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    Elsie Sheng • CLSA Limited

    Elsie Sheng's questions to New Oriental Education & Technology Group Inc (EDU) leadership

    Elsie Sheng's questions to New Oriental Education & Technology Group Inc (EDU) leadership • Q4 2025

    Question

    Elsie Sheng from CLSA Limited requested color on summer student recruitment, including new student enrollment growth and retention rates. She also asked if the company observed any changes in customer demand.

    Answer

    Stephen Zhihui Yang, Executive President & CFO, noted that demand is slightly weaker than previously expected due to the macroeconomic situation but remains solid for the K-12 business. He confirmed that retention rates for both K-9 and high school businesses are still improving. Final summer enrollment numbers will be shared next quarter as the recruitment period is ongoing.

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    Elsie Sheng's questions to New Oriental Education & Technology Group Inc (EDU) leadership • Q4 2025

    Question

    Elsie Sheng from CLSA Limited asked for an update on summer student recruitment, focusing on new student enrollment growth, retention rates, and any observable shifts in customer demand.

    Answer

    Stephen Zhihui Yang, Executive President & CFO, observed that demand is slightly weaker than previously expected due to the macroeconomic climate, but the overall industry remains healthy. He confirmed that retention rates for the K-9 and high school businesses continue to improve. He did not provide specific summer enrollment figures, as the season was not yet complete.

    Ask Fintool Equity Research AI