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Home » Charter Hall Social Infrastructure REIT (FKKEF) Q4 2026 Earnings Call Transcript
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Charter Hall Social Infrastructure REIT (FKKEF) Q4 2026 Earnings Call Transcript

thebusinesstimes.co.ukBy thebusinesstimes.co.uk4 August 20261 Views
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Charter Hall Social Infrastructure REIT (FKKEF) Q4 2026 Earnings Call Transcript
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Operator

Ladies and gentlemen, thank you for standing by, and welcome to the Charter Hall Social Infrastructure REIT 2026 Full Year Results Briefing. [Operator Instructions] Please note that this conference is being recorded today, Tuesday, August 4, 2026.

I would now like to hand the conference over to your host today, Mr. Travis Butcher, Fund Manager. Thank you. Sir, please go ahead.

Travis Butcher
Fund Manager & Joint Company Secretary of Charter Hall Social Infrastructure Limited

Good morning, everyone, and welcome to CQE’s results presentation for the full year ended June 30, 2026. Presenting with me today is Erin Kent, Head of Diversified Finance.

Before starting today’s presentation, I would like to commence with an acknowledgment of country. Charter Hall acknowledges the traditional custodians of lands in which we work and gather. We pay our respects to Elders past and present, and recognize their continued care and contribution to country.

Turning now to Slide 4. CQE delivered a strong FY ’26 result, underpinned by accretive portfolio curation and strong organic rental growth. The FY ’26 result demonstrates the benefits of CQE’s strategy. Earnings have grown strongly. The portfolio is higher quality and more diversified, and the income profile is supported by long leases, higher occupancy and embedded rental growth.

Operating earnings for the full year were $0.173 per unit, a 13.1% increase from FY ’25. Distributions paid

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