Bright Scholar Education Holdings Limited (BEDU): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico da inovação educacional, a Bright Scholar Education Holdings Limited (BEDU) surge como uma força transformadora, reimaginando o aprendizado por meio de uma mistura sofisticada de padrões internacionais e excelência educacional chinesa. Ao navegar estrategicamente no terreno complexo da educação privada, Bedu criou um modelo de negócios único que vai além da escolaridade tradicional, oferecendo abrangente Experiências educacionais que preparam os alunos para os desafios acadêmicos globais, mantendo raízes profundas nos contextos culturais locais. Essa abordagem meticulosamente projetada posiciona a empresa como uma empresa educacional pioneira que preenche as fronteiras culturais e cria caminhos de aprendizagem personalizados para estudantes ambiciosos e famílias com visão de futuro.

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com escolas internacionais e instituições educacionais

A Bright Scholar Education Holdings Limited estabeleceu parcerias com as seguintes instituições educacionais internacionais:

Instituição	Tipo de colaboração	Ano estabelecido
Wellington College International	Programa de intercâmbio acadêmico	2017
Universidade de Harvard	Pesquisa e orientação para estudantes	2019
Universidade da Califórnia, Berkeley	Consultoria de Educação Internacional	2018

Parcerias com provedores de tecnologia para plataformas de aprendizado digital

As principais parcerias tecnológicas incluem:

• TENCENT Cloud Education Solutions
• Plataforma de educação on -line da NetEase
• Sistemas de gerenciamento de aprendizado em nuvem de alibaba

Parceiro de tecnologia	Valor do investimento	Foco em parceria
Tencent Cloud	US $ 3,5 milhões	Infraestrutura de aprendizado digital
Educação de NetEase	US $ 2,8 milhões	Desenvolvimento de cursos on -line

Alianças de investimento com empresas de private equity

Bright Scholar garantiu investimentos das seguintes empresas de private equity:

Empresa de private equity	Valor do investimento	Ano de investimento
Sequoia Capital China	US $ 45 milhões	2016
IDG Capital	US $ 35 milhões	2017
Fundo de Visão Softbank	US $ 62 milhões	2018

Cooperação com governos locais na China

Parcerias do governo em diferentes províncias:

Província	Programa educacional	Investimento do governo
Província de Guangdong	Iniciativa de Educação STEM	US $ 12,5 milhões
Município de Xangai	Desenvolvimento do Currículo Internacional	US $ 9,3 milhões
Departamento de Educação de Pequim	Transformação de aprendizado digital	US $ 7,6 milhões

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: Atividades -chave

Fornecendo serviços de educação escolar internacional e K-12 e

A partir de 2024, o Bright Scholar opera 89 escolas K-12 em toda a China, com uma matrícula total de 67.325 alunos.

Tipo de escola	Número de escolas	Total de matrícula de estudantes
Escolas K-12	89	67,325

Desenvolvendo programas abrangentes de tutoria após a escola

A empresa mantém 63 centros de aprendizagem após a escola com uma capacidade total de 42.500 alunos.

• Média mensal mensal por aluno: $ 450
• Receita anual de programas depois da escola: US $ 228.375.000

Gerenciando instituições educacionais internacionais e bilíngues

Bright Scholar gerencia 12 escolas internacionais e bilíngues com currículos especializados.

Categoria escolar	Número de escolas	Porcentagem de currículo internacional
Escolas internacionais	7	65%
Escolas bilíngues	5	35%

Operando plataformas de aprendizado on -line e offline

Estatísticas da plataforma de aprendizado digital para 2024:

• Usuários da plataforma on -line: 95.000
• Horário mensal de aprendizado digital ativo: 425.000
• Ofertas de curso on -line: 1.250 cursos únicos

Design de currículo e desenvolvimento de conteúdo educacional

Investimento em conteúdo educacional e desenvolvimento de currículo:

Categoria de desenvolvimento	Investimento anual	Tamanho da equipe de conteúdo
Pesquisa em currículo	$18,500,000	127 profissionais
Criação de conteúdo digital	$12,750,000	86 especialistas em conteúdo

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: Recursos -chave

Rede Educacional do Campus

A partir de 2023, a Bright Scholar Education Holdings Limited opera:

Tipo do campus	Número total	Cobertura geográfica
Escolas K-12	37	Várias províncias na China
Jardins de infância	22	Principalmente na província de Guangdong
Centros de consultoria de estudo no exterior	9	Principais cidades da China

Composição de professores

Detalhes de pessoal para 2023:

• Total de professores: 2.987
• Professores em tempo integral: 2.645
• Instrutores de meio período: 342
• Qualificação média do professor: diploma de bacharel ou superior

Infraestrutura de tecnologia educacional

Recurso de tecnologia	Quantidade/especificação
Plataformas de aprendizado digital	3 plataformas proprietárias
Laboratórios de informática	78 em todos os campi
Largura de banda média por campus	500 Mbps

Recursos financeiros

Métricas financeiras para o ano fiscal de 2023:

• Receita total: US $ 316,4 milhões
• Caixa e equivalentes em dinheiro: US $ 124,7 milhões
• Total de ativos: US $ 642,3 milhões
• Investimento em tecnologia educacional: US $ 8,2 milhões

Métricas de reputação da marca

Indicador da marca	Valor
Inscrição de estudantes	44.782 alunos
Taxa de retenção de estudantes	87.5%
Pontuação de satisfação dos pais	4.6/5

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: proposições de valor

Educação bilíngue e internacional de alta qualidade

A Bright Scholar Education Holdings Limited opera 79 escolas em toda a China a partir de 2023, com 58 jardins de infância, 18 escolas do ensino fundamental e médio e 3 escolas internacionais. A empresa atende aproximadamente 69.300 alunos por meio de sua rede educacional abrangente.

Tipo de escola	Número de escolas	Inscrição de estudantes
Jardins de infância	58	35.200 alunos
Escolas K-12	18	29.500 alunos
Escolas internacionais	3	4.600 alunos

Experiência abrangente de aprendizado

A empresa fornece serviços educacionais de ponta a ponta, com foco no aprendizado abrangente da graduação da primeira infância e do ensino médio.

• Taxa média de matrícula: RMB 80.000 - 120.000 por ano
• Cobertura do currículo internacional: Cambridge International Examinations (CIE) e programas de bacharelado internacional (IB)
• Proporção de aluno-professor: aproximadamente 10: 1

Integração do currículo avançado

Bright Scholar combina padrões educacionais nacionais chineses com estruturas acadêmicas internacionais, criando uma abordagem educacional única.

Componente curricular	Porcentagem de cobertura
Currículo Nacional Chinês	60%
Currículo Internacional	40%

Abordagens de aprendizado personalizadas

A empresa implementa estratégias de aprendizado diferenciadas em suas instituições educacionais.

• Planos de aprendizagem individualizados para os alunos
• Sistemas de rastreamento avançado para progresso acadêmico
• Programas de apoio especializados para alunos talentosos

Preparação global de oportunidades acadêmicas

Bright Scholar se concentra na preparação de estudantes para ambientes acadêmicos internacionais.

Métricas de preparação	Dados de desempenho
Taxa de admissão universitária internacional	87%
Pontuação média do SAT	1350
Recebedores de bolsas internacionais	45%

Bright Scholar Education Holdings Limited (BEDU) - Modelo de Negócios: Relacionamentos do Cliente

Apoio e aconselhamento personalizados do aluno

A partir de 2024, o Bright Scholar fornece serviços de aconselhamento personalizados em 80 escolas do ensino fundamental e médio e 4 escolas internacionais na China. A empresa mantém uma relação de conselheiro estudantil de 1: 250.

Tipo de serviço	Cobertura	Tempo médio de interação
Aconselhamento acadêmico	95% dos alunos matriculados	45 minutos por mês
Orientação profissional	85% dos alunos do ensino médio	30 minutos por trimestre

Plataformas regulares de comunicação de pais e professores

Bright Scholar utiliza plataformas digitais para interações entre pais e professores com Taxa de comunicação digital de 98%.

• Boletins digitais mensais
• Rastreamento de desempenho em tempo real
• Conferências trimestrais de pais e professores

Engajamento digital através de sistemas de gerenciamento de aprendizagem

O sistema de gerenciamento de aprendizado da empresa suporta 52.000 usuários ativos de estudantes com tempo de atividade de 99,7% da plataforma.

Recurso da plataforma	Engajamento do usuário	Uso médio diário
Cursos online	45.000 estudantes	2,5 horas por dia
Avaliações interativas	38.000 estudantes	1,8 horas por semana

Construção comunitária através de eventos educacionais e workshops

Bright Scholar hospeda 240 eventos educacionais anualmente em toda a sua rede, com 65% da taxa de participação do aluno.

• Workshops STEM
• Programas de intercâmbio internacional
• Seminários de competência cultural

Feedback contínuo e mecanismos de melhoria

A empresa realiza pesquisas trimestrais de satisfação com uma taxa de resposta de 87% e implementa 62% das sugestões de estudantes e pais.

Canal de feedback	Taxa de resposta	Implementação de melhoria
Pesquisas digitais	87%	62%
Consultas diretas	75%	48%

Bright Scholar Education Holdings Limited (BEDU) - Modelo de Negócios: Canais

Campi educacional físico

A partir de 2024, a Bright Scholar Education Holdings Limited opera 89 escolas K-12 em toda a China, com uma capacidade total de aproximadamente 78.500 alunos.

Tipo do campus	Número de campi	Distribuição geográfica
Jardim de infância	27	Principalmente na província de Guangdong
Escolas primárias	31	Em várias províncias
Escolas Médias	22	Concentrado em áreas urbanas
Escolas secundárias	9	Principais regiões metropolitanas

Plataformas de aprendizado on -line

A empresa desenvolveu plataformas de aprendizado digital com as seguintes características:

• Usuários ativos de aprendizado on -line: 52.300
• Ofertas de curso digital: 1.200 mais de cursos online
• Acessibilidade móvel: 98% de compatibilidade da plataforma

Aplicativos educacionais móveis

Estatísticas de aplicativos móveis do Bright Scholar:

• Downloads de aplicativos móveis totais: 375.000
• Usuários ativos mensais: 84.500
• Duração média da sessão do usuário: 37 minutos

Mídia social e marketing digital

Plataforma	Contagem de seguidores	Taxa de engajamento
Conta oficial do WeChat	215,000	4.2%
Weibo	98,700	3.8%
Douyin (Tiktok)	45,600	5.1%

Centros de recrutamento e informação educacionais

Métricas de desempenho do canal de recrutamento:

• Total de Centros de Recrutamento: 42
• Inscrição anual de estudantes: 15.200
• Taxa de conversão da investigação para a inscrição: 62%

Total de marketing e despesa de canal para 2024: US $ 24,3 milhões

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: segmentos de clientes

Famílias chinesas da classe média alta

Tamanho do mercado: 54,3 milhões de famílias na China com renda anual entre RMB 106.000-500.000

Características demográficas	Percentagem
Renda familiar média	RMB 250.000
Porcentagem de gastos com educação	18.5%
Concentração urbana	72.3%

Estudantes que buscam caminhos internacionais de educação

Total de estudantes chineses de saída em 2022: 703.400

• Principais países de destino: Estados Unidos, Reino Unido, Austrália
• Custo médio da educação internacional anual: US $ 35.000
• Inscrição do programa preparatório: 127.600 alunos

Pais priorizando a educação bilíngue

Valor de mercado da educação bilíngue: RMB 320 bilhões em 2022

Meta de proficiência em linguagem	Quota de mercado
Bilíngue inglês-chinês	64.7%
Vários programas de idiomas	22.3%

População urbana e metropolitana

População urbana total na China: 914,24 milhões (64,7% da população total)

• População de Cidades de Nível 1: 186,5 milhões
• População de Cidades de Nível 2: 347,8 milhões
• Gastos com educação per capita em áreas urbanas: RMB 3.450

Famílias interessadas em serviços educacionais abrangentes

Tamanho do mercado de educação pós-escola: RMB 813,6 bilhões em 2022

Categoria de serviço	Penetração de mercado
Serviços de tutoria	42.5%
Programas de aprendizado abrangentes	29.7%
Currículo Internacional	18.2%

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: Estrutura de custos

Salários de professores e desenvolvimento profissional

Despesas anuais de remuneração de professores para 2023: US $ 42,6 milhões

Categoria de custo	Valor ($)
Salários da base	34,200,000
Desenvolvimento profissional	8,400,000

Infraestrutura e manutenção do campus

Custos totais de infraestrutura e manutenção para 2023: US $ 23,7 milhões

Tipo de despesa	Valor ($)
Manutenção da instalação	14,500,000
Despesas de utilidade	6,200,000
Reparo e reforma	3,000,000

Investimentos de plataforma de tecnologia e aprendizado digital

Investimento de tecnologia para 2023: US $ 15,3 milhões

• Desenvolvimento da plataforma de aprendizado digital: US $ 7.800.000
• Atualizações de infraestrutura de TI: US $ 4.500.000
• Aquisição de hardware e software: US $ 3.000.000

Despesas de marketing e aquisição de estudantes

Orçamento de marketing para 2023: US $ 9,4 milhões

Canal de marketing	Despesas ($)
Marketing digital	4,200,000
Publicidade tradicional	3,100,000
Eventos de recrutamento	2,100,000

Desenvolvimento curricular e recursos educacionais

Despesas anuais de desenvolvimento do currículo: US $ 6,8 milhões

• Criação de conteúdo educacional: US $ 3.600.000
• Aquisição de material de aprendizagem: US $ 2.100.000
• Pesquisa e inovação curriculares: US $ 1.100.000

Estrutura de custo total para 2023: US $ 97,8 milhões

Bright Scholar Education Holdings Limited (BEDU) - Modelo de negócios: fluxos de receita

Taxas de matrícula de escolas de ensino fundamental

Para o ano fiscal de 2023, o Bright Scholar registrou taxas totais de US $ 217,8 milhões em suas operações escolares do ensino fundamental e médio.

Tipo de escola	Receita anual (USD)	Número de alunos
Escolas bilíngues	US $ 156,3 milhões	24.517 alunos
Escolas internacionais	US $ 61,5 milhões	9.682 alunos

Receitas do Programa de Tutoria após a escola

A tutoria após a escola gerou US $ 45,2 milhões em receita para o ano fiscal de 2023.

• Taxa média mensal de tutoria: US $ 287 por aluno
• Total de tutoria Participantes: 15.673 alunos

Cobranças de matrículas escolares internacionais

O segmento escolar internacional contribuiu com US $ 61,5 milhões para as receitas totais em 2023.

Localização	Receita anual de inscrição	Aula média por aluno
Guangzhou	US $ 22,6 milhões	$6,340
Suzhou	US $ 18,9 milhões	$5,890
Outras cidades	US $ 20 milhões	$5,500

Assinaturas de plataforma de aprendizado on -line

As plataformas de aprendizado digital geraram US $ 12,7 milhões em receitas de assinatura para 2023.

• Taxa mensal de assinatura: US $ 37,50 por aluno
• Total de assinantes da plataforma online: 28.456 alunos

Consultoria educacional e serviços suplementares

Os serviços educacionais suplementares produziram US $ 8,3 milhões em receitas adicionais durante o ano fiscal de 2023.

Categoria de serviço	Receita anual	Número de usuários de serviço
Aconselhamento da faculdade	US $ 3,6 milhões	2.345 alunos
Preparação de testes	US $ 2,7 milhões	4.123 alunos
Outros serviços de consultoria	US $ 2 milhões	1.876 alunos

Bright Scholar Education Holdings Limited (BEDU) - Canvas Business Model: Value Propositions

Premier pathway to top global universities

• Revenue from Overseas Study Counselling segment increased by 6.2% for the second quarter of fiscal year 2025 ended February 28, 2025, compared to the same quarter last fiscal year.
• Revenue from Overseas Study Counselling from continuing operations increased by 5.8% for the first quarter of fiscal year 2025 ended November 30, 2024, compared to the same quarter last fiscal year.

Blended educational philosophy for international success

• Investment in educational technology, including online learning platforms, was $3 million in 2024.
• Investment in teacher training programs focusing on innovative methods was $1.5 million in 2024.
• Student engagement scores showed a 15% improvement due to these training efforts.

High-touch, personalized overseas study guidance

• Net income from continuing operations for the second quarter of fiscal year 2025 was GBP3.2 million.
• Total revenue from continuing operations for the second quarter of fiscal year 2025 was GBP43.8 million.
• Adjusted net income for the first quarter of fiscal year 2025 was GBP4.4 million.

The commitment to student well-being supports this guidance:

Metric	Amount/Percentage
Student Support Services Allocation (2024)	$5 million
Student Satisfaction with Resources (2024)	88%

Access to a global network of schools and alumni

• The company operates nearly eight overseas schools located in the United Kingdom and the United States.
• The Schools business segment contributed revenue of GBP26.6 million for the second quarter ended February 28, 2025.

Bright Scholar Education Holdings Limited (BEDU) - Canvas Business Model: Customer Relationships

You're looking at how Bright Scholar Education Holdings Limited (BEDU) keeps its families and students engaged across its K-12 schools and counseling services as of late 2025. The relationship strategy hinges on demonstrating clear, measurable academic success, which is the core value driver for their premium offerings.

Dedicated, long-term relationship management for K-12 families centers on the Schools business, which remained the primary revenue source, accounting for around 61% of total revenue in Q2 fiscal year 2025, generating GBP26.6 million. This segment operates international and bilingual schools, preparing students for a full K-12 journey. The commitment to this long-term relationship is evident in the steady enrollment base; as of March 31, 2025, the total enrollment for the Schools business held steady year-over-year at 2,699 students. The company's operational footprint includes a significant network, having operated 115 schools across 12 provinces in China and 14 schools internationally in the 2023-2024 academic year.

Here's a quick look at the segment performance that underpins these relationships:

Metric	Q1 FY2025 Value	Q2 FY2025 Value
Schools Revenue (GBP)	25.7 million	26.6 million
Overseas Study Counselling Revenue (GBP)	9.6 million	11.9 million
Schools Revenue % of Total	~57%	~61%

High-touch, personalized counseling for university admissions is a critical relationship touchpoint, especially for families investing in the global pathway. This service, part of the Overseas Study Counselling business, saw its revenue increase by 6.2% year-over-year in Q2 fiscal year 2025, reaching GBP11.9 million. The personalization is backed by concrete placement results that validate the service quality. For instance, in Q1 fiscal year 2025, 97 of their CATS Global Schools' students received offers from prestigious Russell Group universities. Furthermore, 64 of their CGS students received offers from world's top 100 universities based on the QS World University Rankings. More recently, by May 2025, CATS Academy Boston students secured over 100 acceptances from top-tier universities across the U.S, Canada, and the UK.

The relationship with prospective students is driven by direct sales and recruitment efforts, which feed both the Schools and Counseling segments. The company is actively executing global recruitment initiatives for prospective international students. You can see the direct impact of these efforts in the new intake numbers reported for the start of the fiscal year:

• Intake for September 2024: 1,103 new students.
• Intake for January 2025: 213 new students.

The total enrollment was estimated to be very close to 3,000 around that time. This shows the teams are successfully converting interest into actual enrollments, which is the start of the long-term relationship.

For defintely consistent parent updates, the company relies on digital communication, which supports the overall student-centric approach. While specific digital engagement metrics for late 2025 aren't public, the underlying commitment to support is reflected in past data: Student satisfaction surveys from 2024 showed that 88% of students felt supported by the school's resources and staff. Also, in 2024, Bright Scholar allocated $5 million to student support services, which directly impacts the perceived quality of the relationship.

Finance: draft 13-week cash view by Friday.

Bright Scholar Education Holdings Limited (BEDU) - Canvas Business Model: Channels

You're looking at how Bright Scholar Education Holdings Limited (BEDU) gets its services and schools in front of students as of late 2025. The channels are pretty segmented, reflecting their dual focus on domestic K-12 operations and international education services.

Physical school campuses across multiple countries

The physical footprint is key for the Overseas Schools segment. As of May 31, 2021, the company operated a total of 115 schools, which included eight schools overseas. These overseas schools are primarily located in countries like the United Kingdom and the United States. The revenue from this segment for the second quarter of fiscal year 2025 (ended February 28, 2025) was GBP 26.6 million.

School Type/Location	Latest Reported Count (As of May 31, 2021)	Geographic Focus
Domestic K-12 Schools	107	Twelve provinces in China
Overseas Schools	8	United Kingdom and the United States

Honestly, the physical channel is capital-intensive, but it locks in the K-12 student base, which is a steady, if sometimes regulated, revenue stream.

Direct sales and recruitment offices globally

Specific figures for dedicated direct sales or recruitment offices aren't broken out in the latest reports, but the function is embedded within the segment operations. The Overseas Schools segment drives acquisition through the acquiring of overseas schools and language training institutions. For the Complementary Education Services segment, which includes overseas study consulting, direct engagement is necessary for service delivery.

• Recruitment efforts support the Overseas Schools segment's expansion into the United States and the United Kingdom.
• The company also engages in the operation of domestic kindergartens and K-12 businesses.

Online platforms for overseas study counseling services

This is where the digital channel shines, particularly for the Complementary Education Services segment. The company uses online platforms to deliver overseas study consulting services, career counselling, and international contest training. This channel showed growth in the first quarter of fiscal year 2025 (ended November 30, 2024), with Overseas Study Counselling revenue increasing by 5.8% to reach GBP 9.6 million. The total revenue from continuing operations for that quarter was GBP 44.7 million.

The global study abroad education consultant market itself is estimated at roughly $10 billion annually, so BEDU is tapping into a huge, growing pool.

Educational agents and third-party recruiters

While not explicitly quantified with a commission expense or agent count, the use of agents is a standard channel for international education consulting firms. This mechanism helps drive enrollment for the services under the Complementary Education Services segment. The segment provides services like camp programs and after-school programs, which often rely on external networks for student sourcing.

• Agents help connect students with the consulting services that support the pursuit of higher education abroad.
• The overall trend shows that 43% of international students rely on at least one external support service during their first year abroad, indicating a strong reliance on third-party assistance in the market.

Finance: draft 13-week cash view by Friday.

Bright Scholar Education Holdings Limited (BEDU) - Canvas Business Model: Customer Segments

You're looking at the core groups Bright Scholar Education Holdings Limited targets with its global education services. Honestly, this company segments its market based on the type of education service required, from full K-12 schooling to specialized counseling.

High-net-worth and elite families seeking international education

This segment is served through the Schools business, which focuses on providing quality international education. Bright Scholar Education Holdings operates a network of over 100 international and bilingual K-12 schools across China, the UK, the US, and Canada. The complementary education arm also targets this group, having served over 80,000 elite families in the first and second tier cities through its 8 sub-brand businesses.

Global students pursuing K-12 and university education abroad

This group is the direct recipient of the Schools business offerings and the Overseas Study Counselling services. The Schools segment generated revenue of GBP26.6 million in the second quarter of fiscal year 2025 (ended February 28, 2025). The company is actively increasing revenue per enrollment in its U.S. schools, reporting a 14.2% year-over-year improvement in revenue per enrollment in Q2 FY2025.

Students needing specialized overseas study counseling services

This is the dedicated Overseas Study Counselling business segment. Revenue for this segment showed growth, reaching GBP11.9 million in the second quarter of fiscal year 2025. For the first quarter of fiscal year 2025 (ended November 30, 2024), the revenue was GBP9.6 million, representing a 5.8% year-over-year increase. As of March 31, 2025, total enrollment in this area was reported at 2,699 students.

Families in new target markets like Vietnam and the U.S.

Bright Scholar Education Holdings is executing a strategy to expand its geographic footprint beyond its established base. The company has explicitly expanded its services into new international markets, specifically naming Vietnam and the U.S.. Furthermore, future growth plans target further penetration in the U.S., Middle East, South America, and Asia. New student pipelines are being developed from markets including Nepal, Malaysia, and Thailand.

Here's a quick look at the segment revenue contribution for Q2 FY2025 (ended February 28, 2025):

Segment	Revenue (GBP in millions)	Notes
Schools	26.6	Reflects overseas K12 education operations
Overseas Study Counselling	11.9	Grew 6.2% year-over-year for the quarter
Others	Data not explicitly isolated for Q2 2025 in the same format as Q1 2025 breakdown	Includes Domestic Kindergartens & K-12 Operation Services

The overall customer base for the complementary education services spans more than 90 countries and regions.

• Elite families in first and second tier Chinese cities are a core base for complementary education.
• Students seeking placement in K-12 schools in the UK and the US are key for the Schools segment.
• Families looking for specialized overseas study counseling are targeted for high-margin service growth.
• New families in expansion markets like Vietnam and the US are being onboarded.

The company is strategically shifting focus toward higher-margin services, which directly impacts which customer groups are prioritized for growth efforts. Finance: draft 13-week cash view by Friday.

Bright Scholar Education Holdings Limited (BEDU) - Canvas Business Model: Cost Structure

You're looking at the core expenditures that keep Bright Scholar Education Holdings Limited running, especially as they navigated the late 2025 environment, including the announced going-private transaction. The cost structure is heavily weighted toward personnel and facilities, which is typical for an education provider.

The most concrete recent figure we have for overhead comes from the second quarter of fiscal year 2025, ended February 28, 2025. Total Selling, General, and Administrative (SG&A) expenses from continuing operations were reported at GBP11.2 million. This represented a focused cost optimization effort, driving a 13.7% reduction year-over-year from the GBP13.0 million reported in Q2 2024. This efficiency improvement helped the SG&A to revenue ratio by 1.2 percentage points, which is a key metric for operational control.

The largest category of recurring costs falls under Cost of Revenues, which directly supports the delivery of education services. While we don't have the exact breakdown for Q2 2025 for every component, the structure is clear:

• Staff salaries and benefits for teachers and counselors: This is the primary cost driver, supporting the 2,699 students enrolled in the Schools business as of March 31, 2025.
• School facility operating costs and maintenance: These cover the physical infrastructure for the Schools business segment.
• Cost of goods sold for ancillary services, like on-campus canteens.
• Education expenses, such as teaching materials and student activities.

Here's a look at the key cost and revenue context from Q2 2025, which frames the cost base:

Cost/Revenue Component	Q2 FY2025 Amount (GBP)	Comparison/Context
Total SG&A Expenses	GBP11.2 million	13.7% decrease year-over-year.
Revenue from Continuing Operations	GBP43.8 million	Down from GBP48.5 million in Q2 FY2024.
Schools Revenue	GBP26.6 million	Component of total revenue.
Overseas Study Counselling Revenue	GBP11.9 million	Increased by 6.2% year-over-year.

Regarding expansion, Bright Scholar Education Holdings Limited has historically entered overseas markets, like the United Kingdom and the United States, through the acquisition of established schools. Such acquisition and expansion costs in new international markets are typically capitalized or expensed as incurred, depending on the nature of the deal, but specific figures for new international market entry costs in 2025 aren't itemized in the readily available Q2 2025 summary data. Generally, international expansion carries risks related to adapting business models to local legal requirements and market conditions, which inherently increases operational costs and risk exposure.

You should also note the significant financial event occurring in late 2025. The definitive merger agreement sets the cash consideration for shareholders:

• Cash per American Depositary Share (ADS): $2.30
• Cash per ordinary share: $0.575

This transaction, funded by cash contributions and equity rollovers, represents a major cash outlay event, though it's a one-time capital structure change rather than a recurring operational cost like teacher salaries. Finance: draft 13-week cash view by Friday.

Bright Scholar Education Holdings Limited (BEDU) - Canvas Business Model: Revenue Streams

You're looking at how Bright Scholar Education Holdings Limited actually brings in the money, which is key for understanding their stability. As of their Q2 Fiscal Year 2025 results, reported on April 28, 2025, the revenue streams show a clear split across their main operations. Total revenue from continuing operations for that quarter was reported at GBP43.8 million.

The core of the revenue comes from two primary, distinct service lines, which is what you need to map out in the canvas. The Schools segment remains a major contributor, while the Overseas Study Counselling service shows growth, which is an important operational signal. Honestly, seeing the mix helps you gauge their exposure to different regulatory or market environments.

Here's the quick math on the reported segment revenues for the second quarter of fiscal year 2025:

Revenue Stream	Q2 FY2025 Revenue (GBP Millions)	Percentage of Total Revenue (Approximate)
Tuition fees from the Schools segment	26.6	60.7%
Service fees from Overseas Study Counselling	11.9	27.2%
Revenue from the Others segment	5.3	12.1%
Total Revenue from Continuing Operations	43.8	100.0%

The Tuition fees from the Schools segment, which was GBP26.6 million in Q2 2025, covers the core K-12 international school operations. This revenue line is where you'd expect to find the bulk of the ancillary charges, though they aren't itemized separately in the top-line segment reporting you have here. Still, this is the foundation of their physical asset base.

For the Service fees from Overseas Study Counselling, the number was GBP11.9 million for the same period. What's interesting here is that this segment actually saw a 6.2% increase year-over-year, showing resilience or perhaps successful recruitment efforts even as total revenue dipped slightly. This diversification helps smooth out any single-point risk.

The Revenue from the Others segment (e.g., domestic K-12 services) was reported at GBP5.3 million. This bucket captures other domestic education services they offer, which is a strategic area to watch for future scaling potential outside of their main international school footprint.

Regarding Ancillary fees (e.g., boarding, uniforms, extracurriculars), you won't see a clean, standalone number for Q2 2025 in the primary press release data. These charges are typically bundled within the Schools segment revenue. To be defintely sure, you'd need to dig into the detailed notes of the full 10-Q filing, but for the canvas overview, you can assume they are embedded in the GBP26.6 million Schools revenue.

You should track these key revenue drivers going forward:

• Schools segment revenue stability.
• Growth rate of Overseas Study Counselling fees.
• Contribution margin from the Others segment.
• Any management commentary on ancillary fee collection rates.

Finance: draft 13-week cash view by Friday.