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2/28/25, 4:49 PM                                          Fitch Affirms Bank SMBC Indonesia at 'AAA(idn)'; Outlook Stable




 RATING ACTION COMMENTARY

 Fitch Affirms Bank SMBC Indonesia at 'AAA(idn)'; Outlook Stable
 Fri 28 Feb, 2025 - 3:10 AM ET


 Fitch Ratings - Jakarta - 28 Feb 2025: Fitch Ratings Indonesia has affirmed PT Bank SMBC
 Indonesia Tbk's (SMBCI) National Long-Term Rating at 'AAA(idn)' with a Stable Outlook and
 National Short-Term Rating at 'F1+(idn)'.


 'AAA' National Long-Term Ratings denote the highest rating assigned by the agency in its
 National Rating scale for that country. This rating is assigned to issuers or obligations with
 the lowest expectation of default risk relative to all other issuers or obligations in the same
 country or monetary union.


 'F1' National Short-Term Ratings indicate the strongest capacity for timely payment of
 financial commitments relative to other issuers or obligations in the same country. Under
 the agency's National Rating scale, this rating is assigned to the lowest default risk relative
 to others in the same country or monetary union. Where the liquidity profile is particularly
 strong, a "+" is added to the assigned rating.

 KEY RATING DRIVERS

 Support-Driven Ratings: SMBCI's National Ratings are support-driven and reflect Fitch's
 expectation that the bank's higher-rated ultimate parent, Sumitomo Mitsui Financial Group
 (SMFG, A-/Stable/a-), has a high ability and propensity to extend extraordinary support to
 its subsidiary, if needed. SMBCI is 91%-owned by Sumitomo Mitsui Banking Corporation
 (SMBC, A/Stable/a-), which is wholly owned by SMFG.


 Linked to Ultimate Parent's IDR: SMBCI's rating is linked to SMFG's Long-Term Issuer
 Default Rating (LT IDR). This reflects our belief that any extraordinary support, if required,
 would flow from the Japanese government through SMFG and SMBC to SMBCI, with
 SMFG acting as the single point of entry. We believe SMBCI plays a strategic role in the


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2/28/25, 4:49 PM                                          Fitch Affirms Bank SMBC Indonesia at 'AAA(idn)'; Outlook Stable

 group's presence in emerging markets in Asia. SMBCI is the first entity outside Japan that
 offers full banking services including retail banking under the SMBC brand.


 Strong Ability to Support: Fitch believes SMFG, one of Japan's three largest banking
 groups, has strong ability to support its Indonesian subsidiary, considering SMFG's credit
 rating and SMBCI's small size compared with SMFG. SMBCI's total assets and equity
 accounted for only 0.8% and 3.4%, respectively, of SMFG's consolidated assets and equity
 at end-9M24. We believe the resources needed to recapitalise SMBCI, if needed, would
 remain immaterial relative to SMFG's capacity in the near to medium term.


 Strategically Important Subsidiary: SMBCI enables the group to cater to Japanese clients
 operating in Indonesia and is a key part of the group's strategy in emerging Asia. Our
 assessment of SMFG's propensity to provide support to SMBCI also takes into
 consideration the close operational integration of the entities and the potential for high
 reputational damage to the parent if the subsidiary were to default, given their shared
 branding and the parent's majority ownership of SMBCI.


 Moderate Standalone Strength: SMBCI National Long-Term Rating is not driven by its
 standalone credit profile, which is constrained by its moderate franchise as a mid-sized
 Indonesian bank. The bank has moderate profitability and better asset quality than most
 domestic peers, and its capitalisation, as well as funding and liquidity profile, benefits from
 ordinary support from SMFG through SMBC.

 RATING SENSITIVITIES

 Factors that Could, Individually or Collectively, Lead to Negative Rating
 Action/Downgrade

 A downgrade of the National Long-Term Rating could result from a weakening in the bank's
 overall credit profile relative to other entities within the universe of Indonesian national
 ratings. This could result from a two-notch downgrade of SMFG's Long-Term IDR to 'BBB'.


 A downgrade could also result from any perceived weakening in SMFG's propensity to
 support SMBCI. This could arise from a declining role for SMBCI in SMFG, perhaps due to a
 reassessment of its business prospects in Indonesia, or a major change in ownership -
 although Fitch sees little risk of these occurring in the near to medium term.

 Factors that Could, Individually or Collectively, Lead to Positive Rating Action/Upgrade

 There is no rating upside, as the ratings are already at the highest point on the National
 Rating scale.
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2/28/25, 4:49 PM                                          Fitch Affirms Bank SMBC Indonesia at 'AAA(idn)'; Outlook Stable

 REFERENCES FOR SUBSTANTIALLY MATERIAL SOURCE CITED AS KEY DRIVER OF
 RATING

 The principal sources of information used in the analysis are described in the Applicable
 Criteria.

 PUBLIC RATINGS WITH CREDIT LINKAGE TO OTHER RATINGS

 SMBCI's ratings are credit-linked to SMFG's Long-Term IDR.

 ESG CONSIDERATIONS

 Not applicable.

                                                     RATING ACTIONS



      ENTITY / DEBT                      RATING                                                           PRIOR 




      PT Bank SMBC                                                                                          AAA(idn)
                                             Natl LT       AAA(idn)            Affirmed
      Indonesia Tbk


                                                                                                            F1+(idn)
                                             Natl ST       F1+(idn)        Affirmed



         PREVIOUS              Page            1            of 1         10 rows                                 NEXT


 VIEW ADDITIONAL RATING DETAILS



 Additional information is available on www.fitchratings.com

 PARTICIPATION STATUS

 The rated entity (and/or its agents) or, in the case of structured finance, one or more of the
 transaction parties participated in the rating process except that the following issuer(s), if
 any, did not participate in the rating process, or provide additional information, beyond the
 issuer’s available public disclosure.

 APPLICABLE CRITERIA


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2/28/25, 4:49 PM                                          Fitch Affirms Bank SMBC Indonesia at 'AAA(idn)'; Outlook Stable

 National Scale Rating Criteria (pub. 23 Dec 2020)
 Bank Rating Criteria (pub. 16 Mar 2024) (including rating assumption sensitivity)



 ADDITIONAL DISCLOSURES

 Solicitation Status
 Endorsement Policy

 ENDORSEMENT STATUS

 PT Bank SMBC Indonesia Tbk                                                                                -



 DISCLAIMER & DISCLOSURES

 All Fitch Ratings (Fitch) credit ratings are subject to certain limitations and disclaimers.
 Please read these limitations and disclaimers by following this link:
 https://www.fitchratings.com/understandingcreditratings. In addition, the following
 https://www.fitchratings.com/rating-definitions-document details Fitch's rating definitions
 for each rating s


 READ MORE


 SOLICITATION STATUS

 The ratings above were solicited and assigned or maintained by Fitch at the request of the
 rated entity/issuer or a related third party. Any exceptions follow below.

 ENDORSEMENT POLICY

 Fitch’s international credit ratings produced outside the EU or the UK, as the case may be,
 are endorsed for use by regulated entities within the EU or the UK, respectively, for
 regulatory purposes, pursuant to the terms of the EU CRA Regulation or the UK Credit
 Rating Agencies (Amendment etc.) (EU Exit) Regulations 2019, as the case may be. Fitch’s
 approach to endorsement in the EU and the UK can be found on Fitch’s Regulatory Affairs
 page on Fitch’s website. The endorsement status of international credit ratings is provided
 within the entity summary page for each rated entity and in the transaction detail pages for
 structured finance transactions on the Fitch website. These disclosures are updated on a
 daily basis.




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Names mentioned 6 people and organisations named in the text · linked when the evidence is strong

linked org Bank SMBC Indonesia Tbk p.1 ×14
linked — Sumitomo Mitsui Banking p.1
linked org PT Bank SMBC p.3
possible org PT Bank SMBC Indonesia Tbk's p.1
unresolved org Sumitomo Mitsui Banking Corporation p.1
unresolved org Affirmed Indonesia Tbk p.3

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