Latest Social Infrastructure News

Service Stream Limited (ASX: SSM) posted a modest 1.1% revenue rise to $2.35 billion for FY26, driven by Utilities and Asset & Facility Management growth, including a new Defence contract. EBITDA from operations surged 11.8% to $163.4 million, while statutory NPAT dipped 3.8% due to $21.2 million in ERP modernization costs. The company declared a final dividend increase to 3.5 cents per share.

Lendlease posted a statutory loss of $749 million in FY26, weighed down by impairments in its Capital Release Unit, while its core Investments, Development, and Construction segments delivered solid operating profits and secured significant new projects.

Arena REIT faces a rent payment default from key tenant Edge Early Learning, representing 14% of rental income, prompting default notices and a delay in FY2026 financial results.

Charter Hall Social Infrastructure REIT (ASX:CQE) reported a 13.1% rise in operating earnings per unit for FY26, driven by strategic acquisitions and strong rental growth, while raising guidance for FY27.

Ventia Services Group has appointed Mark Ralston as its new Managing Director and Group CEO, succeeding Dean Banks in a planned leadership transition set for September 2026.

Asset Vision has boosted its FY26 annual recurring revenue run rate to $6.4 million, driven by multiple new contracts across transport, social housing, and civic infrastructure sectors.

Charter Hall (ASX: CHC) has announced a 6% increase in its full-year distribution to 50.67 cents per security for FY26, reflecting steady income growth and a fully franked dividend component.

Arena REIT's portfolio valuation rises by $11.5 million in H2 FY2026, underpinning a 5.5% increase in distributions and continued active portfolio management.

Arena REIT has declared its June 2026 quarterly distribution at 4.8125 cents per security, consistent with its full-year guidance, and is offering a Dividend Reinvestment Plan with a 1.5% discount to encourage reinvestment.

Charter Hall Social Infrastructure REIT (CQE) has acquired a 25% interest in a $53 million Brisbane pathology lab leased to Sonic Healthcare under a 20-year triple-net lease, while divesting early learning assets and reaffirming FY26 guidance.

Ventia Services Group has secured a five-year, $133 million extension to manage the Australian Marine Complex-Common User Facility in Henderson, reinforcing its role in Australia's maritime and defence infrastructure.

Charter Hall Group upgrades its FY26 operating earnings guidance by 3%, buoyed by record institutional capital inflows and expanding funds under management reaching $74.7 billion.