KBRA Assigns AA Rating, Stable Outlook to State of Louisiana General Obligation Refunding Bonds Series 2024-C, 2024-D, 2024-E and 2025-A (Forward Delivery); Affirms Rating for Parity Bonds
August 01 2024 - 7:09PM
Business Wire
KBRA assigns a long-term rating of AA with a Stable Outlook to
the State of Louisiana General Obligation Refunding Bonds, Series
2024-C, Series 2024-D, Series 2024-E, and Series 2025-A (Forward
Delivery). Concurrently, KBRA affirms the AA long-term rating and
Stable Outlook on parity General Obligation bonds outstanding.
The Stable Outlook reflects Louisiana’s diversifying economic
base, strong and improving reserve position, and effective
financial management practices. The state’s conservative budgeting
and prudent management of accumulated reserve balances will remain
in focus in an environment of waning Federal pandemic aid, and
while continuing to acknowledge Louisiana's economic vulnerability
to climatic events, including hurricanes and coastal erosion.
Key Credit Considerations
The rating actions reflect the following key credit
considerations:
Credit Positives
- Constitutional balanced budget requirement, coupled with
statutory limitations on fund balance utilization for
operations.
- Improving reserve and liquidity position, supported by revenues
that proved resilient throughout the COVID-19 pandemic.
- Moderate leverage metrics, coupled with a formidable legal
framework prioritizing debt repayment.
Credit Challenges
- Comparatively weak socioeconomic metrics relative to other U.S.
States.
- Some exposure to commodity pricing volatility, given the
employment and economic output concentration in chemical and
petroleum production.
- Louisiana’s economy is exposed to volatility related to climate
events, including hurricanes and coastal erosion.
Rating Sensitivities
For Upgrade
- Improvement in the state's socioeconomic metrics, notably
personal incomes, could lead to upward rating migration over
time.
- Improved pension funding status across the State’s seven
funds.
For Downgrade
- A weakening of budgetary performance, reserves, or direct
liquidity.
- The reversal of financial measures enacted to enhance budgetary
stability.
To access rating and relevant documents, click here.
Methodologies
- Public Finance: U.S. State General Obligation Rating
Methodology
- ESG Global Rating Methodology
Disclosures
A description of all substantially material sources that were
used to prepare the credit rating and information on the
methodology(ies) (inclusive of any material models and sensitivity
analyses of the relevant key rating assumptions, as applicable)
used in determining the credit rating is available in the
Information Disclosure Form(s) located here.
Information on the meaning of each rating category can be
located here.
Further disclosures relating to this rating action are available
in the Information Disclosure Form(s) referenced above. Additional
information regarding KBRA policies, methodologies, rating scales
and disclosures are available at www.kbra.com.
About KBRA
Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit
rating agency registered with the U.S. Securities and Exchange
Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is
registered as a CRA with the European Securities and Markets
Authority. Kroll Bond Rating Agency UK Limited is registered as a
CRA with the UK Financial Conduct Authority. In addition, KBRA is
designated as a designated rating organization by the Ontario
Securities Commission for issuers of asset-backed securities to
file a short form prospectus or shelf prospectus. KBRA is also
recognized by the National Association of Insurance Commissioners
as a Credit Rating Provider.
Doc ID: 1005356
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Analytical Contacts
Michael Taylor, Senior Director (Lead Analyst) +1 646-731-3357
michael.taylor@kbra.com
Linda Vanderperre, Senior Director +1 646-731-2482
linda.vanderperre@kbra.com
Karen Daly, Senior Managing Director (Rating Committee Chair) +1
646-731-2347 karen.daly@kbra.com
Business Development Contacts
William Baneky, Managing Director +1 646-731-2409
william.baneky@kbra.com
James Kissane, Senior Director +1 646-731-2380
james.kissane@kbra.com