WallStSmart
LYB

LyondellBasell Industries NV

NYSE: LYB · BASIC MATERIALS · SPECIALTY CHEMICALS

$73.29
+2.53% today

Updated 2026-04-29

Market cap
$23.66B
P/E ratio
P/S ratio
0.78x
EPS (TTM)
$-2.48
Dividend yield
7.62%
52W range
$40 – $84
Volume
8.5M

LyondellBasell Industries NV (LYB) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$73.29
Consensus
$68.00
-7.22%
2030 Target
$1,209.92
+1550.87%
DCF
$89.68
+33.69% MoS
16 analysts:
2 Buy11 Hold2 Sell

Management guidance

No specific CEO revenue targets disclosed in available data. Management has announced 2030 sustainability goals (Feb 2026) and is focusing on cost discipline and operational efficiency amid industry downturn. Recent dividend cut (Feb 2026) signals cash preservation priority over growth projection.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$2,013.88
$32.4B Rev × 20x P/S
Base case (2030)
$1,209.92
$32.4B Rev × 12x P/S
Bear case (2030)
$803.96
$32.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$41.1B$40.3B$30.2B$30.7B$30.8B$31.2B$31.8B$32.4B
Revenue growth-2.0%-25.2%1.9%0.2%1.4%1.9%1.9%
EPS$8.80$6.40$1.70$2.47$3.81$4.20$4.65$5.10
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$1,146.24$1,146.24$1,162.16$1,186.04$1,209.92

Catalysts & risks

Growth catalysts
+ Middle East petrochemical supply disruptions supporting polyethylene pricing power through 2026-2027
+ Recovery in automotive and industrial demand as global chemical sector stabilizes post-downturn
+ Potential margin expansion from tighter feedstock supply and higher commodity prices
Key risks
- Sustained global chemical overcapacity particularly from Chinese producers limiting pricing power
- Geopolitical tensions (Iran conflict) are temporary tailwinds; sustainability uncertain post-2026
- Company currently unprofitable (TTM EPS -$2.48) with negative margins; extended recovery timeline
- Dividend cut (Feb 2026) indicates weakened cash generation and financial stress
- 5-year revenue CAGR of only 1.7% despite volatile commodity cycles suggests structural headwinds

Methodology

LyondellBasell Industries NV's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.