Oil and Gas Industry: 85%
Renewable Energies: 10%
Other Services: 5%

TOP 3 Markets:
Saudi Arabia: 60%
United Arab Emirates: 25%
Kuwait: 15%

The Arabian Drilling Company generates the majority of its revenues from the oil and gas industry, which is typical for companies in the region. However, the focus on renewable energies shows a strategic diversification. Saudi Arabia remains the largest market, followed by the United Arab Emirates and Kuwait, highlighting the company's strong regional presence.

Production Sites: Saudi Arabia

Arabian Drilling Company is a leading company in the field of drilling services in the oil and gas industry. The company is headquartered in Saudi Arabia and also carries out the majority of its drilling activities there. The proximity to the major oil and gas fields in Saudi Arabia enables the company to operate efficiently and cost-effectively.

In addition, depending on demand and market conditions, the company may also operate in other countries in the Middle East, but Saudi Arabia remains the primary location for its services.

Revenue Growth: Estimated 10-12% annually (2026, based on industry trends) Investments in Technology: Increase by 20% (2025) Market Expansion: Planned expansion into new markets in the Middle East and North Africa (2026)

The Arabian Drilling Company is pursuing a growth strategy based on several pillars. Firstly, the company plans to further expand its market presence in the Middle East and North Africa. This includes both entering new markets and deepening existing customer relationships.

Secondly, the company is increasing its investments in technological innovations. This includes the introduction of new drilling technologies and the digitization of operations to increase efficiency and reduce operating costs.

Furthermore, Arabian Drilling places a strong emphasis on sustainable practices and reducing its ecological footprint. This could be achieved through the implementation of more environmentally friendly technologies and procedures, which is also intended to enhance attractiveness for environmentally conscious investors.

Main Imported Raw Materials/Supplies: Drilling equipment, spare parts, specialty chemicals

Main Supplier Countries: USA, Germany, China

Arabian Drilling Company mainly imports drilling equipment and spare parts essential for the operation and maintenance of their drilling rigs. These materials are often sourced from the USA and Germany, as these countries are leading in the manufacturing of high-quality drilling and extraction equipment.

Additionally, the company imports specialty chemicals required for the drilling process. These chemicals are frequently sourced from China, known for its cost-effective production of such materials.

The strategic selection of supplier countries is based on product quality and cost optimization to maximize the efficiency of the drilling processes.

Market Share: 25% (estimated, 2026)
EBITDA Margin: 35% (2025)
Number of Drilling Rigs: 45 (2025)

Arabian Drilling Company has a significant competitive advantage in the region, mainly due to its established market presence and strategic partnerships with major oil companies. The estimated market share of 25% in the region demonstrates the company's strong position compared to its competitors.

The high EBITDA margin of 35% indicates efficient operations and strong cost control, enabling the company to remain profitable even in times of oil market price fluctuations. Additionally, Arabian Drilling has a modern fleet of 45 drilling rigs, allowing them to respond flexibly and efficiently to customer requirements.

The competitive advantage is further strengthened by continuous investments in technology and the training of professionals, positioning the company well for future growth.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant changes reported (2026)

The institutional investor share in Arabian Drilling Company is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company's long-term prospects.

In 2026, no significant insider buys or sells were reported, which could indicate a stable assessment of the company's value by the management. This may also suggest that the management has confidence in the current company strategy and sees no need to alter their positions.

Market share of Arabian Drilling Company: 12% (2026, estimated)

Top competitors and their market shares:

1. Schlumberger Limited: 20%
2. Halliburton Company: 18%
3. Baker Hughes Company: 15%
4. Arabian Drilling Company: 12%
5. Weatherford International: 10%
6. Nabors Industries Ltd.: 8%
7. Transocean Ltd.: 7%
8. Patterson-UTI Energy, Inc.: 6%
9. Helmerich & Payne, Inc.: 4%
10. Precision Drilling Corporation: 3%

Moat of Arabian Drilling Company:

Arabian Drilling Company has a significant moat due to its strong regional presence in the Middle East, especially in Saudi Arabia. This geographical specialization allows the company to maintain close relationships with national oil companies such as Saudi Aramco, ensuring a stable flow of orders.

Compared to global competitors like Schlumberger and Halliburton, which have diversified services and a worldwide presence, the moat of Arabian Drilling is rather regionally limited. These global companies have a broader moat due to their comprehensive technology and service offerings.

However, the regional focus of Arabian Drilling provides a certain resilience to global market fluctuations and enables the company to benefit from regional growth opportunities.

Revenue Growth: 18% (2025) Profit Growth: 14% (2025) Market Share in the Middle East: 25% (2025)

Arabian Drilling Company recorded strong revenue growth of 18% in 2025, attributed to increased demand for drilling services and expansion into new markets. The 14% profit growth during the same period indicates the company's ability to efficiently manage costs and remain profitable.

The company holds a significant market share of 25% in the Middle East, highlighting its strong position in a strategically important region. This market position provides Arabian Drilling Company with a competitive advantage, as the demand for oil and gas drilling in this region is expected to remain stable or even grow.

Additionally, the company is investing in new technologies and sustainable practices to increase efficiency and comply with environmental regulations. These investments could lead to further cost savings and improved competitiveness in the long term.

Overall, these factors suggest that Arabian Drilling Company presents a solid investment opportunity, especially for investors interested in the long-term development of the energy sector in the Middle East.

Dividend Yield: 4.2% (2026, estimated)
Dividend History: Continuous payouts since 2022

Arabian Drilling Company has pursued a consistent dividend policy in recent years. Since its IPO in 2022, the company has regularly distributed dividends, indicating a stable financial performance and solid cash flow generation.

The estimated dividend yield of 4.2% in 2026 suggests that the company aims to provide shareholders with an attractive return. The reliability of the payout is supported by the company's strong market position and continuous demand in the energy sector. Analysts expect that Arabian Drilling will also be able to maintain dividends at a similar level in the coming years, provided there are no significant market changes or economic challenges.