View ValuationAlef Education Holding 将来の成長Future 基準チェック /16Alef Education Holding利益と収益がそれぞれ年間2.8%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に74.1% 3.4%なると予測されています。主要情報2.8%収益成長率3.45%EPS成長率Consumer Services 収益成長30.1%収益成長率3.6%将来の株主資本利益率74.06%アナリストカバレッジLow最終更新日04 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • Aug 10The Strong Earnings Posted By Alef Education Holding (ADX:ALEFEDT) Are A Good Indication Of The Strength Of The BusinessThe subdued stock price reaction suggests that Alef Education Holding plc's ( ADX:ALEFEDT ) strong earnings didn't...New Risk • Aug 09New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 116% Cash payout ratio: 96% Dividend yield: 7.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Declared Dividend • Aug 08Dividend of د.إ0.03 announcedShareholders will receive a dividend of د.إ0.03. Ex-date: 14th August 2026 Payment date: 2nd September 2026 Dividend yield will be 13%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (82% cash payout ratio). The dividend has increased by an average of 16% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 10% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Aug 01Alef Education Holding plc to Report First Half, 2026 Results on Aug 05, 2026Alef Education Holding plc announced that they will report first half, 2026 results on Aug 05, 2026お知らせ • Jul 22Alef Education Expands Practical Learning Initiatives to Advance Uae’S Future-Readiness AgendaAlef Education is redefining future-ready education through innovative programs designed to empower students with practical life skills, critical thinking, and decision-making capabilities needed to thrive in a rapidly evolving world. Alef Education is expanding access to learning experiences that build essential competencies in areas such as financial literacy, safety and emergency preparedness, and other practical life skills through targeted initiatives. These efforts align closely with the UAE National Education Charter 2026, which identifies future skills as a cornerstone of education and highlights critical thinking, effective communication, artificial intelligence mastery, literacy, creativity, numeracy, and financial literacy among the key capabilities students must develop. These efforts reflect Alef Education’s commitment to working alongside UAE institutions to make essential life skills more accessible, engaging, and relevant for students. By combining educational expertise, advanced digital capabilities, and strategic partnerships, the company continues to support the UAE’s vision of developing learners who possess both strong academic foundations and the practical competencies needed to succeed in a rapidly evolving society.お知らせ • Apr 01Alef Education Holding plc Approves Cash Dividend for the Second Half of the Financial Year Ended 31 December 2025, Payable on April 29, 2026Alef Education Holding plc at its Annual General Assembly Meeting held on March 31, 2026, approved the Board of Directors' recommendation to distribute a cash dividend of AED 223,972,000 to the shareholders for the second half of the financial year ended on 31 December 2025, bringing the total cash dividend for the financial year ended 31 December 2025 to AED 432,992,000 (representing 618.56% of the Company's paid-up share capital). Pursuant to the prospectus issued by the Company concerning its initial public offering, the Company will meet its target minimum dividend commitment for the financial year ended 31 December 2025 by paying AED 135,016,000 being AED 0.09644 per share (representing 192.88% of the Company's paid-up share capital) to the free float market shareholders (holding 20% of total outstanding shares). Tech Nova Investment Sole Proprietorship L.L.C and Kryptonite Investments L.L.C, being the remaining shareholders (holding 80% of total outstanding shares), will therefore receive the remaining dividend amounting to AED 297,976,000 being AED 0.05321 per share (representing 425.68% of the Company's paid-up share capital). Last Entitlement Date: April 8, 2026. Exclusion Dividend Date: April 9, 2026. Registry Closing Date: April 10, 2026. Payment Date: April 29, 2026. A shareholder entitled to receive dividends shall be the registered holder of a share on the tenth (10th) day starting from the day following the date of the Annual General Assembly Meeting, that is the holder of a share on 10 April 2026 (in case this date is a public holiday, the entitlement date will be the next working day after the public holiday).お知らせ • Mar 09Alef Education Holding plc, Annual General Meeting, Mar 31, 2026Alef Education Holding plc, Annual General Meeting, Mar 31, 2026, at 16:00 Arabian Standard Time. Location: abu dhabi United Arab Emirates分析記事 • Feb 14Alef Education Holding (ADX:ALEFEDT) Is Paying Out A Dividend Of AED0.0482Alef Education Holding plc ( ADX:ALEFEDT ) has announced that it will pay a dividend of AED0.0482 per share on the 1st...Declared Dividend • Feb 13Final dividend of د.إ0.048 announcedDividend of د.إ0.048 is the same as last year. Ex-date: 9th April 2026 Payment date: 1st January 1970 Dividend yield will be 7.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (88% cash payout ratio). The dividend has increased by an average of 16% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. However, EPS has declined by 18% over the last year so the company would need to reverse this trend.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: د.إ0.069 (vs د.إ0.084 in FY 2024)Full year 2025 results: EPS: د.إ0.069. Revenue: د.إ769.5m (up 1.4% from FY 2024). Net income: د.إ481.1m (up 7.5% from FY 2024). Profit margin: 63% (up from 59% in FY 2024). The increase in margin was primarily driven by lower expenses.お知らせ • Feb 06Alef Education Holding plc to Report Fiscal Year 2025 Results on Feb 11, 2026Alef Education Holding plc announced that they will report fiscal year 2025 results on Feb 11, 2026New Risk • Jan 07New major risk - Revenue and earnings growthEarnings have declined by 5.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 116% Cash payout ratio: 91% Earnings have declined by 5.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.0% average weekly change).Buy Or Sell Opportunity • Nov 25Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to د.إ1.03. The fair value is estimated to be د.إ1.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to د.إ1.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 4.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at د.إ1.30 per share.分析記事 • Nov 09We Think Alef Education Holding's (ADX:ALEFEDT) Robust Earnings Are ConservativeEven though Alef Education Holding plc's ( ADX:ALEFEDT ) recent earnings release was robust, the market didn't seem to...Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: د.إ0.019 (vs د.إ0.017 in 3Q 2024)Third quarter 2025 results: EPS: د.إ0.019 (up from د.إ0.017 in 3Q 2024). Revenue: د.إ215.5m (up 9.2% from 3Q 2024). Net income: د.إ132.4m (up 11% from 3Q 2024). Profit margin: 62% (up from 60% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia.お知らせ • Oct 24Alef Education Holding plc to Report Nine Months, 2025 Results on Oct 29, 2025Alef Education Holding plc announced that they will report nine months, 2025 results on Oct 29, 2025分析記事 • Aug 02Alef Education Holding (ADX:ALEFEDT) Has Announced A Dividend Of AED0.0482The board of Alef Education Holding plc ( ADX:ALEFEDT ) has announced that it will pay a dividend on the 28th of...Declared Dividend • Aug 01First half dividend of د.إ0.048 announcedDividend of د.إ0.048 is the same as last year. Ex-date: 8th August 2025 Payment date: 28th August 2025 Dividend yield will be 9.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to decline by 7.3% over the next 3 years. However, it would need to fall by 49% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: د.إ1.67 (vs د.إ0.031 in 2Q 2024)Second quarter 2025 results: EPS: د.إ1.67 (up from د.إ0.031 in 2Q 2024). Revenue: د.إ177.6m (flat on 2Q 2024). Net income: د.إ117.0m (up 3.4% from 2Q 2024). Profit margin: 66% (up from 64% in 2Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in Asia.お知らせ • Jul 30Alef Education Holding plc Announces Board Secretary Changes, Effective 1 August 2025Alef Education Holding plc at the Board meeting held on 30 July 2025 accepted the resignation of Huda Qutishat as Board Secretary, effective 1 August 2025; Approved the appointment of Mikhael El Hachem as Board Secretary, effective 1 August 2025.お知らせ • Jul 25Alef Education Holding plc to Report First Half, 2025 Results on Jul 30, 2025Alef Education Holding plc announced that they will report first half, 2025 results on Jul 30, 2025Buy Or Sell Opportunity • Jun 26Now 21% overvaluedOver the last 90 days, the stock has fallen 4.7% to د.إ1.01. The fair value is estimated to be د.إ0.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 9.0%.New Risk • Jun 19New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 120% Cash payout ratio: 191% Dividend yield: 10% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 120% Cash payout ratio: 191% Earnings have declined by 5.4% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio).Buy Or Sell Opportunity • May 23Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to د.إ1.03. The fair value is estimated to be د.إ0.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 9.0%.分析記事 • May 10Alef Education Holding's (ADX:ALEFEDT) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Alef Education Holding plc's ( ADX:ALEFEDT ) recent earnings didn't contain...Reported Earnings • May 01First quarter 2025 earnings released: EPS: د.إ0.017 (vs د.إ0.49 in 1Q 2024)First quarter 2025 results: EPS: د.إ0.017. Revenue: د.إ179.7m (up 1.7% from 1Q 2024). Net income: د.إ115.3m (up 2.0% from 1Q 2024). Profit margin: 64% (in line with 1Q 2024).お知らせ • Apr 26Alef Education Holding plc to Report Q1, 2025 Results on Apr 30, 2025Alef Education Holding plc announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Mar 28Alef Education Holding plc Proposes Cash Dividend for the Financial Year Ended December 31, 2024, Payable on April 25, 2025Alef Education Holding plc Approved the Board of Director's recommendation to distribute a cash dividend of AED 199,164,000 to the shareholders for the second half of the financial year ended on 31st December 2024, bringing the total cash dividend for the financial year ended 31st December 2024 to AED 402,752,000 (representing 575.36% of the Company's paid-up share capital). Pursuant to the prospectus issued by the Company concerning its initial public offering, the Company will meet its target minimum dividend commitment for the financial year ended 31st December 2024 by paying AED 135,016,000 being AED 0.09644 per share (representing 192.88% of the Company's paid-up share capital) to the free float market shareholders (holding 20% of total outstanding shares). Tech Nova Investment Sole Proprietorship L.L.C and Kryptonite Investments L.L.C, being the remaining shareholders (holding 80% of total outstanding shares), will therefore receive the remaining dividend amounting to AED 267,736,000 being AED 0.04781 per share (representing 382.48% of the Company's paid-up share capital). Last entitlement date is April 3, 2025. Exclusion dividend date is April 4, 2025. Registry closing date is April 7, 2025. Payment date is April 25, 2025. A shareholder entitled to receive dividends shall be the registered holder of a share on the tenth (10th) day starting from the day following the date of the Annual General Assembly Meeting, i.e., the holder of a share on 7th April 2025 (in case this date is a public holiday, the entitlement date will be the next working day after the public holiday).お知らせ • Mar 06Alef Education Holding plc, Annual General Meeting, Mar 27, 2025Alef Education Holding plc, Annual General Meeting, Mar 27, 2025, at 16:00 Arabian Standard Time.Reported Earnings • Feb 19Full year 2024 earnings releasedFull year 2024 results: EPS: د.إ0.08. Revenue: د.إ759.0m (up 1.3% from FY 2023). Net income: د.إ447.5m (down 24% from FY 2023). Profit margin: 59% (down from 78% in FY 2023). The decrease in margin was driven by higher expenses.Board Change • Feb 19High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Rima Al Mokarrab is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Feb 07Getting In Cheap On Alef Education Holding plc (ADX:ALEFEDT) Is UnlikelyWhen close to half the companies in the Consumer Services industry in the United Arab Emirates have price-to-sales...Buy Or Sell Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to د.إ1.15. The fair value is estimated to be د.إ1.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to د.إ1.17. The fair value is estimated to be د.إ1.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.分析記事 • Nov 08Alef Education Holding's (ADX:ALEFEDT) Problems Go Beyond Weak ProfitA lackluster earnings announcement from Alef Education Holding plc ( ADX:ALEFEDT ) last week didn't sink the stock...Buy Or Sell Opportunity • Nov 04Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to د.إ1.18. The fair value is estimated to be د.إ1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Nov 03Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: د.إ0.017. Net income: د.إ119.1m (up د.إ119.1m from 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Services industry in Asia.お知らせ • Oct 26Alef Education Holding plc to Report Q3, 2024 Results on Oct 30, 2024Alef Education Holding plc announced that they will report Q3, 2024 results on Oct 30, 2024New Risk • Oct 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 99% Dividend yield: 5.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (58% net profit margin).Board Change • Oct 24High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Rima Al Mokarrab is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jul 30Alef Education Holding plc Approves Cash Dividend for the First Half of the Financial Year Ending December 31, 2024, Payable on August 29, 2024Alef Education Holding plc at the Board meeting held on July 29, 2024 approved the proposed cash dividend distribution of AED 203,588,000 to shareholders for the first half of the financial year ending December 31, 2024. Payment Date is August 29, 2024; Last Entitlement Date is August 06, 2024; Ex- Dividends Date is August 07, 2024; Registry Closing Date is August 08, 2024.お知らせ • Jul 25Alef Education Holding plc to Report Q2, 2024 Results on Jul 29, 2024Alef Education Holding plc announced that they will report Q2, 2024 results on Jul 29, 2024業績と収益の成長予測ADX:ALEFEDT - アナリストの将来予測と過去の財務データ ( )AED Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028877531515556112/31/2027853519505544112/31/202682850649453216/30/2026774485565619N/A3/31/2026771484666723N/A12/31/2025769481619677N/A9/30/2025780467599670N/A6/30/2025762454459531N/A3/31/2025762450351422N/A12/31/2024759447218335N/A9/30/2024763437195296N/A6/30/2024752436410498N/A3/31/2024750493137216N/A12/31/2023750586445478N/A12/31/2022773675466496N/A12/31/2021667427233251N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ALEFEDTの予測収益成長率 (年間2.8% ) は 貯蓄率 ( 15.2% ) を下回っています。収益対市場: ALEFEDTの収益 ( 2.8% ) AE市場 ( 7.2% ) よりも低い成長が予測されています。高成長収益: ALEFEDTの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ALEFEDTの収益 ( 3.6% ) AE市場 ( 7.4% ) よりも低い成長が予測されています。高い収益成長: ALEFEDTの収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ALEFEDTの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 74.1 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/19 20:09終値2026/08/19 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Alef Education Holding plc 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Hatem AlaaEFG-Hermes ResearchMirna MaherEFG-Hermes Research
分析記事 • Aug 10The Strong Earnings Posted By Alef Education Holding (ADX:ALEFEDT) Are A Good Indication Of The Strength Of The BusinessThe subdued stock price reaction suggests that Alef Education Holding plc's ( ADX:ALEFEDT ) strong earnings didn't...
New Risk • Aug 09New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 116% Cash payout ratio: 96% Dividend yield: 7.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Declared Dividend • Aug 08Dividend of د.إ0.03 announcedShareholders will receive a dividend of د.إ0.03. Ex-date: 14th August 2026 Payment date: 2nd September 2026 Dividend yield will be 13%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (82% cash payout ratio). The dividend has increased by an average of 16% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 10% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Aug 01Alef Education Holding plc to Report First Half, 2026 Results on Aug 05, 2026Alef Education Holding plc announced that they will report first half, 2026 results on Aug 05, 2026
お知らせ • Jul 22Alef Education Expands Practical Learning Initiatives to Advance Uae’S Future-Readiness AgendaAlef Education is redefining future-ready education through innovative programs designed to empower students with practical life skills, critical thinking, and decision-making capabilities needed to thrive in a rapidly evolving world. Alef Education is expanding access to learning experiences that build essential competencies in areas such as financial literacy, safety and emergency preparedness, and other practical life skills through targeted initiatives. These efforts align closely with the UAE National Education Charter 2026, which identifies future skills as a cornerstone of education and highlights critical thinking, effective communication, artificial intelligence mastery, literacy, creativity, numeracy, and financial literacy among the key capabilities students must develop. These efforts reflect Alef Education’s commitment to working alongside UAE institutions to make essential life skills more accessible, engaging, and relevant for students. By combining educational expertise, advanced digital capabilities, and strategic partnerships, the company continues to support the UAE’s vision of developing learners who possess both strong academic foundations and the practical competencies needed to succeed in a rapidly evolving society.
お知らせ • Apr 01Alef Education Holding plc Approves Cash Dividend for the Second Half of the Financial Year Ended 31 December 2025, Payable on April 29, 2026Alef Education Holding plc at its Annual General Assembly Meeting held on March 31, 2026, approved the Board of Directors' recommendation to distribute a cash dividend of AED 223,972,000 to the shareholders for the second half of the financial year ended on 31 December 2025, bringing the total cash dividend for the financial year ended 31 December 2025 to AED 432,992,000 (representing 618.56% of the Company's paid-up share capital). Pursuant to the prospectus issued by the Company concerning its initial public offering, the Company will meet its target minimum dividend commitment for the financial year ended 31 December 2025 by paying AED 135,016,000 being AED 0.09644 per share (representing 192.88% of the Company's paid-up share capital) to the free float market shareholders (holding 20% of total outstanding shares). Tech Nova Investment Sole Proprietorship L.L.C and Kryptonite Investments L.L.C, being the remaining shareholders (holding 80% of total outstanding shares), will therefore receive the remaining dividend amounting to AED 297,976,000 being AED 0.05321 per share (representing 425.68% of the Company's paid-up share capital). Last Entitlement Date: April 8, 2026. Exclusion Dividend Date: April 9, 2026. Registry Closing Date: April 10, 2026. Payment Date: April 29, 2026. A shareholder entitled to receive dividends shall be the registered holder of a share on the tenth (10th) day starting from the day following the date of the Annual General Assembly Meeting, that is the holder of a share on 10 April 2026 (in case this date is a public holiday, the entitlement date will be the next working day after the public holiday).
お知らせ • Mar 09Alef Education Holding plc, Annual General Meeting, Mar 31, 2026Alef Education Holding plc, Annual General Meeting, Mar 31, 2026, at 16:00 Arabian Standard Time. Location: abu dhabi United Arab Emirates
分析記事 • Feb 14Alef Education Holding (ADX:ALEFEDT) Is Paying Out A Dividend Of AED0.0482Alef Education Holding plc ( ADX:ALEFEDT ) has announced that it will pay a dividend of AED0.0482 per share on the 1st...
Declared Dividend • Feb 13Final dividend of د.إ0.048 announcedDividend of د.إ0.048 is the same as last year. Ex-date: 9th April 2026 Payment date: 1st January 1970 Dividend yield will be 7.4%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is covered by cash flows (88% cash payout ratio). The dividend has increased by an average of 16% per year over the past 2 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. However, EPS has declined by 18% over the last year so the company would need to reverse this trend.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: د.إ0.069 (vs د.إ0.084 in FY 2024)Full year 2025 results: EPS: د.إ0.069. Revenue: د.إ769.5m (up 1.4% from FY 2024). Net income: د.إ481.1m (up 7.5% from FY 2024). Profit margin: 63% (up from 59% in FY 2024). The increase in margin was primarily driven by lower expenses.
お知らせ • Feb 06Alef Education Holding plc to Report Fiscal Year 2025 Results on Feb 11, 2026Alef Education Holding plc announced that they will report fiscal year 2025 results on Feb 11, 2026
New Risk • Jan 07New major risk - Revenue and earnings growthEarnings have declined by 5.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 116% Cash payout ratio: 91% Earnings have declined by 5.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.0% average weekly change).
Buy Or Sell Opportunity • Nov 25Now 21% undervaluedOver the last 90 days, the stock has risen 2.0% to د.إ1.03. The fair value is estimated to be د.إ1.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to د.إ1.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Consumer Services industry in Asia. Total returns to shareholders of 4.9% over the past year. Simply Wall St's valuation model estimates the intrinsic value at د.إ1.30 per share.
分析記事 • Nov 09We Think Alef Education Holding's (ADX:ALEFEDT) Robust Earnings Are ConservativeEven though Alef Education Holding plc's ( ADX:ALEFEDT ) recent earnings release was robust, the market didn't seem to...
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: د.إ0.019 (vs د.إ0.017 in 3Q 2024)Third quarter 2025 results: EPS: د.إ0.019 (up from د.إ0.017 in 3Q 2024). Revenue: د.إ215.5m (up 9.2% from 3Q 2024). Net income: د.إ132.4m (up 11% from 3Q 2024). Profit margin: 62% (up from 60% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in Asia.
お知らせ • Oct 24Alef Education Holding plc to Report Nine Months, 2025 Results on Oct 29, 2025Alef Education Holding plc announced that they will report nine months, 2025 results on Oct 29, 2025
分析記事 • Aug 02Alef Education Holding (ADX:ALEFEDT) Has Announced A Dividend Of AED0.0482The board of Alef Education Holding plc ( ADX:ALEFEDT ) has announced that it will pay a dividend on the 28th of...
Declared Dividend • Aug 01First half dividend of د.إ0.048 announcedDividend of د.إ0.048 is the same as last year. Ex-date: 8th August 2025 Payment date: 28th August 2025 Dividend yield will be 9.0%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to decline by 7.3% over the next 3 years. However, it would need to fall by 49% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: د.إ1.67 (vs د.إ0.031 in 2Q 2024)Second quarter 2025 results: EPS: د.إ1.67 (up from د.إ0.031 in 2Q 2024). Revenue: د.إ177.6m (flat on 2Q 2024). Net income: د.إ117.0m (up 3.4% from 2Q 2024). Profit margin: 66% (up from 64% in 2Q 2024). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in Asia.
お知らせ • Jul 30Alef Education Holding plc Announces Board Secretary Changes, Effective 1 August 2025Alef Education Holding plc at the Board meeting held on 30 July 2025 accepted the resignation of Huda Qutishat as Board Secretary, effective 1 August 2025; Approved the appointment of Mikhael El Hachem as Board Secretary, effective 1 August 2025.
お知らせ • Jul 25Alef Education Holding plc to Report First Half, 2025 Results on Jul 30, 2025Alef Education Holding plc announced that they will report first half, 2025 results on Jul 30, 2025
Buy Or Sell Opportunity • Jun 26Now 21% overvaluedOver the last 90 days, the stock has fallen 4.7% to د.إ1.01. The fair value is estimated to be د.إ0.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 9.0%.
New Risk • Jun 19New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 120% Cash payout ratio: 191% Dividend yield: 10% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 120% Cash payout ratio: 191% Earnings have declined by 5.4% per year over the past 5 years. High level of non-cash earnings (27% accrual ratio).
Buy Or Sell Opportunity • May 23Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to د.إ1.03. The fair value is estimated to be د.إ0.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 9.0%.
分析記事 • May 10Alef Education Holding's (ADX:ALEFEDT) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Alef Education Holding plc's ( ADX:ALEFEDT ) recent earnings didn't contain...
Reported Earnings • May 01First quarter 2025 earnings released: EPS: د.إ0.017 (vs د.إ0.49 in 1Q 2024)First quarter 2025 results: EPS: د.إ0.017. Revenue: د.إ179.7m (up 1.7% from 1Q 2024). Net income: د.إ115.3m (up 2.0% from 1Q 2024). Profit margin: 64% (in line with 1Q 2024).
お知らせ • Apr 26Alef Education Holding plc to Report Q1, 2025 Results on Apr 30, 2025Alef Education Holding plc announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Mar 28Alef Education Holding plc Proposes Cash Dividend for the Financial Year Ended December 31, 2024, Payable on April 25, 2025Alef Education Holding plc Approved the Board of Director's recommendation to distribute a cash dividend of AED 199,164,000 to the shareholders for the second half of the financial year ended on 31st December 2024, bringing the total cash dividend for the financial year ended 31st December 2024 to AED 402,752,000 (representing 575.36% of the Company's paid-up share capital). Pursuant to the prospectus issued by the Company concerning its initial public offering, the Company will meet its target minimum dividend commitment for the financial year ended 31st December 2024 by paying AED 135,016,000 being AED 0.09644 per share (representing 192.88% of the Company's paid-up share capital) to the free float market shareholders (holding 20% of total outstanding shares). Tech Nova Investment Sole Proprietorship L.L.C and Kryptonite Investments L.L.C, being the remaining shareholders (holding 80% of total outstanding shares), will therefore receive the remaining dividend amounting to AED 267,736,000 being AED 0.04781 per share (representing 382.48% of the Company's paid-up share capital). Last entitlement date is April 3, 2025. Exclusion dividend date is April 4, 2025. Registry closing date is April 7, 2025. Payment date is April 25, 2025. A shareholder entitled to receive dividends shall be the registered holder of a share on the tenth (10th) day starting from the day following the date of the Annual General Assembly Meeting, i.e., the holder of a share on 7th April 2025 (in case this date is a public holiday, the entitlement date will be the next working day after the public holiday).
お知らせ • Mar 06Alef Education Holding plc, Annual General Meeting, Mar 27, 2025Alef Education Holding plc, Annual General Meeting, Mar 27, 2025, at 16:00 Arabian Standard Time.
Reported Earnings • Feb 19Full year 2024 earnings releasedFull year 2024 results: EPS: د.إ0.08. Revenue: د.إ759.0m (up 1.3% from FY 2023). Net income: د.إ447.5m (down 24% from FY 2023). Profit margin: 59% (down from 78% in FY 2023). The decrease in margin was driven by higher expenses.
Board Change • Feb 19High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Rima Al Mokarrab is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Feb 07Getting In Cheap On Alef Education Holding plc (ADX:ALEFEDT) Is UnlikelyWhen close to half the companies in the Consumer Services industry in the United Arab Emirates have price-to-sales...
Buy Or Sell Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to د.إ1.15. The fair value is estimated to be د.إ1.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Nov 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.4% to د.إ1.17. The fair value is estimated to be د.إ1.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
分析記事 • Nov 08Alef Education Holding's (ADX:ALEFEDT) Problems Go Beyond Weak ProfitA lackluster earnings announcement from Alef Education Holding plc ( ADX:ALEFEDT ) last week didn't sink the stock...
Buy Or Sell Opportunity • Nov 04Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to د.إ1.18. The fair value is estimated to be د.إ1.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Nov 03Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: د.إ0.017. Net income: د.إ119.1m (up د.إ119.1m from 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Services industry in Asia.
お知らせ • Oct 26Alef Education Holding plc to Report Q3, 2024 Results on Oct 30, 2024Alef Education Holding plc announced that they will report Q3, 2024 results on Oct 30, 2024
New Risk • Oct 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 99% Dividend yield: 5.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (58% net profit margin).
Board Change • Oct 24High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Rima Al Mokarrab is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jul 30Alef Education Holding plc Approves Cash Dividend for the First Half of the Financial Year Ending December 31, 2024, Payable on August 29, 2024Alef Education Holding plc at the Board meeting held on July 29, 2024 approved the proposed cash dividend distribution of AED 203,588,000 to shareholders for the first half of the financial year ending December 31, 2024. Payment Date is August 29, 2024; Last Entitlement Date is August 06, 2024; Ex- Dividends Date is August 07, 2024; Registry Closing Date is August 08, 2024.
お知らせ • Jul 25Alef Education Holding plc to Report Q2, 2024 Results on Jul 29, 2024Alef Education Holding plc announced that they will report Q2, 2024 results on Jul 29, 2024