ADI analyzed a global project portfolio and competitor EBITDA margins to identify high-growth plays in the Middle East. The work involved shortlisting 24 segments down to specific opportunities in offshore rig construction and subsea development. Evaluation of entry strategies and joint venture interdependencies helped define a high-level roadmap for regional scale.
The client
Regional EPC contractor
The situation
Client needed to prioritize diverse EPC and OFS segments against capability gaps and regional market dynamics.
ADI’s contributions
Segment screening
Shortlisted 24 segments using commercial and capability criteria to narrow focus on high-impact opportunities.
Competitor benchmarking
Compared revenue CAGR and EBITDA margins against global peers to establish a baseline for growth aspirations.
Entry strategy profiling
Detailed organic, JV, and acquisition routes for each prioritised opportunity based on existing yard assets.
Financial modeling
Modeled revenue projections and NPV analysis across multiple oil price scenarios to validate strategic robustness.
Key outcomes
- Prioritized investment in four high-potential EPC and four OFS opportunities with a clear implementation roadmap.
More insights
Article
Global diesel markets are leaning more on North America
While diesel production in the Americas increased through the first half of 2026, output in Europe and Asia declined, increasing reliance on North American exports to help balance global supply. This comes at a time when middle distillate markets remain critical to freight, industrial, and commercial activity, making reliable diesel supply increasingly important for many […]
News
Newsletter: Catalyst M&A, plant expansions, and tech development
In September 2026 edition, chemical portfolio realignment continued to accelerate. Shell is exploring the sale of its U.S. chemicals business, while TotalEnergies acquired Shell’s European renewables unit and Lotte Chemical moves to divest its Southeast Asian petrochemical subsidiaries. Sika expanded its adhesives and sealants footprint in Turkey, and Mitsui increased its stake in Nutrinova to […]
SAF Tracker
2026 August SAF Tracker highlights – #92
SAF investment scaled across offtake, production, and technology. EVA Air signed an MoU with AIT Worldwide Logistics to provide SAF environmental attributes supporting Microsoft’s Scope 3 emissions reductions, while Shanghai Electric Group broke ground on the next phase of its green fuel complex in China. Sumitomo Heavy Industries began trial operations at a biomass gasification […]