Industry Sales:

• Lubricants: 60%
• Base Oils: 30%
• Other petrochemical products: 10%

TOP 3 Markets:

• Saudi Arabia: 40%
• China: 25%
• India: 15%

Saudi Aramco Base Oil Company - Luberef generates the majority of its sales from the lubricants industry, followed by base oils and other petrochemical products. The domestic market of Saudi Arabia is the largest single market, followed by China and India, which together account for a significant portion of the international business. This distribution reflects the company's strategic focus on serving both the domestic market and benefiting from the growing demand in Asia.

Production Sites:

• Yanbu, Saudi Arabia
• Jeddah, Saudi Arabia

Saudi Aramco Base Oil Company - Luberef operates two main production facilities in Saudi Arabia. The first facility is located in Yanbu, a city on the west coast of the country known for its industrial infrastructure. The second facility is located in Jeddah, one of the largest cities in Saudi Arabia, also situated on the west coast. Both sites are strategically positioned to efficiently serve both the local and international markets.

Investments in Capacity Expansion: $1 billion (2024-2025)
Focus on Sustainability: Introduction of environmentally friendly products by 2026

Saudi Aramco Base Oil Company - Luberef is pursuing a growth strategy focused on capacity expansion and sustainability. The company plans to invest around $1 billion in expanding its production capacities in the years 2024 to 2025. These investments are intended to meet the increasing demand for base oils and further strengthen the company's market position.

In addition, Luberef places a strong focus on sustainability. By 2026, the company plans to introduce new environmentally friendly products to meet the growing demand for sustainable solutions in the oil industry. This strategy is expected to not only contribute to diversifying the product portfolio but also enhance competitiveness on a global scale.

Main raw materials: Crude oil, additives

Saudi Aramco Base Oil Company - Luberef mainly imports crude oil as the primary raw material for the production of base oils. Since Saudi Aramco is the parent company, a large part of the crude oil is locally sourced from Saudi Arabia.

Additives: These are imported from various countries, including the USA, Germany, and Japan. These additives are necessary to improve the performance and quality of the base oils.

Saudi Aramco Base Oil Company - Luberef leverages its strategic location and Saudi Arabia's resources to minimize dependence on imported raw materials. However, imports of specific additives are still required to ensure the high quality standards of the products.

Market share in the region: 30% (2024, estimated)
Production capacity: 1.3 million tons per year (2023)
Raw material costs: Low due to local oil sources

Saudi Aramco Base Oil Company - Luberef has a significant competitive advantage in the region, especially due to its close connection to Saudi Aramco, one of the largest oil producers worldwide. This relationship enables Luberef to access raw materials at competitive prices, reducing production costs and improving margins.

Furthermore, Luberef benefits from a strategically advantageous location in Saudi Arabia, allowing the company to efficiently serve both regional and international markets. With a production capacity of 1.3 million tons per year, the company is positioned as one of the leading providers of base oils in the region.

Another advantage is the continuous investment in technology and infrastructure, enabling Luberef to offer high-quality products and quickly respond to changing market demands. This strengthens competitiveness and allows the company to maintain and expand market share.

Institutional Investor Share: 45% (2025, estimate based on typical market shares for large oil companies)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimate based on typical reports)

The institutional investor share in Saudi Aramco Base Oil Company - Luberef is estimated to be around 45%. This is typical for large, established companies in the energy sector, which are often held by pension funds, investment funds, and other institutional investors.

There were no significant insider buys or sells in the last quarter, indicating a stable internal assessment of the company. Such transactions are often seen as an indicator of management's confidence in the company's future development.

Market share of Saudi Aramco Base Oil Company - Luberef: Estimated 10% (2025)

Main competitors and their market shares:

1. ExxonMobil: 15%
2. Chevron: 12%
3. Royal Dutch Shell: 11%
4. TotalEnergies: 9%
5. BP: 8%
6. PetroChina: 7%
7. Sinopec: 6%
8. Indian Oil Corporation: 5%
9. SK Lubricants: 4%
10. Fuchs Petrolub: 3%

Saudi Aramco Base Oil Company - Luberef has a significant market share in the base oils sector, attributed to its strong integration into Saudi Aramco's value chain and strategic location in Saudi Arabia. This integration enables cost efficiency and a stable supply of raw materials, which can be considered as a moat.

In comparison to major international competitors like ExxonMobil and Chevron, which have broader global networks and diversified product portfolios, Luberef's moat is less pronounced. These companies often have stronger brands, larger research and development budgets, and greater geographical reach, giving them a competitive advantage.

Luberef's advantage lies in regional strength and support from Saudi Aramco, providing a competitive edge in certain markets and segments. However, they must continuously invest in innovation and expansion to compete with global market leaders.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Market Share in the Region: 25% (2024)

Saudi Aramco Base Oil Company - Luberef recorded a revenue growth of 8.5% in 2024. This indicates a solid demand for their products, especially in the base oils sector, which are essential for lubricant production. The profit growth of 7.2% during the same period highlights the company's ability to operate efficiently and control costs.

Luberef holds a significant market share of 25% in the region, signaling a strong market position and competitiveness. This position enables the company to benefit from the growing demand for high-quality base oils, especially in emerging markets undergoing increased industrialization.

Strategic investments in expanding production capacities and introducing new environmentally friendly products could further enhance growth potential. Given these factors, Luberef could present an attractive investment opportunity, especially for investors interested in the long-term development in the energy sector.

Dividend Yield: 4.5% (2025, estimated)
Dividend History: Continuous payout in recent years

Saudi Aramco Base Oil Company - Luberef has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for the year 2025 is around 4.5%, which can be considered attractive compared to many other companies in the industry.

The company benefits from a stable financial base and a strong market position, increasing the likelihood of continuous dividend payments. Analysts expect that Luberef will maintain its dividend policy in the coming years, unless significant market changes occur.