IODM Limited reports a striking 179% revenue surge in its UK Education segment for September 2025, driving a 210% year-to-date increase and prompting an upward revision of first-quarter group cash receipts.
- UK Education revenue up 179% in September 2025 versus prior year
- Year-to-date UK Education revenue grows 210% on prior corresponding period
- Group cash receipts for 1QFY26 revised up 4% to AUD 850,000
- Existing educational institutions’ revenue increased by 109%
- Positive outlook for second quarter invoicing cycle highlighted by CEO
Strong Momentum in UK Education Segment
IODM Limited (ASX, IOD) has delivered a robust update on its UK Education segment, revealing a remarkable 179% revenue increase in September 2025 compared to the same month last year. This surge continues the strong growth trajectory observed in July and August, underscoring the segment’s accelerating momentum as the company advances through its fiscal year.
The year-to-date figures paint an even more compelling picture, with UK Education revenue climbing 210% over the prior corresponding period. This growth is driven not only by new educational institutions coming on board but also by a significant 109% uplift in revenue from existing clients, reflecting deepening engagement and expanded usage of IODM’s accounts receivable technology platform.
Upward Revision of Group Cash Receipts
In light of these strong segment results, IODM has revised its first quarter FY26 group cash receipts upward to AUD 850,000, representing a 76% increase on the prior corresponding period and exceeding the company’s previous estimate by AUD 35,000. The UK Education segment alone is now expected to contribute AUD 630,000, a 116% increase on last year and AUD 16,000 above earlier projections.
These figures are particularly noteworthy given that the reported growth occurred during what is traditionally a quieter billing period for UK educational institutions. CEO Mark Reilly expressed optimism about the upcoming second quarter invoicing cycle, suggesting that the strong start to FY26 could presage sustained revenue expansion.
Technology and Market Positioning
IODM’s cloud-based accounts receivable solution, IODM Connect, is central to this growth story. The platform’s ability to automate and streamline invoicing, payment reminders, and dispute management helps educational institutions improve cash flow and reduce administrative overhead. Its currency-agnostic design and seamless integration with existing accounting systems make it particularly attractive in the UK market, where diverse institutional needs demand flexible solutions.
As IODM continues to scale its UK Education segment, the company’s performance will be closely watched for signs of whether this rapid growth can be sustained and replicated across other markets. The positive early indicators bode well, but the coming quarters will be critical to confirm the durability of these gains.
Bottom Line?
IODM’s UK Education surge sets a high bar for FY26, but sustaining this momentum will be the true test.
Questions in the middle?
- Can IODM maintain its rapid UK Education revenue growth beyond early FY26?
- What impact will currency fluctuations have on reported revenue figures going forward?
- How will IODM leverage this momentum to expand into other sectors or geographies?