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Mirrabooka Investments (MIR) investor relations material
Mirrabooka Investments AGM 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 Presentation summary30 Sep, 2025
Investment philosophy and approach
Focuses on small and medium-sized companies with attractive, sustainable return prospects and no impediments to growth.
Emphasizes financial strength, resilient balance sheets, and management quality.
Maintains a medium to long-term investment horizon, paying fair value and avoiding overpaying.
Portfolio management includes growing holdings on conviction, selling on adverse changes, and monitoring for excessive valuations.
Maintains a diversified portfolio to enhance consistency of returns.
Financial and portfolio performance
FY2025 profit was $7.9m, down from $10.7m in 2024.
Total fully franked dividend was 11.0¢, compared to 13.0¢ (including a special dividend) in 2024.
Total portfolio return was 11.4%, underperforming the 15.2% benchmark.
Management expense ratio improved to 0.54% from 0.56%.
1-year portfolio return was 10.5%, with 3, 5, and 10-year annualized returns of 22.9%, 13.7%, and 11.9% respectively.
Factors influencing performance
Underperformance attributed to not holding gold stocks (16% of index), negative contributions from certain holdings, and capital raising dilution.
Positive contributors included Temple & Webster and Cobram Estate.
Management expenses and unrealized CGT also impacted returns.
Explain the rationale for low resource exposure
Describe Mirrabooka's response to market structure changes
What gives confidence in a rebound from underperformance?
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Next Mirrabooka Investments earnings date
H1 202620 Jan, 2026
Next Mirrabooka Investments earnings date
H1 202620 Jan, 2026
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Frequently asked questions
Mirrabooka Investments Limited is an Australian investment company focused on managing a portfolio of small- to mid-cap Australian equities. The company’s investment strategy emphasizes long-term capital growth and income generation by investing in a diversified selection of stocks across various sectors, primarily in companies with growth potential outside of the large-cap range. Mirrabooka seeks to provide shareholders with access to emerging opportunities in the Australian market while maintaining a disciplined approach to portfolio management. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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