IDP Education Limited

ASX:IEL Stock Report

Market Cap: AU$912.9m

IDP Education Future Growth

Future criteria checks 5/6

IDP Education is forecast to grow earnings and revenue by 36.7% and 6.5% per annum respectively. EPS is expected to grow by 41.8% per annum. Return on equity is forecast to be 20.6% in 3 years.

Key information

36.7%

Earnings growth rate

41.81%

EPS growth rate

Consumer Services earnings growth32.0%
Revenue growth rate6.5%
Future return on equity20.63%
Analyst coverage

Good

Last updated07 Apr 2026

Recent future growth updates

IDP Education Limited Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next

Aug 29
IDP Education Limited Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next

Recent updates

IEL: Student Volume Recovery And 2026 Distribution Will Support Re Rating

The Street price target for IDP Education has been reset to A$4.90, with analysts citing uncertainty in student volumes and a slightly higher implied discount rate and forward P/E as key factors behind the updated view. Analyst Commentary Recent Street research on IDP Education reflects a mixed stance, with the A$4.90 price target anchoring views around both execution risk and potential upside if student flows stabilise.

IEL: Student Volume Recovery And 2026 Distribution Will Rebuild Market Confidence

Analysts have kept their fair value assumptions steady. Reflecting a slightly lower discount rate and tweaked forward P/E inputs alongside mixed recent research views, they have modestly adjusted their IDP Education price target from A$4.90 to A$4.90, maintaining a neutral tone on near term student volume uncertainty.

IEL: Student Volume Recovery And 2026 Dividend Payout Will Restore Market Confidence

Analysts have trimmed their fair value estimate for IDP Education, nudging the implied price target slightly lower to around A$6.80. This reflects a modestly higher discount rate, slightly adjusted revenue growth and profit margin assumptions, and a small reset in future P/E expectations in light of recent, mixed broker research, including a Neutral resumption at A$4.90.

IEL: Student Volume Recovery And Dividend Payout Will Support Renewed Market Confidence

Analysts have nudged their price target on IDP Education slightly higher to A$6.85 from A$6.80. This adjustment reflects small refinements to fair value, discount rate, growth and margin assumptions in light of mixed recent research, including renewed Neutral coverage and lingering caution around student volume uncertainty.

IEL: Neutral Re-Rating And Dividend Continuation Will Support Renewed Market Confidence

Analysts have trimmed their aggregate price target on IDP Education by about A$0.85 per share. This reflects updated views on fair value, discount rates, growth and margins, along with mixed recent research that highlights both cautious near term student volume expectations and a resumed Neutral stance at A$4.90.

IDP Education (ASX:IEL) Could Be Struggling To Allocate Capital

Jan 29
IDP Education (ASX:IEL) Could Be Struggling To Allocate Capital

IDP Education Limited's (ASX:IEL) Intrinsic Value Is Potentially 79% Above Its Share Price

Jan 14
IDP Education Limited's (ASX:IEL) Intrinsic Value Is Potentially 79% Above Its Share Price

IEL: Index Repositioning And Margin Outlook Will Support Renewed Market Confidence

Analysts have nudged their price target on IDP Education modestly higher to reflect slightly improved profit margin assumptions and a marginally increased fair value estimate, despite slightly softer expectations for revenue growth and a lower future P/E multiple. What's in the News IDP Education Limited was dropped from the FTSE All-World Index (USD), signaling a rebalancing away from the stock by that global benchmark (index announcement).

IEL: Index Changes and Outlook Will Drive Renewed Market Confidence

Analysts have slightly raised their price target for IDP Education to $7.64 from $7.64, citing minor improvements in projected revenue growth and a modest decrease in the discount rate. What's in the News IDP Education Limited (ASX:IEL) was removed from the FTSE All-World Index (USD) (Key Developments) IDP Education Limited (ASX:IEL) was included in the S&P/ASX Small Ordinaries Index (Key Developments) IDP Education Limited (ASX:IEL) was removed from the S&P/ASX 100 Index (Key Developments) Valuation Changes Consensus Analyst Price Target: increased marginally from A$7.64 to A$7.64 Discount Rate: declined slightly from 7.20% to 7.18% Revenue Growth: edged up slightly from 4.95% to 4.95% Net Profit Margin: remained nearly unchanged, moving from 11.11% to 11.11% Future P/E: decreased just slightly from 23.10x to 23.09x

IEL: Future Dividend Outlook Will Support Continued Market Confidence

Analysts have slightly lowered their price target for IDP Education, reducing the fair value estimate from $7.70 to $7.64. This change is due to minor adjustments in discount rates and profit margin expectations.

IDP Education Limited (ASX:IEL) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

Nov 11
IDP Education Limited (ASX:IEL) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

IEL: Index Removals And Steady Forecasts Will Support Dividend Momentum

Analysts have slightly raised their price target for IDP Education, increasing it by $0.00 to reflect minor adjustments in forecasts and cost of capital assumptions. What's in the News IDP Education Limited (ASX:IEL) has been dropped from the FTSE All-World Index (USD) (Key Developments).

Why IDP Education Limited (ASX:IEL) Could Be Worth Watching

Oct 29
Why IDP Education Limited (ASX:IEL) Could Be Worth Watching

Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams

Analysts have adjusted their price target for IDP Education, making a small upward revision to reflect marginal improvements in revenue growth estimates and a slightly lower discount rate. Other key assumptions remain largely unchanged.

Shareholders May Be Wary Of Increasing IDP Education Limited's (ASX:IEL) CEO Compensation Package

Oct 14
Shareholders May Be Wary Of Increasing IDP Education Limited's (ASX:IEL) CEO Compensation Package

Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams

Analysts have raised their price target for IDP Education from $7.22 to $7.70. They cite improved revenue growth and profit margin expectations that support a more optimistic outlook on the company.

IDP Education Limited Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next

Aug 29
IDP Education Limited Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next

Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams

Upgrades to both revenue growth forecasts (from 3.6% to 5.8% p.a.) and net profit margin (from 9.68% to 11.03%) have driven the consensus analyst price target for IDP Education higher, from A$6.53 to A$7.17. Valuation Changes Summary of Valuation Changes for IDP Education The Consensus Analyst Price Target has risen from A$6.53 to A$7.17.

IDP Education Limited (ASX:IEL) Shares Fly 26% But Investors Aren't Buying For Growth

Aug 18
IDP Education Limited (ASX:IEL) Shares Fly 26% But Investors Aren't Buying For Growth

Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal

Aug 05
Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal

What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?

Jul 01
What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?

There Are Reasons To Feel Uneasy About IDP Education's (ASX:IEL) Returns On Capital

Apr 14
There Are Reasons To Feel Uneasy About IDP Education's (ASX:IEL) Returns On Capital

What You Can Learn From IDP Education Limited's (ASX:IEL) P/E After Its 26% Share Price Crash

Mar 05
What You Can Learn From IDP Education Limited's (ASX:IEL) P/E After Its 26% Share Price Crash

What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?

Feb 18
What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?
User avatar

Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams

Strategic expansion in emerging markets and focus on product innovation offer potential for long-term revenue and earnings growth.

IDP Education (ASX:IEL) Has A Pretty Healthy Balance Sheet

Dec 19
IDP Education (ASX:IEL) Has A Pretty Healthy Balance Sheet

IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around

Dec 01
IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around

IDP Education Limited's (ASX:IEL) Shareholders Might Be Looking For Exit

Oct 18
IDP Education Limited's (ASX:IEL) Shareholders Might Be Looking For Exit

Should You Investigate IDP Education Limited (ASX:IEL) At AU$16.18?

Aug 30
Should You Investigate IDP Education Limited (ASX:IEL) At AU$16.18?

Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal

Jul 19
Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal

Getting In Cheap On IDP Education Limited (ASX:IEL) Is Unlikely

Jun 14
Getting In Cheap On IDP Education Limited (ASX:IEL) Is Unlikely

Is Now An Opportune Moment To Examine IDP Education Limited (ASX:IEL)?

May 29
Is Now An Opportune Moment To Examine IDP Education Limited (ASX:IEL)?

Are Investors Undervaluing IDP Education Limited (ASX:IEL) By 35%?

May 14
Are Investors Undervaluing IDP Education Limited (ASX:IEL) By 35%?

Here's Why IDP Education (ASX:IEL) Can Manage Its Debt Responsibly

Apr 09
Here's Why IDP Education (ASX:IEL) Can Manage Its Debt Responsibly

IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around

Mar 26
IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around

IDP Education Limited's (ASX:IEL) Popularity With Investors Is Under Threat From Overpricing

Mar 12
IDP Education Limited's (ASX:IEL) Popularity With Investors Is Under Threat From Overpricing

Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?

Feb 26
Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?

Here's Why IDP Education (ASX:IEL) Has Caught The Eye Of Investors

Jan 09
Here's Why IDP Education (ASX:IEL) Has Caught The Eye Of Investors

These 4 Measures Indicate That IDP Education (ASX:IEL) Is Using Debt Safely

Dec 26
These 4 Measures Indicate That IDP Education (ASX:IEL) Is Using Debt Safely

Returns On Capital Signal Tricky Times Ahead For IDP Education (ASX:IEL)

Dec 10
Returns On Capital Signal Tricky Times Ahead For IDP Education (ASX:IEL)

Estimating The Fair Value Of IDP Education Limited (ASX:IEL)

Nov 15
Estimating The Fair Value Of IDP Education Limited (ASX:IEL)

Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?

Oct 10
Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?

With EPS Growth And More, IDP Education (ASX:IEL) Makes An Interesting Case

Sep 27
With EPS Growth And More, IDP Education (ASX:IEL) Makes An Interesting Case

We Think IDP Education (ASX:IEL) Can Manage Its Debt With Ease

Sep 13
We Think IDP Education (ASX:IEL) Can Manage Its Debt With Ease

IDP Education (ASX:IEL) Is Increasing Its Dividend To A$0.20

Aug 31
IDP Education (ASX:IEL) Is Increasing Its Dividend To A$0.20

IDP Education (ASX:IEL) Might Be Having Difficulty Using Its Capital Effectively

Aug 20
IDP Education (ASX:IEL) Might Be Having Difficulty Using Its Capital Effectively

Estimating The Fair Value Of IDP Education Limited (ASX:IEL)

Aug 07
Estimating The Fair Value Of IDP Education Limited (ASX:IEL)

Earnings and Revenue Growth Forecasts

ASX:IEL - Analysts future estimates and past financials data (AUD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
6/30/20281,00011415817312
6/30/20279118515115413
6/30/202685250485413
12/31/2025860170120N/A
9/30/20258712371126N/A
6/30/20258824572133N/A
3/31/20259177774130N/A
12/31/202494210277127N/A
9/30/202499011770122N/A
6/30/20241,03713364118N/A
3/31/20241,04814893144N/A
12/31/20231,059164123171N/A
9/30/20231,021156127170N/A
6/30/2023982149131170N/A
3/31/202394014189127N/A
12/31/20228981344784N/A
9/30/202284611879112N/A
6/30/2022793103111141N/A
3/31/202272581114140N/A
12/31/202165660116140N/A
9/30/202159350107129N/A
6/30/20215294097117N/A
3/31/2021503407692N/A
12/31/2020477415468N/A
9/30/2020532545571N/A
6/30/2020587685675N/A
3/31/2020630767092N/A
12/31/20196738483109N/A
9/30/201963575N/A92N/A
6/30/201959867N/A75N/A
3/31/201957464N/A79N/A
12/31/201854962N/A84N/A
9/30/201851857N/A79N/A
6/30/201848752N/A75N/A
3/31/201846750N/A70N/A
12/31/201744648N/A65N/A
9/30/201742045N/A62N/A
6/30/201739442N/A59N/A
3/31/201738243N/A49N/A
12/31/201637044N/A39N/A
9/30/201636642N/A41N/A
6/30/201636240N/A44N/A
3/31/201635437N/A46N/A
12/31/201534635N/A47N/A
9/30/201532833N/A46N/A
6/30/201531031N/A44N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: IEL's forecast earnings growth (36.7% per year) is above the savings rate (3.5%).

Earnings vs Market: IEL's earnings (36.7% per year) are forecast to grow faster than the Australian market (12% per year).

High Growth Earnings: IEL's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: IEL's revenue (6.5% per year) is forecast to grow faster than the Australian market (6.4% per year).

High Growth Revenue: IEL's revenue (6.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: IEL's Return on Equity is forecast to be high in 3 years time (20.6%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 08:50
End of Day Share Price 2026/05/04 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IDP Education Limited is covered by 19 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Piers FlanaganBarrenjoey Markets Pty Limited
Josh KannourakisBarrenjoey Markets Pty Limited
Sriharsh SinghBofA Global Research