Revenue share by industry:

• Natural gas production: 60%
• Liquefied natural gas (LNG): 25%
• Petrochemicals: 15%

TOP 3 markets and their percentage shares:

• United Arab Emirates: 40%
• Asia-Pacific region: 35%
• Europe: 15%

ADNOC Gas PLC generates the majority of its revenue from natural gas production, followed by liquefied natural gas and petrochemicals. The United Arab Emirates represent the largest market, attributed to local demand and the strategic importance of energy supply.

The Asia-Pacific region is a significant growth market, particularly due to the increasing demand for LNG. Europe remains an important market, despite the growing diversification of energy sources in the region.

Production sites: United Arab Emirates

ADNOC Gas PLC mainly produces its products in the United Arab Emirates. The company is a significant player in the field of natural gas processing and liquefaction and operates several plants within the country. These plants are strategically positioned near natural gas fields to ensure efficient processing and transportation of natural gas. ADNOC Gas is part of the larger ADNOC group, which plays a central role in the energy production of the UAE.

Growth Strategy ADNOC Gas PLC:

1. Increase in Production Capacity: ADNOC Gas plans to increase its production capacity by investing in new technologies and infrastructure projects. This includes expanding existing facilities and developing new gas fields.

2. Diversification of Product Range: The company aims to diversify its product range, not only focusing on traditional natural gas products but also on liquefied natural gas (LNG) and other petrochemical products.

3. International Expansion: ADNOC Gas is pursuing an aggressive expansion strategy in international markets. This involves establishing new partnerships and joint ventures to increase global market share.

4. Sustainability Initiatives: Another focus is on implementing sustainability initiatives to reduce environmental impact and improve production process efficiency. This is part of the long-term strategy to meet the requirements of the global energy transition.

These strategic measures are intended to help ADNOC Gas strengthen its market position and secure future growth, particularly in a changing energy market.

Main Imported Raw Materials: Natural gas, petrochemical precursors

Countries of Origin: Qatar, Saudi Arabia, USA

ADNOC Gas PLC mainly imports natural gas and petrochemical precursors to support their production capacities. Qatar and Saudi Arabia are significant suppliers in the region due to their extensive natural gas reserves and geographical proximity. The USA is also an important partner, especially for specialized petrochemical precursors needed in further processing.

These imports are necessary to meet the demand for processed gas products and maximize the efficiency of the production facilities. The strategic partnership with these countries allows ADNOC Gas to benefit from stable supply chains and competitive prices.

Market share in the region: 30% (estimated, 2025)
Production capacity: 10 billion cubic feet per day (2025)
Cost structure: 10% below industry average (2025)

ADNOC Gas PLC has a significant competitive advantage, which is composed of several factors. Firstly, the company holds an estimated market share of 30% in the region, indicating its strong market presence and established customer relationships.

Secondly, ADNOC Gas has a high production capacity of 10 billion cubic feet per day, enabling the company to efficiently respond to market demands and leverage economies of scale.

Furthermore, the company benefits from a cost structure that is about 10% below the industry average. This allows ADNOC Gas to offer competitive prices while maximizing profit margins.

Overall, these factors position ADNOC Gas as a leading player in the gas market with a strong competitive advantage over its competitors.

Institutional Investor Share: 55% (estimated for 2025) Insider Purchases/Sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share at ADNOC Gas PLC is estimated at 55%. This demonstrates the confidence of large institutional investors in the stability and growth potential of the company.

No significant insider purchases or sales were reported in 2025. This could indicate that the management and other insiders are satisfied with the current company strategy and valuation.

Market share ADNOC Gas PLC: 12% (2025, estimated)

Top competitors and their market shares:

1. QatarEnergy: 15%
2. Gazprom: 14%
3. Saudi Aramco: 13%
4. ADNOC Gas PLC: 12%
5. ExxonMobil: 10%
6. Royal Dutch Shell: 9%
7. BP: 8%
8. Chevron: 7%
9. TotalEnergies: 6%
10. PetroChina: 6%

Moat of ADNOC Gas PLC: ADNOC Gas PLC benefits from a strategically important location in the United Arab Emirates, providing a logistical advantage for access to Asian and European markets. Additionally, the company has long-term supply contracts and strong government support, which are considered significant competitive advantages.

Comparison with competitors: QatarEnergy has a similar geographical advantage and is known for its cost-effective production, which represents a strong moat. Gazprom controls large natural gas reserves and has a dominant position in Europe, which also provides a significant advantage. Saudi Aramco benefits from its enormous production capacity and financial strength.

Overall, ADNOC Gas PLC has a solid moat, but some competitors are better positioned due to their production capacities and cost efficiency. Competition remains intense, and the ability to innovate and adapt to market changes will be crucial for long-term success.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the Middle East: 25% (2024)

ADNOC Gas PLC recorded solid revenue growth of 8.5% in 2024, attributed to increased demand for natural gas and effective operational efficiency. The profit growth of 10.2% shows that the company is able to improve its margins and manage costs effectively.

The company holds a significant market share of 25% in the Middle East, highlighting its strong market position. This position allows ADNOC Gas to benefit from regional growth opportunities and the increasing demand for cleaner sources of energy.

Future investments in infrastructure and technology could further promote growth. Given these positive fundamental data, ADNOC Gas PLC's stock could present an attractive investment opportunity, especially for investors interested in the long-term development of the energy sector.

Dividend yield: 4.5% (estimated for 2025)

ADNOC Gas PLC has pursued a consistent dividend policy in recent years. The company has regularly paid out dividends, indicating a reliable payout policy. The estimated dividend yield of 4.5% in 2025 reflects an attractive return for investors.

The reliability of dividend payments is supported by the strong financial position of ADNOC Gas and the backing of the parent company Abu Dhabi National Oil Company. This gives investors confidence in the stability of future payouts.