₦airaland Forum

ARADEL Q1 '26

https://doclib.ngxgroup.com/Financial_NewsDocs/47228_ARADEL_HOLDINGS_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_JUNE_2026.pdf

Then they don't understand cowbois

presiade:
Many wey dey follow Ote dey sleep on top bicycle steady.

ARADEL Q1 2026

** This result looks fantastic

https://doclib.ngxgroup.com/Financial_NewsDocs/47228_ARADEL_HOLDINGS_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_JUNE_2026.pdf

*CORPORATE ACTION*
https://doclib.ngxgroup.com/Financial_NewsDocs/47220_ARADEL_HOLDINGS_PLC-CORPORATE_ACTION_ANNOUNCEMENT___CORPORATE_ACTIONS_JUNE_2026.pdf

On ARADEL

Significant growth in both revenue and profitability.

Revenue increased to ₦728.5 billion, up about 264% from Q1 2025.

Profit after tax rose to ₦120.3 billion, more than three times last year's figure.
Earnings per share (EPS) increased to ₦15.24, reflecting stronger returns for shareholders.

It maintained a strong cash position, giving it ample liquidity for operations and future investments.

Growth was largely driven by increased oil and gas production and the contribution from its expanded investment in ND Western.

In my own observation although I don't have a single unit of ARADEL, this is an excellent Q1 report. Revenue, profit, and earnings all more than doubled, making it one of the strongest quarterly performances among NGX-listed companies.

For long-term investors, the results reinforce Aradel's position as one of Nigeria's leading and fastest-growing energy companies, although investors should continue monitoring DEBT LEVELS and OIL PRICE trends

© MEGAWEALTH01

Does it ?

yMcy56:
ARADEL Q1 2026

** This result looks fantastic

https://doclib.ngxgroup.com/Financial_NewsDocs/47228_ARADEL_HOLDINGS_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_JUNE_2026.pdf

*CORPORATE ACTION*
https://doclib.ngxgroup.com/Financial_NewsDocs/47220_ARADEL_HOLDINGS_PLC-CORPORATE_ACTION_ANNOUNCEMENT___CORPORATE_ACTIONS_JUNE_2026.pdf

missuzoma:
Is Aradel heading up or down? I don't know whether to buy now or wait for a few more days.
The Middle East situation taya person.

You should hold on for now:

Disregard their incoming result.
Disregard the news in the middle East.

The reason you need to hold on longer is simple. At this current level, no Institutional buyer will accumulate Aradel, people that are buying now are retailers that their money don't move the market as much. But once institutional money enter the market, Aradel will move.

The risk for entering now is if retailers eventually gets tired, consolidation will happen and if that happens, Aradel will fall back down to the level Institutional buyers are comfortable to buy.

Even if retailers push up ARADEL from this level and everything goes smooth, it won't be long before it gets to overbought region. And I can promise you, another correction will happen.

So hold on for now.

Fantastic Q1 Report I must say!

megawealth01:
On ARADEL

Significant growth in both revenue and profitability.

Revenue increased to ₦728.5 billion, up about 264% from Q1 2025.

Profit after tax rose to ₦120.3 billion, more than three times last year's figure.
Earnings per share (EPS) increased to ₦15.24, reflecting stronger returns for shareholders.

It maintained a strong cash position, giving it ample liquidity for operations and future investments.

Growth was largely driven by increased oil and gas production and the contribution from its expanded investment in ND Western.

In my own observation although I don't have a single unit of ARADEL, this is an excellent Q1 report. Revenue, profit, and earnings all more than doubled, making it one of the strongest quarterly performances among NGX-listed companies.

For long-term investors, the results reinforce Aradel's position as one of Nigeria's leading and fastest-growing energy companies, although investors should continue monitoring DEBT LEVELS and OIL PRICE trends

© MEGAWEALTH01

Sunrisepebble:
Does it ?

Does it not? 😊
ARADEL na 3k+ stock overtime of they should continue to deliver this way....
As usual, na amateur's perspective 😊

Aradel just dropped the Bomb

2000 let's go there

The news will hit the market properly tomorrow.

Crazy numbers

As expected bigger numbers due to consolidation but I don’t think it’s “fantastic”, especially considering the market price. My own two cents sha.
Rufy again shares my sentiment https://x.com/rufyb/status/2069067123024957483?s=46

yMcy56:
Does it not? 😊

[quote author=Sunrisepebble post=139798030]As expected bigger numbers due to consolidation but I don’t think it’s “fantastic”, especially considering the market price. My own two cents sha. ]

Ok.
Mr. Market always have a mind of its own.
When analysts digest it finish first.
Remember, those assets will most likely continue to add to bottom line profits...

Isn't this already largely priced in -- especially as oil prices come down?

yMcy56:
ARADEL Q1 2026

** This result looks fantastic

https://doclib.ngxgroup.com/Financial_NewsDocs/47228_ARADEL_HOLDINGS_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_JUNE_2026.pdf

*CORPORATE ACTION*
https://doclib.ngxgroup.com/Financial_NewsDocs/47220_ARADEL_HOLDINGS_PLC-CORPORATE_ACTION_ANNOUNCEMENT___CORPORATE_ACTIONS_JUNE_2026.pdf

HesInMe:
Isn't this already largely priced in?

ARADEL shouldn't be trading below 2k when this result is factored in.....
My own guguru calculations placed ARADEL's value at 1703 without factoring in the Q1...

Remember, na guguru analysis o.....shortcut calculations 😁

Btw, how has result not yet seen been factored in ?

megawealth01:
On ARADEL

Significant growth in both revenue and profitability.

Revenue increased to ₦728.5 billion, up about 264% from Q1 2025.

Profit after tax rose to ₦120.3 billion, more than three times last year's figure.
Earnings per share (EPS) increased to ₦15.24, reflecting stronger returns for shareholders.

It maintained a strong cash position, giving it ample liquidity for operations and future investments.

Growth was largely driven by increased oil and gas production and the contribution from its expanded investment in ND Western.

In my own observation although I don't have a single unit of ARADEL, this is an excellent Q1 report. Revenue, profit, and earnings all more than doubled, making it one of the strongest quarterly performances among NGX-listed companies.

For long-term investors, the results reinforce Aradel's position as one of Nigeria's leading and fastest-growing energy companies, although investors should continue monitoring DEBT LEVELS and OIL PRICE trends

© MEGAWEALTH01

With this result should we expect Wale not to disappoint? [color=#990000][/color]

My Access Bank as always no disappoint

Why is Aradel accumulating forex translation losses, leading to comprehensive loss and reduced equity? Abi them been obtain dollar-based assets at a higher rate then? Cos IMO, if they maintain this Q1 form for the rest of the year, their 2026 FY dividend is likely not to be attractive (that’s if they pay at all). My own layman's understanding of the result at first glance.

Expectations: The market is future-focused, so we expected a big Q1 (acquisition, war-driven oil price jump) and the share price ran up accordingly.

So the correct question is not whether Aradel had a "fantastic" Q1, but whether it had a better Q1 than expected. And what the future now holds from current share price.

yMcy56:
ARADEL shouldn't be trading below 2k when this result is factored in.....
My own guguru calculations placed ARADEL's value at 1703 without factoring in the Q1...

Remember, na guguru analysis o.....shortcut calculations 😁

Btw, how has result not yet seen been factored in ?

Valthegreat:
With this result should we expect Wale not to disappoint? [color=#990000][/color]

Na PETERICHY go hunt this question

In my observation and primary concern is the issue of higher debt and the resulting finance costs, but the company's strong cash generation and profitability currently appear sufficient to support these obligations.

But like I said earlier Investors should monitor debt levels, cash flow, and production performance in the coming quarters to ensure the strong results remain sustainable.

HesInMe:
Expectations: The market is future-focused, so we expected a big Q1 (acquisition, war-driven oil price jump) and the share price ran up accordingly.

So the correct question is not whether Aradel had a "fantastic" Q1, but whether it had a better Q1 than expected. And what the future now holds from current share price.

Potvalor:
Why is Aradel accumulating forex translation losses, leading to comprehensive loss and reduced equity? Abi them been obtain dollar-based assets at a higher rate then? Cos IMO, if they maintain this Q1 form for the rest of the year, their 2026 FY dividend is likely not to be attractive (that’s if they pay at all). My own layman's understanding of the result at first glance.

The oil and gas upstream sector is capital intensive, most of which comes from the West.
There is no way the companies could avoid such translation losses in an unstable currency regime. The panacea is to make enough revenue and income to offset these losses

HesInMe:
Expectations: The market is future-focused, so we expected a big Q1 (acquisition, war-driven oil price jump) and the share price ran up accordingly.

So the correct question is not whether Aradel had a "fantastic" Q1, but whether it had a better Q1 than expected.

Expectations was on Q4 2025 but didn't materialize.
There was bull that touches many stocks, ARADEL also moved with expectations of something big from the acquisitions......but the profits didn't start coming in in Q4.....

It started getting sell off....but Q1 has now come to establish part of the expectations and to solidify the base.

You mentioned about Oil price, how low do you think it can go to affect the bottom line and profitability when these guys are Upstream players?

As earlier said, let's watch has events unfolds...
If not for the bearish situation of the market, the price ought to rally and balance at circa 2k or above...🥹

ARADEL. ±
CONOIL. ±
ETERNA. -9.90%
OandO. ±
SEPLAT. ±

Otedola sold his own company, Gerengu to buy shares in Dangote’s Company. Big Money is Not Emotional. Small Money is emotionally connected to everything. Otedola is like the Warren Buffet of Nigeria - there’s no smarter investor in Nigeria than Otedola. Zero attachment to anything. He moves like the wind. He is called ORACLE by those close to him. When I grow up, I want to be like OTE-Dollar.

People are jealous that Dangote granted him $100M private allocation - but they fail to know that Otedola is Dangote’s most loyal mentee. If Dangote tells Otedola to jump, he will jump. Dangote has never also scammed him - a mentor must never scam a mentee. Our generation need to learn from these elders. I’m deeply inspired by the big Moves surrounding this Dangote Refinery IPO.
Truth be told, before the shares makes it to the public, long term friends would have taken important positions. The market will make friends richer.

Don’t envy the Dangote circle - build your own now. Start making BIG CORPORATE MOVES. Value relationships.

Even on this faceless platform you can meet faced people who would be interested in your well-being, just play SAFE

PETERiCHY:
SPACEX dropped from circa #200 and touched circa $170

CURRENTLY trading @t circa $180

SWEET SPOT is circa $150

BARGAIN HUNTERS TAKE NOTE!

SPACEX gradually coming HOME to MAMA.

BARGAIN HUNTERS TAKE NOTE!

All fair points. I'm not saying Aradel will crash, but I'm not so sure a strong rally from this point is in the cards. But what do I know? We rely on people like both of you who have a better feel for the market to help us find the way forward.

Personally sha, I got into Aradel at 460ish and sold everything at 1900. We'll see if it was a good call.

yMcy56:
...You mentioned about Oil price, how low do you think it can go to affect the bottom line and profitability when these guys are Upstream players?

As earlier said, let's watch has events unfolds...
If not for the bearish situation of the market, the price ought to rally and balance at circa 2k or above...🥹

megawealth01:
In my observation and primary concern is the issue of higher debt and the resulting finance costs, but the company's strong cash generation and profitability currently appear sufficient to support these obligations.

But like I said earlier Investors should monitor debt levels, cash flow, and production performance in the coming quarters to ensure the strong results remain sustainable.

Me that I don't have a single UNIT of ARADEL

HesInMe:
All fair points. I'm not saying Aradel will crash, but I'm not so sure a strong rally from this point is in the cards. But what do I know? We rely on people like both of you who have a better feel for the market to help us find the way forward.

Personally sha, I got into Aradel at 460ish and sold everything at 1900. We'll see if it was a good call.

I'm expecting it to fall sef

I expect Q2 result to be even more fantastic because the gulf war crude oil windfall only affected March earnings in Q1, but persist almost throughout Q2. Aradel could be doing better, but I am glad with the Q1 result. These are the numbers I liked most:Operating cash flow: ₦868.3bn. PAT: ₦120.3bn

That is an extraordinary cash conversion quarter. The company generated almost ₦0.9 trillion of operating cash in just three months!

HesInMe:
Isn't this already largely priced in -- especially as oil prices come down?

Those buying now should be kind of cautious sha

Oasisblue:
I expect Q2 result to be even more fantastic because the gulf war crude oil windfall only affected March earnings in Q1, but persis almost throughout Q2. Aradel could be doing better, but I am glad with the Q1 result. These are the numbers I liked most:Operating cash flow: ₦868.3bn. PAT: ₦120.3bn

That is an extraordinary cash conversion quarter. The company generated almost ₦0.9 trillion of operating cash in just three months!

As expected nothing strange

PETERiCHY:
SPACEX gradually coming HOME to MAMA.

BARGAIN HUNTERS TAKE NOTE!

HesInMe:
All fair points. I'm not saying Aradel will crash, but I'm not so sure a strong rally from this point is in the cards. But what do I know? We rely on people like both of you who have a better feel for the market to help us find the way forward.

Personally sha, I got into Aradel at 460ish and sold everything at 1900. We'll see if it was a good call.

Lol at 'rely' ....Which rely? 😁
ARADEL na big men's meat, no be my area....

I blvd with Q2, stability in the market and some bull visitation, ARADEL should cruise above 2k, na GUT Analysis 😊

Let's see how Mr. Market handles it because it has a mind of its own.
We

If oil prices remained elevated during the Iran-related disruptions and production stayed strong, then I would expect a Q2 result showing revenue above ₦700bn again,PAT materially above Q1, and EPS possibly exceeding ₦18–20 for the quarter. If Aradel delivers that, annualized EPS could move toward ₦60–80/share, which would make the current valuation look very attractive, even for new entrants BUT, of course, this Q1 result still does not yet fully demonstrate the earnings power many investors expected from the ND Western acquisition.

yMcy56:
Lol at 'rely' ....Which rely? 😁
ARADEL na big men's meat, no be my area....

I blvd with Q2, stability in the market and some bull visitation, ARADEL should cruise above 2k and move to settle around 2300/2400/2500, na GUT Analysis 😊

Let's see how Mr. Market handles it because it has a mind of its own.
We

Na OANDO result I dey expect now....😊
Na that one's price still dey my level..