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Judo Capital Holdings Limited (ASX:JDO)

ALERT: Price-sensitive ASX Announcement for JDO
Current share price for JDO : $0.880 -0.53 (-37.59%)+
Announcement
Release
5 May 2026 11:00AM
Price at Release
$1.410
Full Release
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Summary
Judo Capital Holdings Limited presented its financial performance and outlook at the 2026 Macquarie Australia Conference. The company reported strong lending growth in Q3, driven by high originations and lower attrition rates. Judo's net interest margin (NIM) for Q3 was approximately 3.15%, aligning with their 2H26 guidance, and was supported by improved funding costs. The company's asset quality trends remained stable despite geopolitical uncertainties, and they increased their expected credit loss provisions for sectors sensitive to fuel prices and economic changes. Judo's CET1 capital ratio remained strong at 12.6%, ensuring support for continued lending growth and aiming for capital self-sufficiency. The FY26 guidance predicts strong lending growth and improvement in cost-to-income ratios, with NIM expected to be at the upper end of 3.00% – 3.10%.
Key Points
  • Strong Q3 lending growth with high originations and low attrition.
  • Q3 NIM at ~3.15%, aligned with 2H26 guidance.
  • Asset quality stable amid geopolitical uncertainties.
  • Increased credit loss provisions for sensitive sectors.
  • CET1 capital ratio maintained at 12.6%.
  • FY26 guidance anticipates strong lending growth.
  • NIM expected to be at the upper end of 3.00% – 3.10%.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.