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 Transformative acquisition creates an end-to-end electronics materials leader AI infrastructure and USD180m+ synergies strengthen long-term growth outlook We rate SOLS shares Overweight with a revised-lower USD85 per share ......
Key Points We attended AVAV’s biennial investor conference in New York yesterday, and we came away impressed with the growth outlook and opportunity set available to the firm. We’re maintaining ......
Key Points Q2’26 earnings likely to disappoint as conflict-driven volume weakness offsets stronger pricing Estimate cuts reflect operational disruptions rather than weakening industry fundamentals For 2026, Overweight-rated SABIC is our ......
Key Points Inventory squeeze risk remains underappreciated despite oil price retracement 2003-style restocking cycle could drive higher than expected oil and in turn polyethylene prices We rate U.S. polyethylene-exposed names ......
Key Points We’re raising our topline forecast and our FY27 adj. EBITDA forecast for AVAV post Wednesday evening’s 4QFY26 earnings release and call. We’re also reiterating our Overweight rating on ......
Key Points We’re lowering our forecast and target price for AVAV as we consider the impact of the SCAR termination by the government to AVAV product margins. We’re also considering ......