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>Arcosa, Inc. reported a strong performance in the second quarter of 2025, characterized by notable revenue growth, significant margin expansion, and improved EBITDA.</li><li>The company’s revenue grew by 18% year-overyear, excluding its divested steel components business, and adjusted EBITDA increased by 42%, reaching a record margin of 20.9%.</li><li>The acquisition of Stavola in October 2024 substantially contributed to this growth, bolstering revenue by 14% and enhancing EBITDA margin by 250 basis points.</li></ul>

Arcosa, Inc. reported a strong performance in the second quarter of 2025, characterized by notable revenue growth, significant margin expansion, and improved EBITDA.The company’s revenue grew by 18% year-overyear, excluding its divested steel components business, and adjusted EBITDA increased by 42%, reaching a record margin of 20.9%.The acquisition of Stavola in October 2024 substantially contributed to this growth, bolstering revenue by 14% and enhancing EBITDA margin by 250 basis points.

Arcosa Inc.: Five Key Obstacles In Its Path In 2025 & Beyond!

<ul><li>Arcosa, Inc. demonstrated substantial progress in 2024, driven by strategic acquisitions and robust financial performance.</li><li>The pivotal acquisitions of Stavola and Ameron significantly expanded Arcosa’s capabilities in key sectors.</li><li>Stavola fortified their presence in the aggregates market, particularly in metropolitan areas, and Ameron enhanced their reach in the lighting poles and traffic signals markets.</li></ul>

Arcosa, Inc. demonstrated substantial progress in 2024, driven by strategic acquisitions and robust financial performance.The pivotal acquisitions of Stavola and Ameron significantly expanded Arcosa’s capabilities in key sectors.Stavola fortified their presence in the aggregates market, particularly in metropolitan areas, and Ameron enhanced their reach in the lighting poles and traffic signals markets.

Arcosa’s Wind Tower Boom: How It’s Overcoming Supply Chain Chaos to Power the Grid!

<ul><li>Arcosa, Inc.'s third-quarter 2024 earnings report highlights several strategic and operational developments reflecting both progress and challenges.</li><li>On the growth front, Arcosa reported strong financial performance, with significant margin expansion attributed to strategic portfolio adjustments and operational efficiencies.</li><li>Adjusted EBITDA grew significantly faster than sales, showcasing improved profitability.</li></ul>

Arcosa, Inc.'s third-quarter 2024 earnings report highlights several strategic and operational developments reflecting both progress and challenges.On the growth front, Arcosa reported strong financial performance, with significant margin expansion attributed to strategic portfolio adjustments and operational efficiencies.Adjusted EBITDA grew significantly faster than sales, showcasing improved profitability.

Arcosa Inc.: An Insight Into Its Barge Capacity Utilization

<ul><li>Arcosa, Inc. had a strong performance in the second quarter of 2024, revealing robust financial results and strategic developments aimed at continuing its growth trajectory and enhancing business simplicity and stability.</li><li>The highlight was the announcement of a $1.2 billion acquisition of Stavola, marking the largest acquisition in Arcosa's history, alongside the divestiture of its steel components business.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Arcosa, Inc. had a strong performance in the second quarter of 2024, revealing robust financial results and strategic developments aimed at continuing its growth trajectory and enhancing business simplicity and stability.The highlight was the announcement of a $1.2 billion acquisition of Stavola, marking the largest acquisition in Arcosa's history, alongside the divestiture of its steel components business.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Arcosa Inc.: Initiation Of Coverage - Will The Acquisition of Stavola Be A Game Changer? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Arcosa is a high-quality equity investment benefiting from secular trends and government spending, with underappreciated secondary businesses experiencing rapid growth.</li><li>The IRA tax credits are expected to act as a significant catalyst for Arcosa, pushing its numbers higher than anticipated.</li><li>Despite its strong balance sheet, excellent management, and successful capital allocation history, Arcosa has zero hedge fund ownership, making it an attractive opportunity.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Arcosa is a high-quality equity investment benefiting from secular trends and government spending, with underappreciated secondary businesses experiencing rapid growth.The IRA tax credits are expected to act as a significant catalyst for Arcosa, pushing its numbers higher than anticipated.Despite its strong balance sheet, excellent management, and successful capital allocation history, Arcosa has zero hedge fund ownership, making it an attractive opportunity.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United States

Arcosa, Inc. provides infrastructure construction services. The Company builds transportation lines, energy projects, and other related properties. Arcosa serves customers in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Arcosa (ACA US)

Arcosa Inc.: Five Key Obstacles In Its Path In 2025 & Beyond!

Arcosa, Inc. reported a strong performance in the second quarter of 2025, characterized by notable revenue growth, significant margin expansion,...

Baptista Research

Arcosa’s Wind Tower Boom: How It’s Overcoming Supply Chain Chaos to Power the Grid!

Arcosa, Inc. demonstrated substantial progress in 2024, driven by strategic acquisitions and robust financial performance. The pivotal...

Baptista Research

Arcosa Inc.: An Insight Into Its Barge Capacity Utilization

Arcosa, Inc.'s third-quarter 2024 earnings report highlights several strategic and operational developments reflecting both progress and...

Baptista Research

Arcosa Inc.: Initiation Of Coverage - Will The Acquisition of Stavola Be A Game Changer? - Major Drivers

Arcosa, Inc. had a strong performance in the second quarter of 2024, revealing robust financial results and strategic developments aimed at...

Baptista Research

Arcosa Inc (ACA) - Friday, Oct 13, 2023

Arcosa (ACA) is an undervalued equity investment with a strong core business and underestimated growth potential, driven by secular trends and...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)