Judo Capital's loan book tops $13.4bn in FY26 update

Judo Capital reported $13.4bn in loans as at December 2025 and remains on track with its FY26 guidance.

| More on:
A person sitting at a desk smiling and looking at a computer.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

The Judo Capital Holdings Ltd (ASX: JDO) share price is in focus today after the bank reported its gross loans and advances hit approximately $13.4 billion as of 31 December 2025, showing continued growth during the first half of FY26.

What did Judo Capital report?

  • Gross loans and advances (GLAs) reached ~$13.4 billion as at 31 December 2025
  • Growth consistent with management's expectations and guidance
  • On track for FY26 GLA guidance of $14.2–$14.7 billion
  • Profit before tax guidance for FY26 maintained at $180–$190 million (FY25: $125.6 million)
  • Full half-year results (1H26) due 17 February 2026

What else do investors need to know?

Judo continues to focus its growth on relationship-based lending to small and medium-sized enterprises (SMEs), which has helped the bank maintain good business momentum and customer engagement. Management noted that monthly loan growth can vary, but the overall pace remains disciplined as Judo targets sustainable economic outcomes.

The update highlights Judo's confidence in delivering significant operating leverage over the coming year. With the 1H26 results announcement set for mid-February, investors will be keen to see how growth and profitability targets are progressing, especially considering uncertain economic conditions.

What did Judo Capital Holdings management say?

Judo Capital CEO Chris Bayliss said:

We are pleased to have delivered strong loan growth in the first half of FY26, in line with our expectations. Our relationship-led value proposition continues to resonate with SME customers, and we are seeing good momentum across our business.

While our monthly growth can vary, we continue to manage our overall pace of lending growth while also achieving sustainable economics. We remain on track to achieve our existing FY26 GLA guidance of $14.2b to $14.7b.

Judo will demonstrate significant operating leverage in FY26, and we remain on track to achieve our existing guidance for Profit Before Tax of between $180m to $190m, up from $125.6m in FY25.

What's next for Judo Capital?

Judo is aiming to achieve total loans and advances of $14.2–$14.7 billion in FY26 while also boosting profit before tax to up to $190 million. The bank says it is demonstrating operating leverage, suggesting improved efficiency as the business grows in size.

Investors can look forward to more detail when Judo releases its 1H26 results on 17 February 2026. The company's progress on these milestones—and how it navigates the SME lending environment—will be key areas to watch in the coming months.

Judo Capital share price snapshot

Over the past 12 months, Judo Capital shares have declined 7%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

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.

More on Share Market News

A man in his office leans back in his chair with his hands behind his head looking out his window at the city, sitting back and relaxed, confident in his ASX share investments for the long term.
Broker Notes

Buy, hold, sell: AGL, Coles, and PLS shares

Are analysts bullish or bearish on these shares?

Read more »

Bored man sitting at his desk with his laptop.
Share Fallers

Why Ansell, Elsight, Ramelius, and SGH shares are falling today

These shares are missing out on the market's move higher on Thursday.

Read more »

A woman holds a tape measure against a wall painted with the word BIG, indicating a surge in gowth shares
Best Shares

10 best ASX 200 large-cap shares of 2025

Here are the top 10 ASX 200 large-cap shares for capital growth in 2025.

Read more »

Man ecstatic after reading good news.
Share Gainers

Why Canyon Resources, Core Lithium, Duratec, and Unico Silver shares are storming higher

These shares are outperforming on Thursday. What's going on?

Read more »

Percentage sign with a rising zig zaggy arrow representing rising interest rates.
Share Market News

With inflation edging lower, here's the latest 2026 interest rate forecast from CBA

Buying ASX shares and pining for interest rate relief? Here’s CBA’s latest 2026 forecast.

Read more »

A group of young people celebrate and party outside.
Best Shares

Where to invest $7,000 in Janaury

I think these investments will thrive in 2026 and beyond...

Read more »

A man stands with his arms crossed in an X shape.
Mergers & Acquisitions

BlueScope shares fall after rejecting 'significantly undervalued' takeover offer

The steel products company has given a firm no.

Read more »

CEO of a company talking to her team.
Share Market News

Ansell announces CEO transition: Nathalie Ahlström to succeed Neil Salmon in 2026

Current CEO Neil Salmon will retire in February 2026.

Read more »