Earnings Report: Is Vistry’s Partner-Funded Model Actually Broken | FY 2025

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[00:00:00] Introduction: The Vistry Group 50% Stock Collapse
[00:02:15] 2025 Financial Performance: Headline vs. Reality
[00:03:51] Volume Drop: Why Physical Completions Fell 9%
[00:05:46] Partner-Funded Model: Relying on Housing Associations
[00:06:55] Retail Struggle: Spending £17k per House in Incentives
[00:11:42] The £39B Government Social Housing Program (SHP)
[00:15:17] The Debt Illusion: Window Dressing the Balance Sheet
[00:19:24] Land Creditors & The £1.29B Work in Progress (WIP)
[00:24:49] Exceptional Items: Regulatory Fines & Safety Provisions
[00:28:34] Manufacturing Pivot: Timber Frames & Future Strategy

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Видео Earnings Report: Is Vistry’s Partner-Funded Model Actually Broken | FY 2025 канала Fundamental Deep Dive