Charter Hall Group FY25 earnings: 7% lift in profits and guidance upgrade

Charter Hall Group posts 7.3% profit growth, higher distributions, and upbeat FY26 earnings guidance.

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The Charter Hall Group (ASX: CHC) share price is in focus after reporting FY25 operating earnings of $385 million, up 7.3%, and a 6% lift in distributions per security.

What did Charter Hall Group report?

  • Operating earnings: $385.0 million (81.4 cents per security), up 7.3% from last year
  • Statutory earnings post-tax: $327.7 million
  • Distribution per security: 47.8 cents, up 6.0%
  • Gross equity inflows: $3.4 billion
  • Gross transactions: $6.1 billion
  • Funds under management: $84.3 billion (including $66.8 billion in property)

What else happened in FY25?

Charter Hall Group completed the $1.3 billion privatisation of HPI and grew its institutional base, adding 14 new wholesale investor clients. The group also launched the $2.5 billion Charter Hall Convenience Retail Fund post balance date in August, securing $1.8 billion in equity commitments.

The property portfolio remains diverse, with no single asset above 6% and government tenant covenants representing the largest exposure at 29%. Development completions reached $0.9 billion, while the development pipeline grew by $4.5 billion to $17.0 billion with new planning approvals.

What did Charter Hall Group management say?

Commenting on the result, Managing Director and Group CEO David Harrison said:

In line with our comments at the start of FY25, we have seen an inflection year play out with stabilising asset values, falling interest rates and accelerating demand from all of our equity flow segments.

What's next for Charter Hall Group?

Management has guided for FY26 post-tax operating earnings per security of 90.0 cents, a projected 10.6% increase, assuming market conditions remain stable and no performance fees. The group expects FY26 distributions to grow by 6% over FY25.

Charter Hall will continue to replenish its $17.0 billion development pipeline, focus on sustainability initiatives, and expand its managed funds and partnership offerings to deliver steady investor returns.

Charter Hall Group share price snapshot

Over the past year, Charter Hall shares have risen 67%, far outpacing the S&P/ASX 200 Index (ASX: XJO) which has increased 12%.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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