Stadio (JSE:SDO) -- Expanding Access to Higher Education | Desert Lion 2024 Q4

Capitalizing on Demand for Private Tertiary Education in South Africa

Apr 08, 2025

Summary

Focus on for-profit higher education services with three institutions.
Strong demand due to limited capacity in public universities.
Potential to double student numbers from 50,000 to over 100,000.
Asset-light growth model with minimal capex requirements post-campus development.

Stadio was featured in Desert Lion 2024 Q4 for its strategic role in addressing the higher education gap in South Africa. With limited public university capacity, Stadio’s private institutions offer a compelling alternative for students. The company’s recent campus developments and asset-light growth strategy position it well for future expansion.

"There is a very clear runway for Stadio to more than double student numbers from the current 50,000 to more than 100,000 in the near future." — Desert Lion 2024 Q4 Fund Letter

Read full letter at gurufocus Desert Lion 2024 Q4 page.

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