Idp Education Ltd. · ASX:IEL
Idp Education — Shareholder Meeting (October 2026)
38 slides from Idp Education's shareholder meeting presentation, Oct 27, 2026
Slide 1: IDP Education Limited 2026 AGM
ASX announcement For personal use only 27 October 2026 IDP Education Limited 2026 AGM Please find attached the Chair and Chief Executive Officer addresses and presentation slides to shareholders ahead of IDP Education Limited’s 2026 Annual General Meeting, which will be held in Sydney this morning.
Slide 2: Annual General Meeting 2026
rsonal use only Annual General Meeting 2026 IDP Education
Slide 3: Important notice and disclaimer
Important notice and disclaimer Disclaimer rsonal use only The material in this presentation has been prepared by IDP Education Limited (ASX: IEL) ABN 59 117 676 463 (“IDP Education") and is general background information about IDP Education’s activities current as at the date of this presentation.
Slide 4: Tracey Horton, Chair
Tracey Horton rsonal use only Chair
Slide 5: IDP Education Board of Directors
IDP Education Board of Directors rsonal use only Tracey Horton AO Tennealle O’Shannessy Ariane Barker Andrew Barkla Non-Executive Director Managing Director and Non-Executive Director Non-Executive Director Chief Executive Officer Anne Brennan Paul Rogan Professor Colin Stirling Michelle Tredenick O
Slide 6: Transforming lives through international education
rsonal use only Transforming lives through international education
Slide 7: Resilient financial performance and improved capital position
Resilient financial performance and improved capital position Strong cash conversion and working capital discipline delivering balance sheet strength, providing capacity for share-buy back and investment in transformation rsonal use only Improved cash generation Resilient financial and reduced lever
Slide 8: IDP Board Renewal
IDP Board Renewal Board renewal and succession planning remained a priority in FY26. rsonal use only Recent changes Upcoming changes Recent Board changes include: Upcoming Board changes include: • Ariane Barker retires from the Board post 2026 AGM • Tracey Ah Hee appointed Independent Non- • Andrew
Slide 9: Trust, governance, sustainability
Trust, governance, sustainability rsonal use only Opportunity for all Environmental action We will help more people We will address our and communities access environmental impacts and life-changing opportunities. contribute to collective action in our sector. Trusted partner We will be the trusted
Slide 10: Corporate reporting suite
Corporate reporting suite rsonal use only 9 | IDP Education 2026 Annual General Meeting
Slide 11: Quality and trust at the heart of international education
rsonal use only Quality and trust at the heart of international education
Slide 12: Tennealle O'Shannessy, Chief Executive Officer and Managing Director
Tennealle rsonal use only O’Shannessy Chief Executive Officer and Managing Director
Slide 13: Transforming lives through international education
rsonal use only Transforming lives through international education
Slide 14: Resilient FY26 financial performance
Resilient FY26 financial performance rsonal use only Revenue Cost reduction $795m $32m with strong yield partly offsetting 27% lower net reduction in cost base, Student Placement volumes ahead of target Yield EBIT (Adjusted) $123m 11%/7% up 11% in Student Placement, Down 7% within guidance range up
Slide 15: Improving experience by leveraging technology and data
Improving experience by leveraging technology and data Launch of new IELTS China AI Assistant rsonal use only destinations expansion 14 | IDP Education 2026 Annual General Meeting
Slide 16: Strong delivery of phase one transformation priorities
Strong delivery of phase one transformation priorities Simplified and reduced cost Ongoing benefits rsonal use only $32 million net cost reduction Procurement and systems consolidation Reducing cost base and Rationalised IELTS footprint improving margin profile Foundations for growth Improved workin
Slide 17: Acknowledging IDP teams around the world
Acknowledging IDP teams around the world rsonal use only Engagement at IDP is strong. Throughout the survey, our people shared that they feel a strong connection to IDP's purpose and values. * Above the global benchmark Above 70 Student NPS maintained 16 | IDP Education 2026 Annual General Meeting
Slide 18: FY27 outlook reaffirmed
FY27 outlook reaffirmed IDP continues to expect Adjusted EBIT of $95 million - $115 million rsonal use only Underlying assumptions: • Planning for market volumes down 20% - 30% versus FY26 • Expect revenue outperformance driven by a focus on profitable growth and yield improvements • Student Placeme
Slide 19: FY27 priorities
FY27 priorities Strengthening IDP’s competitive position to capture growth when market conditions improve rsonal use only Manage financial Deliver $15 million Drive Invest in digital and performance for the net reduction in transformation AI enabled tools volume environment cost base With a focus on
Slide 20: IDP is well positioned to drive profitable growth
IDP is well positioned to drive profitable growth rsonal use only Positioned to Deepening Proprietary data Diversifying Capacity for grow quality quality and advantage and revenue and investment and market share in trust matching reducing cost track record of large market intelligence to serve deliv
Slide 21: Formal business of the AGM
rsonal use only Formal business of the AGM
Slide 22: Item - Financial statements and reports
Item 1 - Financial statements and reports rsonal use only To consider and receive the Financial Report, the Directorsʼ Report, the Sustainability Report and the Auditorʼs Report of IDP Education Limited for the financial year ended 30 June 2026. 21 | IDP Education 2026 Annual General Meeting
Slide 23: Item - Election of Ms Anne Brennan as a Non-Executive Director
Item 2 - Election of Ms Anne Brennan as a Non-Executive rsonal use only Director To consider and, if thought fit, to pass the following resolution as an ordinary resolution: “That Ms Anne Brennan, who was appointed as a Director after the 2025 Annual General Meeting and retires in accordance with th
Slide 24: Proxy Results: Election of Ms Anne Brennan
Proxy Results Item 2 - Election of Ms Anne Brennan rsonal use only For Open Against Total Valid Total as % Available Votes of Issued Capital Votes 166,620,982 1,461,407 7,150,249 175,232,638 64.24% Percentage 95.09% 0.83% 4.08% 23 | IDP Education 2026 Annual General Meeting
Slide 25: The clear first choice for people with international education ambitions
rsonal use only The clear first choice for people with international education ambitions
Slide 26: Item 3: Remuneration Report
Item 3: Remuneration Report rsonal use only To consider and, if thought fit, to pass the following resolution as an ordinary resolution: “That the Remuneration Report for IDP Education Limited (which forms part of the Directors’ Report) for the financial year ended 30 June 2026 be adopted.” 25 | IDP
Slide 27: Proxy Results: Remuneration Report
Proxy Results Item 3: Remuneration Report rsonal use only For Open Against Total Valid Total as % Available Votes of Issued Capital Votes 106,655,540 1,463,907 66,437,731 174,557,178 63.99% Percentage 61.10% 0.84% 38.06% 26 | IDP Education 2026 Annual General Meeting
Slide 28: Item 4a: Grant of LTI Performance Rights to the CEO
Item 4a: Grant of LTI Performance Rights to the CEO and Managing rsonal use only Director, Ms Tennealle O’Shannessy To consider and, if thought fit, to pass the following resolution as an ordinary resolution: “That for the purposes of ASX Listing Rule 10.14 and for all other purposes, approval is gi
Slide 29: Proxy Results: Item 4a LTI Performance Rights
Proxy Results Item 4a: Grant of LTI Performance Rights to the CEO and Managing Director, Ms Tennealle O’Shannessy rsonal use only For Open Against Total Valid Total as % Available Votes of Issued Capital Votes 160,595,182 1,456,607 13,311,925 175,363,714 64.29% Percentage 91.58% 0.83% 7.59% 28 | IDP
Slide 30: Item 4b: Grant of TPI Performance Rights withdrawn
Item 4b: Grant of TPI Performance Rights to the CEO and Managing rsonal use only Director, Ms Tennealle O’Shannessy: resolution withdrawn The Board has withdrawn Resolution 4(b). Accordingly, Resolution 4(b) will not be put to the meeting and shareholders will not be asked to vote on it. 29 | IDP Ed
Slide 31: General business
rsonal use only General business
Slide 32: Thank you
rsonal use only Thank you
Slide 33: Chair Address
Chair Address 2026 Annual General Meeting – 27 October 2027 For personal use only Good morning and welcome to IDP Education’s 2026 Annual General Meeting. My name is Tracey Horton and I’m the Chair of your company. It is now 10:00am and I declare the meeting open I would like to begin by acknowledgi
Slide 34: For personal use only
margin improvement, significantly mitigating the impact of lower volumes on profitability. We remain a profitable, cash generative business with the capacity to invest for the future. We are part way through a multi-year transformation to make IDP a more agile, flexible and technology enabled busine
Slide 35: For personal use only
I would like to take the opportunity to thank our longstanding board members Andrew Barkla and Ariane Barker who are retiring at today’s AGM, and Chris Leptos who retired in June. Andrew, Ariane and Chris have been involved with IDP since its listing on the ASX in 2015, all For personal use only ser
Slide 36: CEO Address
CEO Address 2026 Annual General Meeting – 27 October 2027 For personal use only Thank you, Tracey, and good morning to everyone joining us here in Sydney and online. FY26 was another challenging year for the international education industry. With policy settings continuing to constrain global studen
Slide 37: For personal use only
In IELTS, we launched 13 test centres in China during FY26 and have since opened a further 12, bringing the total to 25. This gives IDP a presence in the world’s largest English-language testing market. Last year, we outlined a multi-year transformation strategy to simplify the business and invest i
Slide 38: For personal use only
For both students and university partners, trust, quality signals and dynamic matching are becoming more valuable. This plays to IDP’s strengths. We have trusted reach through our brands, global counsellor For personal use only network, digital channels and more than 1,000 established university par