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Arabian Drilling (2381) investor relations material
Arabian Drilling Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
Revenue for the first nine months of 2025 was SAR 2.61 billion, down 5.8% year-over-year, mainly due to reduced offshore and land activities and rig suspensions.
Net income dropped 70.8% year-over-year to SAR 73.3 million, with a Q3 net loss of SAR 9.4 million, impacted by lower rig utilization and a one-off deferred tax provision.
Backlog increased 6.8% year-over-year to SAR 10.98 billion, with a 3.2x book-to-bill ratio and 2.4 years average contract tenor.
Five rigs (three land, two offshore) are scheduled for reactivation in Q1 2026, with the first international contract in the GCC to commence.
Both land and offshore segments experienced lower profitability, with no impairment losses recognized despite rig suspensions.
Financial highlights
EBITDA margin was 35.1% for Q3 and 37.4% year-to-date, with EBITDA down 15.1% year-over-year.
Net income dropped 70.8% year-over-year, further impacted by higher depreciation and deferred tax from new assets.
Operating cash flow declined 17.1% year-over-year to SAR 929 million.
CapEx was down 60.2% year-over-year, reflecting completion of unconventional rig investments.
Net debt increased marginally to SAR 2.7 billion, with net debt/EBITDA at 2x.
Outlook and guidance
Q4 2025 revenue is expected to remain flat or decline up to 5% due to lingering effects of rig suspensions.
Utilization rate projected to recover to 80% by Q2 2026, with offshore utilization reaching 100%.
CapEx for 2025 revised down to SAR 800 million, including rig resumptions.
Management expects suspended rigs to resume operations within 12 months.
Impact of suspended rigs on future earnings?
Drivers for drilling revenue decline?
Capital allocation strategy for 2026?
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Frequently asked questions
Arabian Drilling Company provides comprehensive onshore and offshore drilling services in the oil and gas sector. Operating a fleet of 45 rigs, the company supports a range of drilling activities, including well intervention and testing, leveraging advanced equipment capable of handling various depths and conditions. As a joint venture, Arabian Drilling is primarily owned by Industrialization & Energy Services Company (TAQA) and Schlumberger. It serves major energy clients in Saudi Arabia and plays a key role in the region's energy exploration and production activities. The company is headquartered in Al Khobar, Saudi Arabia, and its shares are listed on the Tadawul.
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