IDP Education Shares Crumble Nearly 45% Amid Enrolment Challenges and Cost Review

Highlights:

• Sharp Decline: At the time of writing, IDP Education Limited (ASX: IEL) shares plunged 44.8% after the company flagged enrolment headwinds.
• Global Policy Impact: Tightening international student policies in Australia, Canada, and the UK are disrupting IDP's enrolment pipeline.
• Cost Review Underway: The company has launched a full review of profitability and costs to navigate ongoing uncertainty.

Massive Sell-Off Hits IDP Education

IDP Education Limited (ASX: IEL) suffered a staggering drop in its share price, plunging 44.8% at the time of writing, making it the worst performer on the ASX today. The sharp decline followed the company’s announcement highlighting a significant hit to its international student enrolment pipeline due to ongoing global policy uncertainty.

The education services provider flagged that evolving international education policies—particularly in key markets like Australia, Canada, and the UK—have weakened student demand and disrupted its forward pipeline. As a result, IDP is now conducting a full-scale review of its profitability and cost structures to navigate the evolving global environment.

Enrolment Uncertainty Fuels Investor Panic

IDP Education, known for providing student placement and English language testing services globally, warned investors that restrictive visa policies and increased regulatory scrutiny have led to declining student numbers, especially from major source countries. This has raised concerns about the company’s near-term revenue and growth prospects.

The shock update prompted a wave of selling activity, wiping out nearly half of IDP’s market value in a single trading session. At the time of writing, shares were trading at $4.06, down from $7.47—a loss of $3.41 or 45.65%.

Profitability Under Review

In response to the headwinds, IDP Education has initiated a comprehensive review of its operations with a focus on trimming costs and preserving profitability. Management said it remains committed to supporting students and partner institutions but acknowledged the need for adjustments in a rapidly changing policy environment.

Analysts warn that unless policy clarity returns soon, further volatility could lie ahead for international education service providers like IDP.

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