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>The recent earnings report for Church & Dwight reveals a mixed performance in the second quarter of 2025, characterized by modest growth and strategic management actions.</li><li>Organic sales registered a slight increase of 0.1%, slightly surpassing earlier expectations of a decline between 2% to flat sales.</li><li>Adjusted EPS was $0.94, outperforming the anticipated $0.85, driven by stronger sales performance and resilient gross margins.</li></ul>

The recent earnings report for Church & Dwight reveals a mixed performance in the second quarter of 2025, characterized by modest growth and strategic management actions.Organic sales registered a slight increase of 0.1%, slightly surpassing earlier expectations of a decline between 2% to flat sales.Adjusted EPS was $0.94, outperforming the anticipated $0.85, driven by stronger sales performance and resilient gross margins.

Church & Dwight: International Expansion & Market Penetration to Enhance Revenue Streams Outside of the U.S.!

<ul><li>The recent earnings of Church & Dwight revealed the company's mixed performance in the first quarter of 2025, highlighting both challenges and strategic decisions aimed at repositioning for future growth.</li><li>A key takeaway was a reduction in organic sales, which decreased by 1.2%, primarily due to retail destocking that accounted for a significant headwind.</li><li>Retailer inventory reductions hit organic growth by approximately 300 basis points.</li></ul>

The recent earnings of Church & Dwight revealed the company's mixed performance in the first quarter of 2025, highlighting both challenges and strategic decisions aimed at repositioning for future growth.A key takeaway was a reduction in organic sales, which decreased by 1.2%, primarily due to retail destocking that accounted for a significant headwind.Retailer inventory reductions hit organic growth by approximately 300 basis points.

Church & Dwight: Focus on Bolt-On Mergers & Acquisitions Seems To Be The Way Forward!

<ul><li>Church & Dwight Co., Inc. recently presented their Q3 2024 results, showing a mixed financial performance adorned with both positive and challenging aspects.</li><li>The company reported a sales growth of 3.8%, surpassing its forecast of 2.5%, indicating strong business momentum across various segments including Domestic, International, and Specialty Products.</li><li>Organic sales ascended 4.3%, primarily driven by a volume growth of 3.1%.</li></ul>

Church & Dwight Co., Inc. recently presented their Q3 2024 results, showing a mixed financial performance adorned with both positive and challenging aspects.The company reported a sales growth of 3.8%, surpassing its forecast of 2.5%, indicating strong business momentum across various segments including Domestic, International, and Specialty Products.Organic sales ascended 4.3%, primarily driven by a volume growth of 3.1%.

Church & Dwight Co Strikes Back in Fierce Competition—Do They Have A Winning Strategy?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>T&amp;L's key investment highlights include its exceptional sales growth led by its core wound dressing/cosmetic product Mighty Patch.</li>
<li>It had a CAGR sales growth of 44% from 2020 to 2024. Its operating profit increased at even faster rate (CAGR of 56% from 2020 to 2024. </li>
<li>Considering T&amp;L's 40%+ per year sales growth and 50%+ per year operating profit growth from 2020 to 2024 combined with 30%+ ROE, the company is deeply undervalued. </li>
</ul>


T&amp;L's key investment highlights include its exceptional sales growth led by its core wound dressing/cosmetic product Mighty Patch.
It had a CAGR sales growth of 44% from 2020 to 2024. Its operating profit increased at even faster rate (CAGR of 56% from 2020 to 2024. 
Considering T&amp;L's 40%+ per year sales growth and 50%+ per year operating profit growth from 2020 to 2024 combined with 30%+ ROE, the company is deeply undervalued. 


<ul><li>Church & Dwight recently delivered their third quarter 2024 results, indicating mixed performance across various business segments.</li><li>The company reported a 3.8% increase in sales, surpassing its 2.5% forecast, driven by strong results in both domestic and international markets, alongside their Specialty Products division.</li><li>Notably, organic sales growth was 4.3%, mainly fueled by volume, which accounted for 3.1% of this growth.</li></ul>

Church & Dwight recently delivered their third quarter 2024 results, indicating mixed performance across various business segments.The company reported a 3.8% increase in sales, surpassing its 2.5% forecast, driven by strong results in both domestic and international markets, alongside their Specialty Products division.Notably, organic sales growth was 4.3%, mainly fueled by volume, which accounted for 3.1% of this growth.

Church & Dwight: International Expansion Opportunities As A Pivotal Growth Engine!  - Major Drivers

United States

Church & Dwight Co., Inc. is a diversified consumer products company. The Company owns various personal products brands, including contraceptive products, vitamins, pregnancy tests, and hair removers. Church & Dwight sells its products to consumers and to industrial customers and distributors.

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Church & Dwight Co (CHD US)

Church & Dwight: International Expansion & Market Penetration to Enhance Revenue Streams Outside of the U.S.!

The recent earnings report for Church & Dwight reveals a mixed performance in the second quarter of 2025, characterized by modest growth and...

Baptista Research

Church & Dwight: Focus on Bolt-On Mergers & Acquisitions Seems To Be The Way Forward!

The recent earnings of Church & Dwight revealed the company's mixed performance in the first quarter of 2025, highlighting both challenges and...

Baptista Research

Church & Dwight Co Strikes Back in Fierce Competition—Do They Have A Winning Strategy?

Church & Dwight Co., Inc. recently presented their Q3 2024 results, showing a mixed financial performance adorned with both positive and...

Baptista Research

Korea Small Cap Gem #42: T&L Co

Considering T&L's 40%+ per year sales growth and 50%+ per year operating profit growth from 2020 to 2024 combined with 30%+ ROE, the company is...

Douglas Kim

Church & Dwight: International Expansion Opportunities As A Pivotal Growth Engine! - Major Drivers

Church & Dwight recently delivered their third quarter 2024 results, indicating mixed performance across various business segments. The...

Baptista Research

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