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Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals

Published
08 Aug 24
Updated
24 Sep 25
AnalystConsensusTarget's Fair Value
US$59.61
17.8% undervalued intrinsic discount
24 Sep
US$48.98
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1Y
-49.0%
7D
-7.0%

Author's Valuation

US$59.61

17.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on24 Sep 25
Fair value Decreased 2.72%

Analysts have lowered LyondellBasell’s price target due to sustained oversupply, weak core demand, and pressured margins—particularly in polyethylene—while increased market multiples provide only partial support, resulting in a new consensus fair value of $59.61. Analyst Commentary Bearish analysts cite continued headwinds from elevated supply and weak demand in core commodity markets, limiting upside potential.

Shared on04 Aug 25
Fair value Decreased 9.59%

LyondellBasell Industries’ consensus price target has been reduced due to a notable decline in net profit margin alongside a rising future P/E, reflecting heightened valuation pressure amid deteriorating profitability, with fair value now set at $64.17. What's in the News LyondellBasell completed the repurchase of 5,274,335 shares (1.63%) for $398.28 million under its previously announced buyback program.

Shared on07 May 25
Fair value Decreased 2.83%

Shared on30 Apr 25
Fair value Decreased 6.30%

AnalystConsensusTarget has increased revenue growth from -6.1% to -7.1%.

Shared on23 Apr 25
Fair value Increased 1.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 6.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 13%

AnalystConsensusTarget has decreased revenue growth from -5.5% to -6.0% and decreased future PE multiple from 12.8x to 11.1x.

Shared on02 Apr 25
Fair value Decreased 19%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.