Chemical Industry: 100% of revenues
Top 3 Markets:

1. Middle East and Africa: approximately 40%
2. Asia-Pacific: approximately 35%
3. Europe: approximately 15%

Borouge plc is a leading company in petrochemicals specializing in the production of polyolefins. The company's revenues come entirely from the chemical industry, particularly from the production and sale of polyethylene and polypropylene.

The largest market for Borouge is the Middle East and Africa, where the company generates about 40% of its revenues. This region benefits from the proximity to production facilities and strong demand for petrochemical products. The Asia-Pacific region is the second largest market, accounting for approximately 35% of revenue, driven by high demand in countries like China and India. Europe represents the third largest market, with a share of around 15%, due to established industries and demand for high-quality plastics.

Production Site: Ruwais, United Arab Emirates

Borouge plc mainly produces its products in Ruwais, an industrial complex in the United Arab Emirates. The site is known for its state-of-the-art facilities for manufacturing polyolefins. This strategic location enables Borouge to efficiently serve both the local market and international markets.

In addition to Ruwais, Borouge also operates an innovation center in Abu Dhabi, focusing on the development of new products and technologies. This supports their production activities and contributes to the company's competitiveness.

Revenue Target: $10 billion by 2030
Investment in Research and Development: $500 million annually (estimated, based on industry standards)

Borouge plc is pursuing a growth strategy that is heavily focused on innovation and expansion into new markets. The company plans to expand its production capacities by constructing new plants to meet the increasing demand for polyolefins.

Another key focus is on developing more sustainable products to meet the growing demand for environmentally friendly materials. To achieve this, Borouge is investing significantly in research and development to develop innovative solutions that meet both ecological and economic requirements.

In addition, Borouge aims for geographical expansion, particularly in Asia and Africa, where strong growth potential for their products is seen. This strategy is intended to be supported by strategic partnerships and joint ventures to facilitate market access and strengthen local presence.

Main raw materials: Polypropylene, Polyethylene
Import countries: Saudi Arabia, United Arab Emirates, Qatar

Borouge plc is a leading provider of innovative plastic solutions, especially in the areas of polypropylene and polyethylene. These materials are the main raw materials for their production.

The company mainly sources its raw materials from the Gulf region, with Saudi Arabia, the United Arab Emirates, and Qatar being the key suppliers. These countries have a strong petrochemical industry and offer the required raw materials in high quality and quantity.

Due to its strategic location in the region, Borouge can benefit from short transportation routes and established trade relationships, increasing supply security and reducing costs.

Market share: 12% (2024, estimate) EBITDA margin: 28% (2024) Research and Development (R&D) expenses: 5% of revenue (2024)

Borouge plc, a leading company in petrochemicals, has gained a significant competitive advantage through its strong market position and innovation capability. With an estimated market share of 12% in 2024, Borouge demonstrates a solid presence in the industry. The EBITDA margin of 28% highlights the efficiency and profitability of the company compared to many competitors.

A key factor contributing to Borouge's competitive advantage is its commitment to research and development, accounting for approximately 5% of revenue. These investments enable the company to continuously develop new and improved products that meet the evolving market demands. Additionally, Borouge benefits from strategic partnerships and a robust infrastructure that allows for cost-effective production and distribution.

Overall, Borouge positions itself as a strong player in the petrochemical industry through its innovation, efficiency, and market presence, providing a sustainable competitive advantage.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last 12 months (estimated)

The institutional investor share in Borouge plc is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company, indicating a stable financial performance and positive future prospects.

Regarding insider buys and sells, there have been no significant transactions in the last 12 months. This may suggest that the management has confidence in the current company strategy and future direction.

Market share of Borouge plc: Estimated around 5% (2025)

Top competitors and their market shares:

1. SABIC: around 12%
2. LyondellBasell: around 10%
3. Dow Chemical: around 9%
4. ExxonMobil Chemical: around 8%
5. INEOS: around 7%
6. BASF: around 6%
7. Borouge plc: around 5%
8. Reliance Industries: around 4%
9. Formosa Plastics: around 3%
10. LG Chem: around 3%

Moat of Borouge plc:

Borouge plc has a moderate moat, mainly attributed to its strategic location in the United Arab Emirates and its partnership with the Abu Dhabi National Oil Company (ADNOC). This partnership secures Borouge a stable access to raw materials and enables the company to offer competitive prices.

However, compared to its competitors, Borouge does not have as pronounced technological or brand-related advantages as some of the larger players like SABIC or Dow Chemical. These companies benefit from extensive research and development resources as well as a broader product range.

Overall, Borouge can leverage its geographical location and partnerships, while other companies possess a stronger moat through technological innovations and larger global presence.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the MENA Region: 15% (2024)

Borouge plc recorded solid revenue growth of 10% in 2024, driven by strong demand for its petrochemical products. The company has further expanded its market position in the MENA region, now holding a market share of 15% there.

The 8% profit growth in 2024 demonstrates Borouge's ability to operate efficiently and increase its profitability. Strategic investments in new technologies and expanding production capacities could further support future growth.

In addition, Borouge benefits from the increasing demand for sustainable and innovative plastic solutions, which could have long-term positive effects on business development. The strong market position and continuous investments in research and development make Borouge a potentially attractive investment.

Dividend Yield: 6.5% (2025)

Borouge plc regularly pays dividends to its shareholders. The dividend yield of 6.5% in 2025 shows an attractive payout compared to many other companies in the industry.

The reliability of Borouge plc's dividend payments is high, as the company has been able to demonstrate consistent profits and a stable cash flow in the past. This allows Borouge to maintain its dividend policy and provide shareholders with a reliable return.

Furthermore, Borouge has shown solid financial performance in recent years, supporting the likelihood of continuous dividend payments. Analysts expect the company to be able to continue its dividend policy in the future, provided that no significant negative market changes occur.