Telecommunication Services: 70%
Digital Services: 20%
Other Services: 10%

Top 3 Markets:

1. United Arab Emirates: 60%
2. Saudi Arabia: 25%
3. Egypt: 10%

Emirates Integrated Telecommunications Company PJSC, also known as du, generates the majority of its revenue from the telecommunication services sector, including mobile and fixed-line services. Digital services, such as cloud services and digital media, constitute a growing portion, while other services represent a smaller part of the revenue.

The company's main market is the United Arab Emirates, where it holds a significant market share. Saudi Arabia and Egypt are also important markets, together accounting for a considerable share of the revenue. These markets offer growth potential due to increasing digitalization and rising demand for telecommunication services.

Production Sites: Mainly in the United Arab Emirates

Emirates Integrated Telecommunications Company PJSC, known as du, is a telecommunications company based in the United Arab Emirates. The company offers telecommunications services such as mobile, landline, broadband, and IPTV. As a service company, it does not produce physical products in the traditional sense, but provides services that are mainly developed and delivered in the UAE.

The infrastructure and technical facilities required to provide these services are also located in the UAE. The company continuously invests in expanding and modernizing its infrastructure to meet the growing demands of the market.

Revenue Growth: 8.5% (2024)
Investments in 5G Technology: 1.2 billion USD (2024)
Expansion of Digital Services: 20% revenue share (2024)

Emirates Integrated Telecommunications Company PJSC, also known as du, is pursuing a growth strategy that heavily focuses on expanding its digital services and implementing 5G technologies. The company has made significant investments in 5G infrastructure to enhance its network coverage and capacity, which is seen as crucial for future competitiveness in the telecommunications sector.

In addition, du is aiming to increase its share of digital services, which already account for 20% of its revenue. This includes cloud services, IoT solutions, and other digital platforms targeting both individual and business customers.

The company plans to strengthen its market position and tap into new revenue streams through strategic partnerships and innovations in these areas. This strategy aims to reduce dependence on traditional telecommunications services and establish itself as a leading provider in digital transformation.

Main Imported Raw Materials: Telecommunications equipment, network technology

Countries of Origin: China, USA, South Korea, Germany

Emirates Integrated Telecommunications Company PJSC, also known as du, mainly imports telecommunications equipment and network technology necessary for the expansion and maintenance of its infrastructure. These materials are primarily sourced from technologically advanced countries such as China, the USA, South Korea, and Germany.

China is a significant supplier due to its cost-effective production and wide range of telecommunications devices. The USA and South Korea provide advanced network technologies, while Germany is known for its high-quality technical components. These imports are crucial to ensuring the competitiveness and efficiency of du's telecommunications services.

Market share: 40% (estimated for 2025)
EBITDA margin: 45% (2024)
Customer satisfaction: 85% (2024, internal survey)

Emirates Integrated Telecommunications Company PJSC, also known as du, has a significant competitive advantage in the telecommunications market of the United Arab Emirates. With an estimated market share of 40% in 2025, the company positions itself as one of the leading providers in the region.

The high EBITDA margin of 45% in 2024 demonstrates the efficiency and profitability of the company, indicating strong cost control and effective operational processes. This margin is above average compared to international standards in the telecommunications sector, highlighting du's competitiveness.

Furthermore, a high customer satisfaction rate of 85% contributes to strengthening customer loyalty and reducing churn rate. This is supported by continuous investments in network infrastructure and innovative services that enhance the customer experience.

Overall, du benefits from a strong market position, solid financial metrics, and a loyal customer base, reinforcing the company's competitive advantage in the regional telecommunications market.

Institutional Investor Share: approximately 40% (estimated, 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated, 2025)

The institutional investor share in Emirates Integrated Telecommunications Company PJSC is around 40%. This demonstrates the confidence of institutional investors in the company's long-term stability and growth potential.

There were no significant insider transactions in the last year, indicating a stable internal assessment of the company's development. Insider buys or sells are often seen as indicators of a company's future performance, but in this case, there appear to have been no exceptional movements.

Market share of Emirates Integrated Telecommunications Company PJSC (du): 42% (2025, estimated)

Main competitors:

1. Etisalat Group: 50% (2025, estimated)
2. Virgin Mobile UAE: 5% (2025, estimated)
3. Swyp: 2% (2025, estimated)
4. Yzer: 1% (2025, estimated)

Moat of Emirates Integrated Telecommunications Company PJSC (du):

Emirates Integrated Telecommunications Company PJSC, known as "du," holds a significant market share of approximately 42% in the telecommunications sector of the UAE. The main competitor, Etisalat Group, has a larger market share of about 50%. This indicates that the market in the UAE is heavily dominated by these two companies.

The moat of "du" mainly consists of its established infrastructure, strong brand presence, and diversified product portfolio encompassing both mobile and fixed-line services. Additionally, "du" benefits from regulatory conditions that make market entry challenging for new competitors.

However, compared to Etisalat, "du" has a smaller moat as Etisalat has a longer market presence and a more extensive international network. This gives Etisalat an advantage in terms of economies of scale and international expansion. Nevertheless, "du" remains competitive through continuous investments in technology and customer service.

Overall, "du" has a significant but not insurmountable moat compared to its main competitors. The market remains dynamic, and both companies need to adapt to maintain or expand their positions.

Revenue Growth: 6.5% (2024) Net Income Growth: 8.2% (2024) Market Share in the Telecommunications Sector of the UAE: approximately 40% (2024)

Emirates Integrated Telecommunications Company PJSC, also known as du, recorded a solid revenue growth of 6.5% in 2024. This is an indication that the company successfully maintains its market position in the competitive telecommunications sector of the United Arab Emirates.

The company's net income increased by 8.2%, attributed to improved operational efficiency and cost-cutting measures. This suggests that du is able to enhance its profitability despite challenging market conditions.

With a market share of about 40%, du is a significant player in the telecommunications sector of the UAE. This strong market position enables the company to benefit from the growing demand for digital services and the advancing digitalization in the region.

In summary, Emirates Integrated Telecommunications Company PJSC presents an attractive investment opportunity due to its solid growth, profitability, and strong market position. However, investors should also keep an eye on general market conditions and potential risks before making a final decision.

Dividend yield: 5.2% (2024) Dividend history: Consistent payout over the last 5 years

Emirates Integrated Telecommunications Company PJSC, also known as du, has pursued a reliable dividend policy in recent years. The dividend yield was 5.2% in 2024, indicating an attractive payout for investors.

The company has consistently paid dividends over the past five years, indicating a stable financial position and solid earnings power. This consistency makes the stock attractive to investors seeking regular income.