Revenue distribution by sectors:

• Oil and gas logistics: 60%
• Shipping and transportation: 25%
• Port and terminal services: 15%

TOP 3 markets and their percentage shares:

• United Arab Emirates: 40%
• Saudi Arabia: 25%
• India: 15%

ADNOC Logistics & Services plc generates the majority of its revenue from oil and gas logistics, reflecting its strong connection to the parent company ADNOC and its focus on the energy sector. The most significant market is the United Arab Emirates, followed by Saudi Arabia and India, highlighting the strategic focus on the Middle East and the Asian market. These markets benefit from the geographical proximity and existing trade relationships in the region.

Production Sites: United Arab Emirates

ADNOC Logistics & Services plc, a subsidiary of Abu Dhabi National Oil Company (ADNOC), operates mainly in the United Arab Emirates. The company specializes in logistics and service services in the oil and gas industry and does not operate its own production facilities for physical products. Their services include the transportation of oil and gas, maritime logistics, and integrated logistics solutions, all coordinated from strategically located sites in the UAE.

Revenue Growth: Estimated 10% annually (2025) Fleet Expansion: +20% by 2026 Investments in Sustainability: $1 billion by 2030

ADNOC Logistics & Services plc is pursuing a growth strategy based on three main pillars: fleet expansion, geographic expansion, and sustainability. The company plans to expand its fleet by 20% by 2026 to meet the increasing demand for logistics services in the region and beyond.

Another focus is on geographic expansion, particularly in high-growth markets in Asia and Africa. This is intended to be achieved through strategic partnerships and acquisitions.

Furthermore, ADNOC Logistics & Services is heavily investing in sustainable technologies and has committed to investing $1 billion by 2030 in projects to reduce emissions and promote renewable energies. These measures are aimed at not only reducing environmental impact but also strengthening the company's competitiveness in an increasingly environmentally conscious market environment.

Main Imported Raw Materials: Crude oil, natural gas, petrochemical products
Main Supplier Countries: Saudi Arabia, Iraq, USA, Russia

ADNOC Logistics & Services plc is a significant player in the energy and logistics services sector. The company mainly imports crude oil and natural gas to supply its refineries and petrochemical plants.

Saudi Arabia and Iraq are the main suppliers due to their geographical proximity and extensive oil reserves. The USA and Russia are also important suppliers, especially for specialized petrochemical products and liquefied natural gas (LNG).

These imports are crucial to ensure the continuous production and export of processed energy products.

Market share: 30% (estimated 2025)
Fleet capacity: 25 million DWT (2025)
Revenue growth: 10% (2024)

ADNOC Logistics & Services plc has a significant competitive advantage due to its strong market position in the Middle East. With an estimated market share of 30% in 2025 and a fleet capacity of 25 million DWT, the company can efficiently respond to the increasing demand for logistics and transportation services.

The company benefits from its close connection to the ADNOC group, providing it with access to stable and long-term contracts. This contributes to a stable revenue growth of 10% in 2024. Furthermore, ADNOC Logistics & Services continuously invests in technological innovations and sustainability initiatives to enhance its operational efficiency and reduce its environmental footprint.

Through these strategic measures and its strong market position, the company is well positioned to succeed even in a competitive environment.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in ADNOC Logistics & Services plc is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its strategic direction.

In 2024, there were no significant insider buys or sells, indicating a stable internal assessment of the company's development. This could suggest that the management and other insiders are satisfied with the current company strategy and performance.

Market share of ADNOC Logistics & Services plc: 12% (2025, estimated)

Main competitors and their market share:

1. Maersk - 18%
2. Mediterranean Shipping Company (MSC) - 16%
3. CMA CGM - 14%
4. COSCO Shipping - 13%
5. ADNOC Logistics & Services plc - 12%
6. Hapag-Lloyd - 10%
7. Evergreen Marine - 9%
8. ONE (Ocean Network Express) - 8%
9. Yang Ming Marine Transport - 5%
10. ZIM Integrated Shipping Services - 4%

Moat of ADNOC Logistics & Services plc:

ADNOC Logistics & Services plc benefits from a strategically important location in the United Arab Emirates, providing a natural advantage for accessing markets in the Middle East and Asia. Additionally, the company, through its parent company ADNOC, has access to stable commodity supplies, enabling it to streamline its logistics and transportation services more efficiently.

However, compared to its competitors, the moat of ADNOC Logistics & Services is less pronounced than that of market leaders like Maersk and MSC. These companies have larger fleets, a broader global network, and significant economies of scale that give them a competitive edge.

Overall, ADNOC Logistics & Services has a solid but not insurmountable moat. In many cases, competitors have a stronger advantage due to their global presence and diversified services.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the Logistics Sector: 15% (2024)

ADNOC Logistics & Services plc achieved a revenue growth of 10% in 2024, indicating strong demand in the logistics and services sector. The company strengthened its market position through strategic partnerships and expanding its fleet, leading to a profit growth of 8%.

The long-term outlook for ADNOC Logistics & Services is positive as the company benefits from the increasing demand for energy and logistics services in the region. Additionally, the company is investing in sustainable technologies to enhance its efficiency and reduce its ecological footprint.

Overall, ADNOC Logistics & Services stock could be a good investment, especially for investors interested in long-term growth in the energy sector. The strong market position and continuous investments in infrastructure and technology support this assessment.

Dividend Yield: 4.5% (2025, estimated)

ADNOC Logistics & Services plc has pursued a consistent dividend policy in recent years. The estimated 4.5% dividend yield in 2025 indicates an attractive payout for investors.

The reliability of dividend payment is supported by the company's strong financial position and the backing of the parent company ADNOC. The company has regularly paid dividends in the past, indicating a stable earnings situation.

However, future payouts could be influenced by global oil and gas prices as well as operational results. Analysts view the dividend policy as sustainable as long as the company maintains its financial performance.