Orascom Construction PLC (ORAS) Earnings Call Transcripts

Orascom Construction PLC's Latest Earnings Call - April 1, 2026

Orascom Construction PLC reported strong financial performance for Q4 and FY 2025, with significant revenue growth and a robust backlog. Revenue for the full year 2025 increased by 55.1% to $5 billion, while net profit rose by 65% to $194.8 million. The company highlighted a healthy backlog of $9 billion, up 18.9% year-on-year, driven by new awards totaling $5.6 billion. Management noted geopolitical tensions as a potential risk but emphasized their strategic diversification and operational resilience. No changes to guidance were explicitly mentioned.

Reported metrics

Guidance from management

Management did not provide explicit changes to guidance but expressed confidence in their strategic positioning and operational resilience amid geopolitical tensions.

What management said

Good afternoon and good morning, everyone. Welcome to the Orascom Construction Full Year 2025 Results Call. This is Hesham Halaby, Investor Relations VP. We are also joined by Osama Bishai, our CEO; and Reham Beltagy, our CFO. We'll start with opening remarks followed by a Q&A session afterwards. I'll now hand over the line to Osama.

Thank you, Eli, for the confirmation. I will start with the first question on the webcast. Dear Orascom Construction management team. In the 2025 annual report, it is noted that Orascom continues to pursue a deal with OCI Global. Regarding this transaction, has the Board been fully apprised of the potential risks associated with the escrow agreement between OCI and ADNOC. Specifically, we are concerned about the maxi...

What analysts pressed on

Analysts expressed concerns about the potential risks associated with geopolitical tensions, particularly regarding supply chain disruptions and cost impacts. Questions were also raised about the potential liability in the OCI Global deal and its impact on the company's financials.

Main topics on the call

• Revenue Growth — Revenue grew by 55.1% year-on-year to $5 billion for FY 2025, with Q4 revenue up 73.4% to $1.6 billion. This growth was driven by strong performance in the U.S. data center projects and geographical diversification.
• Backlog and New Awards — The backlog increased by 18.9% to $9 billion, with new awards totaling $5.6 billion, up 86.6% year-on-year. Management highlighted a diversified backlog with 54% in Egypt, 32% in the U.S., and 14% in other Middle East re...
• Geopolitical Risks — Management acknowledged the impact of geopolitical tensions on supply chains and costs but emphasized their contracts' force majeure clauses and ongoing collaboration with clients to manage these risks.
• U.S. Data Center Expansion — The U.S. operations, particularly in data centers, showed exponential growth, contributing significantly to revenue. Management noted that 40% of U.S. revenue and backlog is from data centers.

Read the full Orascom Construction PLC transcript (April 1, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Orascom Construction PLC earnings call transcripts on record, spanning March 26, 2020 to May 19, 2026. Based on this history, Orascom Construction PLC reports quarterly. The most recent call on file is dated May 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ORAS

Exchange

ADX

Country

AE

Sector

Industrials

Industry

Construction and Engineering

Calls on record

23

First call

March 26, 2020

Most recent

May 19, 2026

Reporting cadence

quarterly