Challenger Limited (CGF) - Q1 FY26 Operational Update

Alpha Insights Equity Research | 17 October 2025
Current Price: $9.16 | Updated Fair Value: $10.77 (previously $12.23)


What Happened

Challenger delivered Q1 FY26 operational results demonstrating execution excellence across strategic priorities. Management reaffirmed FY26 guidance for 8-10% Life book growth despite challenging macro conditions, whilst strategic initiatives progressed with LiFTS Notes launch and Fulcrum Asset Management platform addition.

Metric Q1 FY26 Performance Industry Context
Life Sales Growth +4% QoQ Accelerating Market-leading
Annuity Sales $1.1bn +21% (Inst: +17%) 60% market share
Book Value Growth +2.5% On track (8-10% FY26) Above peers
Retention Rates 96%+ Stable Top quartile
EBITDA Margin 67.7% Maintained +1,270bps vs median
FUM $8.6bn -3% Selective outflows