Dana Gas PJSC (DANA) Earnings Call Transcripts

Dana Gas PJSC's Latest Earnings Call - Q1 FY2026

In Q1 2026, Dana Gas PJSC reported a significant increase in net profit to $74 million, up 72% year-on-year, primarily due to a one-off positive adjustment of $48 million. Revenue also surged to $145 million, reflecting a 59% year-on-year increase, although underlying revenue growth was modest at $6 million. Management signaled confidence in future production capacity, particularly with the KM250 expansion, while also highlighting operational resilience despite regional challenges.

Reported metrics

Guidance from management

Management expects to increase production capacity in 2026, particularly from the KM250 expansion, and anticipates continued growth in Egypt as investment programs progress.

What management said

Gus, I mean, situation in Kurdistan is not really something that affects us too much. Condensate the LPG is offtaken by local offtakers and sent to market. That hasn't affected us apart from the price has been much better for us. And our gas is obviously pipeline gas. So we have security of supply there. The big thing is demand and demand is driven by Kurdistan sales of their electricity into federal Iraq and obvious...

We have talked about production in the past. Obviously, we now have expanded capacity in KM250 going forward. Obviously, reacting to events in the region and also the demand as we go forward. Looking forward to increase to full capacity in KM250 over time. Egypt, we've been producing better than we had previously as we went through the presentation. We expect that trend to continue as the investment program that we'v...

What analysts pressed on

Analysts expressed concerns regarding the macroeconomic backdrop in Iraq and its potential impact on Dana Gas' operations and payments. They inquired about the implications of regional instability on cash flows and production stability.

Main topics on the call

• Production Capacity Expansion — Dana Gas achieved its highest production level since 2018, exceeding 70,000 barrels of oil equivalent per day in January. Management stated, "We expect an increase in further capacity usage later this year when the commo...
• Financial Performance — The company reported a net profit of $74 million for the quarter, which includes a significant one-off adjustment. Underlying net profit was $26 million, reflecting operational challenges but still demonstrating resilien...
• Revenue Growth — Revenue increased to $145 million, up 59% year-on-year, driven by higher production and sales gas volumes. However, underlying revenue growth was only $6 million, suggesting reliance on one-off adjustments for the report...
• Liquidity and Financial Position — Dana Gas ended the quarter with $228 million in cash and secured a $75 million bank facility, enhancing financial flexibility. Management emphasized, "We strengthened the financial position of the business with strong co...

Read the full Dana Gas PJSC transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 12 Dana Gas PJSC earnings call transcripts on record, spanning February 12, 2020 to August 7, 2026. Based on this history, Dana Gas PJSC reports semi-annually. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DANA

Exchange

ADX

Country

AE

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

12

First call

February 12, 2020

Most recent

August 7, 2026

Reporting cadence

semi-annually