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>It was a successful Q3 2023 for Cardinal Health, with a solid overall performance and an all-around beat.</li><li>The Pharma business demonstrated resilience and growth, benefiting from its critical role in the pharmaceutical supply chain and a solid customer base.</li><li>Cardinal Health is working towards to inflation mitigation and growth initiatives to achieve its target of at least $650 million in segment profit by fiscal 2025.</li></ul>

It was a successful Q3 2023 for Cardinal Health, with a solid overall performance and an all-around beat.The Pharma business demonstrated resilience and growth, benefiting from its critical role in the pharmaceutical supply chain and a solid customer base.Cardinal Health is working towards to inflation mitigation and growth initiatives to achieve its target of at least $650 million in segment profit by fiscal 2025.

Cardinal Health Inc.: Collaboration With Signify Health & Other Drivers

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Thematic (Sector/Industry)

<ul><li>When considering future investment opportunities, the renewable energy transition continues to be an exciting space to investors given its enormous potential total addressable market coupled with climate change legislation that is acting as a tailwind in virtually every G-20 country.</li><li>Almost every month, there continues to be a steady drumbeat of new rules issued locally and across the globe which results in faster timelines to transition to battery storage and other clean energy as well as tighter restrictions to ultimately phase out traditional gas powered transportation and coal power.</li><li>For example, while California has already passed rules requiring all new cars, pickup trucks and SUVs sold to be electric or hydrogen by 2035, California approved rules last week which will require all new medium heavy-duty truck and bus sales sold in the state in 2036 to be zero-emission</li></ul>

When considering future investment opportunities, the renewable energy transition continues to be an exciting space to investors given its enormous potential total addressable market coupled with climate change legislation that is acting as a tailwind in virtually every G-20 country.Almost every month, there continues to be a steady drumbeat of new rules issued locally and across the globe which results in faster timelines to transition to battery storage and other clean energy as well as tighter restrictions to ultimately phase out traditional gas powered transportation and coal power.For example, while California has already passed rules requiring all new cars, pickup trucks and SUVs sold to be electric or hydrogen by 2035, California approved rules last week which will require all new medium heavy-duty truck and bus sales sold in the state in 2036 to be zero-emission

<ul><li>Cardinal Health, one of the largest wholesalers of the healthcare industry in the U.S., continued its strong performance in the last quarter and managed to deliver an all-around beat.</li><li>Cardinal Health’s total revenue has increased by 13% in the last quarter, and the gross margin increased by 3%, driven by the Pharma segment.</li><li>There was an increasing overall pharmaceutical demand and a strong performance from the Generics programs.</li></ul>

Cardinal Health, one of the largest wholesalers of the healthcare industry in the U.S., continued its strong performance in the last quarter and managed to deliver an all-around beat.Cardinal Health’s total revenue has increased by 13% in the last quarter, and the gross margin increased by 3%, driven by the Pharma segment.There was an increasing overall pharmaceutical demand and a strong performance from the Generics programs.

Credit

<ul><li>Cardinal Health is one of the largest wholesalers within the healthcare domain in the U.S.</li><li>The company’s recent financial performance has been fairly decent, largely driven by its Pharma segment growth despite managing industry-wide inflationary headwinds.</li><li>Upstream and Specialty, the company’s third-party logistics business, has been continuing its strong growth new launches.</li></ul>

Cardinal Health is one of the largest wholesalers within the healthcare domain in the U.S.The company’s recent financial performance has been fairly decent, largely driven by its Pharma segment growth despite managing industry-wide inflationary headwinds.Upstream and Specialty, the company’s third-party logistics business, has been continuing its strong growth new launches.

Cardinal Health Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on Cardinal Health, one of the largest wholesalers within the healthcare domain in the U.S.</li><li>The company delivered a mixed result in the last quarter surpassing revenue expectations of Wall Street but missing out on earnings.</li><li>Cardinal delivered higher than its expectations in its Pharma segment despite managing industry-wide inflationary headwinds.</li></ul>

This is our first report on Cardinal Health, one of the largest wholesalers within the healthcare domain in the U.S.The company delivered a mixed result in the last quarter surpassing revenue expectations of Wall Street but missing out on earnings.Cardinal delivered higher than its expectations in its Pharma segment despite managing industry-wide inflationary headwinds.

Cardinal Health Inc.: Initiation of Coverage – Positioning In An Oligopolistic Market & Key Drivers

United States

Cardinal Health, Inc. provides complementary products and services to healthcare providers and manufacturers.  The Company's services include pharmaceutical distribution, health-care product manufacturing, distribution and consulting services, drug delivery systems development, pharmaceutical packaging, automated dispensing systems manufacturing, and retail pharmacy franchising.

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Cardinal Health (CAH US)

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