2381 Share Price Performance
ر.س87.60
0.40 (0.46%)
29.9% overvalued intrinsic discount
ر.س67.46
Fair Value
Price ر.س87.60
AnalystLowTarget ر.س67.46
AnalystConsensusTarget ر.س101.64
AnalystHighTarget ر.س118.00
Fair Valueر.س67.46
Share Pricen/a
Arabian Drilling Company Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 26 Fair Values set on narratives written by author
2381 Community Narratives
AN
Fair Value
·Fair Value ر.س67.46 29.9% overvalued intrinsic discount
Global Renewable Shifts And Regulations Will Undermine Oil Rig Margins
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value ر.س101.64 13.8% undervalued intrinsic discount
2381: Contract Extensions And Board Changes Will Shape Performance Through 2025
0users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
Fair Value
·Fair Value ر.س118 25.8% undervalued intrinsic discount
Modern Fleet And GCC Wins Will Ignite Secular Demand
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Global Renewable Shifts And Regulations Will Undermine Oil Rig Margins
Key Takeaways Shift to renewables and tightening environmental rules threaten core revenues, while heavy dependence on a few key clients heightens earnings and cash flow volatility. Intensifying competition and escalating compliance costs erode margins, restrict cash generation, and elevate financial risk amid uncertainty over contract renewals and geographic expansion.Read more
AN
ر.س67.46
29.9% overvalued intrinsic discount
Fair Value
Profit Margin
12.54%
Future PE
20.89x
Price in 2029
ر.س116.35
2381: Contract Extensions And Board Changes Will Shape Performance Through 2025
Key Takeaways Expanding international presence and diversification beyond Saudi Arabia reduce reliance on a single client and position for long-term regional growth in drilling demand. Cost optimization, focus on unconventional rigs, and solid contract renewals strengthen margins, recurring revenue, and earnings stability despite short-term rig suspensions.Read more
AN
ر.س101.64
13.8% undervalued intrinsic discount
Fair Value
Revenue
6.46% p.a.
Profit Margin
10.96%
Future PE
34.19x
Price in 2029
ر.س175.73
Modern Fleet And GCC Wins Will Ignite Secular Demand
Key Takeaways Full utilization of modern, high-margin rigs and expansion into new GCC markets could drive revenue, EBITDA, and backlog growth well ahead of current expectations. Aggressive cost control, balance sheet strength, and a young fleet position the company for outsized profitability and sustained long-term gains amid rising sector demand.Read more
AN
ر.س118
25.8% undervalued intrinsic discount
Fair Value
Revenue
10.88% p.a.
Profit Margin
16.99%
Future PE
22.98x
Price in 2028
ر.س208.55
Trending Discussion
Recently Updated Narratives
AN
2381: Offshore Rig Suspensions And Cash Preservation Will Keep P/E Excessive
Fair Value: ر.س67.46 29.9% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
2381: Record Backlog Extensions And New Leadership Will Support Steady Outlook
Fair Value: ر.س101.64 13.8% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Modern Fleet And GCC Wins Will Ignite Secular Demand
Fair Value: ر.س118 25.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Arabian Drilling Company Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.85
- 10.90%
- -2.19%
- 52.2%
About 2381
- Founded
- 1964
- Employees
- n/a
- CEO
- WebsiteView website
Arabian Drilling Company operates as an onshore and offshore gas and oil rig drilling company in Saudi Arabia. The company’s services include the supply of drilling services in shallow and deep waters and on land for the exploration and production of oil and natural gas, as well as well intervention and testing, rig move, mobilisation, manpower, and other services. Arabian Drilling Company was founded in 1964 and is based in Al Khobar, Saudi Arabia.
