Judo executes capital-relief securitisation transaction

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Stock Judo Capital Holdings Ltd (JDO.ASX)
Release Time 29 May 2026, 8:22 a.m.
Price Sensitive Yes
 Judo Capital Executes $750m Capital-Relief Securitisation
Key Points
  • Successfully priced a $750m securitisation transaction
  • Attracted strong investor support, upsized from $500m
  • CET1 ratio increased to 13.2% from 12.6%
  • Transaction expected to improve FY27 ROE by 25-30bps
Full Summary

Judo Capital Holdings Limited (ASX:JDO) announced the successful pricing of a $750 million capital-relief securitisation transaction backed by SME business loans. The transaction, which attracted strong investor support, was upsized from an initial launch amount of $500 million. The notes were priced at a weighted average of 171 basis points over 1-month BBSW, representing an improvement of 102 basis points compared to Judo's inaugural transaction in September 2023. The transaction qualifies for regulatory capital relief, and following completion, Judo's Common Equity Tier 1 (CET1) ratio will increase to 13.2% from 12.6%. The transaction does not impact the reporting of loans in Judo's accounts and is highly accretive to Judo's return on equity (ROE), with an estimated 25-30 basis points pro-forma benefit to FY27 ROE.

Guidance

CET1 ratio increase to 13.2% from 12.6% and FY27 ROE benefit of 25-30bps

Outlook

The transaction is expected to strengthen Judo's CET1 position, increase flexibility to support lending growth, and improve ROE.