ADNOC 钻井业务预计 2024 年收入将稳步增长

陆上和海上作业以及油田服务均表现良好。(图片来源:Adnoc Drilling)

勘探与生产

在所有业务部门运营扩张的推动下,ADNOC Drilling 2024 年第二季度和上半年的收入增至 9.35 亿美元,超过 18 亿美元,同比分别增长 29% 和 26%

陆上、海上作业及油田服务收入均稳步增长。 

DNOC Drilling 继续履行其战略举措,以强劲的业绩成功结束了上半年,实现了多个里程碑。

“公司本季度的业绩继续体现了我们对业务各个方面卓越运营和效率的不懈承诺。我们本季度的成就证明了我们员工的不懈奉献,他们的努力对于为客户提供卓越服务和为股东实现价值最大化至关重要,”ADNOC Drilling 首席执行官 Abdulrahman Abdulla Al Seiari 说道。

强劲的营收表现使本季度和上半年的 EBITDA 均创下历史新高。第二季度 EBITDA 同比增长 37%,环比增长 8%,达到 4.72 亿美元,EBITDA 利润率为 50%。收入增长和成本削减策略的一致性使上半年的 EBITDA 达到 9.09 亿美元,同比增长 34%,利润率增至 50%。

受 EBITDA 增长的推动,本季度净利润也实现增长,同比增长 29%,环比增长 7%,至 2.95 亿美元;上半年净利润为 5.7 亿美元,同比增长 28%。

截至第二季度末,钻井船队共拥有 140 座钻井平台(自有 136 座,另加 4 座租赁自有陆地钻井平台),由于新增 3 座陆地钻井平台,因此较第一季度末的 137 座有所增加。

受积极业绩的鼓舞,董事会批准根据新的增强型累进股息政策派发 3.94 亿美元的中期股息,同比增长 10%,相当于每股 9.0468 费尔。

预计中期股息分配时间为 2024 年 8 月的最后一周,派发对象为截至 2024 年 8 月 12 日登记在册的所有股东。

原文链接/OiReviewMiddleeast

ADNOC Drilling sees steady revenue increase in 2024

Both onshore and offshore operations, and oilfield services did well. (Image source: Adnoc Drilling)

Exploration & Production

Driven by operational expansion across all business segments, ADNOC Drilling’s second quarter and first half 2024 revenue increased to US$935mn, surpassing US$1.8bn, up year-on-year by 29% and 26% respectively

There was a steady revenue increase in both onshore and offshore operations, and in oilfield services as well. 

“ADNOC Drilling has continued to deliver on its strategic initiatives and has successfully closed the first half of the year on a strong note, achieving multiple milestones.

“The Company’s performance for the period is a continued reflection of our unwavering commitment to operational excellence and efficiency in every aspect of our business. Our achievements for the period are a testament to the relentless dedication of our people, whose efforts are central to delivering outstanding service to our customers and maximising value for our shareholders,”said Abdulrahman Abdulla Al Seiari, CEO, ADNOC Drilling.

The strong top-line translated into record EBITDA both in the quarter and the first half. Second quarter EBITDA increased by 37% year-on-year and 8% sequentially to US$472mn, yielding a 50% EBITDA margin. Consistency in revenue growth and cost-cutting strategies led to US$909mn EBITDA in the first half of the year, up 34% year-on-year and with a margin increase to 50%.

Net profit for the quarter also grew, up 29% year-on-year and 7% sequentially to US$295mn, driven by the increase in EBITDA, while for the first half the figure stood at US$570mn, up 28% year-on-year.

At the end of the second quarter, the fleet consisted of 140 rigs (136 owned plus four lease-to-own land rigs), up from 137 at the end of the first quarter due to the addition of three land rigs.

Encouraged by the positive results, the Board of Directors has approved an interim dividend of US$394mn, +10% year-on-year under new enhanced and progressive dividend policy, equivalent to 9.0468 fils per share.

The interim dividend distribution is expected to be in the last week of August 2024, to all shareholders of record as of August 12, 2024.