Advtech Ltd (JSE:ADH)

Half Year 2025 Advtech Ltd Earnings Call Transcript

Aug 26, 2025 / 08:00 AM GMT

Release Date Price: R33 (-0.15%)

Transcript

Key Points

Positve

Advtech Ltd (JSE:ADH) reported a 10% increase in revenue and a 14% rise in operating profit, showcasing strong financial performance.
The company achieved a significant 18% increase in dividends to $0.45, reflecting confidence in its financial health.
Enrollment growth was robust, with a 13% increase overall, including 11% in schools and 14% in tertiary education.
The acquisition of Flipper in Ethiopia has proven successful, with a 5% increase in enrollments and strong demand.
Advtech Ltd (JSE:ADH) is expanding its African operations, with new acquisitions and investments in Kenya and Ghana, enhancing its international presence.

Negative

There was a marginal decline in resourcing revenue and operating profit, down 5% and 2% respectively, indicating challenges in this segment.
The unexpected closure of US aid negatively impacted the resourcing business in Africa, affecting around 10% of the client base.
The outperformance of Rosebank and distance learning at lower fee points resulted in a mixed impact on revenue, reducing it by just under 5%.
The company faces regulatory challenges in obtaining university status in South Africa, with delays in the publication of final criteria.
Currency fluctuations and mix shifts in the African schools' segment led to a disparity between enrollment growth and revenue growth.

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

ADHJ.J - Advtech Ltd
Half Year 2025 Advtech Ltd Earnings Call
Aug 26, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to everyone. So before I get into the presentation, I just wanted to introduce our new COO John Securtis. John is with us this morning. He joined us on the 1st of August and brings a wealth of leadership experience to the company.

Our property, IT, and African schools divisions will report to him, but his primary focus will be on business development across the group.

And John's appointment significantly strengthens our senior executive team, and I am delighted to have him on board.

And then getting into the results.

Just for context, this is a reminder of the major brands in our portfolio across three divisions. I just point out the addition of Flipper and the new logos for Abbott's

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