxx
PE Ratio xxx N/A 19.0 xxx
Dividend Yield xxx N/A 2.0% xxx
Div Pay Ratio(%) xxx 71.3% 38.5% xxx

Dividend yield today if purchased 3 years ago: 1.24%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 7.46

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 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx47.7
DPS All xxxxxxxxxxxxxxx34.0
Sales/Revenue xxxxxxxxxxxxxxx1,033.3 M
Book Value Per Share xxxxxxxxxxxxxxx187.8
Net Operating Cash Flow xxxxxxxxxxxxxxx116.7 M
Net Profit Margin xxxxxxxxxxxxxxx12.85 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx25.54 %
Return on Invested Capital xxxxxxxxxxxxxxx15.47 %
Return on Assets xxxxxxxxxxxxxxx10.66 %
Return on Equity xxxxxxxxxxxxxxx25.54 %
Return on Total Capital xxxxxxxxxxxxxxx26.46 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-22.8 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx24 M
Long Term Debt xxxxxxxxxxxxxxx372 M
Total Debt xxxxxxxxxxxxxxx396 M
Goodwill - Gross xxxxxxxxxxxxxxx251 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx121 M
Price To Book Value xxxxxxxxxxxxxxx8.07

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx54.2 M
Capex % of Sales xxxxxxxxxxxxxxx5.24 %
Cost of Goods Sold xxxxxxxxxxxxxxx629 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx171 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx8 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

0.4

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

04/06/2025

1

Outperform

$6.40

51.30%

Macquarie notes IDP Education has experienced a decline in volumes in May/June due to negative commentary around student immigration.

THe above has resulted in a downgrade in FY25 adjusted earnings before interest and tax to $115m–$125m, down -30%/-28% against the broker's estimate and consensus at the midpoint, respectively.

Student placements look set to be down -28% to -30% in FY25, with a lack of improved sentiment post-elections in Canada, Australia, and the UK, affected by post-work right visas and US restrictions.

Macquarie lowers EPS estimates by -33%, -48%, and -45% for FY25 through to FY27 following the trading update.

Target price falls to $6.40 from $16. Outperform rating remains, with the analyst confident the company can achieve double-digit growth with potential for cost-out improvements.

FORECAST
Macquarie forecasts a full year FY25 dividend of 10.00 cents and EPS of 24.80 cents.
Macquarie forecasts a full year FY26 dividend of 10.00 cents and EPS of 24.80 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxxxxxx xx xxxxx-xxxxxx xxxx xxxxxxxxxx

$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.
Login above or Get a Free Trial
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

47.75%

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 FY25 dividend of 10.50 cents and EPS of 24.20 cents.
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

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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