View Financial HealthADNOC Logistics & Services 배당 및 자사주 매입배당 기준 점검 1/6ADNOC Logistics & Services 수익으로 충분히 충당되는 현재 수익률 2.78% 보유한 배당금 지급 회사입니다.핵심 정보2.8%배당 수익률-7.6%자사주 매입 수익률총 주주 수익률-4.8%미래 배당 수익률3.2%배당 성장률n/a다음 배당 지급일n/a배당락일22 May 26주당 배당금n/a배당 성향48%최근 배당 및 자사주 매입 업데이트Declared 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%.공시 • 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.공시 • 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).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%.공시 • 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).공시 • 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.모든 업데이트 보기Recent updatesReported 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.공시 • 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.공시 • 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, 2026공시 • 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.분석 기사 • 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...분석 기사 • 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...공시 • 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.공시 • 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.공시 • 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 Listing분석 기사 • Aug 14ADNOC Logistics & Services plc Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsADX:ADNOCLS 1 Year Share Price vs Fair Value Explore ADNOC Logistics & Services's Fair Values from the Community and...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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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, 2023지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: ADNOCLS 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: ADNOCLS 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장ADNOC Logistics & Services 배당 수익률 vs 시장ADNOCLS의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ADNOCLS)2.8%시장 하위 25% (AE)4.1%시장 상위 25% (AE)6.9%업계 평균 (Oil and Gas)4.5%분석가 예측 (ADNOCLS) (최대 3년)3.2%주목할만한 배당금: ADNOCLS 의 배당금( 2.78% )은 AE 시장에서 배당금 지급자의 하위 25%( 4.12% )와 비교해 주목할 만하지 않습니다.고배당: ADNOCLS 의 배당금( 2.78% )은 AE 시장에서 배당금 지급자의 상위 25%( 6.94% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 47.6% )로 ADNOCLS 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 161.9% )이 높기 때문에 ADNOCLS 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YAE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 14:53종가2026/05/22 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 Logistics & Services plc는 16명의 분석가가 다루고 있습니다. 이 중 8명의 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.Ali AfifiArqaam Capital Research Offshore S.A.L.Ramchandra KamathBarclays13명의 분석가 더 보기
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%.
공시 • 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.
공시 • 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).
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%.
공시 • 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).
공시 • 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.
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.
공시 • 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.
공시 • 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
공시 • 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.
분석 기사 • 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...
분석 기사 • 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...
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • Aug 14ADNOC Logistics & Services plc Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsADX:ADNOCLS 1 Year Share Price vs Fair Value Explore ADNOC Logistics & Services's Fair Values from the Community and...
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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