Added to YB: 2025-08-14
Pitch date: 2025-08-13
HUN [bullish]
Huntsman Corporation
+48.47%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Huntsman Corporation manufactures and sells diversified organic chemical products worldwide. The company operates in three segments: Polyurethanes, Performance Products, and Advanced Materials.
Market Cap
$2.4B
Pitch Price
$9.47
Price Target
13.00 (-2%)
Dividend
2.53%
EV/EBITDA
14.05
P/E
-7.35
EV/Sales
0.84
Sector
Chemicals
Category
turnaround
Huntsman: Value Trap or Turnaround?
HUN: 2Q25 adj EBITDA $74M, guiding $55-85M in 3Q25. FY25 est $290-305M EBITDA. $100M run-rate savings target by end-2026 ($40M annualized, $70M by YE25). Net debt $2.04B, 4.8x ND/EBITDA. Valuation $12-14 near-term on 9.5x 2026E, expanding to $17-20 if 2027 EBITDA hits $550M. Turnaround hinges on delivering savings cadence, plant reliability, MDI price stability. Risks: soft construction/auto demand, feedstock volatility, execution slip.
Read full article (5 min)