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 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 ......
Key Points Above-consensus Q2’26 EBITDA and EPS. Q3 guidance below consensus primarily on the back of AC segment moderation FY2026 FCF guidance range of USD700-800m reiterated We have an Overweight ......
Key Points Q2’26 EBITDA beat but EPS miss Q3’26 guidance range below consensus estimates on TSS We rate CC shares Overweight with a 12-month target price of USD30 per share ......
Key Points We’re reiterating our Overweight rating on shares of LHX post last week’s 2Q earnings report, but we’re lowering our target price to adopt a more normalized valuation post ......