View ValuationADNOC Logistics & Services 将来の成長Future 基準チェック /06ADNOC Logistics & Servicesの収益と利益は、それぞれ年間4%と5.8%減少すると予測されています。EPS は年間9%で 減少すると予想されています。自己資本利益率は 3 年後に13%になると予測されています。主要情報-5.8%収益成長率-8.97%EPS成長率Oil and Gas 収益成長2.7%収益成長率-4.0%将来の株主資本利益率13.03%アナリストカバレッジGood最終更新日19 Aug 2026今後の成長に関する最新情報Major Estimate Revision • Aug 18Consensus revenue estimates increase by 22%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$5.19b to US$6.33b. EPS estimate fell from US$0.177 to US$0.169. Net income forecast to shrink 28% next year vs 24% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target up from د.إ7.21 to د.إ7.36. Share price rose 6.0% to د.إ6.70 over the past week.Major Estimate Revision • Jul 09Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.133 to US$0.177. Revenue forecast unchanged at US$5.19b. Net income forecast to grow 43% next year vs 30% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ7.08 unchanged from last update. Share price rose 2.2% to د.إ6.03 over the past week.分析記事 • Nov 14ADNOC Logistics & Services plc Just Recorded A 9.1% Revenue Beat: Here's What Analysts ThinkADNOC Logistics & Services plc ( ADX:ADNOCLS ) defied analyst predictions to release its quarterly results, which were...Price Target Changed • Feb 07Price target increased by 7.2% to د.إ6.62Up from د.إ6.18, the current price target is an average from 10 analysts. New target price is 23% above last closing price of د.إ5.37. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$0.10 for next year compared to US$0.084 last year.Major Estimate Revision • May 17Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.56b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 11% next year vs 8.3% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ5.02. Share price was steady at د.إ3.99 over the past week.Major Estimate Revision • May 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.66b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 8.1% next year vs 8.1% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ4.95. Share price was steady at د.إ3.92 over the past week.すべての更新を表示Recent updates分析記事 • 4hBullish: Analysts Just Made A Massive Upgrade To Their ADNOC Logistics & Services plc (ADX:ADNOCLS) ForecastsADNOC Logistics & Services plc ( ADX:ADNOCLS ) shareholders will have a reason to smile today, with the analysts making...Major Estimate Revision • Aug 18Consensus revenue estimates increase by 22%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$5.19b to US$6.33b. EPS estimate fell from US$0.177 to US$0.169. Net income forecast to shrink 28% next year vs 24% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target up from د.إ7.21 to د.إ7.36. Share price rose 6.0% to د.إ6.70 over the past week.ナラティブ更新 • Aug 13ADNOCLS: Upgraded 2026 Earnings Outlook And Q2 Dividend Will Support Further UpsideAnalysts have nudged their fair value estimate for ADNOC Logistics & Services higher from AED 7.14 to AED 7.30, citing updated assumptions on discount rates, revenue growth and profit margins that slightly adjust the stock’s long term valuation profile. What’s in the News for ADNOC Logistics & Services ADNOC Logistics & Services plans a board meeting on 10 August 2026 at 11:00 Coordinated Universal Time to review financial statements for the second quarter of the 2026 financial year.Reported Earnings • Aug 13Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.12 (up from US$0.031 in 2Q 2025). Revenue: US$2.58b (up 106% from 2Q 2025). Net income: US$917.0m (up 301% from 2Q 2025). Profit margin: 36% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 90%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.ナラティブ更新 • Jul 13ADNOCLS: Raised 2026 Earnings Outlook And Interim Dividend Plan Will Support UpsideAnalysts have adjusted their fair value estimate for ADNOC Logistics & Services from AED 6.98 to AED 7.14, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What’s in the News for ADNOC Logistics & Services ADNOC Logistics & Services raised its full year 2026 earnings guidance, with revenue now expected to show low single digit growth compared with prior guidance for a low to mid single digit reduction.Major Estimate Revision • Jul 09Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.133 to US$0.177. Revenue forecast unchanged at US$5.19b. Net income forecast to grow 43% next year vs 30% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ7.08 unchanged from last update. Share price rose 2.2% to د.إ6.03 over the past week.お知らせ • Jun 29ADNOC Logistics & Services plc to Report Q2, 2026 Results on Aug 11, 2026ADNOC Logistics & Services plc announced that they will report Q2, 2026 results on Aug 11, 2026ナラティブ更新 • Jun 26ADNOCLS: Higher Margin Outlook And Upcoming Dividend Decision Will Support Upside PotentialAnalysts have modestly raised their AED fair value estimate for ADNOC Logistics & Services from AED 6.76 to AED 6.98, reflecting updated assumptions on the discount rate, revenue growth and profit margins. What's in the News for ADNOC Logistics & Services ADNOC Logistics & Services has scheduled a Board meeting for May 13, 2026 at 11:00 Coordinated Universal Time to review the company's financial statements for the first quarter of the 2026 financial year.Buy Or Sell Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock has risen 13% to د.إ5.66. The fair value is estimated to be د.إ7.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.Reported Earnings • May 16First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.027 (up from US$0.024 in 1Q 2025). Revenue: US$1.08b (down 8.4% from 1Q 2025). Net income: US$202.7m (up 12% from 1Q 2025). Profit margin: 19% (up from 15% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Asia.お知らせ • Mar 02ADNOC Logistics & Services plc, Annual General Meeting, Mar 24, 2026ADNOC Logistics & Services plc, Annual General Meeting, Mar 24, 2026, at 15:00 Arabian Standard Time. Location: abu dhabi United Arab EmiratesDeclared Dividend • Feb 13Dividend of د.إ0.04 announcedShareholders will receive a dividend of د.إ0.04. Ex-date: 2nd April 2026 Payment date: 1st January 1970 Dividend yield will be 2.8%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 92%.Reported Earnings • Feb 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.11 (up from US$0.10 in FY 2024). Revenue: US$5.02b (up 41% from FY 2024). Net income: US$838.5m (up 11% from FY 2024). Profit margin: 17% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Oil and Gas industry in Asia.お知らせ • Feb 05ADNOC Logistics & Services plc to Report Fiscal Year 2025 Results on Feb 10, 2026ADNOC Logistics & Services plc announced that they will report fiscal year 2025 results on Feb 10, 2026お知らせ • Jan 05ADNOC Logistics & Services plc Announces Chief Financial Officer Changes, Effective January 5, 2026ADNOC Logistics & Services Plc announced the appointment of Hugh Baker as Chief Financial Officer, effective January 5, 2026. Hugh Baker is an experienced financial professional with an extensive career in maritime finance and capital markets. He brings over three decades of expertise in corporate and asset finance, investor relations, mergers and acquisitions, and public company governance. Baker joins ADNOC L&S from Ellsworth Maritime, where he served as Principal, providing debt advisory services to global shipping companies and representing DekaBank Girozentrale for North American maritime lending. Prior to that, Baker spent ten years as Chief Financial Officer of Eneti Inc., a NYSE-listed company, where he led financial strategy, capital raising, and investor engagement. During his tenure, he successfully executed over 100 financial and commercial transactions, raising more than $15 billion in debt and equity capital. His earlier experience includes senior leadership roles at Scorpio Tankers Inc., Evercore Partners, HSH Nordbank, and ING Bank, specializing in maritime asset finance and strategic advisory. Baker holds an MSc in Shipping, Trade & Finance from Bayes Business School and a BA in Geography from the London School of Economics. He is a Fellow of the Institute of Chartered Shipbrokers (FICS). Rahoof Khaleel Rahman served as Acting CFO before Hugh Baker's appointment, ensuring a smooth transition and continued financial stewardship.Buy Or Sell Opportunity • Jan 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to د.إ5.75. The fair value is estimated to be د.إ7.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.Buy Or Sell Opportunity • Dec 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at د.إ5.74. The fair value is estimated to be د.إ7.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.分析記事 • Nov 14ADNOC Logistics & Services plc Just Recorded A 9.1% Revenue Beat: Here's What Analysts ThinkADNOC Logistics & Services plc ( ADX:ADNOCLS ) defied analyst predictions to release its quarterly results, which were...分析記事 • Nov 14ADNOC Logistics & Services plc (ADX:ADNOCLS) Not Lagging Market On Growth Or PricingWhen close to half the companies in the United Arab Emirates have price-to-earnings ratios (or "P/E's") below 11x, you...お知らせ • Nov 12ADNOC Logistics & Services plc Approves Interim Cash Dividend for the Third quarter of 2025, Payable Within 30 Days from Date 10 November 2025ADNOC Logistics & Services plc announced that the Board of Directors on 10 November 2025 approved the distribution of an interim cash dividend to shareholders for the third quarter of the financial year 2025 in the total amount of USD 81.25 million (equivalent to AED 298.39 million amounting to approximately 4.03 fils per share). Last entitlement date: 18 November 2025. Ex-dividend date: 19 November 2025. Shareholders' registry closing date: 20 November 2025. Payment date: Within 30 days from date 10 November 2025.Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.03 (up from US$0.024 in 3Q 2024). Revenue: US$1.27b (up 36% from 3Q 2024). Net income: US$205.4m (up 17% from 3Q 2024). Profit margin: 16% (down from 19% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.お知らせ • Nov 05ADNOC Logistics & Services plc to Report Q3, 2025 Results on Nov 10, 2025ADNOC Logistics & Services plc announced that they will report Q3, 2025 results on Nov 10, 2025Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 24% to د.إ5.85. The fair value is estimated to be د.إ7.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Aug 29+ 1 more updateADNOC Logistics & Services plc has filed a Follow-on Equity Offering.ADNOC Logistics & Services plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 222,000,000 Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingReported Earnings • Aug 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.031 (up from US$0.028 in 2Q 2024). Revenue: US$1.26b (up 40% from 2Q 2024). Net income: US$228.8m (up 10% from 2Q 2024). Profit margin: 18% (down from 23% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.お知らせ • Aug 07ADNOC Logistics & Services plc to Report Q2, 2025 Results on Aug 11, 2025ADNOC Logistics & Services plc announced that they will report Q2, 2025 results on Aug 11, 2025Buy Or Sell Opportunity • Jul 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.5% to د.إ4.62. The fair value is estimated to be د.إ3.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Jul 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to د.إ4.66. The fair value is estimated to be د.إ3.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • May 13First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.02 (down from US$0.026 in 1Q 2024). Revenue: US$1.18b (up 41% from 1Q 2024). Net income: US$180.5m (down 6.8% from 1Q 2024). Profit margin: 15% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.お知らせ • May 07ADNOC Logistics & Services plc to Report Q1, 2025 Results on May 09, 2025ADNOC Logistics & Services plc announced that they will report Q1, 2025 results on May 09, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to د.إ4.08, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Oil and Gas industry in Asia. Total returns to shareholders of 6.2% over the past year.お知らせ • Mar 25+ 1 more updateADNOC Logistics & Services plc Approves Cash Dividend for the Year Ended December 31, 2024ADNOC Logistics & Services plc announced that at its AGM held on March 24, 2025, the board approved the final cash dividend distribution of USD 136.5 million (equivalent to approximately AED 501.3 million, amounting to 6.78 fils per share) for the financial year ended on 31 December 2024, to bring the total cash dividends for the financial year ended on 31 December 2024 to approximately USD 273 million, AED 1,001 million (equivalent to 13.56 fils per share, 7% of the Company's share capital).Reported Earnings • Feb 16Full year 2024 earnings released: EPS: US$0.10 (vs US$0.084 in FY 2023)Full year 2024 results: EPS: US$0.10 (up from US$0.084 in FY 2023). Revenue: US$3.55b (up 29% from FY 2023). Net income: US$756.2m (up 22% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Oil and Gas industry in Asia.Price Target Changed • Feb 07Price target increased by 7.2% to د.إ6.62Up from د.إ6.18, the current price target is an average from 10 analysts. New target price is 23% above last closing price of د.إ5.37. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$0.10 for next year compared to US$0.084 last year.Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: US$0.024 (vs US$0.02 in 3Q 2023)Third quarter 2024 results: EPS: US$0.024 (up from US$0.02 in 3Q 2023). Revenue: US$928.4m (up 32% from 3Q 2023). Net income: US$175.0m (up 19% from 3Q 2023). Profit margin: 19% (down from 21% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Oil and Gas industry in Asia.お知らせ • Nov 08ADNOC Logistics & Services plc to Report Q3, 2024 Results on Nov 13, 2024ADNOC Logistics & Services plc announced that they will report Q3, 2024 results on Nov 13, 2024Declared Dividend • Oct 09First half dividend of د.إ0.068 announcedShareholders will receive a dividend of د.إ0.068. Ex-date: 16th October 2024 Payment date: 1st January 1970 Dividend yield will be 2.4%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 40%.お知らせ • Oct 08Adnoc Logistics & Services plc Approves Interim Cash Dividend for First Half of Financial Year 2024, Payable Within 30 Days from Date 7 October, 2024ADNOC Logistics & Services plc notified that the Board of Directors of the Company passed a written resolution by circulation 7 October 2024, and approved the Company's interim cash dividends distribution to the shareholders for the first half of the current financial year 2024 in the total amount of USD 136.5 million (equivalent to AED 501.29 million amounting to approximately 6.78 fils per share).Buy Or Sell Opportunity • Aug 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to د.إ4.86. The fair value is estimated to be د.إ4.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.028 (vs US$0.022 in 2Q 2023)Second quarter 2024 results: EPS: US$0.028 (up from US$0.022 in 2Q 2023). Revenue: US$899.3m (up 42% from 2Q 2023). Net income: US$207.7m (up 28% from 2Q 2023). Profit margin: 23% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Oil and Gas industry in Asia.お知らせ • Aug 07+ 1 more updateADNOC Logistics & Services plc Provides Dividend Guidance for 2024ADNOC Logistics & Services plc provided dividend guidance for 2024. The company projected total dividend payable for 2024 of $273 million (5% increase from 2023 annualized dividend), payable 50% for first half 2024 in fourth quarter 2024, subject to approvals.お知らせ • Aug 01ADNOC Logistics & Services plc to Report Q2, 2024 Results on Aug 06, 2024ADNOC Logistics & Services plc announced that they will report Q2, 2024 results on Aug 06, 2024Buy Or Sell Opportunity • Jul 01Now 34% undervaluedOver the last 90 days, the stock has risen 3.7% to د.إ4.19. The fair value is estimated to be د.إ6.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has grown by 116%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Buy Or Sell Opportunity • Jun 20Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to د.إ4.07. The fair value is estimated to be د.إ5.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has grown by 116%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.お知らせ • Jun 05ADNOC Logistics & Services plc (ADX:ADNOCLS) agreed to acquire Navig8 Topco Holdings Inc from Navig8 Limited for $1.49 billion.ADNOC Logistics & Services plc (ADX:ADNOCLS) agreed to acquire Navig8 Topco Holdings Inc from Navig8 Limited for $1.49 billion on June 3, 2024. Under the terms of the agreement, ADNOC L&S will acquire 80% of Navig8 for $1.04 billion with economic ownership transfer effective from January 1, 2024, and further acquire the remaining 20% ownership in 2027 for a deferred consideration of $335 million to $450 million. Navig8 delivered over $400 million EBITDA in 2023. The agreement is subject to customary regulatory approvals.Major Estimate Revision • May 17Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.56b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 11% next year vs 8.3% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ5.02. Share price was steady at د.إ3.99 over the past week.Major Estimate Revision • May 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.66b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 8.1% next year vs 8.1% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ4.95. Share price was steady at د.إ3.92 over the past week.お知らせ • May 10ADNOC Logistics & Services plc Provides Earnings Guidance for the Year 2024ADNOC Logistics & Services plc provided earnings guidance for the year 2024. For the period, The company expects revenue growth upwards to low 30% range in 2024 (previously high teens percentage). Over the medium term, the company expects high single-digit percentage growth year-on-year (previously mid-to-high single-digit percentage growth). Net income growth in the low 20%s range in 2024. Over the medium term, the company target average annual net income growth in the low percentage teens.お知らせ • May 09Adnoc Logistics & Services plc Provides Dividend GuidanceADNOC Logistics & Services plc announced that in line with the Board-approved progressive dividend policy, the Company aims to increase annual dividends by at least 5% over the medium term, taking the 2023 annualized dividend($260 million, AED955 million) as a base.お知らせ • May 03ADNOC Logistics & Services plc to Report Q1, 2024 Results on May 07, 2024ADNOC Logistics & Services plc announced that they will report Q1, 2024 results on May 07, 2024お知らせ • Apr 30ADNOC Logistics & Services plc Approves Cash Dividend for the Second Half of the 2023ADNOC Logistics & Services plc announced that at its AGM held on 29 April 2024, the company approved a cash dividend distribution of $130 million (AED 477 million), equivalent to 6.45 fils per share, for the second half of 2023. The final dividend will be paid to shareholders who own ADNOC L&S shares on the record date of 9 May 2024. Dividend Payment is 30 days from shareholders' approval.お知らせ • Mar 30+ 1 more updateADNOC Logistics & Services plc, Annual General Meeting, Apr 29, 2024ADNOC Logistics & Services plc, Annual General Meeting, Apr 29, 2024, at 12:30 Coordinated Universal Time. Location: Sofitel Abu Dhabi Corniche Hotel, Corniche Road East Capital Plaza Complex Abu Dhabi United Arab Emirates Agenda: To authorise the chairman of the general assembly to appoint a secretary to the meeting and a vote collector; Consider and approve the Board of Directors’ report on the Company’s activities and its financial position for the financial year ended 31 December 2023.Reported Earnings • Feb 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: US$0.084. Revenue: US$2.76b (up 41% from FY 2022). Net income: US$620.2m (up 138% from FY 2022). Profit margin: 23% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.8% decline forecast for the Oil and Gas industry in Asia.Major Estimate Revision • Feb 16Consensus EPS estimates increase by 13%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$3.07b to US$3.01b. EPS estimate rose from US$0.079 to US$0.089. Net income forecast to grow 21% next year vs 7.9% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target up from د.إ4.36 to د.إ4.45. Share price rose 4.1% to د.إ4.09 over the past week.お知らせ • Feb 10ADNOC Logistics & Services plc to Report Fiscal Year 2023 Results on Feb 14, 2024ADNOC Logistics & Services plc announced that they will report fiscal year 2023 results on Feb 14, 2024Reported Earnings • Nov 17Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: US$0.02. Net income: US$147.7m (up US$147.7m from 3Q 2022). Revenue exceeded analyst estimates by 10.0%. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Oil and Gas industry in Asia.お知らせ • Nov 08ADNOC Logistics & Services plc to Report Q3, 2023 Results on Nov 10, 2023ADNOC Logistics & Services plc announced that they will report Q3, 2023 results on Nov 10, 2023お知らせ • Oct 10ADNOC Logistics & Services plc Approves Interim Cash DividendADNOC Logistics & Services plc announced that its Board of Directors has approved the distribution of an interim cash dividend of $65 million (AED239 million) for Second Quarter 2023, equivalent to 3.2 fils per share. The interim dividend will be paid to shareholders who own ADNOC L&S shares on the record date of 19 October 2023. The dividend, in relation to second half 2023 is anticipated to be paid in second half 2024. At the time of listing the Company indicated a second half 2023 dividend of $130 million (AED 477 million). Board of Directors Approval is 09 October 2023, Last Entitlement Date (last day to purchase) is 17 October 2023, Record Date is 19 October 2023, Dividend Payment is 30 days from Board of Directors approval.Board Change • Oct 06High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Mashal Saoud Mohamed Alseiari is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Aug 01ADNOC Logistics & Services plc to Report Q2, 2023 Results on Aug 03, 2023ADNOC Logistics & Services plc announced that they will report Q2, 2023 results on Aug 03, 2023業績と収益の成長予測ADX:ADNOCLS - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20285,2001,1382991,6761112/31/20275,0581,1193231,6471212/31/20266,3881,8117502,42546/30/20266,2441,5496101,924N/A3/31/20264,9178612001,501N/A12/31/20255,0168392641,371N/A9/30/20254,586795-921,223N/A6/30/20254,2497641771,103N/A3/31/20253,8907432731,029N/A12/31/20243,5497562581,069N/A9/30/20243,496742314945N/A6/30/20243,2707143211,098N/A3/31/20243,00366957911N/A12/31/20232,75562049823N/A9/30/20232,584542115821N/A6/30/20232,42149637525N/A3/31/20232,231389197537N/A12/31/20221,952261-140281N/A12/31/20211,19155-263503N/A12/31/20201,016167-27657N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ADNOCLSの収益は今後 3 年間で減少すると予測されています (年間-5.8% )。収益対市場: ADNOCLSの収益は今後 3 年間で減少すると予測されています (年間-5.8% )。高成長収益: ADNOCLSの収益は今後 3 年間で減少すると予測されています。収益対市場: ADNOCLSの収益は今後 3 年間で減少すると予想されています (年間-4% )。高い収益成長: ADNOCLSの収益は今後 3 年間で減少すると予測されています (年間-4% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ADNOCLSの 自己資本利益率 は、3年後には低くなると予測されています ( 13 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/19 06:47終値2026/08/19 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ADNOC Logistics & Services plc 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Sidharth SabooArqaam Capital Research Offshore S.A.L.Shaden NomeirArqaam Capital Research Offshore S.A.L.Ali AfifiArqaam Capital Research Offshore S.A.L.13 その他のアナリストを表示
Major Estimate Revision • Aug 18Consensus revenue estimates increase by 22%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$5.19b to US$6.33b. EPS estimate fell from US$0.177 to US$0.169. Net income forecast to shrink 28% next year vs 24% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target up from د.إ7.21 to د.إ7.36. Share price rose 6.0% to د.إ6.70 over the past week.
Major Estimate Revision • Jul 09Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.133 to US$0.177. Revenue forecast unchanged at US$5.19b. Net income forecast to grow 43% next year vs 30% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ7.08 unchanged from last update. Share price rose 2.2% to د.إ6.03 over the past week.
分析記事 • Nov 14ADNOC Logistics & Services plc Just Recorded A 9.1% Revenue Beat: Here's What Analysts ThinkADNOC Logistics & Services plc ( ADX:ADNOCLS ) defied analyst predictions to release its quarterly results, which were...
Price Target Changed • Feb 07Price target increased by 7.2% to د.إ6.62Up from د.إ6.18, the current price target is an average from 10 analysts. New target price is 23% above last closing price of د.إ5.37. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$0.10 for next year compared to US$0.084 last year.
Major Estimate Revision • May 17Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.56b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 11% next year vs 8.3% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ5.02. Share price was steady at د.إ3.99 over the past week.
Major Estimate Revision • May 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.66b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 8.1% next year vs 8.1% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ4.95. Share price was steady at د.إ3.92 over the past week.
分析記事 • 4hBullish: Analysts Just Made A Massive Upgrade To Their ADNOC Logistics & Services plc (ADX:ADNOCLS) ForecastsADNOC Logistics & Services plc ( ADX:ADNOCLS ) shareholders will have a reason to smile today, with the analysts making...
Major Estimate Revision • Aug 18Consensus revenue estimates increase by 22%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$5.19b to US$6.33b. EPS estimate fell from US$0.177 to US$0.169. Net income forecast to shrink 28% next year vs 24% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target up from د.إ7.21 to د.إ7.36. Share price rose 6.0% to د.إ6.70 over the past week.
ナラティブ更新 • Aug 13ADNOCLS: Upgraded 2026 Earnings Outlook And Q2 Dividend Will Support Further UpsideAnalysts have nudged their fair value estimate for ADNOC Logistics & Services higher from AED 7.14 to AED 7.30, citing updated assumptions on discount rates, revenue growth and profit margins that slightly adjust the stock’s long term valuation profile. What’s in the News for ADNOC Logistics & Services ADNOC Logistics & Services plans a board meeting on 10 August 2026 at 11:00 Coordinated Universal Time to review financial statements for the second quarter of the 2026 financial year.
Reported Earnings • Aug 13Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.12 (up from US$0.031 in 2Q 2025). Revenue: US$2.58b (up 106% from 2Q 2025). Net income: US$917.0m (up 301% from 2Q 2025). Profit margin: 36% (up from 18% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 90%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
ナラティブ更新 • Jul 13ADNOCLS: Raised 2026 Earnings Outlook And Interim Dividend Plan Will Support UpsideAnalysts have adjusted their fair value estimate for ADNOC Logistics & Services from AED 6.98 to AED 7.14, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What’s in the News for ADNOC Logistics & Services ADNOC Logistics & Services raised its full year 2026 earnings guidance, with revenue now expected to show low single digit growth compared with prior guidance for a low to mid single digit reduction.
Major Estimate Revision • Jul 09Consensus EPS estimates increase by 33%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.133 to US$0.177. Revenue forecast unchanged at US$5.19b. Net income forecast to grow 43% next year vs 30% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ7.08 unchanged from last update. Share price rose 2.2% to د.إ6.03 over the past week.
お知らせ • Jun 29ADNOC Logistics & Services plc to Report Q2, 2026 Results on Aug 11, 2026ADNOC Logistics & Services plc announced that they will report Q2, 2026 results on Aug 11, 2026
ナラティブ更新 • Jun 26ADNOCLS: Higher Margin Outlook And Upcoming Dividend Decision Will Support Upside PotentialAnalysts have modestly raised their AED fair value estimate for ADNOC Logistics & Services from AED 6.76 to AED 6.98, reflecting updated assumptions on the discount rate, revenue growth and profit margins. What's in the News for ADNOC Logistics & Services ADNOC Logistics & Services has scheduled a Board meeting for May 13, 2026 at 11:00 Coordinated Universal Time to review the company's financial statements for the first quarter of the 2026 financial year.
Buy Or Sell Opportunity • Jun 10Now 21% undervaluedOver the last 90 days, the stock has risen 13% to د.إ5.66. The fair value is estimated to be د.إ7.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
Reported Earnings • May 16First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.027 (up from US$0.024 in 1Q 2025). Revenue: US$1.08b (down 8.4% from 1Q 2025). Net income: US$202.7m (up 12% from 1Q 2025). Profit margin: 19% (up from 15% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 2.0%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Asia.
お知らせ • Mar 02ADNOC Logistics & Services plc, Annual General Meeting, Mar 24, 2026ADNOC Logistics & Services plc, Annual General Meeting, Mar 24, 2026, at 15:00 Arabian Standard Time. Location: abu dhabi United Arab Emirates
Declared Dividend • Feb 13Dividend of د.إ0.04 announcedShareholders will receive a dividend of د.إ0.04. Ex-date: 2nd April 2026 Payment date: 1st January 1970 Dividend yield will be 2.8%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 92%.
Reported Earnings • Feb 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.11 (up from US$0.10 in FY 2024). Revenue: US$5.02b (up 41% from FY 2024). Net income: US$838.5m (up 11% from FY 2024). Profit margin: 17% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Oil and Gas industry in Asia.
お知らせ • Feb 05ADNOC Logistics & Services plc to Report Fiscal Year 2025 Results on Feb 10, 2026ADNOC Logistics & Services plc announced that they will report fiscal year 2025 results on Feb 10, 2026
お知らせ • Jan 05ADNOC Logistics & Services plc Announces Chief Financial Officer Changes, Effective January 5, 2026ADNOC Logistics & Services Plc announced the appointment of Hugh Baker as Chief Financial Officer, effective January 5, 2026. Hugh Baker is an experienced financial professional with an extensive career in maritime finance and capital markets. He brings over three decades of expertise in corporate and asset finance, investor relations, mergers and acquisitions, and public company governance. Baker joins ADNOC L&S from Ellsworth Maritime, where he served as Principal, providing debt advisory services to global shipping companies and representing DekaBank Girozentrale for North American maritime lending. Prior to that, Baker spent ten years as Chief Financial Officer of Eneti Inc., a NYSE-listed company, where he led financial strategy, capital raising, and investor engagement. During his tenure, he successfully executed over 100 financial and commercial transactions, raising more than $15 billion in debt and equity capital. His earlier experience includes senior leadership roles at Scorpio Tankers Inc., Evercore Partners, HSH Nordbank, and ING Bank, specializing in maritime asset finance and strategic advisory. Baker holds an MSc in Shipping, Trade & Finance from Bayes Business School and a BA in Geography from the London School of Economics. He is a Fellow of the Institute of Chartered Shipbrokers (FICS). Rahoof Khaleel Rahman served as Acting CFO before Hugh Baker's appointment, ensuring a smooth transition and continued financial stewardship.
Buy Or Sell Opportunity • Jan 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to د.إ5.75. The fair value is estimated to be د.إ7.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
Buy Or Sell Opportunity • Dec 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at د.إ5.74. The fair value is estimated to be د.إ7.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
分析記事 • Nov 14ADNOC Logistics & Services plc Just Recorded A 9.1% Revenue Beat: Here's What Analysts ThinkADNOC Logistics & Services plc ( ADX:ADNOCLS ) defied analyst predictions to release its quarterly results, which were...
分析記事 • Nov 14ADNOC Logistics & Services plc (ADX:ADNOCLS) Not Lagging Market On Growth Or PricingWhen close to half the companies in the United Arab Emirates have price-to-earnings ratios (or "P/E's") below 11x, you...
お知らせ • Nov 12ADNOC Logistics & Services plc Approves Interim Cash Dividend for the Third quarter of 2025, Payable Within 30 Days from Date 10 November 2025ADNOC Logistics & Services plc announced that the Board of Directors on 10 November 2025 approved the distribution of an interim cash dividend to shareholders for the third quarter of the financial year 2025 in the total amount of USD 81.25 million (equivalent to AED 298.39 million amounting to approximately 4.03 fils per share). Last entitlement date: 18 November 2025. Ex-dividend date: 19 November 2025. Shareholders' registry closing date: 20 November 2025. Payment date: Within 30 days from date 10 November 2025.
Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.03 (up from US$0.024 in 3Q 2024). Revenue: US$1.27b (up 36% from 3Q 2024). Net income: US$205.4m (up 17% from 3Q 2024). Profit margin: 16% (down from 19% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.
お知らせ • Nov 05ADNOC Logistics & Services plc to Report Q3, 2025 Results on Nov 10, 2025ADNOC Logistics & Services plc announced that they will report Q3, 2025 results on Nov 10, 2025
Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 24% to د.إ5.85. The fair value is estimated to be د.إ7.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Aug 29+ 1 more updateADNOC Logistics & Services plc has filed a Follow-on Equity Offering.ADNOC Logistics & Services plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 222,000,000 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Reported Earnings • Aug 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.031 (up from US$0.028 in 2Q 2024). Revenue: US$1.26b (up 40% from 2Q 2024). Net income: US$228.8m (up 10% from 2Q 2024). Profit margin: 18% (down from 23% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.
お知らせ • Aug 07ADNOC Logistics & Services plc to Report Q2, 2025 Results on Aug 11, 2025ADNOC Logistics & Services plc announced that they will report Q2, 2025 results on Aug 11, 2025
Buy Or Sell Opportunity • Jul 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.5% to د.إ4.62. The fair value is estimated to be د.إ3.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Jul 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to د.إ4.66. The fair value is estimated to be د.إ3.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last year. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • May 13First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.02 (down from US$0.026 in 1Q 2024). Revenue: US$1.18b (up 41% from 1Q 2024). Net income: US$180.5m (down 6.8% from 1Q 2024). Profit margin: 15% (down from 23% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.
お知らせ • May 07ADNOC Logistics & Services plc to Report Q1, 2025 Results on May 09, 2025ADNOC Logistics & Services plc announced that they will report Q1, 2025 results on May 09, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to د.إ4.08, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Oil and Gas industry in Asia. Total returns to shareholders of 6.2% over the past year.
お知らせ • Mar 25+ 1 more updateADNOC Logistics & Services plc Approves Cash Dividend for the Year Ended December 31, 2024ADNOC Logistics & Services plc announced that at its AGM held on March 24, 2025, the board approved the final cash dividend distribution of USD 136.5 million (equivalent to approximately AED 501.3 million, amounting to 6.78 fils per share) for the financial year ended on 31 December 2024, to bring the total cash dividends for the financial year ended on 31 December 2024 to approximately USD 273 million, AED 1,001 million (equivalent to 13.56 fils per share, 7% of the Company's share capital).
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: US$0.10 (vs US$0.084 in FY 2023)Full year 2024 results: EPS: US$0.10 (up from US$0.084 in FY 2023). Revenue: US$3.55b (up 29% from FY 2023). Net income: US$756.2m (up 22% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Oil and Gas industry in Asia.
Price Target Changed • Feb 07Price target increased by 7.2% to د.إ6.62Up from د.إ6.18, the current price target is an average from 10 analysts. New target price is 23% above last closing price of د.إ5.37. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$0.10 for next year compared to US$0.084 last year.
Reported Earnings • Nov 18Third quarter 2024 earnings released: EPS: US$0.024 (vs US$0.02 in 3Q 2023)Third quarter 2024 results: EPS: US$0.024 (up from US$0.02 in 3Q 2023). Revenue: US$928.4m (up 32% from 3Q 2023). Net income: US$175.0m (up 19% from 3Q 2023). Profit margin: 19% (down from 21% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Oil and Gas industry in Asia.
お知らせ • Nov 08ADNOC Logistics & Services plc to Report Q3, 2024 Results on Nov 13, 2024ADNOC Logistics & Services plc announced that they will report Q3, 2024 results on Nov 13, 2024
Declared Dividend • Oct 09First half dividend of د.إ0.068 announcedShareholders will receive a dividend of د.إ0.068. Ex-date: 16th October 2024 Payment date: 1st January 1970 Dividend yield will be 2.4%, which is lower than the industry average of 6.4%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 40%.
お知らせ • Oct 08Adnoc Logistics & Services plc Approves Interim Cash Dividend for First Half of Financial Year 2024, Payable Within 30 Days from Date 7 October, 2024ADNOC Logistics & Services plc notified that the Board of Directors of the Company passed a written resolution by circulation 7 October 2024, and approved the Company's interim cash dividends distribution to the shareholders for the first half of the current financial year 2024 in the total amount of USD 136.5 million (equivalent to AED 501.29 million amounting to approximately 6.78 fils per share).
Buy Or Sell Opportunity • Aug 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to د.إ4.86. The fair value is estimated to be د.إ4.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.028 (vs US$0.022 in 2Q 2023)Second quarter 2024 results: EPS: US$0.028 (up from US$0.022 in 2Q 2023). Revenue: US$899.3m (up 42% from 2Q 2023). Net income: US$207.7m (up 28% from 2Q 2023). Profit margin: 23% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Oil and Gas industry in Asia.
お知らせ • Aug 07+ 1 more updateADNOC Logistics & Services plc Provides Dividend Guidance for 2024ADNOC Logistics & Services plc provided dividend guidance for 2024. The company projected total dividend payable for 2024 of $273 million (5% increase from 2023 annualized dividend), payable 50% for first half 2024 in fourth quarter 2024, subject to approvals.
お知らせ • Aug 01ADNOC Logistics & Services plc to Report Q2, 2024 Results on Aug 06, 2024ADNOC Logistics & Services plc announced that they will report Q2, 2024 results on Aug 06, 2024
Buy Or Sell Opportunity • Jul 01Now 34% undervaluedOver the last 90 days, the stock has risen 3.7% to د.إ4.19. The fair value is estimated to be د.إ6.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has grown by 116%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Buy Or Sell Opportunity • Jun 20Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to د.إ4.07. The fair value is estimated to be د.إ5.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last year. Earnings per share has grown by 116%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
お知らせ • Jun 05ADNOC Logistics & Services plc (ADX:ADNOCLS) agreed to acquire Navig8 Topco Holdings Inc from Navig8 Limited for $1.49 billion.ADNOC Logistics & Services plc (ADX:ADNOCLS) agreed to acquire Navig8 Topco Holdings Inc from Navig8 Limited for $1.49 billion on June 3, 2024. Under the terms of the agreement, ADNOC L&S will acquire 80% of Navig8 for $1.04 billion with economic ownership transfer effective from January 1, 2024, and further acquire the remaining 20% ownership in 2027 for a deferred consideration of $335 million to $450 million. Navig8 delivered over $400 million EBITDA in 2023. The agreement is subject to customary regulatory approvals.
Major Estimate Revision • May 17Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.56b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 11% next year vs 8.3% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ5.02. Share price was steady at د.إ3.99 over the past week.
Major Estimate Revision • May 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$3.39b to US$3.66b. EPS estimate increased from US$0.091 to US$0.101 per share. Net income forecast to grow 8.1% next year vs 8.1% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target broadly unchanged at د.إ4.95. Share price was steady at د.إ3.92 over the past week.
お知らせ • May 10ADNOC Logistics & Services plc Provides Earnings Guidance for the Year 2024ADNOC Logistics & Services plc provided earnings guidance for the year 2024. For the period, The company expects revenue growth upwards to low 30% range in 2024 (previously high teens percentage). Over the medium term, the company expects high single-digit percentage growth year-on-year (previously mid-to-high single-digit percentage growth). Net income growth in the low 20%s range in 2024. Over the medium term, the company target average annual net income growth in the low percentage teens.
お知らせ • May 09Adnoc Logistics & Services plc Provides Dividend GuidanceADNOC Logistics & Services plc announced that in line with the Board-approved progressive dividend policy, the Company aims to increase annual dividends by at least 5% over the medium term, taking the 2023 annualized dividend($260 million, AED955 million) as a base.
お知らせ • May 03ADNOC Logistics & Services plc to Report Q1, 2024 Results on May 07, 2024ADNOC Logistics & Services plc announced that they will report Q1, 2024 results on May 07, 2024
お知らせ • Apr 30ADNOC Logistics & Services plc Approves Cash Dividend for the Second Half of the 2023ADNOC Logistics & Services plc announced that at its AGM held on 29 April 2024, the company approved a cash dividend distribution of $130 million (AED 477 million), equivalent to 6.45 fils per share, for the second half of 2023. The final dividend will be paid to shareholders who own ADNOC L&S shares on the record date of 9 May 2024. Dividend Payment is 30 days from shareholders' approval.
お知らせ • Mar 30+ 1 more updateADNOC Logistics & Services plc, Annual General Meeting, Apr 29, 2024ADNOC Logistics & Services plc, Annual General Meeting, Apr 29, 2024, at 12:30 Coordinated Universal Time. Location: Sofitel Abu Dhabi Corniche Hotel, Corniche Road East Capital Plaza Complex Abu Dhabi United Arab Emirates Agenda: To authorise the chairman of the general assembly to appoint a secretary to the meeting and a vote collector; Consider and approve the Board of Directors’ report on the Company’s activities and its financial position for the financial year ended 31 December 2023.
Reported Earnings • Feb 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: US$0.084. Revenue: US$2.76b (up 41% from FY 2022). Net income: US$620.2m (up 138% from FY 2022). Profit margin: 23% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.8% decline forecast for the Oil and Gas industry in Asia.
Major Estimate Revision • Feb 16Consensus EPS estimates increase by 13%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$3.07b to US$3.01b. EPS estimate rose from US$0.079 to US$0.089. Net income forecast to grow 21% next year vs 7.9% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target up from د.إ4.36 to د.إ4.45. Share price rose 4.1% to د.إ4.09 over the past week.
お知らせ • Feb 10ADNOC Logistics & Services plc to Report Fiscal Year 2023 Results on Feb 14, 2024ADNOC Logistics & Services plc announced that they will report fiscal year 2023 results on Feb 14, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: US$0.02. Net income: US$147.7m (up US$147.7m from 3Q 2022). Revenue exceeded analyst estimates by 10.0%. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Oil and Gas industry in Asia.
お知らせ • Nov 08ADNOC Logistics & Services plc to Report Q3, 2023 Results on Nov 10, 2023ADNOC Logistics & Services plc announced that they will report Q3, 2023 results on Nov 10, 2023
お知らせ • Oct 10ADNOC Logistics & Services plc Approves Interim Cash DividendADNOC Logistics & Services plc announced that its Board of Directors has approved the distribution of an interim cash dividend of $65 million (AED239 million) for Second Quarter 2023, equivalent to 3.2 fils per share. The interim dividend will be paid to shareholders who own ADNOC L&S shares on the record date of 19 October 2023. The dividend, in relation to second half 2023 is anticipated to be paid in second half 2024. At the time of listing the Company indicated a second half 2023 dividend of $130 million (AED 477 million). Board of Directors Approval is 09 October 2023, Last Entitlement Date (last day to purchase) is 17 October 2023, Record Date is 19 October 2023, Dividend Payment is 30 days from Board of Directors approval.
Board Change • Oct 06High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Mashal Saoud Mohamed Alseiari is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Aug 01ADNOC Logistics & Services plc to Report Q2, 2023 Results on Aug 03, 2023ADNOC Logistics & Services plc announced that they will report Q2, 2023 results on Aug 03, 2023
