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. reported its third quarter results for fiscal year 2026 ending June 26, 2026, amid the announcement of its definitive agreement to be acquired by Prysmian in an all-cash transaction valued at approximately $3.8 billion.</li><li>The transaction price of $95 per share represents a significant event for shareholders and frames the context for the quarter’s performance.</li><li>During the quarter, Atkore completed the divestiture of its high-density polyethylene (HDPE) business and its surface protection and powder coating business in Belgium, following earlier sales of its Tectron mechanical tube business.</li></ul>

Atkore Inc. reported its third quarter results for fiscal year 2026 ending June 26, 2026, amid the announcement of its definitive agreement to be acquired by Prysmian in an all-cash transaction valued at approximately $3.8 billion.The transaction price of $95 per share represents a significant event for shareholders and frames the context for the quarter’s performance.During the quarter, Atkore completed the divestiture of its high-density polyethylene (HDPE) business and its surface protection and powder coating business in Belgium, following earlier sales of its Tectron mechanical tube business.

Atkore Agrees To $95-Per-Share Prysmian Takeover — The $3.8 Billion Deal Takes Center Stage!

<ul><li>Atkore has moved from takeover speculation to a definitive transaction after Prysmian (BIT:PRY) agreed to acquire the electrical-infrastructure manufacturer for $95 per share in cash, implying an enterprise value of about $3.8 billion.</li><li>The agreement followed Atkore’s strategic review, portfolio divestitures, activist pressure, and a competitive sale process.</li><li>Prysmian expects the acquisition to deepen its United States presence, broaden its exposure to data centers, nonresidential construction, utilities, renewables, and reshoring, and turn its cable business into a fuller installation-solutions platform.</li></ul>

Atkore has moved from takeover speculation to a definitive transaction after Prysmian (BIT:PRY) agreed to acquire the electrical-infrastructure manufacturer for $95 per share in cash, implying an enterprise value of about $3.8 billion.The agreement followed Atkore’s strategic review, portfolio divestitures, activist pressure, and a competitive sale process.Prysmian expects the acquisition to deepen its United States presence, broaden its exposure to data centers, nonresidential construction, utilities, renewables, and reshoring, and turn its cable business into a fuller installation-solutions platform.

Atkore Acquisition Play: Why Prysmian Sees Hidden Margin Upside!

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Research Reinvented

<ul>
  <li>Atkore holds a leading market position in North American electrical raceway products, with strong brands and a broad product portfolio serving diverse end markets.</li>
  <li>The company is undergoing a significant strategic repositioning, divesting non-core assets and consolidating facilities to focus on its higher-margin electrical infrastructure business, which presents both opportunities for improved profitability and execution risks.</li>
  <li>Despite a recent downturn in financial performance, Atkore's stock trades at a substantial valuation discount to its peers, offering a potential value proposition if its strategic turnaround and recent sales momentum prove successful.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Atkore holds a leading market position in North American electrical raceway products, with strong brands and a broad product portfolio serving diverse end markets.
  The company is undergoing a significant strategic repositioning, divesting non-core assets and consolidating facilities to focus on its higher-margin electrical infrastructure business, which presents both opportunities for improved profitability and execution risks.
  Despite a recent downturn in financial performance, Atkore's stock trades at a substantial valuation discount to its peers, offering a potential value proposition if its strategic turnaround and recent sales momentum prove successful.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>Atkore International Inc. reported second quarter fiscal year 2026 results marked by sequential improvements and ongoing strategic repositioning.</li><li>The company achieved net sales of $731 million and an adjusted EBITDA of $81 million, with adjusted earnings per share (EPS) of $1.23.</li><li>These metrics showed improvement from the previous quarter and represented the first quarterly net sales increase since the fourth quarter of fiscal 2022.</li></ul>

Atkore International Inc. reported second quarter fiscal year 2026 results marked by sequential improvements and ongoing strategic repositioning.The company achieved net sales of $731 million and an adjusted EBITDA of $81 million, with adjusted earnings per share (EPS) of $1.23.These metrics showed improvement from the previous quarter and represented the first quarterly net sales increase since the fourth quarter of fiscal 2022.

Atkore International Breaks Its Sales Slump — The First Increase Since Fiscal 2022!

<ul><li>Atkore Inc.'s fourth-quarter fiscal 2025 earnings report reveals a complex business environment characterized by strategic transitions and restructuring aimed at enhancing shareholder value.</li><li>The company's management outlined key actions, including the consideration of selling or merging the entire company, divesting its HDPE business, and closing three manufacturing facilities.</li><li>These moves are intended to sharpen the focus on Atkore's core electrical infrastructure portfolio and improve the long-term financial outlook.</li></ul>

Atkore Inc.'s fourth-quarter fiscal 2025 earnings report reveals a complex business environment characterized by strategic transitions and restructuring aimed at enhancing shareholder value.The company's management outlined key actions, including the consideration of selling or merging the entire company, divesting its HDPE business, and closing three manufacturing facilities.These moves are intended to sharpen the focus on Atkore's core electrical infrastructure portfolio and improve the long-term financial outlook.

Atkore: Why Is the Board Exploring “Strategic Alternatives” Now—Sale, Split, or Something Bigger?

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 Acquisition Play: Why Prysmian Sees Hidden Margin Upside!

Atkore has moved from takeover speculation to a definitive transaction after Prysmian (BIT:PRY) agreed to acquire the electrical-infrastructure...

Baptista Research

Primer: Atkore Inc (ATKR US) - Aug 2026

Atkore holds a leading market position in North American electrical raceway products, with strong brands and a broad product portfolio serving...

αSK Primers

Atkore International Breaks Its Sales Slump — The First Increase Since Fiscal 2022!

Atkore International Inc. reported second quarter fiscal year 2026 results marked by sequential improvements and ongoing strategic...

Baptista Research

Atkore: Why Is the Board Exploring “Strategic Alternatives” Now—Sale, Split, or Something Bigger?

Atkore Inc.'s fourth-quarter fiscal 2025 earnings report reveals a complex business environment characterized by strategic transitions and...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Atkore Agrees To $95-Per-Share Prysmian Takeover — The $3.8 Billion Deal Takes Center Stage!

Atkore Inc. reported its third quarter results for fiscal year 2026 ending June 26, 2026, amid the announcement of its definitive agreement to be...

Baptista Research

Atkore Acquisition Play: Why Prysmian Sees Hidden Margin Upside!

Atkore has moved from takeover speculation to a definitive transaction after Prysmian (BIT:PRY) agreed to acquire the electrical-infrastructure...

Baptista Research

Primer: Atkore Inc (ATKR US) - Aug 2026

Atkore holds a leading market position in North American electrical raceway products, with strong brands and a broad product portfolio serving...

αSK Primers

Atkore International Breaks Its Sales Slump — The First Increase Since Fiscal 2022!

Atkore International Inc. reported second quarter fiscal year 2026 results marked by sequential improvements and ongoing strategic...

Baptista Research

Atkore: Why Is the Board Exploring “Strategic Alternatives” Now—Sale, Split, or Something Bigger?

Atkore Inc.'s fourth-quarter fiscal 2025 earnings report reveals a complex business environment characterized by strategic transitions and...

Baptista Research