Ampol launches $500 million subordinated notes facility to back EG Australia acquisition

Ampol launches a $500 million delayed-draw subordinated notes facility to support capital management and the EG Australia acquisition.

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Key points

  • Ampol announced a A$500 million subordinated notes facility, supporting the acquisition of EG Australia and debt refinancing, with a 12-year non-call period.
  • The facility's delayed-draw feature offers flexible access to funds over 13 months, enhancing Ampol's capital management and financial flexibility.
  • Ampol's shares have increased 18% over the past year, significantly outperforming the broader market index.

The Ampol Ltd (ASX: ALD) share price is in focus after the company announced a new A$500 million delayed-draw subordinated notes facility to support upcoming strategic moves, including its proposed acquisition of EG Australia and refinancing of existing debt.

What did Ampol report?

  • Launched a wholesale offering of A$500 million delayed-draw subordinated notes
  • Facility can be drawn in up to two tranches of A$250 million each over a ~13-month period
  • Net proceeds earmarked for EG Australia acquisition and partial refinancing of March 2027 hybrid
  • Notes feature a 12-year non-call period and 30-year final maturity
  • Full A$500 million facility already fully underwritten by cornerstone institutional investors

What else do investors need to know?

Ampol's innovative delayed-draw feature gives it increased flexibility, allowing the company to tap committed capital when needed over the next 13 months. This builds on its A$500 million subordinated notes issuance in October 2025, further strengthening its capital management plan.

The new facility is not being offered to retail investors and will not require disclosure under standard Australian corporate regulations. Moody's is expected to grant the notes 50% equity credit, consistent with Ampol's existing subordinated notes.

What did Ampol management say?

Greg Barnes, Group Chief Financial Officer, said:

We're delighted to announce this new financing facility, which provides Ampol with a valuable form of long-dated capital linked to our proposed acquisition of EG Australia (which is subject to clearance from the Australian Competition and Consumer Commission) and future hybrid refinancing initiatives. Investor commitments and issue pricing will be fixed upfront. Current market conditions are attractive and provide an opportune time to secure long-term financing. The unique delayed-draw feature gives Ampol significant flexibility with regards to issue timing, as well as use of proceeds and cancellation rights. The transaction is another example of our proactive approach to capital management.

What's next for Ampol?

Ampol plans to use the proceeds firstly to help finance the purchase of EG Australia, subject to regulatory approval, and secondly to refinance existing subordinated notes callable in March 2027. The move sets the company up for steady long-term funding and increases its financial flexibility.

The closing date for institutional investor offers is expected to be on or about 19 December 2025. Successful execution of the facility will help ensure support for Ampol's current capital allocation framework and strategic growth agenda.

Ampol share price snapshot

Over the past 12 months, Ampol shares have risen 18%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

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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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