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>Balchem Corporation reported robust financial performance for the third quarter of 2025, setting record figures across key financial metrics.</li><li>The company achieved consolidated sales of $268 million, which marked an 11.5% increase from the prior year, and delivered record earnings from operations at $55 million, reflecting a 13.7% rise.</li><li>This resulted in a net income of $40 million, up by 19.1%.</li></ul>

Balchem Corporation reported robust financial performance for the third quarter of 2025, setting record figures across key financial metrics.The company achieved consolidated sales of $268 million, which marked an 11.5% increase from the prior year, and delivered record earnings from operations at $55 million, reflecting a 13.7% rise.This resulted in a net income of $40 million, up by 19.1%.

Balchem Corporation: Human Nutrition & Specialty Products Can Drive Future Growth!

<ul><li>Balchem Corporation reported strong financial results for the first quarter of 2025, marked by record consolidated revenue, adjusted EBITDA, and adjusted net income.</li><li>The company recorded $251 million in revenue, representing a 4.5% increase over the prior year, driven by growth in all three of its reporting segments: Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products.</li><li>Gross margin improved by 120 basis points to 35.2%, driven by a favorable product mix, while operating expenses declined by $3 million year-over-year due to lower amortization and compensation-related costs.</li></ul>

Balchem Corporation reported strong financial results for the first quarter of 2025, marked by record consolidated revenue, adjusted EBITDA, and adjusted net income.The company recorded $251 million in revenue, representing a 4.5% increase over the prior year, driven by growth in all three of its reporting segments: Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products.Gross margin improved by 120 basis points to 35.2%, driven by a favorable product mix, while operating expenses declined by $3 million year-over-year due to lower amortization and compensation-related costs.

Balchem Corporation: How Are They Executing Margin Expansion Through Pricing and Supply Chain Flexibility?

<ul><li>Balchem reported strong financial performance for the fourth quarter and full year 2024, demonstrating revenue growth across all three of its business segments: Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products.</li><li>Consolidated fourth-quarter sales increased by 4.9% year-over-year to $240 million, marking a record quarter for the company.</li><li>Gross margin expanded by 320 basis points to 36%, driven by a favorable portfolio mix, contributing to an adjusted EBITDA increase of 13.4% to $63 million.</li></ul>

Balchem reported strong financial performance for the fourth quarter and full year 2024, demonstrating revenue growth across all three of its business segments: Human Nutrition & Health, Animal Nutrition & Health, and Specialty Products.Consolidated fourth-quarter sales increased by 4.9% year-over-year to $240 million, marking a record quarter for the company.Gross margin expanded by 320 basis points to 36%, driven by a favorable portfolio mix, contributing to an adjusted EBITDA increase of 13.4% to $63 million.

Balchem Corporation: Will Its Increased Focus On Sustainable Solutions Up Their Game?

<ul><li>Balchem Corporation's third-quarter results for 2024 highlight its resilience and adaptability amid a mixed economic environment, showcasing strengths that bolster its growth potential while also signaling areas for investor caution.</li><li>The company posted impressive financial results, with revenues reaching $240 million, a 4.3% increase compared to the previous year.</li><li>This growth was mainly driven by robust performances in the Human Nutrition & Health and Specialty Products segments.</li></ul>

Balchem Corporation's third-quarter results for 2024 highlight its resilience and adaptability amid a mixed economic environment, showcasing strengths that bolster its growth potential while also signaling areas for investor caution.The company posted impressive financial results, with revenues reaching $240 million, a 4.3% increase compared to the previous year.This growth was mainly driven by robust performances in the Human Nutrition & Health and Specialty Products segments.

Balchem Corporation: An Analysis Of Its Expanded Product Portfolio  & Other Major Drivers

<ul><li>Balchem Corporation's second quarter financial results for 2024 reflected a continued robust performance despite a challenging market environment.</li><li>The quarter witnessed a moderate growth in consolidated revenues, which increased by 1.2% year-over-year to $234 million.</li><li>This growth was primarily led by significant contributions from the Human Nutrition & Health and Specialty Products segments, which offset the declines observed in the Animal Nutrition & Health segment.</li></ul>

Balchem Corporation's second quarter financial results for 2024 reflected a continued robust performance despite a challenging market environment.The quarter witnessed a moderate growth in consolidated revenues, which increased by 1.2% year-over-year to $234 million.This growth was primarily led by significant contributions from the Human Nutrition & Health and Specialty Products segments, which offset the declines observed in the Animal Nutrition & Health segment.

Balchem Corporation: Expanding Product Portfolio with Optifolin+ & Leadership in Chelated Minerals Catapulting Their Growth! - Major Drivers

United States

Balchem Corporation develops, manufactures, and markets specialty performance ingredients for the food, feed, and medical sterilization industries. The Company micro-encapsulates performance ingredients, and also repackages and markets specialty gases. Balchem sells its products through its own sales force, independent distributors, and sales agents.

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Balchem Corp (BCPC US)

Balchem Corporation: Human Nutrition & Specialty Products Can Drive Future Growth!

Balchem Corporation reported robust financial performance for the third quarter of 2025, setting record figures across key financial metrics. The...

Baptista Research

Balchem Corporation: How Are They Executing Margin Expansion Through Pricing and Supply Chain Flexibility?

Balchem Corporation reported strong financial results for the first quarter of 2025, marked by record consolidated revenue, adjusted EBITDA, and...

Baptista Research

Balchem Corporation: Will Its Increased Focus On Sustainable Solutions Up Their Game?

Balchem reported strong financial performance for the fourth quarter and full year 2024, demonstrating revenue growth across all three of its...

Baptista Research

Balchem Corporation: An Analysis Of Its Expanded Product Portfolio & Other Major Drivers

Balchem Corporation's third-quarter results for 2024 highlight its resilience and adaptability amid a mixed economic environment, showcasing...

Baptista Research

Balchem Corporation: Expanding Product Portfolio with Optifolin+ & Leadership in Chelated Minerals Catapulting Their Growth! - Major Drivers

Balchem Corporation's second quarter financial results for 2024 reflected a continued robust performance despite a challenging market...

Baptista Research

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