Скачать или смотреть Salik Company PJSC (SALIK.DFM) Q1 2025 Earnings – Full Coverage

*Salik Company PJSC (SALIK.DFM) Q1 2025 Earnings – Full Coverage*

*Key Highlights:*
*Financials* – Q1 revenue AED751,600K (~$204,795K USD), up 33.7% YoY; EBITDA AED519,600K, up 37.9% YoY; net profit AED370,600K, up 33.7% YoY; EBITDA margin 69.1%; $5B global tolling market.
*Operations* – Chargeable trips 158,000,000; total trips 210,800,000, up 35.1% YoY; active accounts 2,640,000, up 19.3% YoY; tariffs impact ~1% via local regulation.
*Strategy* – CEO Ibrahim Al Haddad emphasized ancillary revenue; CTO Tarek Ismail highlighted parking solutions; CFO Majid Ibrahim guided 28-29% revenue growth; tariffs mitigated via Dubai exclusivity.
*Outlook* – FY25 revenue growth 28-29%; EBITDA margin 68-69%; ancillary revenue AED30,000K-50,000K in 2026, AED120,000K-150,000K by 2030.

*Timestamps:*
[00:00] – Opening Remarks and Introduction (Abhishek Kumar, BofA)
[00:29] – IR Update (Waseem Al Hayek)
[01:46] – CEO Update: Q1 Results, Strategy (Ibrahim Al Haddad)
[06:14] – CTO Update: Operational Highlights (Tarek Ismail)
[11:33] – CFO Update: Financial Performance (Majid Ibrahim)
[17:07] – CEO Update: Guidance, Outlook (Ibrahim Al Haddad)
[19:37] – Q&A Session Begins
[19:37] – Q&A: Variable Pricing, Ancillary Margins (Akshara Agrawal, HSBC)
[23:00] – Q&A: Concession Agreement (Ana Antova, JPMorgan)
[25:30] – Q&A: Guidance, New Gates (Abhishek Kumar, BofA)
[27:07] – IR Closing Remarks (Waseem Al Hayek)

*Keywords:* Salik, Q1 2025 earnings, SALIK.DFM, tolling, Dubai, variable pricing, ancillary revenue

*Buy, Hold, or Sell?*
Salik Company PJSC (SALIK.DFM) is a BUY. Q1 revenue up 33.7% to AED751,600K and EBITDA up 37.9% to AED519,600K in a $5B global tolling market, with strong Dubai growth and ancillary streams, signal robust potential; tariffs (~1%) are minimal due to local regulation.

*Max Position* – Allocate 1-2% in a diversified portfolio.

*Comment below with your thoughts! Subscribe for more updates!*
*Full Details:* [Salik Investor Relations](https://www.salik.ae/en/investors)

*Disclaimer:* This video includes segments from the earnings call by Salik Company PJSC, used solely for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Salik is implied. All rights to the original content remain with the company. For the official call, visit [https://www.salik.ae/en/investors](https://www.salik.ae/en/investors). For inquiries or requests for removal, please contact us at [email protected].