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 Capex falls from >USD5bn toward USD2.0–2.5bn, with spending shifting back to core industrial gases ~400bps of ROC drag should unwind as projects start contributing, with electronics adding growth ......
Key Points Ironton reliability improvements, 12,000 lbs./hour demonstrated production and on-site compounding position PCT for the next phase of the ramp P&G validation, 69 active trials, and regulatory mandates provide ......
Key Points Cost cuts, reliability, footprint optimization and ACI alone bridge Westlake toward ~USD1.8bn of run-rate EBITDA—before a meaningful housing recovery Shares sit 56% below their 2024 peak despite resilient ......
Key Points We’re raising our top- and bottom-line outlook for AVAV post Wednesday evening’s 1QFY27 earnings release, and we’re reiterating our Overweight rating on the shares. That said, we’re pulling ......
Key Points We’re publishing our 2Q commercial aerospace postscript inside, which focuses on quantitative results from 2Q by company, as well as Alembic thoughts on each firm from an investing ......
Key Points Near-term, a significant amount of Middle Eastern methanol capacity remains offline, challenging the market’s V-shaped supply recovery assumptions Medium-term limited capacity growth and 2–3% annual demand growth point ......