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 updating our forecast for WWD post the firm’s 4Q earnings report yesterday, and we’re reiterating our Overweight rating on the shares. Our target price rises USD84 to ......
Key Points We’re updating our forecast for BA post the firm’s 4Q earnings report last week, and we’re reiterating our Overweight rating on the shares. Our target price rises USD3 ......
Key Points Q1’26 EPS beat on strong base business performance Q2’26 guidance above consensus We rate Air Products shares Overweight, with a 12-month target price of USD345 Summary Air Products ......
Key Points Q4’25 EBITDA and EPS miss Near-term outlook commentary was mixed We rate LYB shares Neutral with a 12-month target price of USD56 per share Summary LyondellBasell announced Q4’25 ......
Key Points Q4’25 EBITDA and EPS miss on higher raw material costs and unplanned operating events Below consensus Q1’26 guidance on higher raw material costs and weak CAPV demand We ......
Key Points Q4’25 EPS and EBITDA beat and Q1’26 guidance below consensus Near-term growth and productivity improvement plan to deliver over USD2bn in incremental EBITDA announced We rate Dow Inc. ......