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>BorgWarner delivered an all-around beat in the most recent quarter, with double digits organic revenue growth, driven by stronger industry output and expansion in China and Europe.</li><li>By 2027, their team anticipates purchasing over 200 million semiconductor dyes annually, based on the expansion of their power electronics goods.</li><li>BorgWarner's inverter industry is anticipated to be 70% silicon carbide based by the same year, with nearly 50% of its inverters being 800 volts.</li></ul>

BorgWarner delivered an all-around beat in the most recent quarter, with double digits organic revenue growth, driven by stronger industry output and expansion in China and Europe.By 2027, their team anticipates purchasing over 200 million semiconductor dyes annually, based on the expansion of their power electronics goods.BorgWarner's inverter industry is anticipated to be 70% silicon carbide based by the same year, with nearly 50% of its inverters being 800 volts.

BorgWarner Inc.: Can The Acquisition of Eldor's Electric Hybrid Systems Be A Game Changer? - Major Drivers

Equity Capital Markets

<ul><li>It was a mixed first quarter for BorgWarner as the company reported double-digit organic growth and surpassed the revenue expectations of Wall Street but missed out meeting earnings expectations.</li><li>The company's free cash flow was impacted by planned capital spending to support the growth of its eProducts division, as well as working capital usage and annual incentive compensation payout.</li><li>However, BorgWarner made significant progress during the quarter, securing multiple new eProducts awards and announcing capacity investments in this segment.</li></ul>

It was a mixed first quarter for BorgWarner as the company reported double-digit organic growth and surpassed the revenue expectations of Wall Street but missed out meeting earnings expectations.The company's free cash flow was impacted by planned capital spending to support the growth of its eProducts division, as well as working capital usage and annual incentive compensation payout.However, BorgWarner made significant progress during the quarter, securing multiple new eProducts awards and announcing capacity investments in this segment.

BorgWarner Inc.: Partnerships In The EV Sector Giving It An Edge? – Key Drivers

<ul><li>Despite the severe production unpredictability and inflationary pressures, BorgWarner performed strongly and delivered an all-around beat in the last quarter.</li><li>BorgWarner declared its intention to cut its absolute Scope 3 emissions by at least 25% by 2031.</li><li>The Scope 3 target was formally submitted to SBTi for certification together with their goal of achieving 85% absolute Scope 1 and Scope 2 emissions reductions by 2030.</li></ul>

Despite the severe production unpredictability and inflationary pressures, BorgWarner performed strongly and delivered an all-around beat in the last quarter.BorgWarner declared its intention to cut its absolute Scope 3 emissions by at least 25% by 2031.The Scope 3 target was formally submitted to SBTi for certification together with their goal of achieving 85% absolute Scope 1 and Scope 2 emissions reductions by 2030.

<ul><li>BorgWarner's second quarter performance was strong and it delivered an all-around beat despite a slight decline in global output.</li><li>The company outperformed in North America and Europe and had sales of nearly $3.8 billion, an increase of around 7%.</li><li>The first line of the company's heavy-duty electric trucks, which is anticipated to be announced in 2024, will use this battery system.</li></ul>

BorgWarner's second quarter performance was strong and it delivered an all-around beat despite a slight decline in global output.The company outperformed in North America and Europe and had sales of nearly $3.8 billion, an increase of around 7%.The first line of the company's heavy-duty electric trucks, which is anticipated to be announced in 2024, will use this battery system.

BorgWarner Inc: The Rhombus Energy Acquisition & Other Drivers

Credit

<ul><li>BorgWarner is one of the leading automotive parts companies in the world today.</li><li>Its management is currently facing various challenges of the operating environment today and are navigating through the same while securing its future growth.</li><li>BorgWarner delivered a decent set of financial results and has recently acquired eMotor of Santroll and AKASOL for accelerating its electrification processes.</li></ul>

BorgWarner is one of the leading automotive parts companies in the world today.Its management is currently facing various challenges of the operating environment today and are navigating through the same while securing its future growth.BorgWarner delivered a decent set of financial results and has recently acquired eMotor of Santroll and AKASOL for accelerating its electrification processes.

BorgWarner Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

BorgWarner, Inc. supplies engineered systems and components, primarily for automotive powertrain applications. The Company's products are manufactured and sold worldwide, primarily to original equipment manufacturers of passenger cars, sport utility vehicles, and light trucks. BorgWarner operates manufacturing facilities in North America, Europe, and Asia.

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Borgwarner Inc (BWA US)

BorgWarner Inc.: Can The Acquisition of Eldor's Electric Hybrid Systems Be A Game Changer? - Major Drivers

BorgWarner delivered an all-around beat in the most recent quarter, with double digits organic revenue growth, driven by stronger industry output...

Baptista Research

BorgWarner Inc.: Partnerships In The EV Sector Giving It An Edge? – Key Drivers

It was a mixed first quarter for BorgWarner as the company reported double-digit organic growth and surpassed the revenue expectations of Wall...

Baptista Research

BorgWarner Inc.: Major Drivers

Despite the severe production unpredictability and inflationary pressures, BorgWarner performed strongly and delivered an all-around beat in the...

Baptista Research

BorgWarner Inc: The Rhombus Energy Acquisition & Other Drivers

BorgWarner's second quarter performance was strong and it delivered an all-around beat despite a slight decline in global output. The company...

Baptista Research

BorgWarner Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

BorgWarner is one of the leading automotive parts companies in the world today. Its management is currently facing various challenges of the...

Baptista Research

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