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Charter Hall Social Infrastructure
Charter Hall Social Infrastructure (CQE) investor relations material
Charter Hall Social Infrastructure H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary3 Feb, 2026
Executive summary
Achieved strong organic rental growth and accretive portfolio curation, driving double-digit earnings and distribution growth for 1H FY26, with upgraded guidance.
Portfolio consists of 308 diversified social infrastructure properties with sector-leading tenants and 99.6% occupancy.
Major acquisition: 50% interest in Western Sydney University campus for AUD 152.8 million at a 6.5% yield and 16.1-year lease.
Statutory profit for the half year ended 31 December 2025 was AUD 47.0 million, up from AUD 31.0 million year-over-year.
Strategy focuses on resilient income, capital growth, and active portfolio curation in essential service sectors.
Financial highlights
Operating earnings per unit rose 11.8% year-over-year to AUD 0.085, with distributions per unit up 12% to AUD 0.084.
Net property income increased 10.5% year-over-year to AUD 59.1 million; like-for-like net property income up 4.1%.
NTA per unit increased 1% to AUD 3.90, driven by a AUD 12.2 million portfolio revaluation uplift.
Statutory profit for 1H FY26 was AUD 47.0 million, up from AUD 31.0 million in 1H FY25.
Distribution payout ratio was 99%.
Outlook and guidance
Upgraded full-year earnings guidance to no less than AUD 0.172 per unit and distribution guidance to AUD 0.17 per unit, up 11.8% from FY25.
Guidance reflects current interest rate environment and assumes no further rate hikes beyond those already priced in.
Positive industry and demographic fundamentals expected to support further growth.
Inflation-linked revenue streams and interest rate hedging are expected to support future performance.
Directors are not aware of any anticipated changes that would materially impact future results.
Portfolio rebalancing strategy
Impact of derivative fair value swing
Reason for reduced external valuations
Future ELC portfolio weighting strategy
Target rent-to-revenue ratio for new leases?
What drove the upgraded earnings guidance?
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Next Charter Hall Social Infrastructure earnings date
H2 20269 Aug, 2026
Charter Hall Social Infrastructure
Next Charter Hall Social Infrastructure earnings date
H2 20269 Aug, 2026
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Frequently asked questions
Charter Hall Social Infrastructure REIT is an Australian Real Estate Investment Trust (REIT) specializing in social infrastructure properties across Australia and New Zealand. This entity, known for its significant footprint in the real estate sector, manages a diversified portfolio, which notably includes early learning properties, among other social infrastructure assets. The REIT was originally named Charter Hall Education Trust before it broadened its investment strategy to encompass a wider range of social infrastructure assets. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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