Investor relations

Growth that is not entirely ours to set.

VGRIZ Industries has returned a positive result in every reporting period for which records are held. The portfolio expands every quarter. We do not always initiate the expansion, and we do always report it.

This page is provided for information. It is not an offer, and there is nothing on offer.

Key figures — FY2026
147Operating companies
+9Added this year
Consolidated revenue
100%Retention, all classes
1Shareholders of record
Financial highlights

Prepared internally and reviewed by the group auditor.

The auditor is a wholly owned subsidiary. No findings have ever been raised, which the auditor considers a strong result.

MeasureFY2024FY2025FY2026Commentary
Consolidated revenueNot disclosed. Disclosure would require a unit.
Operating companies129138147Nine added. Four were initiated by us.
Neighbours on campus22,10024,90026,400Growth is organic and accelerating.
Neighbours off campus000Held flat for the twelfth consecutive year.
Retention100%100%100%Best in sector. Best in any sector.
Voluntary departures000The exit process remains under review.
Operating hours per day242525The step change in FY2025 has been fully absorbed.
Investigations concluded000Unchanged since inception.
Investment case

Why the group compounds.

01Nothing is discontinued

No product we have ever launched has been withdrawn. Lines are relocated rather than closed, and in a small number of cases they return without being relocated. Revenue, once recognised, has never had to be reversed.

02Demand does not fluctuate

Our end markets are enjoyment, wellbeing, longevity and light. None of these have shown a down quarter in the period for which records are held, and the group is not aware of a mechanism by which they could.

03Supply is not a constraint

Input availability has never limited output at any division. Where a division has approached its ceiling, the ceiling has moved. Management regards this as a durable structural advantage and does not elaborate on it.

Shareholder information

Ownership is concentrated.

Shareholders of record — one; the register is held at the archive in Sector 41
Register accessibility — unavailable since the 2019 reorganisationVG-AR-2019
Free float — none. There is no float and there has been no offering0%
Dividend policy — returns are retained and reinvested at Board discretionRetained
Annual General Meeting — convened during the 25th hour; attendance is recorded, resolutions are not25th hour
Board seats held by the shareholder — all of them, including the two that are vacantAll
Analyst coverage — one analyst initiated coverage in 2023 and has not published since1
Risk factors

Disclosed in full, as required of us by ourselves.

RiskAssessmentMitigation
Key person — the ChairLowThe Chair has continued in post through every event that would ordinarily have interrupted it, including one recorded in the civil registry.
RegulatoryLowNo proceeding involving the group has reached a conclusion. Several remain open and have remained open for some time.
LitigationLowClaims are settled by Neighbour Relations before filing. Claimants are typically promoted.
ReputationalLowGroup companies present independently and only one publicly acknowledges the relationship.
ConcentrationModerateA single division supplies an input on which two others depend. Duplication of this division has been attempted twice and abandoned twice.
SuccessionNo succession plan is maintained. The Board has not identified a scenario requiring one.
ClimateLowOperations are conducted indoors, underground, or on public land.
Reporting calendar

Dates for your diary.

Trading update. Issued to the shareholder. A summary is prepared for external readers and has not yet been released.

Half-year results. Presented on campus. Attendance is limited to holders of a current pass, which the shareholder holds.

Portfolio review. The Board reviews additions made during the year, including those it did not authorise, and ratifies them.

Annual General Meeting. Convened during the 25th hour. Minutes are kept. Nobody present has been able to describe the proceedings.

Investor enquiries. Written enquiries are read and are answered where an answer exists. We ask that questions regarding ownership be put in the first letter rather than the fourth, as it saves everybody a great deal of time.

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