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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.H2 2025 earnings summary10 Aug, 2025
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.
Assess the impact of rising finance costs.
Detail the strategy for NTA gap closure.
Explain the rationale for early learning divestments.
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Next Charter Hall Social Infrastructure earnings date
H1 20269 Feb, 2026
Next Charter Hall Social Infrastructure earnings date
H1 20269 Feb, 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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