View ValuationAlef Education Holding 향후 성장Future 기준 점검 1/6Alef Education Holding (는) 각각 연간 2.7% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 75% 로 예상됩니다.핵심 정보2.7%이익 성장률3.32%EPS 성장률Consumer Services 이익 성장28.9%매출 성장률3.6%향후 자기자본이익률75.03%애널리스트 커버리지Low마지막 업데이트04 Mar 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • 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).공고 • 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 Emirates분석 기사 • 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.공고 • 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.분석 기사 • 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.공고 • 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, 2025분석 기사 • 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.공고 • 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.공고 • 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%.분석 기사 • 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).공고 • 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, 2025공고 • 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).공고 • 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.분석 기사 • 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.분석 기사 • 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.공고 • 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.공고 • 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.공고 • 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, 2024이익 및 매출 성장 예측ADX:ALEFEDT - 애널리스트 향후 추정치 및 과거 재무 데이터 (AED Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028877531515556112/31/2027853519505544112/31/202682850649453213/31/2026771484666723N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ALEFEDT 의 연간 예상 수익 증가율(2.7%)이 saving rate(15.1%) 미만입니다.수익 vs 시장: ALEFEDT 의 연간 수익(2.7%)이 AE 시장(7.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ALEFEDT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ALEFEDT 의 수익(연간 3.6%)이 AE 시장(연간 8.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ALEFEDT 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ALEFEDT의 자본 수익률은 3년 후 75%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/14 12:40종가2026/07/14 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Alef Education Holding plc는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hatem AlaaEFG-Hermes ResearchMirna MaherEFG-Hermes Research
공고 • 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).
공고 • 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
분석 기사 • 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.
공고 • 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.
분석 기사 • 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.
공고 • 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
분석 기사 • 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.
공고 • 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.
공고 • 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%.
분석 기사 • 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).
공고 • 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
공고 • 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).
공고 • 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.
분석 기사 • 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.
분석 기사 • 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.
공고 • 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.
공고 • 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.
공고 • 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