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: 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

$2.14

25 Jun
2026

-0.170

OPEN

$2.25

-7.36%

HIGH

$2.30

3,587,484

LOW

$2.12

TARGET
$3.63 69.6% 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 FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 4.4 19.2 xxx
DPS (cps) xxx 9.0 7.3 xxx
EPS Growth xxx - 72.4% 100.0% xxx
DPS Growth xxx - 35.7% - 18.9% xxx
PE Ratio xxx N/A 8.0 xxx
Dividend Yield xxx N/A 4.8% xxx
Div Pay Ratio(%) xxx 204.1% 38.0% xxx

Dividend yield today if purchased 3 years ago: 0.37%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.88

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: 09/09 - (franking ex-div 6.00c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx4.4
DPS All xxxxxxxxxxxxxxx9.0
Sales/Revenue xxxxxxxxxxxxxxx791.4 M
Book Value Per Share xxxxxxxxxxxxxxx143.0
Net Operating Cash Flow xxxxxxxxxxxxxxx135.5 M
Net Profit Margin xxxxxxxxxxxxxxx1.55 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx2.64 %
Return on Invested Capital xxxxxxxxxxxxxxx1.52 %
Return on Assets xxxxxxxxxxxxxxx1.07 %
Return on Equity xxxxxxxxxxxxxxx2.64 %
Return on Total Capital xxxxxxxxxxxxxxx13.00 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx107.4 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx20 M
Long Term Debt xxxxxxxxxxxxxxx314 M
Total Debt xxxxxxxxxxxxxxx333 M
Goodwill - Gross xxxxxxxxxxxxxxx234 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx135 M
Price To Book Value xxxxxxxxxxxxxxx1.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx32.3 M
Capex % of Sales xxxxxxxxxxxxxxx4.09 %
Cost of Goods Sold xxxxxxxxxxxxxxx519 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx165 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

0.4

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

22/06/2026

5

Underperform

$2.30

7.48%

IDP Education updated FY26 guidance for adjusted earnings (EBIT) of around $122m which sits within previous guidance, Macquarie points out, noting the update included higher net cost reductions at $30m versus $25m in the prior update.

Management also indicated further cost reductions for FY27 to "more than offset natural cost inflation". The analyst now assumes another $10m in cost savings in FY27 with potential for total cost savings of around $60m in FY27.

Such an outcome would lower overheads to less than 34% of revenue by FY28.

EPS forecasts are lowered by around -11% for FY28 due to the election cycle but upgraded by 3.1% for FY26 and trimmed by -4.7% for FY27.

Target price slips to $2.30 from $2.35. No change to Underperform rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 7.30 cents and EPS of 23.60 cents.
Macquarie forecasts a full year FY27 dividend of 14.70 cents and EPS of 21.00 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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

11/06/2026

1

Buy

$5.20

142.99%

Jarden maintains a Buy Rating for IDP Education to $5.20 following a severe and seemingly unjustified share price derating.

Today's update notes current market valuations price in extreme earnings cuts, ignoring the strong visibility provided by recent revenue recognition accounting changes.

While conservative FY27 volume models assume a -9% reduction across multi-destination markets and a -5% drop in Australian placements, core operations remain resilient against tightening regulatory approval environments.

Jarden counter-argues the expansion of the English language testing network across China presents significant unpriced upside optionality as new regional test centres scale up.

The current entry point is considered highly attractive for long-term investors willing to look past near-term international student policy volatility.

FORECAST
Jarden forecasts a full year FY26 dividend of 15.60 cents and EPS of 25.40 cents.
Jarden forecasts a full year FY27 dividend of 15.70 cents and EPS of 25.60 cents.
Access Extra Coverage Research History >

IEL STOCK CHART

FNArena News on IEL

Latest Education & Tuition News

1
Back To E-School

Mar 07 2022 - Small Caps
2
Open Borders Open Opportunity For IDP Education

Feb 14 2022 - Australia
3
Treasure Chest: IDP Education To Dominate?

Oct 11 2021 - Treasure Chest
4
IDP Education Now Top IELTS Provider In India

Jul 05 2021 - Australia
5
Who’s Top Of The Class In Listed Education?

Apr 16 2021 - Weekly Reports
6
Buy IDP Education On Break-Out

Oct 27 2020 - Technicals
7
FNArena Corporate Results Monitor – 17-08-2020

Aug 17 2020 - Australia
8
Weekly Ratings, Targets, Forecast Changes – 03-07-20

Jul 06 2020 - Weekly Reports
9
RESEARCH: ReTech Technology, Fast-Growing EdTech Play

Oct 11 2019 - FYI
10
IDP Education Ahead Of The Rest

Feb 08 2019 - Australia