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

$3.65

13 Jun
2025

0.170

OPEN

$3.47

4.89%

HIGH

$3.66

9,049,906

LOW

$3.42

TARGET
$5.55 52.1% 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 27.5 xxx
DPS (cps) xxx 34.0 12.5 xxx
EPS Growth xxx - 10.6% - 42.3% xxx
DPS Growth xxx - 17.1% - 63.2% xxx
PE Ratio xxx N/A 13.3 xxx
Dividend Yield xxx N/A 3.4% xxx
Div Pay Ratio(%) xxx 71.3% 45.4% xxx

Dividend yield today if purchased 3 years ago: 1.58%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 9.32

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

Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

04/06/2025

1

Upgrade to Buy from Neutral

$4.95

35.62%

UBS upgrades IDP Education to Buy from Neutral with a revised target price of $4.95 from $12. The analyst believes the company is a quality business despite losing some market share in yesterday's trading update and earnings downgrade.

Management's FY25 earnings before interest and tax guidance at $115m–$125m is below the analyst's forecast by -30% at the midpoint and compares to consensus at $171m.

IDP flagged a decline in FY25 volumes by -28% to -30% year-on-year for student placement and down -18% to -20% for language testing.

Overhead costs in 2H25 are expected to fall by -5% on a year earlier. UBS flags annual visa issuance growth down -10% for Australia, -9% for the UK, -65% for Canada, and down -27% for the US.

UBS believes the current trading conditions are closer to a trough and is forecasting a "conservative" recovery in FY27/FY28.

FORECAST
UBS forecasts a full year FY25 dividend of 22.00 cents and EPS of 37.00 cents.
UBS forecasts a full year FY26 dividend of 25.00 cents and EPS of 42.00 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.
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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

05/06/2025

3

Downgrade to Neutral from Overweight

$6.95

90.41%

Jarden cites reduced confidence in student flow forecasts, government policy, and internal oversight as reasons for reassessing IDP Education's outlook. The broker's target price is cut to $6.95 from $17.35 and the rating downgraded to Neutral from Overweight.

Guidance for 2025 points to student placement volumes falling -28-30% year-on-year and IELTS volumes retreating -18-20%, both much weaker than Jarden and consensus projections.

Costs are expected to be less contained than previously indicated, while price improvements in student placements are projected to ease in the second half, particularly in higher-fee destinations such as the UK.

Jarden lowers its 2025 earnings (EBITDA) expectations to $174.7m, or -34% below the prior year, and cuts its 2026 forecast by -63% to $148m, noting both reduced margin assumptions and overhead flexibility.

FORECAST
Jarden forecasts a full year FY25 dividend of 10.20 cents and EPS of 23.60 cents.
Jarden forecasts a full year FY26 dividend of 8.00 cents and EPS of 18.50 cents.
Access Extra Coverage Research History >

IEL STOCK CHART

FNArena News on IEL

1
Rudi’s View: Amcor, GQG, IPH, Data#3 & Qualitas

Jun 12 2025 - Rudi's View
2
Weekly Ratings, Targets, Forecast Changes – 06-06-25

Jun 10 2025 - Weekly Reports
3
IDP Education: Surely, It Cannot Get Any Worse?

Jun 06 2025 - Australia
4
In Case You Missed It – BC Extra Upgrades & Downgrades – 06-06-25

Jun 06 2025 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Jun 05, 2025

Jun 05 2025 - Daily Market Reports

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