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>Atkore Inc., a leading manufacturer in electrical infrastructure, is under fresh scrutiny after activist investor Irenic Capital Management disclosed a 2.5% stake and began pressuring the company to explore a sale.</li><li>The news, first reported by Bloomberg, triggered a 2.2% rise in Atkore's stock price and follows the company's own announcement that it is evaluating strategic alternatives with the help of Citi.</li><li>While no formal process has been confirmed, market speculation has intensified around a possible leveraged buyout or private equity-led acquisition.</li></ul>

Atkore Inc., a leading manufacturer in electrical infrastructure, is under fresh scrutiny after activist investor Irenic Capital Management disclosed a 2.5% stake and began pressuring the company to explore a sale.The news, first reported by Bloomberg, triggered a 2.2% rise in Atkore's stock price and follows the company's own announcement that it is evaluating strategic alternatives with the help of Citi.While no formal process has been confirmed, market speculation has intensified around a possible leveraged buyout or private equity-led acquisition.

Atkore Activist Drama: Irenic Pushes For Sale Amid CEO Retirement!

<ul><li>Atkore International Group Inc. reported its fiscal 2025 second-quarter results, highlighting a mixed performance influenced by various market dynamics and strategic decisions.</li><li>The company achieved net sales of $702 million, marking a 5% organic volume growth driven by solid contributions from construction services, steel conduit, metal framing, and cable management products.</li><li>Adjusted EBITDA came in at $116 million with an adjusted EPS of $2.04.</li></ul>

Atkore International Group Inc. reported its fiscal 2025 second-quarter results, highlighting a mixed performance influenced by various market dynamics and strategic decisions.The company achieved net sales of $702 million, marking a 5% organic volume growth driven by solid contributions from construction services, steel conduit, metal framing, and cable management products.Adjusted EBITDA came in at $116 million with an adjusted EPS of $2.04.

Atkore Inc.: A Diverse Portfolio in Electrical Infrastructure Solidifying Its Long-Term Market Relevance!

<ul><li>Atkore International Group's first quarter fiscal year 2025 results were broadly aligned with expectations, but there are notable challenges and developments within the company that are influencing its forward-looking guidance.</li><li>The company reported net sales of $662 million and adjusted EBITDA of $99 million, both within the anticipated range.</li><li>Adjusted EPS was also near the high end of the forecast at $1.63, despite a 5% decline in organic volume compared to a strong prior-year quarter.</li></ul>

Atkore International Group's first quarter fiscal year 2025 results were broadly aligned with expectations, but there are notable challenges and developments within the company that are influencing its forward-looking guidance.The company reported net sales of $662 million and adjusted EBITDA of $99 million, both within the anticipated range.Adjusted EPS was also near the high end of the forecast at $1.63, despite a 5% decline in organic volume compared to a strong prior-year quarter.

Atkore’s Import Defense Plan Could Protect Margins — A Smart BUY Opportunity?

<ul><li>Atkore International Group Inc. has reported its fourth-quarter and full-year fiscal 2024 results.</li><li>The company demonstrated modest volume growth, addressing a challenging year with strategic measures and an ongoing focus on market expansion.</li><li>For the fiscal year, Atkore achieved net sales of $3.2 billion and adjusted EBITDA of $772 million, though the company faced pricing pressures impacting profitability.</li></ul>

Atkore International Group Inc. has reported its fourth-quarter and full-year fiscal 2024 results.The company demonstrated modest volume growth, addressing a challenging year with strategic measures and an ongoing focus on market expansion.For the fiscal year, Atkore achieved net sales of $3.2 billion and adjusted EBITDA of $772 million, though the company faced pricing pressures impacting profitability.

Atkore Inc.: An Insight Into Its Competitive Market Dynamics & Major Growth Drivers

<ul><li>Atkore, a prominent player in the construction and electrical solutions sector, delivered a mixed fiscal third-quarter performance amidst challenging market dynamics and competitive pressures.</li><li>During the quarter, Atkore experienced flat year-over-year organic growth, which highlighted a balance between gains from solar energy projects and its construction services against broad pricing declines across its Electrical business.</li><li>This period did not witness the usual summer surge in construction demand, which generally bolsters performance.</li></ul>

Atkore, a prominent player in the construction and electrical solutions sector, delivered a mixed fiscal third-quarter performance amidst challenging market dynamics and competitive pressures.During the quarter, Atkore experienced flat year-over-year organic growth, which highlighted a balance between gains from solar energy projects and its construction services against broad pricing declines across its Electrical business.This period did not witness the usual summer surge in construction demand, which generally bolsters performance.

Atkore Inc.: Initiation Of Coverage - How Are They Executing The Expansion into Renewable Energy Sectors? - Major Drivers

United States

Atkore Inc. manufactures and supplies metal products and electrical raceway solutions. The Company offers steel tubes and pipes, electrical conduit, armored wire and cable, cable trays, metal framing systems, and building components. Atkore International Group serves customers globally.

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Atkore Inc (ATKR US)

Atkore Activist Drama: Irenic Pushes For Sale Amid CEO Retirement!

Atkore Inc., a leading manufacturer in electrical infrastructure, is under fresh scrutiny after activist investor Irenic Capital Management...

Baptista Research

Atkore Inc.: A Diverse Portfolio in Electrical Infrastructure Solidifying Its Long-Term Market Relevance!

Atkore International Group Inc. reported its fiscal 2025 second-quarter results, highlighting a mixed performance influenced by various market...

Baptista Research

Atkore’s Import Defense Plan Could Protect Margins — A Smart BUY Opportunity?

Atkore International Group's first quarter fiscal year 2025 results were broadly aligned with expectations, but there are notable challenges and...

Baptista Research

Atkore Inc.: An Insight Into Its Competitive Market Dynamics & Major Growth Drivers

Atkore International Group Inc. has reported its fourth-quarter and full-year fiscal 2024 results. The company demonstrated modest volume growth,...

Baptista Research

Atkore Inc.: Initiation Of Coverage - How Are They Executing The Expansion into Renewable Energy Sectors? - Major Drivers

Atkore, a prominent player in the construction and electrical solutions sector, delivered a mixed fiscal third-quarter performance amidst...

Baptista Research

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