Highlights

  • Charter Hall Group (ASX:CHC) reported AUD 488 million in FY26 operating earnings.
  • FY26 operating Earnings per security reached 103.2 cents, increasing 26.8%.
  • Group funds under management stood at AUD 94.3 billion at 30 June 2026.
  • The group provided FY27 operating earnings guidance of 114.0 cents per security.

Charter Hall Group manages, invests in and develops commercial property through funds and Investment partnerships across Australia. Its platform includes property funds management and co-investment activities. Charter Hall Group (ASX:CHC) securities closed at AUD 22.36 on 10 November 2026. Its FY26 disclosures provide a basis for assessing the scale of the investment platform, the earnings mix and the assumptions underpinning FY27 guidance.

FY26 Operating Earnings and Distributions

For the year ended 30 June 2026, Charter Hall Group (ASX:CHC) recorded post-tax operating earnings of AUD 488 million. Operating earnings per security were 103.2 cents, representing growth of 26.8% against FY25. The group also reported statutory post-tax earnings of AUD 427.9 million.

The FY26 distribution was 50.7 cents per security, an increase of 6.0% from FY25. For investors examining Charter Hall Group (ASX:CHC), the operating result, statutory result and distribution each provide a distinct measure of the financial year.

Funds Management Scale and Investment Activity

At 30 June 2026, the group reported AUD 94.3 billion in funds under management, including listed equities funds managed within its broader platform. Property funds under management were AUD 76 billion. Charter Hall Group (ASX:CHC) also reported AUD 6.7 billion in gross Equity inflows during FY26, reflecting Capital raised across the investment platform.

Gross transactions reached AUD 17.7 billion, including AUD 11.9 billion in acquisitions. The company also reported a co-investment portfolio of AUD 3.2 billion and group investment capacity of AUD 6.4 billion at year-end. The investment capacity measure incorporated available cash and undrawn facilities across the group and its funds management platform, subject to the company’s stated calculation basis.

Property Portfolio and Development Commitments

Charter Hall’s property portfolio comprised 1,619 properties with more than 12.1 million square metres of leased space at 30 June 2026. The group reported 97.4% occupancy and a weighted average Lease expiry of 7.3 years. Neither measure eliminates tenant, valuation or refinancing risks.

The development pipeline was valued at AUD 20.4 billion at the FY26 reporting date. A pipeline is a measure of potential development activity, not completed construction or guaranteed future earnings. Timing, approvals, tenant requirements, financing and construction costs may affect project delivery. For Charter Hall Group (ASX:CHC), the relationship between new developments, committed capital and tenant Demand remains relevant to future property funds management activity.

FY27 Guidance and Factors to Monitor

The company published FY27 post-tax operating earnings guidance of 114.0 cents per security, equivalent to an indicated 10.5% increase on FY26. This is forward-looking guidance rather than a reported FY27 result. Its achievement depends on the operating and market assumptions underlying the company’s outlook. Future earnings may be affected by transaction timing, investment management activity, property valuations and capital market conditions.

Charter Hall Group (ASX:CHC) enters FY27 with a sizeable managed portfolio, a development pipeline and investment capacity. However, the amount of funds under management does not itself represent Revenue or profit. The pace of capital deployment, the profitability of management activities and the financial impact of completed transactions remain important distinctions when evaluating subsequent reporting periods.

Key Insights

FY26 results show growth in operating earnings, distributions and funds management activity. FY27 guidance points to further operating earnings per security growth, but remains subject to execution and market conditions. Property occupancy, investment capacity and the development pipeline offer additional operating context without establishing a guaranteed earnings outcome.