Basic Material

Sector Valuation

Company Name Rating Country Currency CMP
(Local Currency)		 Market Cap
(USD m)		 Target Price
(Local Currency)		 PER
(x)		 ADVT 3m
(Volume)		 Estimates
Last Updated On		 ROE
(Fwd) (%)
Borouge PLC BUY UAE AED 2.53 20,705,737,248 2.95 NA 10,828,570 31-Oct-25 27.46
Fertiglobe PLC BUY UAE AED 2.48 5,605,486,791 3.20 337.60 5,720,017 13-Nov-25 28.13
SABIC Agri-Nutrients Co HOLD Saudi Arabia SAR 111.2 14,113,777,934 130.00 31.41 498,638 28-Oct-25 22.38
Saudi Basic Industries Corp ACCUMULATE Saudi Arabia SAR 52.7 42,153,254,360 65.00 30.46 1,394,304 4-Nov-25 (4.28)
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Recent Research

  • UAE Flag
    FIRST LOOK NOTES
    13 Nov 2025
    Fertiglobe PLC
    BUY
    AED 2.46
    AED 3.20
    +30.08%

    UAE Equity Research - Fertiglobe PLC 3Q25 - First Look Note

    Fertiglobe’s USD 142 Mn goodwill tax settlement in Egypt is expected to yield annual cash tax savings of c. USD 16 Mn over the next decade. Urea prices averaged USD 474 per ton (FOB Egypt) in 3Q25, up 16% QOQ and 33% YOY, contributing to higher revenues.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    11 Nov 2025
    Fertiglobe PLC
    BUY
    AED 2.44
    AED 3.20
    +31.15%

    UAE Equity Research - Fertiglobe 3Q25 - Earnings Call Insight

    Total sales volume rose 19.5% YOY to 1.65 Mn metric tons in 3Q25, mainly driven by an increase in third-party sales. Own product sales fell 2.1% YOY to 1.33 Mn metric tons in 3Q25, driven by the impact of gas supply issues in Egypt and the strategic decision to increase urea production.
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  • Saudi Flag
    FIRST LOOK NOTES
    04 Nov 2025
    Saudi Basic Industries Corp
    ACCUMULATE
    SAR 58.40
    SAR 65.00
    +11.30%

    Saudi Equity Research - Saudi Basic Industries Corporation (SABIC) 3Q25 - First Look Note

    SABIC reported a positive net profit during 3Q25, for the first time in 2025, supported by lower costs and improved gross margins after the absence of 2Q25 impairment charges. Petrochemical prices stayed weak amid global overcapacity and soft demand, while Agri-Nutrients' performance improved, supported by higher urea prices and strong seasonal demand.
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  • UAE Flag
    FIRST LOOK NOTES
    31 Oct 2025
    Borouge PLC
    BUY
    AED 2.50
    AED 2.95
    +18.00%

    UAE Equity Research - Borouge PLC 3Q25 - First Look Note

    Recorded highest ever volume production of 1,390 thousand tonnes in 3Q25. Cash conversion increased from 71% in 2Q25 to 93% in 3Q25. Capital expenditure declined from USD 130 Mn in 2Q25 to USD 40 Mn in 3Q25.
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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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