AcadeMedia Shares Rise as Q4 Sales Hit SEK 5.66B, EBITA Jumps 16.2%

AcadeMedia AB shares gained about 1% to around SEK 99 on Monday after the education group reported fourth-quarter net sales of SEK 5,658 million, up 10.6% year-over-year, and adjusted EBITA of SEK 552 million, a 16.2% increase. Full-year results for July 2025–June 2026 showed net sales of SEK 20,360 million (+7.0%) and adjusted EBITA of SEK 1,516 million. The company also guided for approximately 8% enrollment growth in the coming academic year.

AcadeMedia Q4 Sales Rise 10.6% to SEK 5.66bn as Adjusted EBITA Climbs 16.2% and Enrollment Outlook Points to 8% Growth

In the fourth quarter (April–June 2026), net sales rose 10.6% to SEK 5,658 million from SEK 5,118 million, with organic growth (including bolt-on acquisitions) of 6.0%. Operating profit (EBIT) reached SEK 666 million (up from SEK 578 million), while adjusted EBITA climbed 16.2% to SEK 552 million from SEK 475 million. Profit for the period was SEK 385 million (SEK 321 million), and diluted earnings per share rose to SEK 4.01 from SEK 3.24.

The average number of children and students in preschool, compulsory and upper secondary school increased 5.2% to 119,430 in the quarter. Full-year net sales grew 7.0% to SEK 20,360 million, adjusted EBITA rose to SEK 1,516 million, and the average number of children and students for the year stood at 115,270 (+3.6%). All segments contributed to the earnings improvement, with international operations the main driver; margins were maintained or improved across the group.

CEO Marcus Strömberg highlighted quality as the foundation for long-term growth. Preliminary enrollment figures for the coming academic year point to an approximately 8% rise to around 122,100 children and students (from 113,082). The results largely confirmed preliminary figures released about a month earlier.

AcadeMedia Shares Gain on Confirmed Growth as Analysts Target SEK 125 Amid Flat Swedish Market

Investors responded positively to the confirmation of solid revenue growth, expanding profitability and a constructive enrollment outlook. The figures aligned closely with earlier preliminary numbers, reducing uncertainty. Analyst consensus remains supportive, with a 12-month average price target of SEK 125 — well above current levels — and a Buy rating from covering analysts.

The broader Swedish market offered little help: the OMXSPI slipped around 0.1% and the OMXS30 traded sideways amid higher oil prices linked to Middle East tensions. U.S. markets were mixed. The move was therefore driven by company-specific news rather than sector or macro tailwinds.

AcadeMedia Expands Across Northern Europe as Full-Year Sales Reach SEK 20.4bn on Organic Growth and International Acquisitions

AcadeMedia is one of Northern Europe’s largest independent education providers, operating preschools, compulsory schools, upper secondary schools and adult education in Sweden and internationally (including Finland, Norway, the Netherlands, Germany and recent expansion into Poland and the UK). The group has pursued both organic growth and bolt-on acquisitions, with international operations accounting for a rising share of revenue.

Full-year 2025/26 results build on prior-year growth (net sales of SEK 19,021 million in 2024/25). The company targets organic growth of 5–7% and an adjusted EBITA margin in a defined profitability range; the latest figures sit within or support those parameters. A capital structure that includes lease liabilities under IFRS 16 is typical for the sector.

Focus Turns to Dividend, 8% Enrollment Conversion and Integration of Recent International Acquisitions

Attention will turn to the proposed dividend (to be published with the AGM notice; prior year was SEK 2.25), integration of recent international acquisitions, and conversion of the projected 8% enrollment growth into sustained revenue and margin progress. Investors will also monitor any further bolt-on deals and the impact of demographic trends and school-voucher adjustments in Sweden. The next scheduled report is the Q1 interim for the new fiscal year.