From our Fund Manager’s Desk

South Africa’s Private Education Sector –Structural demand meets scalable growth

South Africa’s private education sector continues to demonstrate resilient, non‑cyclical demand driven by chronic undersupply in public institutions, rising aspirations among middle‑income households, and a policy environment increasingly supportive of private‑sector participation. 

Public universities face a severe and persistent capacity deficit, with more than 200,000 qualified students unable to secure a place for the 2026 academic year. This structural shortfall provides a powerful long‑term tailwind for private tertiary providers. 

This overflow in demand aligns directly with the differentiated, scalable models of ADvTECH and STADIO, both of which are well positioned to absorb unmet student demand while sustaining attractive margins.