IDP Education at Potential Turning Point Due to September UK Student Visa Data, Says Jefferies

MT Newswires Live

Oct 22, 2025

IDP Education (ASX:IEL) is potentially at a turning point after the main applicants of UK student visa rose 4% in September on a three-month moving average basis and 10% year-on-year, Jefferies said in a Tuesday note.

The company on Tuesday reaffirmed its fiscal 2026 guidance for adjusted earnings before interest and taxes in the range of AU$115 million and AU$125 million.

The investment firm said that compared with the significant decline in the second half of calendar 2024, it regards a slight increase in the September-end quarter as a positive signal, indicating that the impact of the recent UK policy in fiscal 2026 may have been largely reflected.

Jefferies reiterated a buy rating on IDP Education with a price target of AU$8.60.

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