Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
LXU [neutral]
LSB Industries, Inc.
-20.03%
current return
Author Info
No bio for this author
Company Info
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company offers ammonia and urea ammonia nitrate for agricultural applications.
Market Cap
$876.0M
Pitch Price
$14.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.54
P/E
19.34
EV/Sales
1.85
Sector
Chemicals
Category
growth
Robotti Value Investors Portfolio Holding: LSB Industries, Inc.
LXU (holding update): Ammonia/nitrogen fertilizer & nitric acid producer. Hormuz closure disrupts global ammonia/fertilizer supply, favoring NA producers. Growing nitric acid demand for mining explosives (Freeport-McMoRan key buyer). El Dorado carbon capture online next year enables blue ammonia at premium pricing.
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