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  • UAE Flag
    EARNINGS CALL INSIGHT
    30 Oct 2025
    Borouge PLC
    BUY
    AED 2.54
    AED 2.95
    +16.14%

    UAE Equity Research - Borouge PLC 3Q25 - Earnings Call Insight

    Borouge's revenue declined 9.5% YOY to USD 1.5 Bn in 3Q25, due to a decline in both sales volume and average realized price for PE and PP. Direct cost declined 8.2% YOY to USD 840 Mn in 3Q25, owing to a decline in feedstock cost and lower other variable and fixed production costs.
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  • Saudi Flag
    FIRST LOOK NOTES
    28 Oct 2025
    SABIC Agri-Nutrients Co
    HOLD
    SAR 124.80
    SAR 130.00
    +4.17%

    Saudi Equity Research - SABIC Agri-Nutrients Co 3Q25 - First Look Note

    Revenue grew 23.6% YOY to SAR 3.5 Bn in 3Q25, driven by an increase in average selling prices. Average selling price increased 26% on a YOY basis and 14% QOQ basis in 3Q25, however, sales volumes declined by 2% on a YOY basis and 6% QOQ basis during 3Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    12 Aug 2025
    Fertiglobe PLC
    BUY
    AED 2.51
    AED 3.20
    +27.49%

    UAE Equity Research - Fertiglobe PLC 2Q25 - First Look Note

    Fertiglobe’s strong short-term market outlook is supported by tight global supply and rising demand from major buying regions, keeping prices strong. Cost savings of USD 15-21 Mn are targeted by year-end 2025, through procurement efficiencies, operational improvements, and integration synergies with ADNOC.
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  • Saudi Flag
    FIRST LOOK NOTES
    11 Aug 2025
    Saudi Basic Industries Corp
    ACCUMULATE
    SAR 57.35
    SAR 65.00
    +13.34%

    Saudi Equity Research - Saudi Basic Industries Corporation (SABIC) 2Q25 - First Look Note

    Petrochemicals revenue declined 2.8% YOY and increased 2.9% QOQ to SAR 32.4 Bn in 2Q25, while Agri-Nutrients rose 32.3% YOY and 2% QOQ to SAR 3.2 Bn. Total Revenue increased 2.8% QOQ, primarily due to licensing revenue of SAR 863 Mn along with increased sales volume in 2Q25. Petrochemicals segment EBITDA declined 24.7% YOY to SAR 3.7 Bn in 2Q25, whereas Agri-Nutrients EBITDA expanded 51.2% YOY to SAR 1.2 Bn.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    05 Aug 2025
    Fertiglobe PLC
    BUY
    AED 2.58
    AED 3.20
    +24.03%

    UAE Equity Research - Fertiglobe PLC 2Q25 - Earnings Call Insight

    Total sales volume declined 3.6% YOY to 1.44 Mn metric tons in 2Q25, driven by a decline in own product, partially offset by rise in third-party sales. Own product sales fell 9.6% YOY to 1.26 Mn metric tons in 2Q25 driven by the impact of turnarounds in the UAE and external factors on operating rates due to planned and unplanned shutdowns, while third-party product sales rose 74.1% YOY to 0.19 Mn metric tons in 2Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    01 Aug 2025
    Borouge PLC
    ACCUMULATE
    AED 2.64
    AED 2.95
    +11.74%

    UAE Equity Research - Borouge PLC 2Q25- First Look Note

    Completed B3 turnaround eight days early, executing 88 debottlenecking projects and Borouge 4 tie-ins, significantly improving asset performance and ensuring six years reliability. PE premia rose to USD 249 per tonne, PP premia hit USD 141 per tonne, both exceeding targets, supported by product differentiation, market reallocation, and commercial discipline.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    31 Jul 2025
    Borouge PLC
    ACCUMULATE
    AED 2.64
    AED 2.95
    +11.74%

    UAE Equity Research - Borouge PLC 2Q25 - Earnings Call Insight

    Borouge's revenue declined 13.2% YOY to USD 1.3 Bn in 2Q25, primarily due to planned maintenance at Borouge 3, partially offset by c. 140 kt of inventory sales. Direct cost declined marginally 0.9% YOY to USD 0.9 Bn in 2Q25, owing to lower feedstock costs partially offset by an increase in other variable and fixed production costs primarily due to inventory impact in the quarter.
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  • Saudi Flag
    FIRST LOOK NOTES
    29 Jul 2025
    SABIC Agri-Nutrients Co
    ACCUMULATE
    SAR 116.90
    SAR 130.00
    +11.21%

    SABIC Agri-Nutrients Co- 2Q25 First Look Note

    Revenue grew 22.8% YOY to SAR 3,287 Mn in 2Q25, driven by an increase in average selling prices. Sales volume remained flat on YOY basis but rose 5.6% QOQ to 1,938 thousand MT in 2Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    26 May 2025
    Fertiglobe PLC
    BUY
    AED 2.46
    AED 3.20
    +30.08%

    UAE Equity Research - Fertiglobe PLC 1Q25 - First Look Note

    Revenue increased 25.9% YOY to USD 695 Mn in 1Q25 due to higher sales volumes, increased urea prices and shipment deferral. Recorded a strong utilization rate of 87% in ammonia and urea in 1Q25 reflecting strong execution under the MIP.
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