View ValuationADNOC Gas 향후 성장Future 기준 점검 2/6ADNOC Gas (는) 각각 연간 7.9% 및 12.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.9% 로 예상됩니다.핵심 정보7.9%이익 성장률8.28%EPS 성장률Oil and Gas 이익 성장5.3%매출 성장률12.2%향후 자기자본이익률18.95%애널리스트 커버리지Good마지막 업데이트27 Jul 2026최근 향후 성장 업데이트Major Estimate Revision • Feb 16Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$20.1b to US$23.2b. EPS estimate unchanged from US$0.064 at last update. Oil and Gas industry in United Arab Emirates expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at د.إ4.16. Share price fell 4.0% to د.إ3.57 over the past week.Major Estimate Revision • Jan 21Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$20.3b to US$19.8b. EPS estimate rose from US$0.066 to US$0.088. Net income forecast to shrink 8.8% next year vs 19% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ4.13. Share price was steady at د.إ3.53 over the past week.Major Estimate Revision • Aug 16Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$22.7b to US$20.2b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 10% next year vs 7.2% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.99. Share price was steady at د.إ3.36 over the past week.Major Estimate Revision • Aug 19Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$18.7b to US$21.0b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 5.6% next year vs 9.1% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.90. Share price was steady at د.إ3.14 over the past week.Major Estimate Revision • Feb 13Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$19.6b to US$22.2b. EPS estimate increased from US$0.055 to US$0.057 per share. Net income forecast to grow 12% next year vs 11% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ3.78 unchanged from last update. Share price was steady at د.إ3.11 over the past week.모든 업데이트 보기Recent updatesUpcoming Dividend • Apr 08Upcoming dividend of د.إ0.043 per shareEligible shareholders must have bought the stock before 15 April 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Emirian dividend payers (7.1%). Higher than average of industry peers (4.5%).공고 • Mar 17ADNOC Gas PLC, Annual General Meeting, Apr 06, 2026ADNOC Gas PLC, Annual General Meeting, Apr 06, 2026, at 15:00 Arabian Standard Time.Major Estimate Revision • Feb 16Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$20.1b to US$23.2b. EPS estimate unchanged from US$0.064 at last update. Oil and Gas industry in United Arab Emirates expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at د.إ4.16. Share price fell 4.0% to د.إ3.57 over the past week.분석 기사 • Feb 13New Forecasts: Here's What Analysts Think The Future Holds For ADNOC Gas PLC (ADX:ADNOCGAS)Celebrations may be in order for ADNOC Gas PLC ( ADX:ADNOCGAS ) shareholders, with the analysts delivering a...공고 • Feb 11ADNOC Gas PLC to Report Fiscal Year 2025 Final Results on Feb 16, 2026ADNOC Gas PLC announced that they will report fiscal year 2025 final results on Feb 16, 2026Declared Dividend • Feb 11Dividend of د.إ0.043 announcedShareholders will receive a dividend of د.إ0.043. Ex-date: 25th March 2026 Payment date: 14th April 2026 Dividend yield will be 4.7%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has decreased by an average of 6.1% per year over the past 3 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 2.7% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공고 • Feb 10+ 1 more updateADNOC Gas PLC Proposes Final Dividend, Payable in April 2026ADNOC Gas PLC Proposed that final dividend of $896 million is expected to be paid in April 2026. pending approval at the Annual General Meeting (AGM).Reported Earnings • Feb 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.067 (up from US$0.065 in FY 2024). Revenue: US$18.5b (down 2.9% from FY 2024). Net income: US$5.17b (up 3.3% from FY 2024). Profit margin: 28% (up from 26% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Oil and Gas industry in Asia.공고 • Feb 04ADNOC Gas PLC to Report Fiscal Year 2025 Results on Feb 06, 2026ADNOC Gas PLC announced that they will report fiscal year 2025 results on Feb 06, 2026분석 기사 • Jan 23ADNOC Gas' (ADX:ADNOCGAS) Returns Have Hit A WallIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Major Estimate Revision • Jan 21Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$20.3b to US$19.8b. EPS estimate rose from US$0.066 to US$0.088. Net income forecast to shrink 8.8% next year vs 19% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ4.13. Share price was steady at د.إ3.53 over the past week.Reported Earnings • Nov 14Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: US$0.017 (up from US$0.016 in 3Q 2024). Revenue: US$4.86b (flat on 3Q 2024). Net income: US$1.34b (up 7.6% from 3Q 2024). Profit margin: 28% (up from 26% in 3Q 2024). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.공고 • Nov 13ADNOC Gas PLC Announces Dividend for the Third Quarter of 2025, Payable on December 12, 2025ADNOC Gas PLC announced dividend for the third quarter of 2025. The company is introducing quarterly dividend distributions starting Third Quarter 2025, with an inaugural Third Quarter interim dividend of $896 million to be paid by December 12, 2025. Ex-Dividend date is November 21, 2025. Record date is November 24, 2025.분석 기사 • Oct 09Investors Met With Slowing Returns on Capital At ADNOC Gas (ADX:ADNOCGAS)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • Aug 17Some Analysts Just Cut Their ADNOC Gas PLC (ADX:ADNOCGAS) EstimatesThe latest analyst coverage could presage a bad day for ADNOC Gas PLC ( ADX:ADNOCGAS ), with the analysts making...Major Estimate Revision • Aug 16Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$22.7b to US$20.2b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 10% next year vs 7.2% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.99. Share price was steady at د.إ3.36 over the past week.분석 기사 • Aug 09ADNOC Gas' (ADX:ADNOCGAS) Shareholders Will Receive A Bigger Dividend Than Last YearADNOC Gas PLC ( ADX:ADNOCGAS ) will increase its dividend from last year's comparable payment on the 3rd of September...Declared Dividend • Aug 08First half dividend of د.إ0.086 announcedShareholders will receive a dividend of د.إ0.086. Ex-date: 14th August 2025 Payment date: 3rd September 2025 Dividend yield will be 5.0%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 12% over the next 3 years. However, it would need to fall by 29% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Aug 07Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.018 (up from US$0.016 in 2Q 2024). Revenue: US$4.66b (down 4.2% from 2Q 2024). Net income: US$1.39b (up 16% from 2Q 2024). Profit margin: 30% (up from 25% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.공고 • Aug 06ADNOC Gas PLC to Report Q3, 2025 Results on Nov 13, 2025ADNOC Gas PLC announced that they will report Q3, 2025 results on Nov 13, 2025Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.017 (up from US$0.015 in 1Q 2024). Revenue: US$4.67b (up 2.4% from 1Q 2024). Net income: US$1.27b (up 7.0% from 1Q 2024). Profit margin: 27% (up from 26% in 1Q 2024). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 78%. 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.공고 • May 05+ 1 more updateADNOC Gas PLC to Report Q2, 2025 Results on Aug 05, 2025ADNOC Gas PLC announced that they will report Q2, 2025 results at 1:00 PM, Arabian Standard Time on Aug 05, 2025New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Apr 15Now 22% overvaluedOver the last 90 days, the stock has fallen 9.2% to د.إ3.14. The fair value is estimated to be د.إ2.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are forecast to decline by 3.5% per annum over the same time period.공고 • Mar 24ADNOC Gas PLC Approves Interim Cash Dividend for the Financial Year Ended on 31 December 2024ADNOC Gas PLC announced at the AGM held on March 21, 2025, approved the Board of Directors concerning a cash dividend distribution of USD 1,706,190,903 (equivalent to approximately AED 6,265,986,093 amounting to 8.164 fils per share) for the second half of the financial year ended on 31 December 2024, to bring the total cash dividend for the financial year ended on 31 December 2024 to approximately USD 3,412,381,807 equivalent to AED 12,531,972,186 (amounting to 16.328 fils per share).Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Tasnim Al Mzaini was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Feb 28ADNOC Gas plc, Annual General Meeting, Mar 21, 2025ADNOC Gas plc, Annual General Meeting, Mar 21, 2025, at 15:00 Arabian Standard Time.공고 • Feb 22+ 1 more updateADNOC Gas plc has filed a Follow-on Equity Offering.ADNOC Gas plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,070,056,880 Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingReported Earnings • Feb 11Full year 2024 earnings releasedFull year 2024 results: Revenue: US$19.1b (up 6.5% from FY 2023). Net income: US$5.00b (up 6.0% from FY 2023). Profit margin: 26% (in line with FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.8% decline forecast for the Oil and Gas industry in Asia.Declared Dividend • Feb 08Dividend of د.إ0.082 announcedShareholders will receive a dividend of د.إ0.082. Ex-date: 28th March 2025 Payment date: 1st January 1970 Dividend yield will be 4.6%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 2 years and payments have been stable during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.New Risk • Jan 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (93% cash payout ratio).New Risk • Nov 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (93% cash payout ratio).Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: US$0.016 (vs US$0.018 in 3Q 2023)Third quarter 2024 results: EPS: US$0.016 (down from US$0.018 in 3Q 2023). Revenue: US$4.87b (down 2.1% from 3Q 2023). Net income: US$1.24b (down 7.6% from 3Q 2023). Profit margin: 26% (down from 27% in 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Oil and Gas industry in Asia.Buy Or Sell Opportunity • Nov 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.9% to د.إ3.34. The fair value is estimated to be د.إ2.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last year. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 1.1% per annum over the same time period.공고 • Nov 06ADNOC Gas plc to Report Q3, 2024 Results on Nov 08, 2024ADNOC Gas plc announced that they will report Q3, 2024 results on Nov 08, 2024Major Estimate Revision • Aug 19Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$18.7b to US$21.0b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 5.6% next year vs 9.1% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.90. Share price was steady at د.إ3.14 over the past week.공고 • Aug 07ADNOC Gas plc to Report Q2, 2024 Results on Aug 09, 2024ADNOC Gas plc announced that they will report Q2, 2024 results on Aug 09, 2024Major Estimate Revision • Feb 13Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$19.6b to US$22.2b. EPS estimate increased from US$0.055 to US$0.057 per share. Net income forecast to grow 12% next year vs 11% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ3.78 unchanged from last update. Share price was steady at د.إ3.11 over the past week.공고 • Feb 13ADNOC Gas plc, Annual General Meeting, Mar 29, 2024ADNOC Gas plc, Annual General Meeting, Mar 29, 2024. Agenda: To consider dividend distribution for the second half of the financial year ended 31 December 2023.공고 • Feb 12ADNOC Gas plc to Report Q1, 2024 Results on May 08, 2024ADNOC Gas plc announced that they will report Q1, 2024 results on May 08, 2024공고 • Feb 07ADNOC Gas plc to Report Fiscal Year 2023 Results on Feb 09, 2024ADNOC Gas plc announced that they will report fiscal year 2023 results on Feb 09, 2024Board Change • Dec 31High 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 Khaled Salmeen Salmeen is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공고 • Nov 16ADNOC Gas plc Expects Inaugural Interim Cash Dividend, Payable on 14 December 2023ADNOC Gas plc announced For the financial year 2023, ADNOC Gas expects to pay its inaugural interim cash dividend of $1.625 billion with payments commencing on 14 December 2023, and a further $1.625 billion in Second Quarter 2024. Following the annual cash dividend payment of $3.25 billion for 2023, the Company expects an annual dividend growth of 5% per share over the next four years, underscoring the strength and visibility of ADNOC Gas' future cash flows.공고 • Aug 05ADNOC Gas plc to Report Q3, 2023 Results on Nov 14, 2023ADNOC Gas plc announced that they will report Q3, 2023 results on Nov 14, 2023공고 • May 11ADNOC Gas plc to Report Q2, 2023 Results on Aug 10, 2023ADNOC Gas plc announced that they will report Q2, 2023 results on Aug 10, 2023공고 • May 06ADNOC Gas plc to Report Q1, 2023 Results on May 10, 2023ADNOC Gas plc announced that they will report Q1, 2023 results on May 10, 2023이익 및 매출 성장 예측ADX:ADNOCGAS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202824,0825,2071716,8891212/31/202721,8955,3672,6256,7971412/31/202618,0343,9489304,852153/31/202617,8744,9762,5686,091N/A12/31/202518,5095,1662,7105,929N/A9/30/202518,9545,3733,3296,400N/A6/30/202518,9685,2793,2325,948N/A3/31/202519,1745,0843,6105,715N/A12/31/202419,0655,0013,9395,990N/A9/30/202417,8904,6033,3555,134N/A6/30/202417,7884,4753,4825,192N/A3/31/202416,9934,2693,9735,480N/A12/31/202316,5284,3573,7144,773N/A12/31/202117,0493,600N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ADNOCGAS 의 연간 예상 수익 증가율(7.9%)이 saving rate(15.1%) 미만입니다.수익 vs 시장: ADNOCGAS 의 연간 수익(7.9%)이 AE 시장(7.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ADNOCGAS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ADNOCGAS 의 수익(연간 12.2%)이 AE 시장(연간 8.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ADNOCGAS 의 수익(연간 12.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ADNOCGAS의 자본 수익률은 3년 후 18.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/27 14:18종가2026/07/27 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ADNOC Gas PLC는 18명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sidharth SabooArqaam Capital Research Offshore S.A.L.Soha SaniourArqaam Capital Research Offshore S.A.L.Lydia RainforthBarclays15명의 분석가 더 보기
Major Estimate Revision • Feb 16Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$20.1b to US$23.2b. EPS estimate unchanged from US$0.064 at last update. Oil and Gas industry in United Arab Emirates expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at د.إ4.16. Share price fell 4.0% to د.إ3.57 over the past week.
Major Estimate Revision • Jan 21Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$20.3b to US$19.8b. EPS estimate rose from US$0.066 to US$0.088. Net income forecast to shrink 8.8% next year vs 19% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ4.13. Share price was steady at د.إ3.53 over the past week.
Major Estimate Revision • Aug 16Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$22.7b to US$20.2b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 10% next year vs 7.2% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.99. Share price was steady at د.إ3.36 over the past week.
Major Estimate Revision • Aug 19Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$18.7b to US$21.0b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 5.6% next year vs 9.1% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.90. Share price was steady at د.إ3.14 over the past week.
Major Estimate Revision • Feb 13Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$19.6b to US$22.2b. EPS estimate increased from US$0.055 to US$0.057 per share. Net income forecast to grow 12% next year vs 11% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ3.78 unchanged from last update. Share price was steady at د.إ3.11 over the past week.
Upcoming Dividend • Apr 08Upcoming dividend of د.إ0.043 per shareEligible shareholders must have bought the stock before 15 April 2026. Payment date: 14 April 2026. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Emirian dividend payers (7.1%). Higher than average of industry peers (4.5%).
공고 • Mar 17ADNOC Gas PLC, Annual General Meeting, Apr 06, 2026ADNOC Gas PLC, Annual General Meeting, Apr 06, 2026, at 15:00 Arabian Standard Time.
Major Estimate Revision • Feb 16Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$20.1b to US$23.2b. EPS estimate unchanged from US$0.064 at last update. Oil and Gas industry in United Arab Emirates expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at د.إ4.16. Share price fell 4.0% to د.إ3.57 over the past week.
분석 기사 • Feb 13New Forecasts: Here's What Analysts Think The Future Holds For ADNOC Gas PLC (ADX:ADNOCGAS)Celebrations may be in order for ADNOC Gas PLC ( ADX:ADNOCGAS ) shareholders, with the analysts delivering a...
공고 • Feb 11ADNOC Gas PLC to Report Fiscal Year 2025 Final Results on Feb 16, 2026ADNOC Gas PLC announced that they will report fiscal year 2025 final results on Feb 16, 2026
Declared Dividend • Feb 11Dividend of د.إ0.043 announcedShareholders will receive a dividend of د.إ0.043. Ex-date: 25th March 2026 Payment date: 14th April 2026 Dividend yield will be 4.7%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has decreased by an average of 6.1% per year over the past 3 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 2.7% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공고 • Feb 10+ 1 more updateADNOC Gas PLC Proposes Final Dividend, Payable in April 2026ADNOC Gas PLC Proposed that final dividend of $896 million is expected to be paid in April 2026. pending approval at the Annual General Meeting (AGM).
Reported Earnings • Feb 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$0.067 (up from US$0.065 in FY 2024). Revenue: US$18.5b (down 2.9% from FY 2024). Net income: US$5.17b (up 3.3% from FY 2024). Profit margin: 28% (up from 26% in FY 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Oil and Gas industry in Asia.
공고 • Feb 04ADNOC Gas PLC to Report Fiscal Year 2025 Results on Feb 06, 2026ADNOC Gas PLC announced that they will report fiscal year 2025 results on Feb 06, 2026
분석 기사 • Jan 23ADNOC Gas' (ADX:ADNOCGAS) Returns Have Hit A WallIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Major Estimate Revision • Jan 21Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$20.3b to US$19.8b. EPS estimate rose from US$0.066 to US$0.088. Net income forecast to shrink 8.8% next year vs 19% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ4.13. Share price was steady at د.إ3.53 over the past week.
Reported Earnings • Nov 14Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: US$0.017 (up from US$0.016 in 3Q 2024). Revenue: US$4.86b (flat on 3Q 2024). Net income: US$1.34b (up 7.6% from 3Q 2024). Profit margin: 28% (up from 26% in 3Q 2024). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.
공고 • Nov 13ADNOC Gas PLC Announces Dividend for the Third Quarter of 2025, Payable on December 12, 2025ADNOC Gas PLC announced dividend for the third quarter of 2025. The company is introducing quarterly dividend distributions starting Third Quarter 2025, with an inaugural Third Quarter interim dividend of $896 million to be paid by December 12, 2025. Ex-Dividend date is November 21, 2025. Record date is November 24, 2025.
분석 기사 • Oct 09Investors Met With Slowing Returns on Capital At ADNOC Gas (ADX:ADNOCGAS)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 • Aug 17Some Analysts Just Cut Their ADNOC Gas PLC (ADX:ADNOCGAS) EstimatesThe latest analyst coverage could presage a bad day for ADNOC Gas PLC ( ADX:ADNOCGAS ), with the analysts making...
Major Estimate Revision • Aug 16Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$22.7b to US$20.2b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 10% next year vs 7.2% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.99. Share price was steady at د.إ3.36 over the past week.
분석 기사 • Aug 09ADNOC Gas' (ADX:ADNOCGAS) Shareholders Will Receive A Bigger Dividend Than Last YearADNOC Gas PLC ( ADX:ADNOCGAS ) will increase its dividend from last year's comparable payment on the 3rd of September...
Declared Dividend • Aug 08First half dividend of د.إ0.086 announcedShareholders will receive a dividend of د.إ0.086. Ex-date: 14th August 2025 Payment date: 3rd September 2025 Dividend yield will be 5.0%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but not covered by cash flows (111% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 12% over the next 3 years. However, it would need to fall by 29% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Aug 07Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.018 (up from US$0.016 in 2Q 2024). Revenue: US$4.66b (down 4.2% from 2Q 2024). Net income: US$1.39b (up 16% from 2Q 2024). Profit margin: 30% (up from 25% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Asia are expected to remain flat.
공고 • Aug 06ADNOC Gas PLC to Report Q3, 2025 Results on Nov 13, 2025ADNOC Gas PLC announced that they will report Q3, 2025 results on Nov 13, 2025
Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.017 (up from US$0.015 in 1Q 2024). Revenue: US$4.67b (up 2.4% from 1Q 2024). Net income: US$1.27b (up 7.0% from 1Q 2024). Profit margin: 27% (up from 26% in 1Q 2024). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 78%. 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.
공고 • May 05+ 1 more updateADNOC Gas PLC to Report Q2, 2025 Results on Aug 05, 2025ADNOC Gas PLC announced that they will report Q2, 2025 results at 1:00 PM, Arabian Standard Time on Aug 05, 2025
New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Apr 15Now 22% overvaluedOver the last 90 days, the stock has fallen 9.2% to د.إ3.14. The fair value is estimated to be د.إ2.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 10%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are forecast to decline by 3.5% per annum over the same time period.
공고 • Mar 24ADNOC Gas PLC Approves Interim Cash Dividend for the Financial Year Ended on 31 December 2024ADNOC Gas PLC announced at the AGM held on March 21, 2025, approved the Board of Directors concerning a cash dividend distribution of USD 1,706,190,903 (equivalent to approximately AED 6,265,986,093 amounting to 8.164 fils per share) for the second half of the financial year ended on 31 December 2024, to bring the total cash dividend for the financial year ended on 31 December 2024 to approximately USD 3,412,381,807 equivalent to AED 12,531,972,186 (amounting to 16.328 fils per share).
Board Change • Mar 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Tasnim Al Mzaini was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Feb 28ADNOC Gas plc, Annual General Meeting, Mar 21, 2025ADNOC Gas plc, Annual General Meeting, Mar 21, 2025, at 15:00 Arabian Standard Time.
공고 • Feb 22+ 1 more updateADNOC Gas plc has filed a Follow-on Equity Offering.ADNOC Gas plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,070,056,880 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Reported Earnings • Feb 11Full year 2024 earnings releasedFull year 2024 results: Revenue: US$19.1b (up 6.5% from FY 2023). Net income: US$5.00b (up 6.0% from FY 2023). Profit margin: 26% (in line with FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 1.8% decline forecast for the Oil and Gas industry in Asia.
Declared Dividend • Feb 08Dividend of د.إ0.082 announcedShareholders will receive a dividend of د.إ0.082. Ex-date: 28th March 2025 Payment date: 1st January 1970 Dividend yield will be 4.6%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but not adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 2.5% per year over the past 2 years and payments have been stable during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
New Risk • Jan 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (93% cash payout ratio).
New Risk • Nov 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (93% cash payout ratio).
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: US$0.016 (vs US$0.018 in 3Q 2023)Third quarter 2024 results: EPS: US$0.016 (down from US$0.018 in 3Q 2023). Revenue: US$4.87b (down 2.1% from 3Q 2023). Net income: US$1.24b (down 7.6% from 3Q 2023). Profit margin: 26% (down from 27% in 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Oil and Gas industry in Asia.
Buy Or Sell Opportunity • Nov 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.9% to د.إ3.34. The fair value is estimated to be د.إ2.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last year. Earnings per share has grown by 3.6%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 1.1% per annum over the same time period.
공고 • Nov 06ADNOC Gas plc to Report Q3, 2024 Results on Nov 08, 2024ADNOC Gas plc announced that they will report Q3, 2024 results on Nov 08, 2024
Major Estimate Revision • Aug 19Consensus revenue estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$18.7b to US$21.0b. EPS estimate reaffirmed at US$0.06. Net income forecast to shrink 5.6% next year vs 9.1% growth forecast for Oil and Gas industry in United Arab Emirates . Consensus price target broadly unchanged at د.إ3.90. Share price was steady at د.إ3.14 over the past week.
공고 • Aug 07ADNOC Gas plc to Report Q2, 2024 Results on Aug 09, 2024ADNOC Gas plc announced that they will report Q2, 2024 results on Aug 09, 2024
Major Estimate Revision • Feb 13Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$19.6b to US$22.2b. EPS estimate increased from US$0.055 to US$0.057 per share. Net income forecast to grow 12% next year vs 11% growth forecast for Oil and Gas industry in United Arab Emirates. Consensus price target of د.إ3.78 unchanged from last update. Share price was steady at د.إ3.11 over the past week.
공고 • Feb 13ADNOC Gas plc, Annual General Meeting, Mar 29, 2024ADNOC Gas plc, Annual General Meeting, Mar 29, 2024. Agenda: To consider dividend distribution for the second half of the financial year ended 31 December 2023.
공고 • Feb 12ADNOC Gas plc to Report Q1, 2024 Results on May 08, 2024ADNOC Gas plc announced that they will report Q1, 2024 results on May 08, 2024
공고 • Feb 07ADNOC Gas plc to Report Fiscal Year 2023 Results on Feb 09, 2024ADNOC Gas plc announced that they will report fiscal year 2023 results on Feb 09, 2024
Board Change • Dec 31High 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 Khaled Salmeen Salmeen is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공고 • Nov 16ADNOC Gas plc Expects Inaugural Interim Cash Dividend, Payable on 14 December 2023ADNOC Gas plc announced For the financial year 2023, ADNOC Gas expects to pay its inaugural interim cash dividend of $1.625 billion with payments commencing on 14 December 2023, and a further $1.625 billion in Second Quarter 2024. Following the annual cash dividend payment of $3.25 billion for 2023, the Company expects an annual dividend growth of 5% per share over the next four years, underscoring the strength and visibility of ADNOC Gas' future cash flows.
공고 • Aug 05ADNOC Gas plc to Report Q3, 2023 Results on Nov 14, 2023ADNOC Gas plc announced that they will report Q3, 2023 results on Nov 14, 2023
공고 • May 11ADNOC Gas plc to Report Q2, 2023 Results on Aug 10, 2023ADNOC Gas plc announced that they will report Q2, 2023 results on Aug 10, 2023
공고 • May 06ADNOC Gas plc to Report Q1, 2023 Results on May 10, 2023ADNOC Gas plc announced that they will report Q1, 2023 results on May 10, 2023