Adnoc Drilling Company Pjsc · ADX:ADNOCDRILL
Adnoc Drilling Company Pjsc — Investor Presentation (November 2025)
8 slides from Adnoc Drilling Company Pjsc's investor presentation, November 2025
Slide 1: ADNOC's Growth Engine: Transformative Expansion Ahead
ADNOC’s Growth Engine Transformative Expansion Ahead
Slide 2: Unique Business Model, Highest Margins & Returns
Unique Business Model, Highest Margins & Returns Highest revenue CAGR, EBITDA margin, ROIC, and ROE in the industry globally THE ENABLER OF ADNOC’S GROWTH THE BENCHMARK OF GLOBAL PERFORMANCE • Abu Dhabi’s exclusive driller 15 -Year 30 % Revenue CAGR +2.5 x Net Profit Growth • ADNOC’s Upstream enable
Slide 3: Fastest Growing Energy Solutions Company Globally
Fastest Growing Energy Solutions Company Globally Thousands of conventional and unconventional wells driving significant growth UNCONVENTIONALS & CONVENTIONAL LONG-TERM UPSIDE FROM TECH-DRIVEN DRIVING ORGANIC GROWTH ACQUISITIONS AND REGIONAL EXPANSION 4 Unconventional Development Supporting Gas Self
Slide 4: Transformational Growth Drivers
Transformational Growth Drivers 300+ unconventional wells p/y, more IDS rigs, and incremental island rigs sustaining growth to 2040 & beyond c.$ 5 bn Contract additions 9M 2025 UNCONVENTIONAL DEVELOPMENT 70 IDS rigs Fleet expansion ISLAND DRILLING EXPANSION • Secure cash flow • Potential for 300+ we
Slide 5: Upsizing of Guaranteed & Progressive Dividends
Upsizing of Guaranteed & Progressive Dividends $1B+ in 2025 dividends, compounding 5%+ yearly to $6.8B+ by 2030 - delivering a 28%+ return $ 1.0 bn 2025 Dividend Floor Raised MINIMUM GUARANTEED 2025 Dividends 27 % + 5% Min annual growth $ 217 217 66 250 250 mn $ mn $ mn $ mn $ mn vs 2024 1Q 2Q Post
Slide 6: Building an AI-Native ADNOC Drilling
Building an AI-Native ADNOC Drilling Savings of $150mn and 4.5 days per well, improving efficiency and HSE DIGITALIZATION TECHNOLOGY & AUTOMATION AI INTEGRATION Leveraging digitalization to Digital backbone, enabling AI that predicts, automate and reduce manual data-driven operations and decides, an
Slide 7: Disclaimer
DISCLAIMER This announcement contains forward-looking statements about the Company that are based on current expectations. Words or phrases such as “anticipates”, “expects”, “plans”, “targets”, “could”, “will”, “opportunities” and similar expressions are intended to identify such forward looking sta
Slide 8: www.adnocdrilling.ae ir@adnocdrilling.ae
www.adnocdrilling.ae ir@adnocdrilling.ae
ADNOC Drilling Company PJSC — Investor Presentation (November 2025) on 6ix