Revenue distribution by industry:

• Oil and gas drilling: approx. 70%
• Maintenance and repair services: approx. 20%
• Other energy services: approx. 10%

TOP 3 markets and their percentage shares:

• Saudi Arabia: approx. 50%
• Egypt: approx. 30%
• Kuwait: approx. 10%

ADES Holding Company generates the majority of its revenue from the oil and gas drilling sector, with a significant portion also coming from maintenance and repair services. The primary market is Saudi Arabia, attributed to the strong presence and extensive projects in the region. Egypt and Kuwait follow as other significant markets, strengthened by strategic partnerships and regional expansion.

Production Sites: Saudi Arabia, Egypt, Algeria

ADES Holding Company is a leading company in the field of oil and gas drilling services. The company has its main production facilities in Saudi Arabia, Egypt, and Algeria. These locations are strategically chosen to ensure proximity to key oil and gas reserves in the region.

The choice of these sites enables ADES to efficiently meet the needs of their customers while optimizing operating costs. The presence in these countries also supports the local economy and creates jobs in the region.

Revenue Growth: Estimated at 10-12% annually (2025) Market Expansion: Focus on the Middle East and North Africa (MENA region)

ADES Holding Company pursues a growth strategy that is heavily focused on geographical expansion and diversification of services. The company is aiming to strengthen its presence in the MENA region, as these markets offer significant growth potential.

In addition, ADES is investing in technological innovations to enhance the efficiency and safety of its drilling services. These investments are intended not only to reduce operational costs but also to increase attractiveness to potential customers.

Another strategic focus is on expanding the service portfolio to meet changing customer needs and tap into new market segments. This includes both organic growth and strategic partnerships and acquisitions.

Main Imported Raw Materials: Drilling equipment, steel, chemicals for drilling fluids

Countries of Origin: USA, China, Germany

ADES Holding Company, a leading company in the field of drilling services, mainly imports specialized drilling equipment and steel necessary for the operation and maintenance of their drilling rigs. These materials predominantly come from the USA and China, known as the main suppliers of high-quality industrial machinery and materials.

In addition, ADES sources special chemicals for drilling fluids, crucial for the efficiency and safety of the drilling processes. These chemicals are often imported from Germany, renowned for its advanced chemical products.

The strategic selection of these countries as suppliers is based on the quality of the products as well as existing trade relationships and logistical advantages.

Market share: 20% (estimated, 2025)
EBITDA margin: 45% (2024)
ROE (Return on Equity): 18% (2024)

ADES Holding Company has a significant competitive advantage in the oil and gas industry, particularly in the offshore drilling services sector. The estimated market share of 20% indicates that the company holds a strong position in its segment.

The high EBITDA margin of 45% suggests that ADES operates efficiently and is able to generate high profits from its revenues. This is an indicator of strong operational efficiency and cost advantages over competitors.

The ROE of 18% shows that the company is able to effectively utilize invested capital to generate profits. This indicates solid financial health and strong capital returns.

In summary, ADES Holding Company possesses a strong competitive advantage through its market position, operational efficiency, and capital returns. This is further reinforced by strategic investments and a focus on core competencies.

Institutional Investor Share: 60% (estimated, 2025)
Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in ADES Holding Company is estimated to be around 60%. This suggests that a large portion of the shares are held by major financial institutions, indicating a certain level of trust in the company's long-term stability and growth potential.

In 2025, no significant insider buys or sells were reported. This could indicate that the company's executives and insiders are currently not making significant changes to their stake in the company, which is often interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of ADES Holding Company: Estimated 12% (2025)

Top competitors and their market shares:

1. Schlumberger Limited: 20%
2. Halliburton Company: 18%
3. Baker Hughes Company: 15%
4. Weatherford International: 10%
5. Nabors Industries Ltd.: 8%

Moat of ADES Holding Company:

ADES Holding Company has secured a solid market share of approximately 12%, attributed to its strong presence in the Middle East and North Africa. The company's moat mainly consists of its regional expertise and established relationships with state-owned oil companies in these regions. These factors provide ADES with some protection against new market entrants and strengthen its competitive position.

However, compared to major international competitors like Schlumberger and Halliburton, which have extensive global networks and technological innovations, ADES's moat is less pronounced. These companies often have a stronger competitive advantage due to their size and innovation capabilities.

In summary, while ADES Holding Company has specific regional advantages, it exhibits a weaker moat in comparison to the industry's leading global companies. The larger competitors hold a significant advantage through their global presence and technological leadership.

Revenue growth (2024): 18.5% Profit growth (2024): 14.2% Market share in the Middle East (2024): 22%

ADES Holding Company has experienced solid revenue and profit growth in recent years. In 2024, revenue increased by 18.5%, while profit grew by 14.2%. This indicates strong operational performance and effective cost control.

The company has expanded its market share in the Middle East to 22%, highlighting its leading position in the region. This expansion is attributed to strategic acquisitions and entering new markets.

Furthermore, ADES is continuously investing in new technologies and sustainable practices, which could lead to long-term improvements in efficiency and a reduction in operating costs. These factors make the stock a potentially attractive investment for investors focusing on long-term growth.

Dividend Yield: 4.5% (estimated for 2025)

Dividend History: Regular payouts since 2022

ADES Holding Company has been paying dividends in recent years and is showing an estimated dividend yield of 4.5% for the year 2025. Since its IPO in 2022, the company has regularly paid dividends, indicating a certain reliability in its payouts.

The reliability of dividend payments depends on the financial stability and future earnings prospects of the company. ADES Holding has demonstrated solid financial performance in the past, suggesting that the dividend policy could continue in the future. However, analysts should continue to monitor market conditions and company developments to assess the sustainability of dividend payments.