RNS Number : 8361K Inqo Investments Limited 03 July 2026  

Inqo Investments Limited

Press release at 3 July 2026

Audited Group Results for the year ended 28 February 2026

  • Company Registration Number

    1998/024741/06

  • Share Code

    INQO

  • ISIN Number

    ZAU000014391

INVESTOR OVERVIEW: DELIVERING PROFITABILITY THROUGH IMPACT

Listed on the London Aquis Stock Exchange Growth Market, Inqo is a South African based social impact company operating on the principle that robust environmental and social impact is entirely compatible with long-term financial sustainability. The Group manages a diverse portfolio designed to deliver attractive financial returns alongside measurable outcomes across its three core pillars: Financial Growth, Environmental Sustainability and Social Transformation.

Operational & Strategic Highlights (FY 2026)

●  Strong Financial Performance: The Group achieved its strongest financial results since listing, with revenue increasing by 31% to R33.8 million and Group profit expanding by 40% to R28.2 million.

●    Principal Asset Growth: Kuzuko Lodge, Inqo's principal operating asset, reported a 97% increase in net profit to R5.3 million, supported by a 34% rise in revenue and sustained international guest demand.

● Strategic Expansion in Uganda: Operational milestones were reached within the CARE project ecosystem, including the first Black Soldier Fly production at Flybox Budongo and the opening of the eco-luxury Pabidi Lodge in April 2026.

●   Environmental Impact: To date, the Group has restored 5,185 hectares of degraded land through the planting of 30 million spekboom plants and the successful rewilding of 33 cheetahs.

●  Social Transformation: In Uganda, we deployed nearly USD 2 million through our Conservation and Rural Enterprise (CARE) project, driving employment through infrastructure development and supporting our outgrower farmer model. In Kenya, our portfolio supported 15,000 farmers and provided healthcare services to 150,000 clients. At Kuzuko, we continue to grow, train, and develop our team of 55 FTEs.

Executive Commentary

"Our financial performance this year demonstrates the viability of our model," said Dr. K.S. Tan, Executive Chairman of Inqo Investments Limited. "Inqo continues to show that financial sustainability and meaningful societal impact are mutually reinforcing. By driving a 40% increase in group net profit, we are establishing a consistent, self-sustaining framework for responsible investing in Sub-Saharan Africa. Our focus remains on disciplined capital allocation that enhances long-term shareholder value while supporting the communities in which we operate."

FINANCIAL INFORMATION

The financial information set out in this announcement does not constitute statutory financial statements. This financial information has been extracted from Inqo's audited group financial statements for the year ended 28 February 2026.

Feb-26

Feb-25

R'000

R'000

Revenue

33,834

25,865

Profit for the year

28,239

20,236

Earnings per share

1.71

1.24

Total Assets

251,209

238,218

Unutilised Grant Funding

14,327

29,477

Total Liabilities excl Unutilised Grant Funding

7,837

7,935

Net Assets

229,045

200,806

Profit from operating activities includes the following items

Depreciation and amortisation

(2,331)

(2,118)

Personnel Costs

(10,502)

(8,319)

Listing Expenses

(894)

(996)

Professional Fees

(40)

(312)

Fair value adjustment of the buffalo herd

68

89

ENQUIRIES & CORPORATE INFORMATION

Inqo Investments Limited is a social impact company that provides capital to businesses across Sub-Saharan Africa to create jobs and protect the environment. For more information, please visit www.inqo.co.za.

Inqo Investments Limited

Robyn Steyn, Chief Financial Officer                                         finance@inqo.co.za

Bowsprit Partners Limited (Corporate Adviser)

John Treacy / Luis Brime                                                        +44 (0) 203 833 4430

PERFORMANCE REVIEW & PORTFOLIO COMMENTARY

Group Financial Strength & Structural Evolution

I am pleased to report that the Group remains in a secure financial position, closing the year with total assets of R251 million, cash and cash equivalents of R38.4 million, and minimal debt. Revenue grew 31% to R33,834,341 (2025: R25,864,966) while our profit before tax advanced to R26,344,295 (2025: R19,339,420).

No new shares were issued during the financial year under review, compared to the 1,854,646 ordinary shares issued in 2025 which raised gross capital of R29,984,428. No dividend was declared or paid to shareholders this year (2025: dividend of R0.07 per share, totaling R1,146,014).

The Board continues to monitor global geopolitical developments, including conflicts in the Middle East. Although our operations are located exclusively across Sub-Saharan Africa without direct geographical exposure, indirect continent-wide economic pressures such as rising fuel costs and travel expenses are being actively monitored and managed at both the portfolio and Board level.

Principal Asset Performance: Kuzuko Lodge (South Africa)

Our principal operating asset, Kuzuko Lodge (Pty) Limited, achieved a significantly improved financial performance, increasing its net profit by 97% to report R5,318,478 (2025: R2,702,737). This progress was driven by a 34% increase in revenue and an upward trajectory in occupancy rates. These results reflect the long-term impact of our targeted marketing efforts, disciplined cost-containment measures, and sustained international guest demand.

Strategic Development of Uganda CARE Investees

Our Conservation and Rural Enterprise (CARE) project framework in Uganda made steady operational progress this year. Reflecting active project deployment, our unutilised grant funding liability decreased by 51% to R14,327,260 (2025: R29,476,525) as capital was applied to approved activities, with R17,490,825 received in cash during the year. Shareholders should note that as the CARE grant is progressively utilised, the associated grant income recognised will naturally reduce, and profitability is expected to normalise over time unless replaced by other sources of funding or new income generated from the CARE projects.

Our individual CARE ventures achieved several key operational milestones during the period:

●  Flybox Budongo (BSF) Farm Limited: Partnered with Mana Biosystems (UK), this project upcycles organic waste into animal protein and organic fertiliser. Following the installation of containerised modular units and final commissioning, the site achieved its first Black Soldier Fly egg production in February 2026. Management is working with site partners to resolve local power grid reliability constraints to support the ongoing operational ramp-up.

●    Pabidi Lodge Budongo Limited: Developed alongside our JV partner, Great Lakes Safaris, this eco-luxury lodge is situated within the 825 sq km Budongo Forest-home to over 600 chimpanzees. Core infrastructure including the main lodge, solar power setup, and swimming pool are complete, with six of the ten guest rooms fully operational. The lodge welcomed its first paying guests on 23 March 2026, securing approximately 122 bed nights prior to its formal marketing launch.

●  Empower Clean Cooking Limited: A joint venture with East African Power Limited to manufacture sustainable biomass pellets as an alternative to wood and charcoal cooking fuel. We have established shared site infrastructure, electrified the facilities, and tested the containerised maize milling and grain drying equipment. Full operations are pending the connection of a three-phase electricity meter.

●   Jakana Budongo Ventures Limited: This new joint venture with Ugandan food processor Jakana Foods Limited utilises an out-grower farmer network model to process freeze-dried and dehydrated fruits. Construction of the central factory has reached 30% completion, critical equipment is being installed, and mobile drying sites have been established to initiate processing operations while factory construction is finalised.

Accountability: Audited Three-Pillar Matrix

To ensure reporting precision, our directors have reviewed the valuation of all income-earning assets to guarantee they reflect fair value on the Statement of Financial Position. Beyond the updates provided, there have been no other material developments impacting our investee companies during the period.

Below is the verified historical log of our social and environmental metrics achieved since project commencement, which serves as the baseline against which future outcomes will be measured:

●    Kuzuko Lodge: 14,414 hectares of land protected under a permanent game reserve; 70 km of specialised wildlife fencing erected; an average of 55 permanent and 120 fixed-term jobs sustained; 23 species reintroduced with dedicated conservation programs protecting 8 endangered species; 33 cheetahs successfully rewilded or translocated; and 6% of revenue paid to the Kuzuko Foundation Trust to fund regional impact work.

●    South Lake Medical Centre: 150,000 clients served (a 3% increase) with a 97.1% increase in community outreach and a 39% revenue increase across rural health outposts.

●   Kentegra: Disbursed nearly USD 2 million in direct cash payments to 15,000 contracted smallholder farmers while reducing field logistics costs by 63% per kilogram of flower purchases.

●  Sanergy: Strengthened 15,500 jobs across the value chain; supported over 8,000 smallholder and commercial farmers with regenerative soil inputs; restored more than 3,948 hectares of agricultural land; and avoided or removed over 10,000 tons of $CO_2e$ emissions through verified waste treatment and biochar pathways.

●   Spekboom Trading: Planted 30 million spekboom cuttings to restore 5,185 hectares of degraded land, creating 350 fixed-term jobs at peak operational capacity.

Expression of Thanks

On behalf of the Board, I would like to take this opportunity to thank all the operating executives, field staff, and partners across the Group for their continued contribution and commitment to our shared financial and developmental objectives during the year.

Dr K.S. Tan

Chairman

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Financial Position

Group

Group

Company

Company

Figures in R

2026

2025

2026

2025

Assets

Non-current assets

Property, plant and equipment

150,785,138

150,135,998

147,163,947

148,852,935

Intangible assets

7

7

Biological assets

1,133,500

1,066,000

1,133,500

1,066,000

Investments in joint ventures

59,261

47,501

59,261

47,501

Loans to joint ventures

45,949,445

23,152,979

45,949,445

23,152,979

Investments in subsidiaries

4,175,418

4,175,418

Other investments

7,013,815

7,252,632

5,346,095

5,584,912

Loans to subsidiaries

19,635,197

18,164,287

Total non-current assets

204,941,166

181,655,117

223,462,863

201,044,032

Current assets

Inventories

4,325,251

4,144,227

3,601,400

3,565,400

Trade and other receivables

3,570,595

3,402,234

1,360,589

1,463,607

Current tax assets

-

195,227

-

200,000

Cash and cash equivalents

38,371,922

48,820,777

26,801,286

44,450,832

Total current assets

46,267,768

56,562,465

31,763,275

49,679,839

Total assets

251,208,934

238,217,582

255,226,138

250,723,871

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Financial Position

Group

Group

Company

Company

Figures in R

2026

2025

2026

2025

Equity and liabilities

Equity

Ordinary share capital

81,858,155

81,858,155

81,858,155

81,858,155

Share premium

108,296,468

108,296,468

108,296,468

108,296,468

Accumulated loss

(48,268,619)

(76,195,750)

(37,800,324)

(60,793,487)

Revaluation reserve

86,242,430

86,242,430

86,242,430

86,242,430

Total equity attributable to owners of the parent

228,128,434

200,201,303

238,596,729

215,603,566

Non-controlling interests

916,444

604,461

Total equity

229,044,878

200,805,764

238,596,729

215,603,566

Liabilities

Non-current liabilities

Deferred tax liabilities

650,183

2,947,137

650,183

2,947,137

Lease liabilities

1,218,534

-

Total non-current liabilities

1,868,717

2,947,137

650,183

2,947,137

Current liabilities

Trade and other payables

4,423,140

2,949,902

436,529

658,389

Current tax liabilities

53,998

-

Loans from related parties

1,203,429

1,667,162

1,203,429

1,667,162

Lease liabilities

275,504

-

Dividend payable

12,008

371,092

12,008

371,092

Unutilised grant funding (CARE Projects)

14,327,260

29,476,525

14,327,260

29,476,525

Total current liabilities

20,295,339

34,464,681

15,979,226

32,173,168

Total liabilities

22,164,056

37,411,818

16,629,409

35,120,305

Total equity and liabilities

251,208,934

238,217,582

255,226,138

250,723,871

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Profit or Loss and Other Comprehensive Income

Group

Group

Company

Company

Figures in R

2026

2025

2026

2025

Revenue

33,834,341

25,864,966

3,482,428

3,387,242

Cost of sales

(3,536,965)

(2,834,838)

-

-

Gross profit

30,297,376

23,030,128

3,482,428

3,387,242

Other income

27,132,086

20,260,338

26,909,619

19,822,854

Personnel expenses

(10,501,793)

(8,319,350)

(1,992,099)

(1,396,273)

Depreciation and amortisation

(2,330,989)

(2,118,447)

(1,688,988)

(1,927,194)

Listing expenses

(893,982)

(996,071)

(893,982)

(996,071)

Professional fees

(40,000)

(311,900)

(40,000)

(311,900)

Bad debt

-

(7,189)

-

(7,189)

Expected credit loss allowance

(311,970)

(314,261)

(311,970)

(314,261)

Impairment

834,194

(460,880)

834,194

69,406

Other expenses

(20,876,945)

(12,922,423)

(10,094,617)

(4,178,725)

Profit from operating activities

23,307,977

17,839,945

16,204,585

14,147,889

Inventory write (down)/up

-

(137,182)

-

(137,182)

Fair value adjustment

67,500

89,000

67,500

89,000

Finance income

3,146,846

1,580,697

4,424,230

2,877,218

Finance costs

(178,028)

(33,040)

(106)

(19,942)

Profit before tax

26,344,295

19,339,420

20,696,209

16,956,983

Income tax credit

1,894,819

896,130

2,296,954

1,150,903

Profit for the year

28,239,114

20,235,550

22,993,163

18,107,886

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Profit or Loss and Other Comprehensive Income

Group

Group

Company

Company

Figures in R

2026

2025

2026

2025

Profit for the year attributable to:

Owners of Parent Company

27,927,131

20,031,946

22,993,163

18,107,886

Non-controlling interest

311,983

203,604

-

-

28,239,114

20,235,550

22,993,163

18,107,886

Earnings per share from continuing operations attributable to owners of the parent during the year

Basic earnings per share

Basic earnings per share

1.71

1.24

1.40

1.12

Diluted earnings per share

Diluted earnings per share

1.71

1.24

1.40

1.12

Other comprehensive income net of tax

Components of other comprehensive income that will not be reclassified to profit or loss

Revaluation of land and buildings

-

(161,994)

-

(161,994)

Deferred taxation

-

(288,923)

-

(288,923)

Total other comprehensive income that will not be reclassified to profit or loss

(450,917)

(450,917)

Total comprehensive income

28,239,114

19,784,633

22,993,163

17,656,969

Comprehensive income attributable to:

Owners of Parent Company

27,927,131

19,581,029

22,993,163

17,656,969

Non-controlling interests

311,983

203,604

-

-

28,239,114

19,784,633

22,993,163

17,656,969

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Changes in Equity - Group

Figures in R

Ordinary share capital

Share premium

Revaluation Reserve

Accumulated loss

Attributable to owners of the parent

Non-controlling interests

Total

Balance at 1 March 2024

72,584,925

87,585,270

86,693,347

(95,364,654)

151,498,888

119,507

151,618,395

Changes in equity

Profit for the year

20,031,946

20,031,946

203,604

20,235,550

Total comprehensive income for the year

20,031,946

20,031,946

203,604

20,235,550

Dividend recognised as distributions to shareholders

(1,146,014)

(1,146,014)

(1,146,014)

Revaluation

(450,917)

(450,917)

(450,917)

Issue of equity

9,273,230

20,711,198

29,984,428

29,984,428

Transfer from NCI due to change in control from subsidiary to joint venture

282,972

282,972

281,350

564,322

Balance at 28 February 2025

81,858,155

108,296,468

86,242,430

(76,195,750)

200,201,303

604,461

200,805,764

Changes in equity

Profit for the year

27,927,131

27,927,131

311,983

28,239,114

Total comprehensive income for the year

27,927,131

27,927,131

311,983

28,239,114

Balance at 28 February 2026

81,858,155

108,296,468

86,242,430

(48,268,619)

228,128,434

916,444

229,044,878

Revaluation reserve is made up as follows:

Cumulative revaluation reserve

111,545,532

Cumulative deferred taxation

(25,303,102)

86,242,430

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Changes in Equity - Company

Figures in R

Ordinary share capital

Share premium

Revaluation surplus

Accumulated loss

Total

Balance at 1 March 2024

72,584,925

87,585,270

86,693,347

(77,755,359)

169,108,183

Changes in equity

Profit for the year

18,107,886

18,107,886

Total comprehensive income

18,107,886

18,107,886

Revaluation

(450,917)

(450,917)

Dividend recognised as distributions to shareholders

(1,146,014)

(1,146,014)

Issue of equity

9,273,230

20,711,198

29,984,428

Balance at 28 February 2025

81,858,155

108,296,468

86,242,430

(60,793,487)

215,603,566

Changes in equity

Profit for the year

22,993,163

22,993,163

Total comprehensive income

22,993,163

22,993,163

Balance at 28 February 2026

81,858,155

108,296,468

86,242,430

(37,800,324)

238,596,729

Revaluation reserve is made up as follows:

Cumulative revaluation reserve

111,545,532

Cumulative deferred taxation

(25,303,102)

86,242,430

Inqo Investments Limited

(Registration Number 1998/024741/06)

Consolidated and Separate Annual Financial Statements for the year ended 28 February 2026

Statements of Cash Flows

Group

Group

Company

Company

Figures in R

2026

2025

2026

2025

Net cash flows from operations

3,925,803

1,022,095

(5,112,865)

(3,131,557)

Dividend paid

(359,084)

(774,922)

(359,084)

(774,922)

Interest paid

(108)

(11,873)

(106)

(633)

Interest received

1,535,905

2,088,511

1,232,193

1,897,679

Income taxes (paid)/refunded

(152,910)

(450,000)

200,000

(200,000)

Net cash flows from/(used in) operating activities

4,949,606

1,873,811

(4,039,862)

(2,209,433)

Cash flows used in investing activities

Cash flows from loss of control of subsidiary

-

(2,668)

-

-

Cash payments to acquire interests in joint ventures

(26,833,134)

(21,471,197)

(26,833,134)

(21,470,696)

Proceeds from sales of property, plant and equipment

30,435

91,435

30,435

69,563

Purchase of property, plant and equipment

(1,292,946)

(1,424,849)

-

(104,934)

Loans (extended to)/repaid by subsidiary

-

-

110,186

392,248

Loans (extended to)/repaid by other investments

-

50,063

-

50,063

Cash flows used in investing activities

(28,095,645)

(22,757,216)

(26,692,513)

(21,063,756)

Cash flows from financing activities

Proceeds from issuing shares

-

10,197,528

-

10,197,528

Loans (paid)/received related parties

(284,977)

227,105

(284,977)

-

Repayments of lease

(371,066)

(80,680)

-

-

Grant funding received

17,490,825

17,728,014

17,490,825

17,728,014

Cash flows from financing activities

16,834,782

28,071,967

17,205,848

27,925,542

Net (decrease)/increase in cash and cash equivalents before effect of exchange rate changes

(6,311,257)

7,188,562

(13,526,527)

4,652,353

Effect of exchange rate changes on cash and cash equivalents

(4,137,598)

(2,072,247)

(4,123,019)

(2,075,286)

Net (decrease)/increase in cash and cash equivalents

(10,448,855)

5,116,315

(17,649,546)

2,577,067

Cash and cash equivalents at beginning of the year

48,820,777

43,704,462

44,450,832

41,873,765

Cash and cash equivalents at end of the year

38,371,922

48,820,777

26,801,286

44,450,832

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