Revenue distribution by sectors:

• Port services: 40%
• Logistics and transportation: 35%
• Industry and free trade zones: 25%

Top 3 markets and their percentage shares:

• United Arab Emirates: 50%
• Saudi Arabia: 20%
• India: 15%

The Abu Dhabi Ports Company PJSC generates its revenues mainly from port services, logistics and transportation, as well as industry and free trade zones. The largest market is the domestic region of the United Arab Emirates, followed by Saudi Arabia and India. These markets are crucial for the company as they represent strategic trade and logistics centers in the Middle East and Asia.

Production Sites: Abu Dhabi, United Arab Emirates

Abu Dhabi Ports Company PJSC operates mainly in the United Arab Emirates, particularly in Abu Dhabi. The company manages and develops ports and logistics centers in this region. It is known for its extensive port facilities and related infrastructure, which enable it to offer a variety of logistical and maritime services. The production and service activities are heavily focused on the strategic location in Abu Dhabi to support trade and logistics in the region.

Revenue Growth: 18% (estimated for 2024)
Infrastructure Investments: $5 billion by 2025

Abu Dhabi Ports Company PJSC is pursuing a growth strategy that heavily focuses on expanding and modernizing its infrastructure. The company plans to invest around $5 billion by 2025 in expanding port facilities and logistics centers. These investments are intended to increase capacities and enhance efficiency to meet the growing demands of global trade.

Additionally, the company is embracing digital transformation to improve its services. This includes the implementation of Smart Port technologies that enable more efficient handling of cargo and better integration into global supply chains.

Another focus is on geographical expansion. Abu Dhabi Ports aims to strengthen its presence in strategic international markets to benefit from increasing globalization and trade flows. These measures are intended to position the company as a leading player in the port and logistics services sector.

Imported raw materials/materials: Various, including metals, machinery, food, and consumer goods.

Main importing countries: China, India, USA, Germany, Japan.

Abu Dhabi Ports Company PJSC is a significant player in the field of port and logistics services in the region. The ports operated by Abu Dhabi Ports are central hubs for the import of a variety of raw materials and materials. Commonly imported goods include metals and machinery needed for industrial production and infrastructure projects in the United Arab Emirates.

China and India are important trading partners, especially for machinery and consumer goods. The USA and Germany supply high-quality machinery and technology products, while Japan is also a significant exporter of machinery and vehicles. Diversification of import sources reflects the UAE's strategic focus on ensuring a stable supply of critical raw materials.

Market share in the Middle East: 35% (2024) EBITDA margin: 45% (2024) Investments in infrastructure: 1.2 billion USD (2023)

Abu Dhabi Ports Company PJSC has a significant competitive advantage in the Middle East, especially due to its high market share of 35%. This demonstrates the company's strong position in the region and its ability to serve large portions of the market.

The EBITDA margin of 45% highlights the efficiency and profitability of the company, which is above average compared to many competitors. This margin enables the company to invest in further growth initiatives while achieving high returns.

Additionally, Abu Dhabi Ports has made significant investments amounting to 1.2 billion USD in infrastructure, further enhancing the capacity and efficiency of the ports. These investments strengthen the logistical capabilities and contribute to long-term competitiveness.

Institutional Investor Share: 45% (estimated for 2025)
Insider Purchases: No significant purchases in the last year
Insider Sales: 2% of total share in 2024

The institutional investor share at Abu Dhabi Ports Company PJSC is approximately 45%, indicating strong confidence from large investors in the company's long-term strategy.

There were no significant insider purchases in the last year, which could suggest that the management is satisfied with the current valuation of the company. However, about 2% of shares were sold by insiders in 2024, possibly due to profit-taking or personal financial decisions.

These data indicate that the company continues to be supported stably by institutional investors, while insider activities do not raise major concerns.

Market share of Abu Dhabi Ports Company PJSC: 25% (2025, estimated)

Main competitors and their market shares:

1. DP World: 30%
2. PSA International: 20%
3. APM Terminals: 15%
4. Hutchison Ports: 7%
5. COSCO Shipping Ports: 3%

Moat of Abu Dhabi Ports Company PJSC:

Abu Dhabi Ports Company PJSC has a significant moat, which consists of several factors. Firstly, the company benefits from its strategic location in the Middle East, making it a crucial hub for international trade. Secondly, the company has heavily invested in infrastructure and technology in recent years to enhance its efficiency and capacity.

In comparison to competitors, DP World has a similar moat, especially due to its global presence and diversified services. PSA International and APM Terminals also benefit from their international reach and established networks.

Overall, the moat of Abu Dhabi Ports Company PJSC is strong, yet not insurmountable. Competition from globally operating companies like DP World and PSA International poses a challenge, particularly in terms of international expansion and technological innovations. Nevertheless, Abu Dhabi Ports remains well-positioned due to its regional dominance and strategic investments.

Revenue Growth: 18% (2024) EBITDA Growth: 20% (2024) Net Income Growth: 22% (2024)

In 2024, Abu Dhabi Ports Company PJSC recorded strong revenue growth of 18%, attributed to strategic expansion into new markets and diversification of its services. This growth strategy also led to an impressive EBITDA growth of 20%, indicating improved operational efficiency and cost savings.

The company's net income increased by 22%, driven by a combination of revenue growth and improved profit margins. This positive development suggests that the company is well positioned to capitalize on future market opportunities.

Additionally, Abu Dhabi Ports Company has invested in expanding its infrastructure to increase its capacities and meet rising demands. These investments could potentially lead to further profitability growth in the long term.

Overall, the current financial indicators and strategic initiatives suggest that Abu Dhabi Ports Company PJSC stock could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous distribution since 2022

Since its listing on the stock exchange in 2022, Abu Dhabi Ports Company PJSC has regularly distributed dividends. The company's dividend policy aims to provide shareholders with an attractive return while simultaneously investing in the growth and expansion of port capacities.

The reliability of dividend payments is supported by the stable financial performance and the strategic importance of the ports in global trade. Given the strong government support and the strategic importance for the economy of the United Arab Emirates, the dividend policy is expected to remain stable in the future.