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  • UAE Flag
    FIRST LOOK NOTES
    18 Feb 2026
    Talabat Holding PLC
    BUY
    AED 0.79
    AED 1.30
    +64.56%

    UAE Equity Research - Talabat Holding PLC 4Q25 - First Look Note

    Talabat’s GMV (excluding Instashop) grew 21.1% YOY to USD 2,476 Mn in 4Q25. Capex and operating investments for 2026 are expected to total USD 120 Mn, with c. USD 75 Mn allocated to opex, for distribution centers and dark stores, and c. USD 45 Mn for capital expenditures.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    16 Feb 2026
    Talabat Holding PLC
    BUY
    AED 0.80
    AED 1.30
    +62.50%

    UAE Equity Research - Talabat Holding PLC 4Q25 - Earnings Call Insight

    Talabat’s Gross Merchandise Value (GMV) excluding Instashop grew strongly from USD 2,044 Mn in 4Q24 to USD 2,476 Mn in 4Q25. This increase was mainly driven by double-digit growth in both the Food vertical and Grocery & Retail verticals, with the higher double-digit growth in the non-GCC region compared to the GCC region growth.
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  • UAE Flag
    FIRST LOOK NOTES
    12 Feb 2026
    Americana Restaurants
    BUY
    AED 1.89
    AED 2.50
    +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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  • UAE Flag
    FIRST LOOK NOTES
    11 Feb 2026
    A D N H Catering PLC
    BUY
    AED 0.77
    AED 1.30
    +69.93%

    UAE Equity Research - ADNH Catering PLC 4Q25 - First Look Note

    ADNHC secured 88 new contracts in 2025, taking total contracts to 483, while client retention stood at 98.2%. ADNHC increased ownership stake in Compass Arabia from 30% to 50% through signing the Sale and Purchase Agreement (“SPA”).
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  • UAE Flag
    EARNINGS CALL INSIGHT
    11 Feb 2026
    Americana Restaurants
    BUY
    AED 2.01
    AED 2.50
    +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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  • UAE Flag
    FIRST LOOK NOTES
    05 Feb 2026
    Emirates Driving Company
    BUY
    AED 3.37
    AED 4.50
    +33.53%

    UAE Equity Research - Emirates Driving Company (EDC) 4Q25 - First Look Note

    EDC guided a revenue growth of 62-71% YOY, gross profit to 30-38% YOY, and EBITDA to 23-30% in 2026. EDC secured a 10-year public private partnership to develop and operate EV charging stations across three locations in Abu Dhabi with a total capex of AED 58 Mn.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    05 Feb 2026
    Emirates Driving Company
    BUY
    AED 3.37
    AED 4.50
    +33.53%

    UAE Equity Research - Emirates Driving Company (EDC) 4Q25 - Earnings Call Insight

    EDC’s revenue grew 18.5% YOY to AED 208 Mn in 4Q25, owing to contribution from excellence coupled with an increase in number of students in EDC and Excellence. Total number of enrolled students of EDC rose 24.0% YOY to 48,139 and total number of Excellence students rose 6.0% YOY to 11,451 in 4Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    13 Nov 2025
    A D N H Catering PLC
    BUY
    AED 0.80
    AED 1.30
    +63.52%

    UAE Equity Research - ADNH Catering PLC (ADNHC) 3Q25 - First Look Note

    Increased ownership in Compass Arabia Company to 50% in August 2025, which added 25 new contracts to the portfolio. Secured 80 new contracts in 9M25, increasing the overall contracts to 458.
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  • UAE Flag
    FIRST LOOK NOTES
    12 Nov 2025
    Talabat Holding PLC
    BUY
    AED 0.87
    AED 1.80
    +106.19%

    UAE Equity Research - Talabat Holding PLC 3Q25 - First Look Note

    GMV grew 25.6% YOY to USD 2.4 Bn (Talabat only), supported by strong growth across both GCC and non-GCC markets, and across Food and Grocery & Retail verticals.
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