Added to YB: 2026-04-09
Pitch date: 2026-04-08
CE [bullish]
Celanese Corporation
-16.11%
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
Celanese Corporation produces and sells engineered polymers worldwide. It operates through Engineered Materials and Acetyl Chain segments.
Market Cap
$6.1B
Pitch Price
$63.77
Price Target
178.20 (+233%)
Dividend
0.22%
EV/EBITDA
9.63
P/E
-5.66
EV/Sales
1.86
Sector
Chemicals
Category
growth
6.1 Chemical: Celanese (NYSE-CE)
CE: Global leader in industrial chemicals/plastics for autos & electronics. Positioned to capitalize on Middle East supply disruptions w/ major EU/Asia footprint & China/Saudi partnerships. Acetyl Chain (~44% sales) dominates EU paint market; Acetate Tow (8-10% sales) = steady cash. Engineered Materials (~56% sales) = 30-35% EBITDA margins, critical for EVs via DuPont's Nylon 66 acquisition. Debt concerns overblown: $11.7B net debt→$7.1B by 2030 via FCF/cost saves ($120M FY25, $50-70M more FY26). Rev $9.8B (2026)→$11.5B (2030); EBITDA margin 20.5%→23%. PT $178 by 2030 = 190% upside, 23.7% CAGR. Risks: VAM/acetic acid volatility, ethylene/methanol cost swings, auto cycle exposure.
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