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Charter Hall Social Infrastructure (CQE) investor relations material
Charter Hall Social Infrastructure H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Operating earnings of $0.0153 per unit and distributions of $0.0152 per unit, matching upgraded FY25 guidance, with resilient income from a diversified social infrastructure portfolio.
NTA per unit rose 1% year-over-year to $3.86, reflecting portfolio resilience and supported by independent valuations.
Portfolio curation included $144M in acquisitions at a 6.7% yield and divestment of $151M at an 8.3% premium to carrying value.
100% occupancy and a weighted average lease expiry (WALE) of 11.6 years maintained, with only 3.5% of lease income expiring in the next 5 years.
Debt maturity extended to 4.9 years post-refinance, with balance sheet gearing at 30.5%.
Financial highlights
Like-for-like net property income grew 3.3% year-over-year, partially offset by net divestments.
Operating earnings totaled $57M, or $0.0153 per unit, down 4.2% year-over-year.
Distribution payout ratio was 99%.
Statutory earnings rose to $71M from a loss of $19.6M in FY24, driven by positive fair value movements.
Portfolio valuation uplift of $28M (1.4%) after independent revaluations.
Outlook and guidance
FY26 distribution guidance set at $0.0168 per unit (16.8 cpu), up 10.5% from FY25.
Growth driven by positive yield spread, market rent reviews, and reduced cost of debt.
Positive industry and demographic trends expected to support further growth in social infrastructure assets.
Distribution payout ratio expected to remain in the 98–100% range.
Strategy remains focused on active management and portfolio curation to deliver essential community services.
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