Moody's Affirms Ratings of Investec plc and Investec Bank plc

Moody's has affirmed all ratings and assessments of Investec plc and Investec Bank plc, including the Baa1 long-term issuer rating for Investec and the A1 long-term bank deposit ratings for Investec Bank. The outlooks on Investec's long-term issuer and senior unsecured debt ratings remain positive, while the outlooks on Investec Bank's long-term deposit and senior unsecured debt ratings are stable. The affirmation reflects the unchanged loss-given-failure and government support assumptions, as well as Investec Bank's highly collateralized loan book and stable deposit base.

Key Takeaways:

  • Moody's has affirmed the Baa1 long-term issuer rating for Investec plc and the A1 long-term bank deposit ratings for Investec Bank plc.
  • The outlooks on Investec's long-term issuer and senior unsecured debt ratings remain positive, reflecting the increasing level of bail-in-able debt.
  • Investec Bank's baa1 BCA reflects the highly collateralized loan book, strong leverage, and stable deposit base, but also higher reputational risk stemming from the wealth management business.
  • Moody's continues to assume moderate loss-given-failure for Investec's senior unsecured bondholders and an extremely low loss-given-failure for Investec Bank's junior depositors and senior unsecured bondholders.
  • Investec's senior unsecured debt rating could be upgraded following a small increase in bail-in-able debt or an upgrade of Investec Bank's BCA.
  • Investec Bank's long-term deposit and senior unsecured debt ratings could be upgraded following an upgrade of Investec Bank's BCA.
  • The ratings of Investec and Investec Bank could be downgraded following a downgrade of Investec Bank's BCA or a material reduction of external bail-in-able debt.

Statistics:

  • Investec remains rated Baa1 by Moody's with a stable outlook.
  • Investec Bank remains rated A1 by Moody's with a stable outlook.
  • Moody's assumes moderate loss-given-failure for Investec's senior unsecured bondholders (11-15% loss-given-failure).
  • Moody's assumes an extremely low loss-given-failure for Investec Bank's junior depositors and senior unsecured bondholders (0-1% loss-given-failure).
  • The "Financial Profile" initial score of Investec plc is a2.

Sources:

  • Moody's Ratings service.
  • Banks methodology published in November 2024.
  • https://ratings.moodys.com/rmc-documents/432741
  • https://ratings.moodys.com