Stadio Holdings Ltd (JSE:SDO)

Full Year 2025 Stadio Holdings Ltd Earnings Call Transcript

Mar 17, 2026 / 08:00 AM GMT

Release Date Price: R11.15 (+3.72%)

Transcript

Key Points

Positve

Stadio Holdings Ltd (JSE:SDO) reported a 14% increase in revenue to 1.841 billion, driven by a 9% growth in student numbers in the first semester and 7% in the second semester.
The company achieved a 30% EBITDA margin, reaching its target and demonstrating improved operational efficiencies.
Profit after tax increased by 24%, with earnings per share up by 25% and core headline earnings per share up by 22%.
Stadio Holdings Ltd (JSE:SDO) completed phase one of the Durbanville campus and opened it for students, with plans to expand capacity further.
The company received accreditation for its new School of Engineering and opened registrations for 2026, indicating growth in academic offerings.

Negative

The distance learning business experienced a slowdown in growth, with volume growth decelerating to 9% compared to previous higher growth rates.
There is a higher price point for qualifications showing limited growth, indicating potential pricing challenges.
The film industry challenges, including the closure of Showmax and reduced financial support, are putting pressure on the AFDA business.
The announcement of free higher education in Namibia has led to confusion and reduced numbers in both private and public institutions.
The company faces headwinds in the macroeconomic environment, with consumers under pressure, impacting collections and debt management.

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

SDOJ.J - Stadio Holdings Ltd
Full Year 2025 Stadio Holdings Ltd Earnings Call
Mar 17, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Every day is a hustle.

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Unidentified_2 [2]
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And working while doing my degree, now that's hustling. Thanks to.

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Unidentified_3 [3]
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Stadio. I got my master's degree and shares in.

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Unidentified_4 [4]
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