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  • UAE Flag
    FIRST LOOK NOTES
    31 Jul 2026
    ADNOC Drilling
    BUY
    AED 5.82
    AED 7.00
    +20.27%

    UAE Equity Research - ADNOC Drilling (ADNOCDRI) 2Q26 - First Look Note

    Fleet expanded 21% YOY to 171 rigs, driven by the SLDC and MBPS acquisitions, strengthening ADNOC Drilling's regional footprint. Integrated Drilling Services (IDS) rigs increased from 58 to 61 in 2Q26, supporting higher operational efficiency and long-term Oilfield Services earnings growth.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    31 Jul 2026
    ADNOC Drilling
    BUY
    AED 5.82
    AED 7.00
    +20.27%

    UAE Equity Research - ADNOC Drilling (ADNOCDRI) 2Q26 - Earnings Call Insight

    Revenue grew 2.9% YOY to USD 1,232 Mn in 2Q26, driven by the consolidation of SLDC and MBPS, the contribution of two jack-ups that commenced operations at the end of 2Q25, the partial contribution of the AI-enabled island rig delivered in June 2026, and higher fuel escalation, partially offset by the repurposing of certain onshore rigs and the lower phasing of unconventional activity,
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  • UAE Flag
    FIRST LOOK NOTES
    19 May 2026
    ADNOC Drilling
    BUY
    AED 5.91
    AED 7.00
    +18.44%

    UAE Equity Research - ADNOC Drilling (ADNOCDRI) 1Q26 - First Look Note

    Revenue increased 5.0% YOY to USD 1,228 Mn in 1Q26, supported by growth in the OFS segment and stable offshore activity despite the impact from onshore rig repurposing. ADNOC Drilling’s pro-forma rig fleet expanded to 170 rigs by the end of 1Q26, including 140 rigs in Abu Dhabi and 30 regional rigs across Oman, Kuwait, and Bahrain through the SLDC and MBPS transactions.
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  • UAE Flag
    FIRST LOOK NOTES
    17 Feb 2026
    ADNOC Drilling
    BUY
    AED 5.23
    AED 6.50
    +24.28%

    UAE Equity Research - ADNOC Drilling (ADNOCDRI) 4Q25 - First Look Note

    Revenue grew 7.5% YOY to USD 1,276 Mn in 4Q25, driven by strong growth across the Offshore and the OFS segment. As of December 2025, the Company proforma total fleet size stood 169 rigs, including 8 rigs in Oman and Kuwait acquired through the SLB transaction completed in early January 2026, and 21 regional rigs under the MBPS transaction.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    17 Feb 2026
    ADNOC Drilling
    BUY
    AED 5.23
    AED 6.50
    +24.28%

    UAE Equity Research - ADNOC Drilling (ADNOCDRI) 4Q25 - Earnings Call Insight

    Net revenue grew 7.5% YOY to USD 1,276 Mn in 4Q25, driven by the expansion of its unconventional operations and the integration of offshore rigs in 2H25. Additionally, the Company’s revenue in 4Q24 benefited from favorable OFS phasing and Onshore reimbursements of c. USD 80 Mn; excluding this, 4Q25 revenue would have grown 15.3% YOY.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    06 Nov 2025
    ADNOC Drilling
    BUY
    AED 5.54
    AED 6.50
    +17.33%

    UAE Equity Research - ADNOC Drilling - Acquisition Insight

    ADNOC Drilling entered into an agreement to acquire an 80% stake in MB Petroleum Services (MBPS) for AED 749 Mn (USD 204 Mn), which is expected to close in 1H26, financed through its existing debt capacity,
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  • UAE Flag
    FIRST LOOK NOTES
    30 Oct 2025
    ADNOC Drilling
    BUY
    AED 5.58
    AED 6.50
    +16.49%

    UAE Equity Research - ADNOC Drilling 3Q25 - First Look Note

    Revenue grew 22.8% YOY to USD 1,260 Mn in 3Q25, driven by strong growth across the Offshore and the OFS segment. As of September 2025, the Company operated a total fleet of 148 rigs, including 8 rigs in Oman and Kuwait that are part of the recently announced transaction with SLB.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    29 Oct 2025
    ADNOC Drilling
    ACCUMULATE
    AED 5.77
    AED 6.50
    +12.65%

    UAE Equity Research - ADNOC Drilling 3Q25 - Earnings Call Insight

    Net revenue grew strongly 22.8% YOY to USD 1,260 Mn in 3Q25, driven by the expansion of operations and the full operational impact of rigs commissioned in stages over the course of last year.
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  • UAE Flag
    FIRST LOOK NOTES
    31 Jul 2025
    ADNOC Drilling
    ACCUMULATE
    AED 5.84
    AED 6.50
    +11.30%

    UAE Equity Research - ADNOC Drilling 2Q25 - First Look Note

    Revenue grew 27.9% YOY to USD 1,197 Mn in 2Q25, driven by strong growth across the Onshore and the OFS segment. The Company’s Unconventional operations generated USD 192 Mn in revenue during 2Q25.
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