Highlights
- Charter Hall upgrades FY26 OEPS guidance as transaction activity increases across platforms.
- The Group cites rising equity inflows from existing and new investor customers.
- FY26 guidance represents a 16.7% increase over the Group’s FY25 OEPS.
Charter Hall Group (ASX:CHC) has revised its FY26 operating earnings per security (OEPS) guidance to 95.0 cents, up from the earlier forecast of 90.0 cents per security. The upgrade reflects the Group’s latest assessment based on activity occurring across its property investment and funds management areas.
According to the announcement, transaction volumes have increased since 30 June 2025, contributing to higher earnings within Property Investment, Development Investment and Funds Management revenue lines. The updated guidance outlines a 5.5% uplift from the prior estimate and indicates a 16.7% increase on the Group’s FY25 OEPS of 81.4 cents per security.
The FY26 projection is based on the assumption of no material adverse changes in current market conditions and does not include any contribution from performance fee revenue.
Activity Across Investments and Funds Management
The Group reported higher levels of activity across its property investments and funds management platform. Transaction volumes have risen, and equity inflows from both existing and new investor customers have continued.
Property Investment and Development Investment have also recorded increased traction during the period, with activity contributing to the Group’s revenue performance heading into FY26. The funds management platform also experienced increased inflows, consistent with the broader rise in investment activity.
Outlook and Timing of Next Results
Charter Hall stated that its FY26 guidance remains dependent on the continuation of current market conditions without major adverse changes. The Group reiterated that the revised projection excludes performance fee revenue for FY26.
Share Price Snapshot
CHC was trading 6.63% higher at AUD 23.630 per share as of 20 November 2025.
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