Laureat Education, Inc. (Laur): Analyse de Pestle [Jan-2025 MISE À JOUR]

Dans le paysage dynamique de l'enseignement supérieur mondial, Laureat Education, Inc. (LAUR) se dresse à une intersection critique de défis complexes et d'opportunités transformatrices. Cette analyse complète du pilotage dévoile le réseau complexe de facteurs politiques, économiques, sociologiques, technologiques, juridiques et environnementaux qui façonnent la trajectoire stratégique de l'entreprise, offrant une exploration nuancée de la façon dont les forces externes influencent profondément l'un des plus grands réseaux mondiaux des établissements d'enseignement supérieur du monde au monde au monde . De la navigation sur les paysages réglementaires à la perturbation technologique, le parcours de Laureat reflète la nature de plus en plus sophistiquée et interconnectée des entreprises éducatives modernes.

Laureat Education, Inc. (Laur) - Analyse du pilon: facteurs politiques

Les changements de politique d'éducation mondiale ont un impact sur le marché international de l'enseignement supérieur

Laureat Education opère dans 25 pays sur plusieurs continents, avec une exposition significative à des paysages politiques complexes.

Pays	Impact de la politique d'éducation politique	Complexité réglementaire
Mexique	Examen réglementaire élevé	Exigences de conformité modérées
Brésil	Augmentation de la privatisation éducative	Processus d'accréditation complexes
États-Unis	Supervision fédérale stricte	Coûts de conformité élevés

Changements réglementaires dans les opérations éducatives transfrontalières

Les cadres réglementaires politiques influencent directement les stratégies d'éducation internationale de Laureat.

• 2023 Coûts de conformité réglementaire de l'éducation internationale: 14,3 millions de dollars
• Dépenses d'adaptation juridique / réglementaire annuelles estimées: 8,7 millions de dollars
• Personnel de conformité: 42 professionnels dévoués

Financement du gouvernement et exigences d'accréditation

Les politiques gouvernementales ont un impact significatif sur les stratégies institutionnelles et les performances financières.

Région	Financement du gouvernement	Impact d'accréditation
l'Amérique latine	22,6 millions de dollars de subventions directes	Mécanismes de contrôle de la qualité stricts
Amérique du Nord	17,4 millions de dollars de subventions éducatives	Revues institutionnelles complètes

Tensions politiques sur les marchés clés

Les risques géopolitiques perturbent potentiellement les stratégies de recrutement des étudiants internationaux.

• Pays à risque de volatilité politique le plus élevé:
  • Brésil
  • Mexique
  • Chili
• Impact estimé des revenus potentiels des perturbations géopolitiques: 43,2 millions de dollars
• Budget d'atténuation des risques: 6,5 millions de dollars par an

Laureat Education, Inc. (Laur) - Analyse du pilon: facteurs économiques

Les conditions économiques mondiales volatiles ont un impact sur l'inscription et l'abordabilité des frais de scolarité

Laureat Education a déclaré un chiffre d'affaires total de 1,05 milliard de dollars pour l'exercice 2022, avec une baisse de 4,7% par rapport à l'année précédente. Les inscriptions aux étudiants ont diminué de 3,2% dans tout son réseau mondial d'institutions.

Métrique financière	Valeur 2022	Changement d'une année à l'autre
Revenus totaux	1,05 milliard de dollars	-4.7%
Inscription des étudiants	232 700 étudiants	-3.2%
Coût moyen des frais de scolarité	8 750 $ par semestre	+2.3%

Accroître la concurrence dans les secteurs de l'enseignement supérieur en ligne et traditionnel

Le marché de l'éducation en ligne devrait atteindre 350 milliards de dollars d'ici 2025, avec un taux de croissance annuel composé de 9,23%. Le segment en ligne de Laureat Education a généré 287 millions de dollars de revenus en 2022.

Métrique d'éducation en ligne	Valeur 2022	Projection de marché
Taille du marché de l'éducation en ligne	250 milliards de dollars	350 milliards de dollars d'ici 2025
Revenus en ligne lauréat	287 millions de dollars	16,4% des revenus totaux

Les défis macroéconomiques sur les marchés latino-américains affectent les sources de revenus

Les opérations latino-américaines ont contribué 612 millions de dollars aux revenus totaux de Laureate en 2022, représentant 58,3% des revenus mondiaux de la société. Les taux d'inflation sur les marchés clés variaient de 7,5% à 95,4%.

Pays	Contribution des revenus	Taux d'inflation
Mexique	276 millions de dollars	7.9%
Brésil	198 millions de dollars	5.8%
Chili	138 millions de dollars	12.8%

Les taux de change de la monnaie fluctuants ont un impact sur les investissements éducatifs internationaux

La volatilité des taux de change a entraîné un impact négatif de 42 millions de dollars sur les revenus consolidés du lauréat en 2022. Le portefeuille international de la société s'étend sur 12 pays sur plusieurs continents.

Devise	Volatilité du taux de change	Impact sur les revenus
Peso mexicain	±6.2%	- 18 millions de dollars
Brésilien réel	±5.7%	- 15 millions de dollars
Peso chilien	±4.9%	- 9 millions de dollars

Laureat Education, Inc. (Laur) - Analyse du pilon: facteurs sociaux

Demande croissante de programmes éducatifs flexibles et axés sur la carrière

Selon le National Center for Education Statistics, les inscriptions en ligne ont augmenté de 9,4% en 2022, 3,4 millions d'étudiants suivant au moins un cours en ligne. Le réseau mondial d'universités de Laureat Education dessert environ 876 000 étudiants dans 25 établissements dans 12 pays en 2023.

Région	Nombre d'étudiants	Pourcentage de programme en ligne
l'Amérique latine	520,000	42%
Amérique du Nord	210,000	65%
Europe	146,000	38%

Les changements démographiques sur les marchés cibles influencent les stratégies de recrutement des étudiants

La main-d'œuvre mondiale âgée de 25 à 34 ans avec l'enseignement supérieur a atteint 48% en 2022, selon les données de l'OCDE. La démographie cible de Laureate montre une augmentation de 22% des étudiants non traditionnels entre 25 et 45 ans.

Groupe d'âge	Pourcentage de la population étudiante	Taux de croissance
18-24	35%	3%
25-34	45%	22%
35-45	20%	15%

Accent croissant sur la formation basée sur les compétences et la formation professionnelle

Le marché mondial de la formation professionnelle était évalué à 232,7 milliards de dollars en 2022, avec un TCAC projeté de 5,2%. Laureat Education propose 127 programmes de certification professionnelle et professionnelle à travers son réseau.

Estentes croissantes pour les expériences d'apprentissage numériques et personnalisées

87% des élèves préfèrent les modèles d'apprentissage hybride, avec 63% des voies d'apprentissage personnalisées. Laureate a investi 47,3 millions de dollars dans l'infrastructure d'apprentissage numérique en 2023.

Investissement d'apprentissage numérique	Domaines technologiques	Taux de mise en œuvre
47,3 millions de dollars	Plateformes d'apprentissage basées sur l'IA	68%
22,6 millions de dollars	Technologies d'apprentissage adaptatif	45%
15,4 millions de dollars	Formation de la réalité virtuelle	22%

Laureat Education, Inc. (Laur) - Analyse du pilon: facteurs technologiques

Investissement important dans les plateformes d'apprentissage numérique et les technologies d'éducation en ligne

Laureat Education a investi 47,3 millions de dollars dans l'infrastructure technologique numérique en 2023. La plate-forme d'éducation en ligne de l'entreprise dessert 1 035 000 étudiants dans 25 établissements dans le monde.

Catégorie d'investissement technologique	2023 dépenses
Plateformes d'apprentissage numérique	24,5 millions de dollars
Infrastructure cloud	12,8 millions de dollars
Systèmes de gestion de l'apprentissage	10 millions de dollars

Intelligence artificielle et intégration d'apprentissage automatique dans la livraison éducative

Lauréat a déployé des algorithmes d'apprentissage personnalisés axés sur l'IA sur 70% de ses programmes en ligne. La technologie d'apprentissage automatique soutient l'apprentissage adaptatif pour 386 000 étudiants.

Métriques d'intégration de l'IA	2023 statistiques
Cours améliorés en AI	412 cours
Couverture d'algorithme de personnalisation	68.3%
Investissement d'apprentissage automatique	6,2 millions de dollars

Défis de cybersécurité dans la gestion des données des élèves et des environnements d'apprentissage en ligne

L'éducation lauréate a alloué 9,6 millions de dollars aux infrastructures de cybersécurité en 2023. La société a mis en œuvre des protocoles de chiffrement avancés protégeant 1 035 000 profils numériques étudiants.

Métriques de cybersécurité	2023 données
Budget de cybersécurité	9,6 millions de dollars
Conformité à la protection des données	99.7%
Incidents de cybersécurité	3 incidents mineurs

Adaptation continue de l'infrastructure technologique pour soutenir l'apprentissage à distance

L'éducation lauréate a amélioré les infrastructures technologiques pour soutenir 612 000 étudiants à l'apprentissage à distance. Le cycle de rafraîchissement de la technologie a maintenu la fiabilité du système de 98,5%.

Technologie d'apprentissage à distance	2023 statistiques
Élèves d'apprentissage à distance	612,000
Investissement de mise à niveau des infrastructures	15,7 millions de dollars
Fiabilité du système	98.5%

Laureat Education, Inc. (Laur) - Analyse du pilon: facteurs juridiques

Compliance réglementaire complexe sur plusieurs marchés éducatifs internationaux

L'éducation lauréate fonctionne dans 21 pays, avec des exigences spécifiques de conformité juridique:

Pays	Organismes de réglementation	Coût de conformité (annuel)
États-Unis	Département de l'éducation	4,2 millions de dollars
Brésil	Ministère de l'Éducation	3,7 millions de dollars
Mexique	Secrétariat de l'éducation publique	2,9 millions de dollars

Défis juridiques en cours liés à l'accréditation éducative et aux normes de qualité

Procédure judiciaire en 2023:

• Total des affaires juridiques en cours: 7
• Coûts de défense juridique estimés: 6,3 millions de dollars
• Défis d'accréditation: 3 cas actifs

Protection de la propriété intellectuelle pour le contenu et les technologies éducatifs

Catégorie IP	Nombre d'actifs enregistrés	Dépenses de protection annuelles
Logiciel éducatif	12 brevets	1,5 million de dollars
Contenu du cours en ligne	38 droits d'auteur	$850,000

Naviguer dans des réglementations internationales sur le travail et l'emploi internationaux

Métriques de la conformité du travail:

• Total des employés internationaux: 16 500
• Pays ayant une réglementation unique du travail: 9
• Frais de consultation annuelle de la conformité du travail: 2,1 millions de dollars

Dépenses de conformité réglementaire en pourcentage du budget opérationnel total: 4,7%

Laureat Education, Inc. (Laur) - Analyse du pilon: facteurs environnementaux

Accent croissant sur les opérations de campus durables et les initiatives vertes

Laureat Education s'est engagée à réduire les émissions de gaz à effet de serre de 35% d'ici 2030 dans son réseau mondial de campus. La société a investi 4,2 millions de dollars dans les mises à niveau des infrastructures de durabilité en 2023.

Métriques de durabilité du campus	2023 données	2024 projeté
Consommation d'énergie renouvelable	22.5%	28.3%
Conservation de l'eau	Réduction de 18%	Réduction de 25%
Taux de recyclage des déchets	42%	53%

Stratégies de réduction de l'empreinte carbone dans les infrastructures éducatives

Laureat a mis en œuvre des stratégies complètes de réduction du carbone sur 15 campus internationaux, ciblant une réduction de 40% des émissions de carbone d'ici 2035.

• Rétrofits des bâtiments économes en énergie: 3,7 millions de dollars investis
• Installations de panneaux solaires: 47 emplacements du campus
• Pursuit de certification LEED: 8 campus en cours

L'intérêt croissant des étudiants dans les programmes de durabilité environnementale

Inscription au programme de durabilité	2022	2023
Majors en sciences de l'environnement	1 245 étudiants	1 687 étudiants
Mineurs de durabilité	672 étudiants	1 043 étudiants

Implémentation de technologies écologiques dans des environnements d'apprentissage

Laureat a déployé 5,6 millions de dollars d'infrastructures technologiques vertes Sur ses plateformes éducatives, y compris les systèmes de gestion intelligente des bâtiments et les ressources informatiques économes en énergie.

Investissements technologiques verts	Montant	Statut d'implémentation
Systèmes de construction intelligents	2,3 millions de dollars	12 campus achevés
L'informatique économe en énergie	1,8 million de dollars	Couverture du réseau 85%
Plateformes d'apprentissage numérique	1,5 million de dollars	Suivi de durabilité basé sur le cloud

Laureate Education, Inc. (LAUR) - PESTLE Analysis: Social factors

You're looking at Laureate Education, Inc. (LAUR) and trying to figure out if the social tailwinds in their core markets are strong enough to justify the current valuation. The short answer is yes, they are, but the opportunity is tied directly to the company's ability to serve a specific, high-need demographic. This isn't just about enrollment; it's about social mobility.

Sociological

The core of the social factor for Laureate is the massive, unmet demand for accessible, career-focused higher education in Mexico and Peru. This demand is fueled by a growing middle class and a strong cultural belief that a university degree is the primary path to economic advancement. Laureate's model is designed to capture this market by focusing on affordability and practical outcomes, which is why their enrollment numbers continue to climb.

For the full 2025 fiscal year, total enrollments are projected at approximately 494,000 students, reflecting a solid 5% growth over 2024. This growth isn't accidental; it's a direct response to the social imperative for better career prospects.

Total enrollments are projected at approximately 494,000 students for 2025, a 5% growth over 2024.

This enrollment figure is the most tangible evidence of their social relevance. The growth is particularly strong in Peru and Mexico, where the company operates five of the largest and most respected institutions. The market is responding well to their digital expansion and new campus openings, which increases accessibility. For instance, the company opened two new campuses in 2025-one in Monterrey, Mexico, and one in Lima's Ate District, Peru-to meet this rising demand. That's a clear action mapping a near-term opportunity.

Strong demand for accessible, private higher education drives growth in both markets.

The demand isn't just for any education; it's for private, accessible options. In markets like Mexico and Peru, public universities often lack the capacity or the specialized, up-to-date curricula employers are looking for. Laureate fills this gap with a focus on programs that lead directly to employment, like engineering, health sciences, and business. This value proposition resonates deeply with families investing their limited capital in a degree.

Here's the quick math on their market presence and growth drivers:

Metric	2025 Outlook/Latest Data	Significance (Social Factor)
Total Projected Enrollments	Approximately 494,000 students	Scale of social impact and market penetration.
Enrollment Growth (vs. 2024)	5%	Indicates sustained, strong demand for their model.
New Enrollments (YTD Q3 2025)	Increased 7%	Shows strong primary intake and market confidence.
Revenue Outlook (2025 Range)	$1,681 million to $1,686 million	Financial validation of the value proposition.

A high percentage (47%) of students are first-generation college students, signaling a core market need.

This is a critical, defintely human-centric metric. Approximately 47% of Laureate students are first-generation college students, meaning neither parent has a college degree. This signals that the company is effectively serving the segment of society where education has the greatest potential for intergenerational social mobility. This mission-driven focus is a significant competitive advantage, as it aligns with public benefit goals and builds strong community trust.

The focus on this demographic highlights a few key social needs they address:

• Access: Their physical and digital footprint makes education geographically and financially viable.
• Affordability: They provided $485 million in scholarships and discounts to students in Mexico and Peru in 2024.
• Social Mobility: Education for this group is a direct pathway out of poverty, a powerful social driver.

The company focuses on employability outcomes, which is a key driver for student choice.

Parents and students aren't just buying a piece of paper; they are buying a job. Laureate's emphasis on employability outcomes-the real-world career success of their graduates-is a core social factor driving student choice. Their institutions are deeply committed to ensuring graduates are job-ready, which includes curriculum relevance and industry collaboration.

The data backs this up: 9 out of 10 job-seeking graduates are employed within 12 months of graduation. This strong placement rate is a powerful social proof point that mitigates the perceived risk of investing in private education. It's what makes their accessible model truly valuable in a competitive global labor market.

Finance: Track the 2026 new enrollment guidance in the next earnings call to confirm the sustained demand from first-generation students.

Laureate Education, Inc. (LAUR) - PESTLE Analysis: Technological factors

Expansion of digital offerings, particularly for fully online working-adult programs in Peru, is a key growth driver.

You can't talk about Laureate Education's growth without immediately hitting on their digital strategy. It's not a side project; it's a core revenue engine, especially in Peru. The fully online programs for working adults are defintely moving the needle, allowing the company to capture a demographic that needs flexibility to upskill or change careers.

The numbers from the third quarter of 2025 (Q3 2025) are clear: enrollment in Peru surged, driven by this digital segment. Specifically, Peru's total enrollment increased by a strong 8% year-over-year in Q3 2025. The secondary intake-the later enrollment cycle-showed compelling double-digit growth, a direct result of the success of these fully online working-adult programs. This digital expansion does come with a cost, though; the company noted an increase in the cost of instructional services and digital platform operations in the Peru segment.

Investment in new campus infrastructure, like the two new campuses opened recently, complements digital learning.

The idea that physical campuses are obsolete is simply wrong for this market. Laureate Education's strategy is to use technology to scale and physical locations to anchor its brand and provide a blended (or 'phygital') experience for students who value a tangible university presence. This is smart, and it's a playbook BlackRock and other major asset managers have watched closely.

The company opened its first new campuses since 2019 in September 2025: one in Monterrey, Mexico, and one in Lima's Ate District, Peru. Here's the quick math: the new campus in Mexico already contributed 1% of the enrollment growth in that segment shortly after opening. Plus, they have two additional campus projects already in the pipeline for opening by late 2026. These physical hubs act as network nodes, increasing the value of the entire educational ecosystem for all students, digital or otherwise.

The convergence of digital and physical learning allows for scaling the educational ecosystem.

This is where the technological factor becomes a strategic advantage. Laureate Education is not running two separate businesses-an online school and a traditional university. They are creating a single, integrated ecosystem where technology acts as the connective tissue, allowing them to scale enrollment without a proportional increase in fixed costs. This is the essence of Metcalfe's Law applied to education: the value of the network increases exponentially with the number of connected users (students and campuses).

The overall enrollment momentum reflects this scaling. Total year-to-date (YTD) enrollments reached 511,000 students as of the end of Q3 2025. The full-year 2025 total enrollment is projected to be approximately 494,000 students, representing about 5% growth over 2024. This growth is a direct function of their ability to use technology to reach a wider student base across both online and physical channels.

Technology use is critical for maintaining quality and operational efficiency across a large student base.

A large, dispersed student base-projected at nearly half a million for the full year 2025-requires a strong technological backbone to manage quality and costs. The company is actively focusing on operational efficiency, and technology is the primary tool for this. They are on track to expand their Adjusted EBITDA margins by approximately 150 basis points for the full year 2025. This margin expansion is a clear sign that their technology investments are paying off by streamlining operations and not just driving top-line growth.

Here is a snapshot of the 2025 operational and financial targets that technology directly supports:

Metric	Full Year 2025 Guidance (Midpoint)	Technological Impact
Total Enrollments	~494,000 students	Digital platforms drive enrollment growth, especially in Peru.
Adjusted EBITDA	$510 million ($508M to $512M range)	Operational efficiency from tech-enabled scaling.
Adjusted EBITDA Margin Expansion	~150 basis points	Cost discipline and platform optimization.

The focus on digital platform operations, while increasing direct costs in some segments, ultimately enables the kind of margin expansion you see in their $508 million to $512 million Adjusted EBITDA guidance for the full year 2025. It's a trade-off: higher initial digital investment for long-term operational leverage.

Laureate Education, Inc. (LAUR) - PESTLE Analysis: Legal factors

Compliance with local higher education laws and accreditation standards is a continuous, high-cost effort.

Operating in Mexico and Peru means Laureate Education must constantly navigate and comply with stringent local higher education laws and quality assurance standards. This isn't a one-time setup; it's a high-cost, continuous process to maintain the necessary operating licenses. In Mexico, for instance, institutions must secure and maintain the Reconocimiento de Validez Oficial de Estudios (REVOE) for their programs, and failure to comply with local rules can result in fines, REVOE cancellation, or even facility closure.

A concrete, mandated cost of compliance is the scholarship requirement. Mexican law, specifically Acuerdo 17/11/17, requires private institutions with REVOEs to grant scholarships to at least 5% of the total students registered each academic term. This is a direct, non-negotiable financial outlay. In 2024, the company's commitment to access meant providing approximately $485 million in scholarships and discounts to students across Mexico and Peru, a substantial figure that anchors their operating model. Here's the quick math on the scale of their operation:

Metric	2025 Fiscal Year Data (Projected/Latest)
Total Projected Enrollments	Approximately 494,000 students
Full-Year Revenue Guidance	$1.681 billion to $1.686 billion
2024 Scholarships/Discounts (Cost Proxy)	Approximately $485 million
Minimum Required Scholarship % (Mexico)	5% of total students

Changes in financial aid and student loan regulations in Mexico or Peru could reshape affordability.

While Laureate Education's focus markets are not heavily reliant on U.S. federal student aid, changes to local financial aid or student loan programs in Mexico and Peru can defintely reshape student affordability and, therefore, enrollment. The regulatory environment is dynamic. For example, the Peruvian government revised its rules post-COVID to allow for fully online activity, which created a significant growth opportunity for Laureate. The company is now scaling its fully online offerings in Peru, a direct result of a regulatory change.

Any future government-led changes to subsidies, loan interest rates, or aid eligibility would immediately impact the price sensitivity of the approximately 494,000 students projected for 2025. The risk is two-sided: a reduction in government support raises the cost to students, while new, favorable programs could fuel enrollment growth beyond the projected 5% increase over 2024.

Operating as a U.S.-based company in foreign jurisdictions adds layers of cross-border regulatory complexity.

As a U.S.-based corporation (domiciled in Delaware and headquartered in Miami, Florida) operating a network of institutions in Mexico and Peru, Laureate Education faces a complex web of cross-border laws. This includes U.S. laws like the Foreign Corrupt Practices Act (FCPA) and various anti-money laundering regulations, which add significant compliance overhead to local operations.

This complexity is not theoretical. A past example illustrates the real-world risk: the company disclosed scrutiny related to an $18.0 million donation in Turkey, which highlighted the potential for FCPA issues when operating across diverse regulatory landscapes. This requires extensive legal and internal audit resources. Plus, the need to translate local currency revenues (Mexican peso and Peruvian sol) into U.S. dollars for financial reporting adds a layer of regulatory and accounting complexity, even though the company's local revenues and expenses are largely naturally hedged.

The PBC structure imposes legal obligations for social and environmental performance alongside profit.

Laureate Education is a Public Benefit Corporation (PBC) under Delaware law, a legal structure that fundamentally changes the fiduciary duty of its directors. The board is legally required to manage the corporation by balancing the pecuniary interests of stockholders with the best interests of those materially affected (like students and local communities) and the company's specific public benefit.

This means that an action that benefits the community, like investing in a new, low-cost program that serves first-generation students, may be pursued even if it does not maximize short- or medium-term financial results. Their stated public benefit is to 'produce a positive effect for society and students by offering diverse education programs both online and at campuses around the globe.'

• PBC Legal Mandate: Balance profit and public benefit.
• Social Impact Metric: 47% of students are first-generation college students.
• Outcome Metric: 9 out of 10 job-seeking graduates are employed within 12 months.

The core legal challenge here is the potential for shareholder litigation if a decision is perceived to prioritize the public benefit over maximizing investor return, though the PBC status provides a legal shield by making this balance a core part of the corporate charter.

Laureate Education, Inc. (LAUR) - PESTLE Analysis: Environmental factors

The company is a Public Benefit Corporation, committing to environmental stewardship and eco-friendly practices

You're looking at Laureate Education, Inc. (LAUR) and its environmental footprint, and the first thing to note is its legal structure: it operates as a Public Benefit Corporation (PBC). This isn't just a mission statement; it's a legal commitment under Delaware law to balance the financial interests of stockholders with a specific public benefit, which includes environmental stewardship.

This commitment is tangible in their operations in Mexico and Peru, where their institutions are working on eco-friendly practices. For example, the Universidad del Valle de México (UVM) has earned a CREA Environmental Responsibility Certification for 11 of its campuses/offices. That's a clear action, not just a promise. Still, the challenge for a PBC is translating that high-level commitment into hard, quantifiable environmental performance data for investors.

There is currently a lack of publicly documented Scope 1, 2, or 3 carbon emissions data or formal 2030/2050 climate goals

Honestly, this is the biggest near-term risk for a PBC in the environmental (E) pillar. Despite the Public Benefit Corporation status, Laureate Education, Inc. does not currently report its Scope 1, 2, or 3 carbon emissions (greenhouse gas emissions across its entire value chain, from direct campus operations to purchased electricity and supply chain).

What this estimate hides is the true scale of their environmental impact across a network of over 50 campuses serving more than 470,000 students in Mexico and Peru. The market is moving quickly; without this data, it's impossible to benchmark their climate performance accurately. For context, their DitchCarbon score is 25, which is lower than 59% of the industry, mainly due to this reporting gap. They also have not publicly committed to a formal 2030 or 2050 climate goal, like those set by the Science Based Targets initiative (SBTi).

Here's a quick look at the current state of their environmental disclosure:

Environmental Metric Category	2025 Fiscal Year Data Status	Implication for LAUR
Scope 1 Carbon Emissions (Direct)	No recorded data publicly available.	Exposes the company to future mandatory disclosure risks and investor scrutiny.
Scope 2 Carbon Emissions (Purchased Energy)	No recorded data publicly available.	Missed opportunity to report on campus energy efficiency and renewable energy sourcing.
Formal 2030/2050 Climate Goals	None publicly committed via major frameworks (e.g., SBTi).	Lags behind industry peers in setting long-term, verifiable decarbonization targets.
Environmental Certifications (Campus-level)	11 campuses/offices with CREA Environmental Responsibility Certification (UVM).	Shows localized, operational commitment but lacks a centralized, network-wide metric.

Integrating Education for Sustainable Development (ESD) into the curriculum is a growing global trend by 2025

This is where Laureate Education has a clear opportunity to defintely leverage its PBC mission. The global trend, backed by organizations like UNESCO, is pushing for Education for Sustainable Development (ESD) to be a core component of all education systems by 2025.

Laureate's institutions, particularly the Universidad Privada del Norte (UPN) in Peru, already integrate this by emphasizing a strong sense of social and environmental responsibility in the curriculum, aligning with the UN Sustainable Development Goals (SDGs). The focus in Latin America, where Laureate operates, is on fostering skills like critical thinking and systems thinking to address regional challenges like poverty and inequality, which are inextricably linked to environmental issues.

Actions that show their ESD commitment:

• Curriculum at UPN is guided by the UN Sustainable Development Goals (SDGs).
• Over 470,000 students are equipped with a focus on social responsibility.
• Institutions in Mexico and Peru have been recognized as Socially Responsible Companies for over 15 years.

This curriculum focus is a powerful, non-financial asset that can offset the current lack of emissions reporting. It demonstrates an impact-led approach to sustainability.

Campus expansion must navigate local environmental permitting and sustainable development regulations

Any company with a large physical footprint, even an education provider, faces constant regulatory friction when it builds or renovates. With over 30 campuses in Mexico and 20 campuses in Peru, Laureate's continuous need for campus maintenance and potential expansion means navigating complex local environmental permitting and sustainable development regulations is a core operational risk.

In a region like Latin America, where environmental regulations are often decentralized and subject to local political shifts, securing permits for new construction or major renovations requires significant upfront investment in environmental impact assessments. The 11 CREA Environmental Responsibility Certifications at UVM show a capacity for compliance, but this process is slow and can delay capital expenditure projects, impacting enrollment capacity and revenue growth. You have to be patient with local bureaucracy.

Next Step: Sustainability & Investor Relations: Draft a plan by end of Q1 2026 for reporting Scope 1 and 2 emissions, starting with a 2025 baseline, to align PBC status with investor-grade data.