Recent Research

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  FIRST LOOK NOTES

  03 Aug 2026

  Americana Restaurants

  BUY

  Last Closing Price

  2.17

  Target Price

  2.50

  Upside (%)

  +15.21%

  UAE Equity Research - Americana Restaurants International PLC (AMR) - 2Q26 First Look Note

  The Company added 108 net new restaurants over the last 12 months, expanding its footprint to 2,746 restaurants. EBITDA margin expanded 245 bps YOY to 26.3% in 2Q26, driven by effective cost management and improved home delivery unit economics.

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• 

  EARNINGS CALL INSIGHT

  30 Jul 2026

  Americana Restaurants

  BUY

  Last Closing Price

  2.15

  Target Price

  2.50

  Upside (%)

  +16.28%

  UAE Equity Research - Americana Restaurants International PLC (AMR) 2Q26 - Earnings Call Insight

  Americana Restaurants' revenue rose 11.1% YOY to USD 715 Mn in 2Q26, driven by revenue growth across all brands and continued network expansion. The Company reported 16.5% YOY growth in gross profit to USD 404 Mn in 2Q26.

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• 

  FIRST LOOK NOTES

  12 Feb 2026

  Americana Restaurants

  BUY

  Last Closing Price

  1.89

  Target Price

  2.50

  Upside (%)

  +32.28%

  UAE Equity Research -Americana Restaurants International PLC (AMR) - 4Q25 First Look Note

  Expanded its digital footprint, reaching more than 2,700 kiosks in 2025. Restaurant portfolio reached 2,749 stores across 12 markets with gross addition of 216 new stores in 2025. Expects net new store rollout guidance of 120-130 in 2026.

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• 

  EARNINGS CALL INSIGHT

  11 Feb 2026

  Americana Restaurants

  BUY

  Last Closing Price

  2.01

  Target Price

  2.50

  Upside (%)

  +24.38%

  UAE Equity Research - Americana Restaurants International PLC (AMR) 4Q25 - Earnings Call Insight

  Revenue grew 2.9% YOY to AED 848 Mn in 4Q25, due to higher revenue from demand charges supported by strong real estate activity and new project additions in the region. Utilities cost decreased from AED 332 Mn in 4Q24 to AED 297 Mn in 4Q25.

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• 

  FIRST LOOK NOTES

  06 Nov 2025

  Americana Restaurants

  BUY

  Last Closing Price

  1.83

  Target Price

  2.50

  Upside (%)

  +36.61%

  UAE Equity Research - Americana Restaurants International PLC (AMR) 3Q25 - First Look Note

  Expanded its digital footprint, adding 526 new self-ordering kiosks in 3Q25, bringing the total to 2,490 kiosks. In-house dynamic pricing platform, which enabled differentiated pricing across aggregators and other channels, earned an additional revenue of USD 40 Mn and contributed to 2% gross margin improvement.

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• 

  EARNINGS CALL INSIGHT

  04 Nov 2025

  Americana Restaurants

  BUY

  Last Closing Price

  1.85

  Target Price

  2.50

  Upside (%)

  +35.14%

  UAE Equity Research - Americana Restaurants International PLC (AMR) 3Q25 - Earnings Call Insight

  Americana Restaurants revenue rose 12.2% YOY to USD 623 Mn in 3Q25, primarily supported by a growth in like-for-like (LfL) sales coupled with expansion of store and menu innovation.

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