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 and EPS beat Near-term outlook commentary positive We rate LYB shares Overweight with a 12-month target price of USD100 per share Summary LyondellBasell announced Q1’26 results ......
Key Points We are raising our forecast for GD post the firm’s 1Q26 earnings report earlier this week, and we’re also raising our target price, though we’re maintaining our Neutral ......
Key Points Q1’26 EBITDA beat but EPS in-line. Q2’26 guidance above consensus EBITDA contraction observed in two of three segments (y-o-y). Management commentary positive We rate HUN shares Overweight with ......
Key Points Q2’26 EPS beat on strong Asia business performance Q3’26 guidance mid-point slightly below consensus but FY2026 guidance mid-point in-line with consensus We rate Air Products shares Overweight, with ......
Key Points Q1 EBITDA beat but slight EPS miss; outlook commentary positive Higher-than-forecasted volumes in Chile, Egypt, Geismar, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD80 ......
Key Points Consensus appears to discount a full rollback of recent PE price hikes despite a steeper global cost curve and ongoing Middle East-driven supply disruption Dow’s USD2bn+ self-help program ......