Olin: Results May Be Bottoming

Seeking Profits5.37K FollowersFollow5ShareSavePlay(9min)CommentsSummaryOlin remains a buy as Middle East conflict tightens global petrochemical supply, supporting US-centric producers and improving pricing power.OLN's Q1 likely marks the bottom, with Q2 expected to benefit from lower US natural gas prices and improved margins, especially in chlor-alkali.Despite weak construction demand, supply disruptions and cost tailwinds should drive at least $150M in free cash flow in 2026, with further upside possible.Leverage has peaked at 4.1x due to EBITDA compression, but stable net debt and a 2.8% dividend yield reinforce OLN’s resilient balance sheet. Nikola Milosevic/iStock via Getty Images Shares of Olin (OLN) have been a solid performer over the past year, gaining about 16%. Of course, even with this rally, shares are down substantially from highs around $60, as the chemicals sector has struggled with a prolongedThis article was written bySeeking Profits5.37K FollowersFollowOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.