All UAE Saudi Egypt
Reset All
Showing 9 of 23
  • 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.
    Download
  • 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.
    Download
  • UAE Flag
    EARNINGS CALL INSIGHT
    11 Nov 2025
    Talabat Holding PLC
    BUY
    AED 0.90
    AED 1.80
    +99.56%

    UAE Equity Research - Talabat Holding PLC 3Q25 - Earnings Call Insight

    Talabat’s Gross Merchandise Value (GMV) excluding Instashop grew strongly from USD 1,929 Mn in 3Q24 to USD 2,422 Mn in 3Q25. This increase was mainly driven by double-digit growth in the core GCC markets and food verticals, strong performance in non-GCC markets, increased customer acquisition, and higher order frequency.
    Download
  • UAE Flag
    FIRST LOOK NOTES
    06 Nov 2025
    Americana Restaurants
    BUY
    AED 1.83
    AED 2.50
    +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.
    Download
  • UAE Flag
    FIRST LOOK NOTES
    28 Oct 2025
    Emirates Driving Company
    BUY
    AED 3.19
    AED 4.10
    +28.53%

    UAE Equity Research - Emirates Driving Company (EDC) 3Q25 - First Look Note

    EDC revised the guidance upward, with revenue growth to 31% to 38% YOY, gross profit to 21-27% YOY, and EBITDA to 8-14% in FY2025. EDC maintains a debt-free balance sheet with a cash balance of AED 941 Mn in 3Q25.
    Download
  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    Talabat Holding PLC
    BUY
    AED 1.21
    AED 2.00
    +65.29%

    UAE Equity Research - Talabat Holding PLC 2Q25 - First Look Note

    Talabat’s GMV (excluding InstaMart) grew 31.7% YOY to USD 2,439 Mn in 2Q25 compared to USD 1,852 Mn in 2Q24. Talabat generated USD 190 Mn in adjusted free cash flow (pro forma Talabat only) in 2Q25, compared to USD 129 Mn in 2Q24. The Company revised its 2025 guidance, now expecting GMV growth of 27-29% and management revenue growth of 29-32%.
    Download
  • UAE Flag
    EARNINGS CALL INSIGHT
    13 Aug 2025
    Talabat Holding PLC
    BUY
    AED 1.28
    AED 2.00
    +56.25%

    UAE Equity Research - Talabat Holding PLC 2Q25 - Earnings Call Insight

    Talabat’s Gross Merchandise Value (GMV) excluding Instamart grew strongly from USD 1,852 Mn in 2Q24 to USD 2,439 Mn in 2Q25. This increase was mainly driven by double-digit growth in the core GCC markets and food verticals, strong performance in non-GCC markets, increased customer acquisition, and higher order frequency.
    Download
  • UAE Flag
    EARNINGS CALL INSIGHT
    31 Jul 2025
    Americana Restaurants
    BUY
    AED 2.15
    AED 2.95
    +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.
    Download
  • UAE Flag
    FIRST LOOK NOTES
    29 Jul 2025
    Emirates Driving Company
    BUY
    AED 2.90
    AED 4.10
    +41.38%

    UAE Equity Research- Emirates Driving Company (DRIVE)- 2Q25 First Look Note

    Drive’s net profit attributable to shareholders increased from AED 55 Mn in 2Q24 to AED 87 Mn in 2Q25, supported by revenue growth. The Company maintains a debt free balance sheet with a cash balance of AED 738 Mn in 2Q25.
    Download

Filter by

Advance Search

Search Company

List of companies
Search result
Commercial International Bank (COMI) Telecom Egypt