Added to YB: 2026-08-14
Pitch date: 2026-08-11
LYB [neutral]
LyondellBasell Industries N.V.
-1.75%
current return
Author Info
Lasse writes about energy/offshore & shipping + LatAm value. Sign up for the newsletter.
Company Info
LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, China, Mexico, Italy, Japan, France, Poland, the Netherlands, and internationally.
Market Cap
$20.3B
Pitch Price
$63.51
Price Target
N/A
Dividend
4.39%
EV/EBITDA
7.90
P/E
-76.13
EV/Sales
1.03
Sector
Chemicals
Category
turnaround
LyondellBasell - $LYB
LYB (holding update): Lowest-cost US ethane cracker, 80% advantaged feedstock. Q2 EBITDA $2.1B, EPS $4.30 vs $3.41 est on Hormuz closure/damaged ME capacity (6M tons, not back before 2027). Stock $62.65, +41% YTD but 25% below $84 March high (which was based on this scenario). Working capital reversal ($1.4B) may confuse prints. Re-rate to high-70s needs no heroics; $100+ unlikely. Holding 4.5%.
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