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

<ul><li>Acadia Healthcare faces mounting pressure from Khrom Capital Management LLC, a 5.5% shareholder, which has launched an activist campaign urging the company to explore strategic alternatives, including a potential sale.</li><li>This comes amid prolonged underperformance, a burdensome debt profile, and investor dissatisfaction.</li><li>In a strongly worded letter to Acadia's board, Khrom pointed to a 71% stock price decline over the past three years and echoed calls from another activist, Engine Capital, which recently took a 3% stake.</li></ul>

Acadia Healthcare faces mounting pressure from Khrom Capital Management LLC, a 5.5% shareholder, which has launched an activist campaign urging the company to explore strategic alternatives, including a potential sale.This comes amid prolonged underperformance, a burdensome debt profile, and investor dissatisfaction.In a strongly worded letter to Acadia's board, Khrom pointed to a 71% stock price decline over the past three years and echoed calls from another activist, Engine Capital, which recently took a 3% stake.

Acadia Healthcare’s Survival Strategy? Activist Investor Khrom Capital Pushes For Full-Scale Sale!

<ul><li>Acadia Healthcare Company, Inc. reported its first quarter financial results for 2025, demonstrating a balanced mix of strategic growth and operational challenges.</li><li>The company's revenue for the quarter reached $770.5 million, aligning well with their expectations.</li><li>Adjusted EBITDA was $134.2 million, reaching the higher end of the forecasted range.</li></ul>

Acadia Healthcare Company, Inc. reported its first quarter financial results for 2025, demonstrating a balanced mix of strategic growth and operational challenges.The company's revenue for the quarter reached $770.5 million, aligning well with their expectations.Adjusted EBITDA was $134.2 million, reaching the higher end of the forecasted range.

Acadia Healthcare: Focus on Supplemental Payments to Bolster Financial Performance & Maintain A Stable Cash Flow!

<ul><li>Acadia Healthcare Corporation reported its fourth quarter 2024 financial results, highlighting both achievements and challenges.</li><li>The company reported a total revenue increase of 4.2% from the previous year, reaching $774 million for the quarter and $3.1 billion for the full year, a 7.7% increase over 2023.</li><li>Same-facility patient days also saw growth of 3.2% in the fourth quarter, with stable growth between 3% and 4% throughout each month of the quarter.</li></ul>

Acadia Healthcare Corporation reported its fourth quarter 2024 financial results, highlighting both achievements and challenges.The company reported a total revenue increase of 4.2% from the previous year, reaching $774 million for the quarter and $3.1 billion for the full year, a 7.7% increase over 2023.Same-facility patient days also saw growth of 3.2% in the fourth quarter, with stable growth between 3% and 4% throughout each month of the quarter.

Acadia Healthcare’s New Growth Weapon: How Smart Facility Moves Are Turbocharging Profits!

<ul><li>Acadia Healthcare reported its third quarter earnings for 2024, showcasing notable advancements and facing some challenges.</li><li>The company delivered a revenue of $816 million, marking an 8.7% increase compared to the same period in the previous year.</li><li>This growth was attributed to improvements in both patient day rates and the number of patient days.</li></ul>

Acadia Healthcare reported its third quarter earnings for 2024, showcasing notable advancements and facing some challenges.The company delivered a revenue of $816 million, marking an 8.7% increase compared to the same period in the previous year.This growth was attributed to improvements in both patient day rates and the number of patient days.

Acadia Healthcare Company: Will The Acquisition of New Opioid Treatment Clinics Amid Rising Demand Catalyze The Top-Line Growth! - Major Drivers

<ul><li>Acadia Healthcare's second quarter of 2024 earnings presentation illustrated a company navigating the complex terrain of the behavioral healthcare industry with notable successes as well as areas that demand attention.</li><li>In their earnings report, the company reported revenue of $796 million, marking an 8.8% increase over the previous year, driven by rate improvements and growth in patient days.</li><li>This growth is a reflection of Acadia's ability to capture market demand, particularly in the behavioral healthcare sector, which continues to see rising need.</li></ul>

Acadia Healthcare's second quarter of 2024 earnings presentation illustrated a company navigating the complex terrain of the behavioral healthcare industry with notable successes as well as areas that demand attention.In their earnings report, the company reported revenue of $796 million, marking an 8.8% increase over the previous year, driven by rate improvements and growth in patient days.This growth is a reflection of Acadia's ability to capture market demand, particularly in the behavioral healthcare sector, which continues to see rising need.

Acadia Healthcare Company: Can They Achieve Portfolio Optimization through Facility Closures? - Major Drivers

United States

Acadia Healthcare Co Ltd operates a network of behavioral health centers. The Company provides psychiatric and chemical dependency services, inpatient psychiatric hospitals, residential treatment centers, outpatient clinics, and therapeutic school based programs across the United States.

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Acadia Healthcare Co (ACHC US)

Acadia Healthcare’s Survival Strategy? Activist Investor Khrom Capital Pushes For Full-Scale Sale!

Acadia Healthcare faces mounting pressure from Khrom Capital Management LLC, a 5.5% shareholder, which has launched an activist campaign urging...

Baptista Research

Acadia Healthcare: Focus on Supplemental Payments to Bolster Financial Performance & Maintain A Stable Cash Flow!

Acadia Healthcare Company, Inc. reported its first quarter financial results for 2025, demonstrating a balanced mix of strategic growth and...

Baptista Research

Acadia Healthcare’s New Growth Weapon: How Smart Facility Moves Are Turbocharging Profits!

Acadia Healthcare Corporation reported its fourth quarter 2024 financial results, highlighting both achievements and challenges. The company...

Baptista Research

Acadia Healthcare Company: Will The Acquisition of New Opioid Treatment Clinics Amid Rising Demand Catalyze The Top-Line Growth! - Major Drivers

Acadia Healthcare reported its third quarter earnings for 2024, showcasing notable advancements and facing some challenges. The company delivered...

Baptista Research

Acadia Healthcare Company: Can They Achieve Portfolio Optimization through Facility Closures? - Major Drivers

Acadia Healthcare's second quarter of 2024 earnings presentation illustrated a company navigating the complex terrain of the behavioral healthcare...

Baptista Research

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