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>Albemarle Corporation's Q3 2025 performance showcases several key dynamics that are influencing the company's strategic and operational directions.</li><li>The company reported a 7% year-over-year increase in adjusted EBITDA to $226 million, despite facing challenges like lower lithium pricing.</li><li>The net sales for the quarter were $1.3 billion, reflecting a decrease primarily due to the weakened lithium market, although partially offset by increased volumes in their Energy Storage and Ketjen segments.</li></ul>

Albemarle Corporation's Q3 2025 performance showcases several key dynamics that are influencing the company's strategic and operational directions.The company reported a 7% year-over-year increase in adjusted EBITDA to $226 million, despite facing challenges like lower lithium pricing.The net sales for the quarter were $1.3 billion, reflecting a decrease primarily due to the weakened lithium market, although partially offset by increased volumes in their Energy Storage and Ketjen segments.

Albemarle: A Game-Changing Lithium Supply Strategy the World Didn’t See Coming!

<ul><li>Albemarle Corporation's Q2 2025 financial results present a complex picture of both opportunities and challenges.</li><li>The company reported net sales of $1.3 billion, which, while down year-over-year due to lower lithium market pricing, were bolstered by strong volume growth, particularly in energy storage and specialties.</li><li>Adjusted EBITDA came in at $336 million, demonstrating year-over-year improvements in cost and productivity, despite the pricing pressure.</li></ul>

Albemarle Corporation's Q2 2025 financial results present a complex picture of both opportunities and challenges.The company reported net sales of $1.3 billion, which, while down year-over-year due to lower lithium market pricing, were bolstered by strong volume growth, particularly in energy storage and specialties.Adjusted EBITDA came in at $336 million, demonstrating year-over-year improvements in cost and productivity, despite the pricing pressure.

Albemarle Corporation: Dealing With Market Volatility & Price Fluctuations Amidst The Growing Lithium Capacity!

<ul><li>Albemarle Corporation's first quarter of 2025 earnings report provides a measured perspective on the company's current standing and future prospects, presenting an amalgam of strengths and challenges faced by the company.</li><li>The corporation reported net sales of $1.1 billion, reflecting robust lithium production, particularly through their integrated conversion network.</li><li>This was a positive highlight in a period marked by broader volatility in lithium pricing.</li></ul>

Albemarle Corporation's first quarter of 2025 earnings report provides a measured perspective on the company's current standing and future prospects, presenting an amalgam of strengths and challenges faced by the company.The corporation reported net sales of $1.1 billion, reflecting robust lithium production, particularly through their integrated conversion network.This was a positive highlight in a period marked by broader volatility in lithium pricing.

Albemarle Corporation: An Analysis Of Its Lithium Contracting Strategy

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>A review of recent events and data impacting our investment themes and outlook</li>
<li>US interest rate expectations continue to whip markets around, even as more cracks emerge in the AI trade.</li>
<li>Japan goes for broke with its latest budget and debt issuance.</li>
</ul>


A review of recent events and data impacting our investment themes and outlook
US interest rate expectations continue to whip markets around, even as more cracks emerge in the AI trade.
Japan goes for broke with its latest budget and debt issuance.


Overview #42 – What a Difference a Day Makes!

<ul><li>Albemarle Corporation presented its financial performance for the fourth quarter and full year of 2024, highlighting several critical aspects of the company's operations, financial health, and market dynamics.</li><li>The fourth quarter saw Albemarle reporting net sales of $1.2 billion, although this marked a decline primarily attributed to lower lithium market pricing.</li><li>Nevertheless, the company achieved a positive milestone with an adjusted EBITDA of $251 million, showing enhancements in productivity, cost efficiency, and sales volumes across its business segments.</li></ul>

Albemarle Corporation presented its financial performance for the fourth quarter and full year of 2024, highlighting several critical aspects of the company's operations, financial health, and market dynamics.The fourth quarter saw Albemarle reporting net sales of $1.2 billion, although this marked a decline primarily attributed to lower lithium market pricing.Nevertheless, the company achieved a positive milestone with an adjusted EBITDA of $251 million, showing enhancements in productivity, cost efficiency, and sales volumes across its business segments.

Albemarle Corporation: These Recent Lithium Market Shifts & Diversification Moves Could Reshape Its Future!

United States

Albemarle Corporation produces specialty and fine chemicals.  The Company's chemicals are additives to or intermediates for plastics, polymers and elastomers, cleaning products, agricultural compounds, pharmaceuticals, photographic chemicals, drilling compounds, and biocides.  Albemarle produces the majority of its products in the United States.

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Albemarle Corp (ALB US)

Albemarle: A Game-Changing Lithium Supply Strategy the World Didn’t See Coming!

Albemarle Corporation's Q3 2025 performance showcases several key dynamics that are influencing the company's strategic and operational...

Baptista Research

Albemarle Corporation: Dealing With Market Volatility & Price Fluctuations Amidst The Growing Lithium Capacity!

Albemarle Corporation's Q2 2025 financial results present a complex picture of both opportunities and challenges. The company reported net sales...

Baptista Research

Albemarle Corporation: An Analysis Of Its Lithium Contracting Strategy

Albemarle Corporation's first quarter of 2025 earnings report provides a measured perspective on the company's current standing and future...

Baptista Research

Overview #42 – What a Difference a Day Makes!

A review of recent events/data impacting our investment themes and outlook. Fed rate cuts, Japan spending and Lithium upgrades

Rikki Malik

Albemarle Corporation: These Recent Lithium Market Shifts & Diversification Moves Could Reshape Its Future!

Albemarle Corporation presented its financial performance for the fourth quarter and full year of 2024, highlighting several critical aspects of...

Baptista Research

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