Alembic Global Advisors is an independent equity research firm offering differentiated, experienced financial analysis on a variety of global industrial sectors. Our goal is to provide high quality, proprietary and actionable research into company, industry and broader macro trends on a truly global level.
Since its founding in 2009, Alembic has expanded from its core global chemical coverage to the aerospace & defense sector. Our analysts have been recognized by industry publications Institutional Investor, FT/Starmine and Extel.2 research analysts covering 35 companies across 3 industries (Chemicals and Aerospace & Defense). Our coverage list continues to grow as we remain focused on delivering our best-in-class research product.
Through our corporate access events we provide unique opportunities to meet with a select group of industry leaders, offering the chance to gain unique insights from people operating at the highest levels of their respective industries.
In addition to highly analytical deep dive research surrounding our specific equity coverage, we provide our macro view of each industry against the global backdrop of current events and how we see them shaping the future. We leverage our various areas of expertise to produce a collaborative cross-sector research product. This non-siloed approach allows us to maximize our areas of expertise, ultimately achieving a more dynamic and in-depth level of insight.
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Key Points Q1’26 EBITDA beat on TiO2 and zircon volume strength Q2’26 guidance below consensus but includes USD10-15m of q-o-q cost headwinds reflecting elevated input and logistics costs We rate ......
Key Points Execution inflecting: Record volumes, ahead-of-schedule Ironton turnaround, continued revenue growth Tailwinds building: P&G approvals and higher virgin PP prices support demand ramp and margins We rate PCT shares ......
Key Points We’re reiterating our Overweight rating on shares of MRCY after last night’s 3QFY26 earnings report, and we’re raising our target price by USD4 to USD109. We’ve modestly raised ......
Key Points We are raising our forecast and target price for BWXT post 1Q26 earnings this week and we’re reiterating our Overweight rating on the shares. Our target price rises ......
Key Points Q1’26 EBITDA beat on strong RAS sales growth Consensus Q2’26 and FY2026 guidance in-line with consensus We rate SOLS shares Overweight with a 12-month target price of USD95 ......
Key Points Tightness to persist: Middle East outages and slow normalization challenge V-shaped supply recovery; oil linkage supports prices Estimates still too low: Consensus assumes rollback, but supply constraints and ......