Showing 9 of 89
  • UAE Flag
    FIRST LOOK NOTES
    14 Aug 2026
    ADNOC Logistics & Services
    BUY
    AED 6.42
    AED 7.65
    +19.16%

    UAE Equity Research - ADNOC Logistics & Services PLC 2Q26 - First Look Note

    Accelerates fleet expansion with USD 2.3 Bn investment in 18 vessels, supporting long-term Shipping growth. ADNOCLS has increased its committed CAPEX to USD 5.7 Bn through 2029. Maintained USD 25 Bn contracted revenue backlog, providing strong earnings visibility.
  • UAE Flag
    FIRST LOOK NOTES
    13 Aug 2026
    RAK Ceramics
    BUY
    AED 2.45
    AED 3.45
    +40.82%

    UAE Equity Research - RAK Ceramics (RAKCEC) 2Q26 - First Look Note

    Incurred CAPEX of AED 100.1 Mn during 1H26, of which c. AED 19.0 Mn was allocated to upgrading its large-format tiles. Net debt-to-EBITDA ratio improving to 2.48x in 2Q26 from 2.53x in 1Q26.
  • UAE Flag
    EARNINGS CALL INSIGHT
    12 Aug 2026
    RAK Ceramics
    BUY
    AED 2.44
    AED 3.45
    +41.39%

    UAE Equity Research - RAK Ceramics (RAKCEC) 2Q26 - Earnings Call Insight

    Revenue declined marginally by 0.5% YOY to AED 823 Mn, as weaker performance in the Tableware and Sanitaryware segments was largely offset by growth in Tiles, Faucets and Others.
  • UAE Flag
    EARNINGS CALL INSIGHT
    12 Aug 2026
    E7 Group PJSC
    BUY
    AED 0.97
    AED 1.30
    +34.30%

    UAE Equity Research - E7 Group 2Q26 - Earnings Call Insight

    E7 Group’s revenue increased 6.2% YOY to AED 189 Mn in 2Q26, primarily driven by growth in the Identity Solutions segment, partially offset by revenue in Printing and Education and Logistics, which reflected 1Q26 revenue phasing, lower demand from non-core packaging customers and contract timing.
  • UAE Flag
    EARNINGS CALL INSIGHT
    12 Aug 2026
    ADNOC Logistics & Services
    BUY
    AED 6.32
    AED 7.65
    +21.04%

    UAE Equity Research - ADNOC Logistics & Services PLC (ADNOCLS) 2Q26 - Earnings Call Insight

    Revenue surged from USD 1,258 Mn in 2Q25 to USD 2,584 Mn in 2Q26, primarily driven by a sharp increase in Shipping revenue, along with higher revenue from Gas Carriers, Dry-Bulk & Containers and Services. The increase was partially offset by lower revenue from Integrated Logistics.
  • UAE Flag
    FIRST LOOK NOTES
    03 Aug 2026
    NMDC Group
    BUY
    AED 23.98
    AED 34.00
    +41.78%

    UAE Equity Research - NMDC Group 2Q26 - First Look Note

    The Group's backlog stood at AED 56.1 Bn as of 2Q26, supported by AED 7.8 Bn of project awards secured during 1H26, providing strong long-term revenue visibility. EBITDA increased 27.5% YOY to AED 1.7 Bn in 2Q26, with the EBITDA margin expanding 413 bps YOY to 23.2%.
  • UAE Flag
    EARNINGS CALL INSIGHT
    31 Jul 2026
    NMDC Group
    BUY
    AED 22.12
    AED 34.00
    +53.71%

    UAE Equity Research - NMDC Group 2Q26 - Earnings Call Insight

    NMDC Group's revenue increased 4.7% YOY to AED 7.5 Bn in 2Q26, supported by resilient performance across its business verticals, with local operations contributing 80% of revenues and international operations accounting for the remaining 20%.
  • UAE Flag
    FIRST LOOK NOTES
    25 May 2026
    ADNOC Logistics & Services
    BUY
    AED 5.80
    AED 6.70
    +15.52%

    UAE Equity Research - ADNOC Logistics & Services PLC 1Q26 - First Look Note

    Revenue declined 8.4% YOY to USD 1.1 Bn in 1Q26, primarily due to the scheduled run-off of offshore project revenues following the completion of the Al Omairah Island mega project.
  • UAE Flag
    INITIAL COVERAGE (EQUITIES)
    05 May 2026
    NMDC Group
    BUY
    AED 19.52
    AED 34.00
    +74.18%

    UAE Equity Research - NMDC Group - Initiation Coverage

    We initiate coverage on NMDC Group PJSC (“NMDC” or “The Group”) with an equity valuation range of AED 34.00 per share. The Group is a leading EPC and marine infrastructure group with over 50 years of operating experience, offering integrated capabilities across dredging & marine, energy, infrastructure, engineering, and logistics & technical services.

Filter by

Advance Search

Search Company

List of companies
Search result