du's Financial Surge: Revenue and Net Income Rise

Emirates Integrated Telecommunications Company PJSC, commonly referred to as du, has showcased a remarkable financial performance in the first nine months of 2025. The company reported a 14.6% increase in net income and an 8.0% growth in revenues, underscoring its strong commercial momentum and operational efficiency. This financial surge is further exemplified by a robust EBITDA margin of 47.3%, reflecting du's disciplined execution and strategic initiatives.

In the third quarter alone, du's revenues grew by 7.9% year-over-year, a testament to its solid performance across key business segments. The company's strategic focus on both B2C and B2B markets has paid off, with a strong pipeline of partnerships and collaborations, including recent agreements announced at GITEX, which have fortified its market leadership.

A significant highlight of the quarter was the successful completion of a secondary public offering, where 7.55% of du's share capital was offered. This move has significantly enhanced du's capital market profile by increasing its free float to 27.7%, thereby enhancing liquidity and diversifying its investor base. This strategic step also opens potential pathways for inclusion in various indices, which could further attract investors.

The company's ICT business is scaling rapidly, as evidenced by the launch of the AI Park ecosystem. Additionally, healthy market trends and strong commercial positioning have led to a 10.3% growth in the mobile base and a 9.7% increase in the fixed base. These figures indicate a steady expansion across du's main business areas, with a 7.9% revenue increase.

With consistent quarterly performance, du has reaffirmed its 2025 guidance, projecting revenue growth of 6-8% and an EBITDA margin of 45-47%. This consistent performance, coupled with strategic initiatives, suggests a stable outlook for the company.

Given the strong financial results and strategic initiatives, investors might consider holding their position in du. The company's robust performance and strategic direction indicate potential for sustained growth, making it a viable option for those looking to maintain their investment in the telecommunications sector.