Recent Research

• 

  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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• 

  FIRST LOOK NOTES

  01 Aug 2025

  Americana Restaurants

  BUY

  Last Closing Price

  2.15

  Target Price

  2.95

  Upside (%)

  +37.21%

  UAE Equity Research- Americana Restaurants - 2Q25 First Look Note

  Integrated 46 additional restaurants into Pizza Hut Oman, in addition to 36 gross openings across 1H25. Plans to add 150-160 net new stores in 2025. Signed a franchise agreement with Carpo, securing exclusive rights to build and operate Carop stores in Kuwait and Qatar.

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• 

  EARNINGS CALL INSIGHT

  31 Jul 2025

  Americana Restaurants

  BUY

  Last Closing Price

  2.15

  Target Price

  2.95

  Upside (%)

  +37.21%

  UAE Equity Research- Americana Restaurants - 2Q25 Earnings Call Insight

  Americana Restaurants revenue rose 15.1% YOY to USD 644 Mn in 2Q25, primarily supported by operational efficiency and strong brand performance. The Company reported 15.2% YOY growth in gross profit to USD 347 Mn in 2Q25 as compared to USD 301 Mn in 2Q24. Gross profit margin marginally increased 6 bps YOY to 53.9% in 2Q25.

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