Price Target Changed • May 29
Price target increased by 19% to د.إ2.20 Up from د.إ1.85, the current price target is an average from 2 analysts. New target price is 47% above last closing price of د.إ1.50. Stock is up 21% over the past year. The company posted earnings per share of US$0.025 last year. Reported Earnings • May 14
First quarter 2026 earnings released: EPS: US$0.003 (vs US$0.002 in 1Q 2025) First quarter 2026 results: EPS: US$0.003 (up from US$0.002 in 1Q 2025). Revenue: US$1.41b (up 23% from 1Q 2025). Net income: US$23.5m (up 11% from 1Q 2025). Profit margin: 1.7% (down from 1.9% in 1Q 2025). Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Declared Dividend • Apr 02
Final dividend of د.إ0.028 announced Shareholders will receive a dividend of د.إ0.028. Ex-date: 1st May 2026 Payment date: 1st January 1970 Dividend yield will be 3.7%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (85% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 2 years. However, payments have been volatile during that time. Earnings per share has grown by 60% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Apr 01
Agility Global PLC, Annual General Meeting, Apr 22, 2026 Agility Global PLC, Annual General Meeting, Apr 22, 2026, at 15:00 Arabian Standard Time. New Risk • Mar 19
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 112% Dividend yield: 4.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Dividend is not well covered by cash flows (112% cash payout ratio). Large one-off items impacting financial results. Reported Earnings • Mar 19
Full year 2025 earnings released: EPS: US$0.025 (vs US$0.012 in FY 2024) Full year 2025 results: EPS: US$0.025 (up from US$0.012 in FY 2024). Revenue: US$5.07b (up 13% from FY 2024). Net income: US$239.9m (up 88% from FY 2024). Profit margin: 4.7% (up from 2.8% in FY 2024). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Logistics industry in Asia. Announcement • Mar 13
Agility Global PLC Recommends Cash Dividend for the Year 2026 Agility Global PLC at its board meeting held on March 12, 2026 recommended cash dividend of AED 0.028 per share during 2026 which is 22% more than what was distributed during 2025 on a per share basis. Buy Or Sell Opportunity • Feb 23
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 27% to د.إ1.44. The fair value is estimated to be د.إ1.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 31%. Buy Or Sell Opportunity • Feb 05
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to د.إ1.45. The fair value is estimated to be د.إ1.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 31%. Buy Or Sell Opportunity • Nov 16
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at د.إ1.17. The fair value is estimated to be د.إ0.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 31%. Declared Dividend • Nov 13
Dividend of د.إ0.023 announced Shareholders will receive a dividend of د.إ0.023. Ex-date: 19th November 2025 Payment date: 9th December 2025 Dividend yield will be 4.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (147% earnings payout ratio). However, it is covered by cash flows (56% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 63% to bring the payout ratio under control, which is more than the 27% EPS growth achieved over the last 3 years. Reported Earnings • Nov 12
Third quarter 2025 earnings released: EPS: US$0.006 (vs US$0.004 in 3Q 2024) Third quarter 2025 results: EPS: US$0.006 (up from US$0.004 in 3Q 2024). Revenue: US$1.31b (up 6.7% from 3Q 2024). Net income: US$51.8m (up 40% from 3Q 2024). Profit margin: 4.0% (up from 3.0% in 3Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Logistics industry in Asia. Announcement • Oct 14
Agility Global PLC to Report Q3, 2025 Results on Nov 10, 2025 Agility Global PLC announced that they will report Q3, 2025 results on Nov 10, 2025 Reported Earnings • Aug 12
Second quarter 2025 earnings released: EPS: US$0.24 (vs US$0.003 in 2Q 2024) Second quarter 2025 results: EPS: US$0.24. Revenue: US$1.20b (up 8.3% from 2Q 2024). Net income: US$24.0m (down 20% from 2Q 2024). Profit margin: 2.0% (down from 2.7% in 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Logistics industry in Asia. Reported Earnings • May 14
First quarter 2025 earnings released: EPS: US$0.002 (vs US$0.006 in 1Q 2024) First quarter 2025 results: EPS: US$0.002 (down from US$0.006 in 1Q 2024). Revenue: US$1.14b (up 17% from 1Q 2024). Net income: US$21.2m (down 30% from 1Q 2024). Profit margin: 1.9% (down from 3.1% in 1Q 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Logistics industry in Asia. Announcement • May 07
Agility Global PLC to Report Q1, 2025 Results on May 12, 2025 Agility Global PLC announced that they will report Q1, 2025 results on May 12, 2025 Reported Earnings • Mar 27
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: US$0.013. Revenue: US$4.51b (up 14% from FY 2023). Net income: US$127.5m (up 153% from FY 2023). Profit margin: 2.8% (up from 1.3% in FY 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. Announcement • Mar 26
Agility Global PLC Recommends Cash Dividend for the Year 2024 Agility Global PLC announced that at the General Assembly meeting to be held, recommendation to distribute AED 0.023 per share for a total of AED 239.6 million, equivalent to approximately USD 65 million, as cash dividends for the year 2024. This will bring the total cash dividends for 2024 to USD 130 million. Announcement • Mar 08
Agility Global PLC to Report Fiscal Year 2024 Results on Mar 25, 2025 Agility Global PLC announced that they will report fiscal year 2024 results on Mar 25, 2025 Reported Earnings • Nov 14
Third quarter 2024 earnings released Third quarter 2024 results: EPS: US$0.004. Net income: US$37.1m (up US$37.1m from 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Logistics industry in Asia. New Risk • Nov 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Emirian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Announcement • Aug 04
Agility Global PLC to Report Q2, 2024 Results on Aug 12, 2024 Agility Global PLC announced that they will report Q2, 2024 results on Aug 12, 2024 New Risk • Jul 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Emirian stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.5% average weekly change).