Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Axalta Coating Systems / Equity Bottom-Up

<ul><li>Axalta Coating Systems reported its first quarter of fiscal 2025 results, showcasing a blend of consistent performance and challenges influenced by external economic factors.</li><li>The company's net sales remained flat compared to the previous year on a constant currency basis.</li><li>Despite facing declines in volume, Axalta managed to achieve a 4% year-over-year increase in adjusted EBITDA, amounting to $270 million, with an expansion in the adjusted EBITDA margin by 140 basis points.</li></ul>

Axalta Coating Systems reported its first quarter of fiscal 2025 results, showcasing a blend of consistent performance and challenges influenced by external economic factors.The company's net sales remained flat compared to the previous year on a constant currency basis.Despite facing declines in volume, Axalta managed to achieve a 4% year-over-year increase in adjusted EBITDA, amounting to $270 million, with an expansion in the adjusted EBITDA margin by 140 basis points.

Axalta Coating Systems: Is Its Global Mobility Surge the Key to Beating Industry Headwinds?

<ul><li>Axalta Coating Systems reported robust financial results for the fourth quarter and full year 2024, achieving record net sales and adjusted EBITDA levels.</li><li>Net sales for the fourth quarter amounted to $1.3 billion, marking a notable performance amid challenging macroeconomic conditions and foreign currency fluctuations.</li><li>This growth was predominantly driven by gains in the company's Refinish and Light Vehicle segments, alongside contributions from strategic acquisitions like CoverFlexx.</li></ul>

Axalta Coating Systems reported robust financial results for the fourth quarter and full year 2024, achieving record net sales and adjusted EBITDA levels.Net sales for the fourth quarter amounted to $1.3 billion, marking a notable performance amid challenging macroeconomic conditions and foreign currency fluctuations.This growth was predominantly driven by gains in the company's Refinish and Light Vehicle segments, alongside contributions from strategic acquisitions like CoverFlexx.

Axalta Coating Systems: Can the Technological Advancements Strengthen Its Position In the Competitive Market?

<ul><li>Axalta Coating Systems demonstrated robust performance in the third quarter of 2024, with net sales and adjusted EBITDA rising substantially, signaling consistent operational efficiency and strategic expansion.</li><li>The company reported third-quarter net sales of $1.32 billion, marking the 15th consecutive quarter of year-over-year sales growth.</li><li>This increase was primarily attributed to share gains, mix management, and contributions from recent acquisitions, notably overcoming challenges posed by a softer macroeconomic environment.</li></ul>

Axalta Coating Systems demonstrated robust performance in the third quarter of 2024, with net sales and adjusted EBITDA rising substantially, signaling consistent operational efficiency and strategic expansion.The company reported third-quarter net sales of $1.32 billion, marking the 15th consecutive quarter of year-over-year sales growth.This increase was primarily attributed to share gains, mix management, and contributions from recent acquisitions, notably overcoming challenges posed by a softer macroeconomic environment.

Axalta Coating Systems: Global Economic Factors

<ul><li>Axalta Coating Systems recently disclosed its financial performance for the second quarter of 2024, showcasing record-breaking results in the face of challenging market conditions.</li><li>The company reported a 4% rise in net sales, reaching $1.35 billion, with a significant boost in volumes across all end markets.</li><li>Additionally, adjusted EBITDA increased notably by $64 million year-over-year to $291 million, reflecting a 400 basis-point improvement in margins to 21.5%.</li></ul>

Axalta Coating Systems recently disclosed its financial performance for the second quarter of 2024, showcasing record-breaking results in the face of challenging market conditions.The company reported a 4% rise in net sales, reaching $1.35 billion, with a significant boost in volumes across all end markets.Additionally, adjusted EBITDA increased notably by $64 million year-over-year to $291 million, reflecting a 400 basis-point improvement in margins to 21.5%.

Axalta Coating Systems Ltd.:  Expansion into New Markets & 4 Other Factors Driving Growth! - Financial Forecasts

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potential</li><li>Fourth-quarter results suggest 2024 EBITDA may exceed guidance and street expectations</li><li>New management team focusing on maximizing profitability and returns, leading to potential growth in coming years</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potentialFourth-quarter results suggest 2024 EBITDA may exceed guidance and street expectationsNew management team focusing on maximizing profitability and returns, leading to potential growth in coming yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Axalta Coating Systems Ltd (AXTA) - Tuesday, Apr 16, 2024

United States

Axalta Coating Systems Ltd. manufactures, markets and distributes coatings systems. The Company offers products and services which includes paint, color matching tools, application technologies, and customer  training and business management systems. Axalta Coating Systems serves automotive, transportation,  general industrial, and architectural and decorative sectors.

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Axalta Coating Systems (AXTA US)

Axalta Coating Systems: Is Its Global Mobility Surge the Key to Beating Industry Headwinds?

Axalta Coating Systems reported its first quarter of fiscal 2025 results, showcasing a blend of consistent performance and challenges influenced...

Baptista Research

Axalta Coating Systems: Can the Technological Advancements Strengthen Its Position In the Competitive Market?

Axalta Coating Systems reported robust financial results for the fourth quarter and full year 2024, achieving record net sales and adjusted EBITDA...

Baptista Research

Axalta Coating Systems: Global Economic Factors

Axalta Coating Systems demonstrated robust performance in the third quarter of 2024, with net sales and adjusted EBITDA rising substantially,...

Baptista Research

Axalta Coating Systems Ltd.: Expansion into New Markets & 4 Other Factors Driving Growth! - Financial Forecasts

Axalta Coating Systems recently disclosed its financial performance for the second quarter of 2024, showcasing record-breaking results in the face...

Baptista Research

Axalta Coating Systems Ltd (AXTA) - Tuesday, Apr 16, 2024

Author believes AXTA shares are undervalued and worth $47 per share, with a 50% upside potential. Fourth-quarter results suggest 2024 EBITDA may...

Value Investors Club

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