{"id":679125,"date":"2025-12-29T00:00:00","date_gmt":"2025-12-29T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/egypt\/?post_type=blackboard&p=679125"},"modified":"2025-12-29T06:44:34","modified_gmt":"2025-12-29T06:44:34","slug":"egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains","status":"publish","type":"blackboard","link":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/","title":{"rendered":"EGX education stocks rally in 2025 as the five listed companies deliver strong gains"},"content":{"rendered":"

For investors tracking the education segment on the EGX, 2025 was a year of <\/strong>broad price gains and renewed interest in the five listed companies.<\/strong> The sector has seen a sharp swing in momentum over the course of 2025, moving from a modest early-year advance to a powerful year-end rally, with December positioning now taking place against a materially stronger sector backdrop.<\/p>\n

\n

The big picture<\/p>\n

The year began on a cautious note. <\/strong>By the end of January (pdf)<\/a>, the sector rose by 6.8%, placing it among the better-performing sectoral indices, but well behind the month\u2019s leading gainers. It remained a small component of the EGX, accounting for 1.18% of total market capitalization \u2014 EGP 26.3 bn. Trading activity was relatively contained, with EGP 832 mn in traded value excluding deals \u2014 around 1.1% of total market turnover \u2014 on volumes of 424 mn shares across just over 30k transactions. Including deals, traded value reached EGP 4.22 bn. Investor sentiment was weak, with foreign investors recording net outflows of about EGP 48.1 mn from the sector. <\/p>\n

Valuations were already elevated<\/strong>, with the sector trading at 40.45x earnings and offering an average dividend yield of 5.78%.<\/p>\n

Momentum strengthened dramatically by <\/strong>the end of November 2025 (pdf)<\/a><\/strong>.<\/strong> The sector became the best-performing sector on the bourse, surging 25.4% over the month. Its market-cap weight rose to 1.94%, and total market capitalization climbed to roughly EGP 55.9 bn, reflecting a sharp re-rating. Liquidity improved meaningfully, with EGP 1.89 bn traded excluding deals \u2014 about 1.5% of total turnover \u2014 on volumes nearing 896 mn shares across more than 52k trades, while total traded value including deals reached about EGP 2.7 bn. Foreign investors turned net buyers, posting net inflows of around EGP 28.9 mn. <\/p>\n

Valuations eased slightly relative to January<\/strong>, with the sector trading at around 31.7x earnings, while dividend yields fell to about 1.35%, underscoring a stronger growth tilt.<\/p>\n

The rally was driven by the country\u2019s five publicly traded education companies.<\/strong> CIRA Education, Cairo Educational Services (CAED), Egyptian Modern Education Systems,Suez Canal Company for Technology Settling, and Taaleem Management Services each delivered notable share price gains, driven by a combination of enrollment growth, strategic acquisitions, and investor appetite.<\/p>\n

\n

CIRA + CAED<\/p>\n

Our friends at CIRA <\/strong>w<\/strong>ere among the more stable performers in 2025.<\/strong> The stock closed up 20.4% y-o-y at EGP 17.46 as of 25 December, giving the company a market cap of EGP 10.18 bn. CIRA\u2019s results reflected continued growth in enrollment across its schools and campuses.<\/p>\n

Speaking of stability: <\/strong>CIRA was among the 35 companies selected for the EGX35-LV<\/a>low-volatility index<\/a>, highlighting its position as one of the most stable listed education stocks on the EGX.<\/p>\n

CIRA reported a near fivefold jump in normalized net income for FY 2024-2025<\/strong> to EGP 295.7 mn on 41% higher revenue of EGP 3.9 bn, driven by strong enrollment growth. Tuition fees, the largest revenue contributor, rose 40% to EGP 3.5 bn, with higher education leading the growth and K\u201312 and nursery segments also posting solid gains. The company\u2019s board also approved a EGP 200 mn dividend payout<\/a> for the fiscal year that ended August 2025, equivalent to EGP 0.34 per share. <\/p>\n

Of acquisitions and expansions: <\/strong>The year started with the Saudi Public Investment Fund-backed Social Impact Capital cementing its grip on CIRA in a EGP 3.4 bn transaction that brought its total stake to 88.7%<\/a>. Also, CIRA\u2019s bid to raise its stake in Cairo for Educational Services (CAED) to 90%<\/a> secured the Financial Regulatory Authority\u2019s (FRA) approval. It also expanded its footprint through the acquisition of a 51% stake in L\u2019\u00c9cole Fran\u00e7aise d\u2019Hurghada<\/a>. Internationally and a minority stake in Falcon Academy<\/a> near Washington, DC.<\/p>\n

What\u2019s next for CIRA?<\/strong> With Social Impact Capital now holding a majority stake, CIRA is pivoting toward a regional play, with the company looking to export its proven Egyptian model. \u201cGlobal expansion is the name of the game now in CIRA,\u201d CIRA Education CEO Mohamed El Kalla tells EnterpriseAM. \u201cAfter almost 30 years of acute practice... CIRA has produced its unique DNA model that is very exportable and very adjustable to different localities.\u201d<\/p>\n

The timeline:<\/strong> The group currently operates in two countries outside of Egypt, with a roadmap to \"penetrate up to five countries within the next 18 months.\"<\/p>\n

More technological education in the pipeline: <\/strong>Beyond traditional K-12 and Higher Education, CIRA is doubling down on technological education, following the launch of its Saxony Egypt University for Applied Science and Technology earlier this year. \u201cWe have a strong belief that technological education is the future of education, not just profitability,\u201d El Kalla says. He argues that the constant disruption of global industries makes this model essential for \u201clifelong learning.\u201d <\/p>\n

CAED (CIRA\u2019s subsidiary) delivered one of the most pronounced share price rallies in the<\/strong> education universe.<\/strong> Its share price nearly more than doubled, closing at EGP 63.57 as of 25 December \u2014 a 119.2% y-o-y increase \u2014 resulting in a market cap of EGP 763 mn. <\/p>\n

\n

Other stocks<\/p>\n

Egyptian Modern Education Systems posted even stronger percentage gains of 147.1% <\/strong>y-o-y<\/strong> to EGP 0.84 as of 25 December. Its market cap reached EGP 844 mn. We still have no word on the company\u2019s potential acquisition of a 90% stake in Al Arafa for Investment and Consultancies<\/a>.<\/p>\n

Suez Canal Company for Technology Settling<\/strong>, a mixed-activity company that owns and operates the Sixth of October University, recorded the largest price increase of the five. Its shares rose to EGP 295.5, a 221.8% y-o-y increase, giving it a market capitalization of EGP 26.86 bn. The stock also paid a cash dividend of EGP 11.25 per share during 2025, enhancing its total return profile.<\/p>\n

Taaleem Management Services\u2019 share price ended the year up 58% at EGP 15.47<\/strong>, translating to a market cap of EGP 11.36 bn. Its total revenue surged 53% y-o-y to EGP 1.85 bn in FY 2024-2025 (pdf)<\/a>.<\/p>\n

\n

Investors are pricing a rise in net profits over the next two years<\/p>\n

Education stocks are trading at 20-22x earnings<\/strong>, near the top of EGX valuations, as investors anticipate a shift from heavy investment to strong earnings growth, Hany Genena, head of research at Al Ahly Pharos, told EnterpriseAM. \u201cCompanies like CIRA are reaching the end of a nearly decade-long expansion cycle,\u201d he said, noting a \u201cpeak capex and peak debt\u201d phase. With higher capacity utilization and easing capital and interest costs, investors are pricing in rising net profits over the next two years, helping explain the sector\u2019s elevated multiples.<\/p>\n","protected":false},"excerpt":{"rendered":"

Education stocks are trading at 20-22x earnings<\/p>\n","protected":false},"featured_media":679126,"template":"","categories":[7211],"tags":[7095,68,179,72],"class_list":["post-679125","blackboard","type-blackboard","status-publish","has-post-thumbnail","hentry","category-blackboard","tag-blackboard","tag-egx","tag-enterprise-blackboard","tag-enterpriseam","wpautop","entry"],"acf":{"mongo_id":"1b12a832-6840-4f38-8ce3-6459ec60eb65","order":"14","is_powered_by":false,"story_type":"2","photo_url":"https:\/\/ent.news\/2024\/5\/758.jpg","photo_position":"above","homepage_title":"","full_issue_title":"EGX education stocks rally in 2025 as the five listed companies deliver strong gains","related_issue":[679101],"teaser":"Education stocks are trading at 20-22x earnings"},"yoast_head":"\nEGX education stocks rally in 2025 as the five listed companies deliver strong gains - EnterpriseAM Egypt<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"EGX education stocks rally in 2025 as the five listed companies deliver strong gains\" \/>\n<meta property=\"og:description\" content=\"Education stocks are trading at 20-22x earnings\" \/>\n<meta property=\"og:url\" content=\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/\" \/>\n<meta property=\"og:site_name\" content=\"EnterpriseAM Egypt\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-29T06:44:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/\",\"url\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/\",\"name\":\"EGX education stocks rally in 2025 as the five listed companies deliver strong gains - EnterpriseAM Egypt\",\"isPartOf\":{\"@id\":\"https:\/\/enterpriseam.com\/egypt\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1\",\"datePublished\":\"2025-12-29T00:00:00+00:00\",\"dateModified\":\"2025-12-29T06:44:34+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#primaryimage\",\"url\":\"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1\",\"contentUrl\":\"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/enterpriseam.com\/egypt\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Blackboard\",\"item\":\"https:\/\/enterpriseam.com\/egypt\/blackboards\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"EGX education stocks rally in 2025 as the five listed companies deliver strong gains\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/enterpriseam.com\/egypt\/#website\",\"url\":\"https:\/\/enterpriseam.com\/egypt\/\",\"name\":\"EnterpriseAM\",\"description\":\"The State of the Nation\",\"publisher\":{\"@id\":\"https:\/\/enterpriseam.com\/egypt\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/enterpriseam.com\/egypt\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/enterpriseam.com\/egypt\/#organization\",\"name\":\"EnterpriseAM\",\"url\":\"https:\/\/enterpriseam.com\/egypt\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/enterpriseam.com\/egypt\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ent.news\/internal\/240894.svg\",\"contentUrl\":\"https:\/\/ent.news\/internal\/240894.svg\",\"caption\":\"EnterpriseAM\"},\"image\":{\"@id\":\"https:\/\/enterpriseam.com\/egypt\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"EGX education stocks rally in 2025 as the five listed companies deliver strong gains - EnterpriseAM Egypt","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/","og_locale":"en_US","og_type":"article","og_title":"EGX education stocks rally in 2025 as the five listed companies deliver strong gains","og_description":"Education stocks are trading at 20-22x earnings","og_url":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/","og_site_name":"EnterpriseAM Egypt","article_modified_time":"2025-12-29T06:44:34+00:00","og_image":[{"url":"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/","url":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/","name":"EGX education stocks rally in 2025 as the five listed companies deliver strong gains - EnterpriseAM Egypt","isPartOf":{"@id":"https:\/\/enterpriseam.com\/egypt\/#website"},"primaryImageOfPage":{"@id":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#primaryimage"},"image":{"@id":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#primaryimage"},"thumbnailUrl":"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1","datePublished":"2025-12-29T00:00:00+00:00","dateModified":"2025-12-29T06:44:34+00:00","breadcrumb":{"@id":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#primaryimage","url":"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1","contentUrl":"https:\/\/i0.wp.com\/ent.news\/2024\/5\/758.jpg?fit=%2C&ssl=1"},{"@type":"BreadcrumbList","@id":"https:\/\/enterpriseam.com\/egypt\/blackboards\/egx-education-stocks-rally-in-2025-as-the-five-listed-companies-deliver-strong-gains\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/enterpriseam.com\/egypt\/"},{"@type":"ListItem","position":2,"name":"Blackboard","item":"https:\/\/enterpriseam.com\/egypt\/blackboards\/"},{"@type":"ListItem","position":3,"name":"EGX education stocks rally in 2025 as the five listed companies deliver strong gains"}]},{"@type":"WebSite","@id":"https:\/\/enterpriseam.com\/egypt\/#website","url":"https:\/\/enterpriseam.com\/egypt\/","name":"EnterpriseAM","description":"The State of the Nation","publisher":{"@id":"https:\/\/enterpriseam.com\/egypt\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/enterpriseam.com\/egypt\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/enterpriseam.com\/egypt\/#organization","name":"EnterpriseAM","url":"https:\/\/enterpriseam.com\/egypt\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/enterpriseam.com\/egypt\/#\/schema\/logo\/image\/","url":"https:\/\/ent.news\/internal\/240894.svg","contentUrl":"https:\/\/ent.news\/internal\/240894.svg","caption":"EnterpriseAM"},"image":{"@id":"https:\/\/enterpriseam.com\/egypt\/#\/schema\/logo\/image\/"}}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/blackboard\/679125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/blackboard"}],"about":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/types\/blackboard"}],"version-history":[{"count":1,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/blackboard\/679125\/revisions"}],"predecessor-version":[{"id":679166,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/blackboard\/679125\/revisions\/679166"}],"acf:post":[{"embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/issue\/679101"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/media\/679126"}],"wp:attachment":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/media?parent=679125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/categories?post=679125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/tags?post=679125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}