Showing 9 of 58
  • UAE Flag
    FIRST LOOK NOTES
    30 Jul 2026
    Fertiglobe PLC
    BUY
    AED 2.65
    AED 3.20
    +20.75%

    UAE Equity Research - Fertiglobe PLC 2Q26 - First Look Note

    Project Harvest (1 mtpa lower-carbon ammonia project, UAE) is under construction, targeting 50% lower carbon intensity, with operations expected in 2027 and capex below USD 500 Mn. Ammonia prices rose to USD 910 per MT in April 2026 compared to USD 435 per MT in May 2025, driven by supply disruptions and Strait of Hormuz restrictions.
  • UAE Flag
    EARNINGS CALL INSIGHT
    29 Jul 2026
    Fertiglobe PLC
    BUY
    AED 2.65
    AED 3.20
    +20.75%

    UAE Equity Research - Fertiglobe PLC 2Q26 - Earnings Call Insight

    Total sales volume rose 8.7% YOY to 1.57 Mn metric tons in 2Q26, mainly driven by an increase in third-party sales volume partially offset by decrease in own-product sold.
  • Saudi Flag
    FIRST LOOK NOTES
    29 Jul 2026
    SABIC Agri-Nutrients Co
    ACCUMULATE
    SAR 122.30
    SAR 138.00
    +12.84%

    Saudi Equity Research - SABIC Agri-Nutrients Co 2Q26 - First Look Note

    Gross Margin contracted to 29.5% in 2Q26 from 38.5% in 2Q25 driven by elevated feedstock costs. Sales volumes were adversely impacted on YOY and QOQ basis with ongoing supply chain disruptions continued to affect the Company's ability to procure critical raw materials.
  • Saudi Flag
    FIRST LOOK NOTES
    17 Mar 2026
    Saudi Basic Industries Corp
    ACCUMULATE
    SAR 57.10
    SAR 65.00
    +13.84%

    Saudi Equity Research - Saudi Basic Industries Corporation (SABIC) 4Q25 - First Look Note

    Bottom line was negatively impacted by divestments and one-off items during 4Q25. The Company’s Petrochemicals sales volume recorded an increase of 4% YOY to 36.2 MMT during 2025.
  • Saudi Flag
    FIRST LOOK NOTES
    05 Mar 2026
    SABIC Agri-Nutrients Co
    HOLD
    SAR 129.80
    SAR 138.00
    +6.32%

    Saudi Equity Research - SABIC Agri-Nutrients Co 4Q25 - First Look Note

    Average selling prices increased 16% YOY, while the sale volumes increased 2% YOY in 2025. Capex increased 16.7% YOY and 89.7% QOQ to SAR 349 Mn in 4Q25.
  • UAE Flag
    FIRST LOOK NOTES
    17 Feb 2026
    Fertiglobe PLC
    BUY
    AED 2.70
    AED 3.20
    +18.52%

    UAE Equity Research - Fertiglobe PLC 4Q25 - First Look Note

    Expanded production capacity of Diesel Exhaust Fluid (DEF) and Automotive Grade Urea (AGU) in the UAE and Egypt, which is projected to generate c. USD 22 Mn of additional annual EBITDA by 2030.
  • UAE Flag
    EARNINGS CALL INSIGHT
    12 Feb 2026
    Fertiglobe PLC
    BUY
    AED 2.77
    AED 3.20
    +15.52%

    UAE Equity Research - Fertiglobe PLC 4Q25 - Earnings Call Insight

    Total sales volume rose 37.6% YOY to 1.68 Mn metric tons in 4Q25, mainly driven by an increase in own product sold and third-party sales volume. Own product sales volume rose 17.9% YOY to 1.38 Mn metric tons in 4Q25. Additionally, total third-party product sales grew to 0.30 Mn metric tons in 4Q25, compared to 0.05 Mn metric tons in 4Q24.
  • UAE Flag
    FIRST LOOK NOTES
    09 Feb 2026
    Borouge PLC
    ACCUMULATE
    AED 2.59
    AED 2.95
    +13.90%

    UAE Equity Research - Borouge PLC 4Q25 - First Look Note

    Recorded highest ever volume production of 1,643 thousand tonnes in 4Q25. Cash conversion declined from 93% in 3Q25 to 84% in 4Q25. Capital expenditure rose from USD 40 Mn in 3Q25 to USD 98 Mn in 4Q25.
  • UAE Flag
    EARNINGS CALL INSIGHT
    09 Feb 2026
    Borouge PLC
    ACCUMULATE
    AED 2.59
    AED 2.95
    +13.90%

    UAE Equity Research - Borouge PLC 4Q25 - Earnings Call Insight

    Borouge's revenue increased 3.4% YOY to USD 1.7 Bn in 4Q25, due to an increase in sales volume partially offset by a decline in average realized price for PE and PP.

Filter by

Advance Search

Search Company

List of companies
Search result