3P Learning Ltd (ASX:3PL)

Half Year 2026 3P Learning Ltd Earnings Call Transcript

Feb 23, 2026 / 11:30 PM GMT

Release Date Price: A$0.515 (-0.96%)

Transcript

Key Points

Positve

3P Learning Ltd (ASX:3PL) maintains a solid financial position with strong cash generation and no debt.
The company has completed major product development projects and is now focusing on smaller, targeted projects for immediate returns.
B2C revenue showed resilience, with a modest growth driven by ASA-related sales in the U.S. homeschool market.
The company ended the half with a net cash position of $7.5 million, a significant improvement from the prior period.
3P Learning Ltd (ASX:3PL) plans to assess a dividend for the full financial year 2026, indicating confidence in future cash flow.

Negative

EBITDA decreased by 16% compared to the corresponding period, reflecting financial challenges.
Total revenue declined by 2%, with B2B revenue down by 3% due to higher churn and less new business.
The U.S. market remains subscale and expensive to service, requiring a better strategy or partnerships.
B2B churn exceeded new sales across all regions, particularly in the structurally challenging U.S. market.
Marketing costs in the B2C segment are rising, putting pressure on margins despite its resilience.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

3PL.AX - 3P Learning Ltd
Half Year 2026 3P Learning Ltd Earnings Call
Feb 23, 2026 / 11:30PM GMT

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Conference Call Participants
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* Matthew Sandblom
3P Learning Ltd - Non-Executive Chairman of the Board
* Jose Palmero
3P Learning Ltd - Chief Executive Officer
* Adam Mcarthur
3P Learning Ltd - Chief Financial Officer

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Presentation
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Operator [1]
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Welcome to the 3P Learning's 2026 Half Year Results Investor and Analyst Briefing. Today, you will hear from Mr. Matthew Sandblom, Chairman; Mr. Jose Palmero, CEO; and Mr. Adam McArthur, CFO, as they present to you 3P Learning's 2026 Half Year Financial Results.(Operator Instructions)

I will now hand over to the presentation by Matthew, Jose and Adam from 3P Learning.

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