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 We’re raising our top- and bottom-line forecast for HWM post last week’s 2Q26 earnings report and we’re reiterating our Overweight rating on the shares. We’ve raised our target ......
Key Points We’re raising our forecast and target price for ATI after last Thursday’s impressive 2Q results and we’re reiterating our Overweight rating on the shares. Our target price rises ......
Key Points We’re raising our forecast for GD after last week’s solid 2Q26 results and increasing our target price by USD38 to USD431. Our target price is largely based on ......
Key Points Commercial momentum accelerates as branded volumes and regulatory-driven demand continue to build Ironton reliability improves post-turnaround, supporting a second-half production and margin ramp We rate PCT shares Overweight, ......
Key Points Q2’26 EBITDA beat on TiO2 and zircon volume strength Q3’26 guidance above consensus on continued TiO2 pricing momentum We rate Tronox shares Overweight with a revised-higher 12-month target ......
Key Points Q2 strength reinforces deal fundamentals while leverage concerns continue to ease Current valuation implies an attractive entry point both standalone and on a pro forma basis We rate ......