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 Post last week’s mid-term elections, we publish our takeaways inside. Please feel free to reach out to us for a more detailed discussion of various post mid-term scenarios....
Key Points We’re updating our forecast for LMT for the first time since the firm reported 3Q earnings a few weeks ago, and we’re reiterating our Overweight rating on the ......
Key Points Q4’26 EPS inline with the consensus estimate FY2027 guidance midpoint below consensus We rate Air Products shares Overweight, with a 12-month target price of USD345 Summary Air Products ......
Key Points We’re raising our topline forecast and reiterating our Overweight rating on shares of HII after last week’s 3Q26 earnings report. That said, we’re lowering our target price by ......
Key Points Q3’26 EBITDA beat on TiO2 and zircon pricing Q4’26 guidance below consensus We rate Tronox shares Overweight with a 12-month target price of USD8 per share Summary Tronox ......
Key Points 45–55m pounds of potential annual demand could drive Ironton utilization toward 40–50% Ironton production rose 14% sequentially, while cost reductions and spending discipline support liquidity We rate PCT ......