UAE Equity Research - Agility Global PLC 2Q26 - First Look Note
ALP’s owned and leased land bank increased to c. 4.5 Mn sqm, while total land bank including JVs reached c. 6.1 Mn sqm, supported by the acquisition of a strategic land parcel in Saudi Arabia.
UAE Equity Research - Agility Global PLC 2Q26 - Earnings Call Insight
The Company's revenue rose 26.0% YOY to USD 1,512 Mn in 2Q26, supported by healthy growth in Aviation Services, Fuel Logistics, Industrial Real Estate and Other revenue.
UAE Equity Research - Agility Global PLC 4Q25 - First Look Note
Net operating cash flow declined 35.7% YOY to USD 403 Mn in 2025, while capex and investments increased to USD 490 Mn, primarily driven by G2 acquisition and ALP expansion. ALP delivered 226k sqm of warehousing capacity, with exit run-rate reaching USD 86 Mn by the end of 2026.
UAE Equity Research - Agility Global PLC 4Q25 - Earnings Call Insight
Group revenue rose 19.1% YOY to USD 1,421 Mn in 4Q25, supported by healthy growth in Aviation Services, Fuel Logistics and Industrial Real Estate segment.
UAE Equity Research - Agility Global PLC 3Q25 - First Look Note
Revenues grew 6.7% YOY to USD 1,309 Mn in 3Q25 driven by healthy growth across all segments except Other Activities. Operating cash flow of USD 320 Mn in 9M25 and invested a net USD 317 Mn in capex and other investments during 9M25.
UAE Equity Research - Agility Global PLC 2Q25 - First Look Note
Revenue grew 8.3% YOY to USD 1,200 Mn in 2Q25 driven by healthy growth across all segments except Other Activities. Retail fuel margins are expected to improve in 2026 with efficiency gains and network growth, while the maritime segment continues to face headwinds but retains long-term potential.
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