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>BRP Inc.'s third-quarter results for fiscal year 2026 demonstrated notable financial performance and strategic market maneuvers against a complex economic backdrop.</li>
<li>The company reported revenues of $2.3 billion, reflecting a 14% year-over-year increase.</li>
<li>This was primarily driven by robust off-road vehicle (ORV) shipments, despite a planned reduction in snowmobile deliveries to better align with market demand.</li>
</ul>


BRP Inc.'s third-quarter results for fiscal year 2026 demonstrated notable financial performance and strategic market maneuvers against a complex economic backdrop.
The company reported revenues of $2.3 billion, reflecting a 14% year-over-year increase.
This was primarily driven by robust off-road vehicle (ORV) shipments, despite a planned reduction in snowmobile deliveries to better align with market demand.


BRP Inc. Is Doubling Down on Dealers — Can Network Expansion Drive the Next Growth Cycle?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>BRP is a leading North American powersports vehicle manufacturer with remarkable revenue and EBITDA growth post-COVID</li><li>Despite achieving 78% revenue growth and 127% EBITDA surge, BRP is undervalued in the market due to concerns of overearning</li><li>The thesis suggests that BRP will continue to outperform in the next 3-5 years, making it an attractive investment opportunity despite industry challenges</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

BRP is a leading North American powersports vehicle manufacturer with remarkable revenue and EBITDA growth post-COVIDDespite achieving 78% revenue growth and 127% EBITDA surge, BRP is undervalued in the market due to concerns of overearningThe thesis suggests that BRP will continue to outperform in the next 3-5 years, making it an attractive investment opportunity despite industry challengesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United States

BRP Inc. of Canada designs, develops, manufactures, and distributes recreational vehicles. The Company offers watercrafts, sport boats, snowmobiles, pontoons, marine propulsion systems, and all-terrain and utility vehicles, as well as engines for karts, motorcycles, and recreational aircrafts. BRP serves customers worldwide.

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

BRP (DOOO US)

BRP Inc. Is Doubling Down on Dealers — Can Network Expansion Drive the Next Growth Cycle?

BRP Inc.'s third-quarter results for fiscal year 2026 demonstrated notable financial performance and strategic market maneuvers against a complex...

Baptista Research

Brp Inc (DOOO) - Saturday, Apr 6, 2024

he thesis suggests that BRP will continue to outperform in the next 3-5 years, making it an attractive investment opportunity despite industry...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)