Showing 9 of 41
  • UAE Flag
    FIRST LOOK NOTES
    30 Oct 2026
    Americana Restaurants
    ACCUMULATE
    AED 2.45
    AED 2.70
    +10.20%

    UAE Equity Research - Americana Restaurants International PLC (AMR) - 3Q26 First Look Note

    Added 112 net new restaurants over the last 12 months, expanding its network to 2,769 restaurants as of 3Q26. LFL sales growth accelerated to 8.6% YOY in 3Q26 from 6.3% YOY in 1H26, driven by menu innovation, value offerings and targeted marketing initiatives.
  • UAE Flag
    EARNINGS CALL INSIGHT
    30 Oct 2026
    Americana Restaurants
    ACCUMULATE
    AED 2.45
    AED 2.70
    +10.20%

    UAE Equity Research - Americana Restaurants International PLC (AMR) 3Q26 - Earnings Call Insight

    Americana revenue rose 14.4% YOY to USD 712 Mn in 3Q26, driven by like-for-like sales growth of 8.6%, revenue growth across all Power Brands and continued network expansion.
  • UAE Flag
    FIRST LOOK NOTES
    23 Oct 2026
    A D N H Catering PLC
    BUY
    AED 0.61
    AED 1.05
    +72.13%

    UAE Equity Research - ADNH Catering PLC (ADNHC) 3Q26 - First Look Note

    ADNHC secured 18 new contracts during 3Q26, bringing total new contracts to 57 in 9M26, while maintaining a strong contract retention rate of 98.5% in 3Q26. EBITDA declined 28.2% YOY to AED 53 Mn in 3Q26, amid inflationary operating conditions and inbound supply chain challenges.
  • UAE Flag
    FIRST LOOK NOTES
    18 Aug 2026
    Talabat Holding PLC
    BUY
    AED 1.19
    AED 1.45
    +21.85%

    UAE Equity Research - Talabat Holding PLC 2Q26 - First Look Note

    Talabat’s GMV (including Instashop) grew 11.4% YOY to USD 2,916 Mn in 2Q26. Investment programme on track, with USD 58 Mn deployed in 1H26 out of the USD 120 Mn planned capex and operating investments, comprising c. USD 75 Mn in opex for distribution centres and dark stores and c. USD 45 Mn in capex.
  • UAE Flag
    EARNINGS CALL INSIGHT
    13 Aug 2026
    Talabat Holding PLC
    BUY
    AED 1.10
    AED 1.30
    +18.18%

    UAE Equity Research - Talabat Holding PLC 2Q26 - Earnings Call Insight

    TALABAT’s Gross Merchandise Value (GMV), including Instashop, grew 11.4% YOY to USD 2,916 Mn in 2Q26, driven by an increase in the customer base and sustained ordering activity, supported by higher multi-vertical engagement and stronger Talabat Pro adoption.
  • UAE Flag
    FIRST LOOK NOTES
    03 Aug 2026
    Americana Restaurants
    BUY
    AED 2.17
    AED 2.50
    +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.
  • UAE Flag
    EARNINGS CALL INSIGHT
    30 Jul 2026
    Americana Restaurants
    BUY
    AED 2.15
    AED 2.50
    +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.
  • UAE Flag
    FIRST LOOK NOTES
    29 Jul 2026
    Emirates Mobility Co
    BUY
    AED 3.59
    AED 4.50
    +25.35%

    UAE Equity Research - Emirates Mobility Company (EMOBILITY) 2Q26 - First Look Note

    Emirates Driving Company rebranded to Emirates Mobility Company, reflecting its transformation into an integrated mobility platform. The Excellence Group secured two new sites in Dubai South, strengthening the driving training operations.
  • UAE Flag
    EARNINGS CALL INSIGHT
    29 Jul 2026
    Emirates Mobility Co
    BUY
    AED 3.59
    AED 4.50
    +25.35%

    UAE Equity Research - Emirates Mobility Company (EMOBILITY) 2Q26 - Earnings Call Insight

    EMOBILITY's revenue declined 7.8% YOY to AED 172 Mn in 2Q26, primarily due to lower student volumes at Excellence amid a challenging operating environment.

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