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  • UAE Flag
    EARNINGS CALL INSIGHT
    14 Aug 2025
    LuLu Retail Holdings PLC
    BUY
    AED 1.21
    AED 2.00
    +65.29%

    UAE Equity Research - LuLu Retail Holding PLC 2Q25 - Earnings Call Insight

    LuLu Retail’s revenue rose 4.6% YOY to USD 2,017 Mn in 2Q25, primarily supported by the growth in LFL sales and new store openings. The Company opened two new stores in the UAE during 2Q25, which include one Hypermarkets and one Express stores. Private label sales, the Company’s higher-margin segment, grew 3.5% YOY and contributed 29.7% to total retail revenue in 2Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2025
    Agthia Group
    BUY
    AED 4.10
    AED 6.30
    +53.66%

    UAE Equity Research - Agthia Group 2Q25 - First Look Note

    Profitability impacted due to one-time impact from the repositioning of the dates business. expanded its product offerings and revamped packaging to improve shelf visibility and space efficiency. Completed legacy cleanups in its water, food, and dates business, addressing overdue receivables and slow-moving inventory by 1H25.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    08 Aug 2025
    Agthia Group
    NOT RATED
    AED 4.06
    AED 0.00
    NA

    UAE Equity Research - Agthia Group 2Q25 - Earnings Call Insight

    Agthia Group’s revenue rose 5.9% YOY to AED 1,140 Mn in 2Q25, primarily driven by growth in Snacking and Water & Food segment, partially offset by a decline in revenue of the Protein & Frozen segment and Agri-Business segment.
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  • UAE Flag
    FIRST LOOK NOTES
    01 Aug 2025
    Americana Restaurants
    BUY
    AED 2.15
    AED 2.95
    +37.21%

    UAE Equity Research- Americana Restaurants - 2Q25 First Look Note

    Integrated 46 additional restaurants into Pizza Hut Oman, in addition to 36 gross openings across 1H25. Plans to add 150-160 net new stores in 2025. Signed a franchise agreement with Carpo, securing exclusive rights to build and operate Carop stores in Kuwait and Qatar.
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  • 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.
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  • Saudi Flag
    FIRST LOOK NOTES
    15 Jul 2025
    Jarir Marketing Co
    BUY
    SAR 12.74
    SAR 14.50
    +13.81%

    Saudi Equity Research - Jarir Marketing Company 2Q25 - First Look Note

    Revenue fell marginally 0.1% YOY to SAR 2,648 Mn in 2Q25 due to a decline in sales of video games. Gross profit increased 4.5% YOY to SAR 274 Mn, which contributed to a rise in sales of after-sales service margins.
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  • Saudi Flag
    FIRST LOOK NOTES
    09 Jul 2025
    Almarai Co
    BUY
    SAR 49.36
    SAR 65.00
    +31.69%

    Saudi Equity Research - Almarai Company 2Q25 - First Look Note

    Revenue grew 2.6% YOY to SAR 5,288 Mn in 2Q25, due to strong performance in food and bakery categories. Almarai’s operating profit grew 2.6% YOY to SAR 813 Mn in 2Q25, with the operating profit margin contracted marginally 1 bps YOY to 15.4% in 2Q25.
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  • UAE Flag
    SECTOR NOTE
    07 Jul 2025
    Consumer Staples

    UAE Equity Research - Consumer Staples Sector 2Q25 - Preview Note

    We maintain a positive stance on Agthia and Americana Restaurants over LuLu Retail within the consumer staples sector. Agthia continued to face macroeconomic challenges, including currency devaluation in Egypt, operational disruptions in the dates segment, and the impact of last year’s one-off wheat...

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  • UAE Flag
    FIRST LOOK NOTES
    21 May 2025
    Agthia Group
    BUY
    AED 4.45
    AED 7.50
    +68.54%

    UAE Equity Research - Agthia Group 1Q25 - First Look Note

    AGTHIA’s revenue fell 11.4% YOY to AED 1,284 Mn in 1Q25 primarily due to a higher revenue base in 1Q24 driven by one-off wheat trading activity, along with the devaluation of Egyptian Pound. Agthia’s working capital as a percentage of revenue rose 17.1% in 1Q25 from 7.3% in 4Q24.
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