Ineos Group released preliminary Q4 numbers and hosted a two-hour conference call yesterday. Management offered little

We are not convinced that any chemical analyst can confidently forecast the sector’s short- to medium-term outlook beyond maintaining a

Our key takeaway from INEOS’s announcement of €300 million in grant aid from the French state is the scale of support industries are receiving, and

Please find our initiation on the Ineos Group here. 

INEOS Group has sufficient liquidity to operate through December 2027, even if volumes and pricing remain at FY25 lows. However, with yields at 12–14%, constructing a compelling long thesis is