Australia's Judo capital rise; MS sees co retaining profit growth outlook

Judo Capital Holdings

07/08/2025 06:53

Updates

** Judo Capital JDO.AX rises 3.7% to A$1.665, highest since April 30

** Bank's FY25 results due on August 19; investors expecting PBT growth in line with 15% growth outlook

** Morgan Stanley outlines three scenarios, implying material valuation shifts: co reiterating 50% FY26 PBT growth outlook (base case), or upgrading to 60%, or downgrading to 40%

** Says in base case, share price to be ~A$1.65 (~5% upside); upgrade could lift stock above A$1.80 (+15% or more); downgrade could drag it below A$1.35

** Expects co to reiterate FY26 PBT growth guidance

** Adds more granular outlook on operating metrics seen as confidence builder, skewing earnings risk to upside

** YTD, JDO down 8.5%

 (Reporting by Rishav Chatterjee and Kumar Tanishk in Bengaluru)

 ((Rishav.Chatterjee@thomsonreuters.com;))