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>Corteva Agriscience has reported its performance for the third quarter of 2025, showcasing a blend of strategic realignment and solid financial results.</li><li>The company is planning a strategic separation into two independent public companies by the second half of 2026, dividing its Seed and Crop Protection businesses.</li><li>The rationale behind this move is to enable each unit to optimize their individual growth trajectories amid evolving agricultural market conditions.</li></ul>

Corteva Agriscience has reported its performance for the third quarter of 2025, showcasing a blend of strategic realignment and solid financial results.The company is planning a strategic separation into two independent public companies by the second half of 2026, dividing its Seed and Crop Protection businesses.The rationale behind this move is to enable each unit to optimize their individual growth trajectories amid evolving agricultural market conditions.

Corteva Inside: How a Bold Barter Strategy Is Reinventing Its Power in Latin America!

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We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Event-Driven

<ul>
<li>Corteva plans to spin-off its Seeds business in to a separate publicly liated company. Parent will retain the Crop Protection business</li>
<li>The separation enables sharper focus and capital allocation between two fundamentally different businesses.</li>
<li>The seed / trait business is viewed as the higher growth, higher innovation leg (gene editing, trait licensing, intellectual property). These attributes tend to attract premium multiples.</li>
</ul>


Corteva plans to spin-off its Seeds business in to a separate publicly liated company. Parent will retain the Crop Protection business
The separation enables sharper focus and capital allocation between two fundamentally different businesses.
The seed / trait business is viewed as the higher growth, higher innovation leg (gene editing, trait licensing, intellectual property). These attributes tend to attract premium multiples.


Corteva (NYSE: CTVA) To Spin-Off Its Seeds Business; Targets Sharper Focus and Valuation Upside

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Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

<ul><li>On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies.</li><li>The logic behind the spin-off announcement is that the SpinCo has higher margins and better growth potential.</li><li><p>For example, the SpinCo has grown EBITDA at a 16% CAGR since 2020 and has a 26% EBITDA margin.</p><figure class="editor-figure mceNonEditable"></figure></li></ul>

On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies.The logic behind the spin-off announcement is that the SpinCo has higher margins and better growth potential.For example, the SpinCo has grown EBITDA at a 16% CAGR since 2020 and has a 26% EBITDA margin.

Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)

<ul><li>Corteva Agriscience, the global agribusiness giant known for its seed and crop protection solutions, is reportedly evaluating a strategic breakup that would separate its seed and pesticide operations into two independent companies.</li><li>The move, coming amid a record-setting first half of 2025 and growing investor interest in targeted agricultural technology, could mark a significant shift in how Corteva delivers value to shareholders.</li><li>CEO Chuck Magro’s recent earnings call remarks emphasized that each division—Seeds and Crop Protection—has distinct growth platforms, cost structures, and operational drivers.</li></ul>

Corteva Agriscience, the global agribusiness giant known for its seed and crop protection solutions, is reportedly evaluating a strategic breakup that would separate its seed and pesticide operations into two independent companies.The move, coming amid a record-setting first half of 2025 and growing investor interest in targeted agricultural technology, could mark a significant shift in how Corteva delivers value to shareholders.CEO Chuck Magro’s recent earnings call remarks emphasized that each division—Seeds and Crop Protection—has distinct growth platforms, cost structures, and operational drivers.

Corteva Breakup Bombshell: Seeds & Pesticides To Split?

<ul><li>Corteva Agriscience showed solid performance during the second quarter and first half of 2025.</li><li>The company realized double-digit top and bottom line growth, improving its operating EBITDA margin by more than 200 basis points.</li><li>These figures were bolstered by net improvements in pricing, volume, and cost efficiencies compared to the prior period.</li></ul>

Corteva Agriscience showed solid performance during the second quarter and first half of 2025.The company realized double-digit top and bottom line growth, improving its operating EBITDA margin by more than 200 basis points.These figures were bolstered by net improvements in pricing, volume, and cost efficiencies compared to the prior period.

Corteva Targets Brazil With New Launches—Can It Win the Battle in Toughest Markets?

United States

Corteva, Inc. provides agricultural products. The Company offers seeds and crop protection products, as well as software solutions and digital services. Corteva serves customers worldwide.

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Corteva (CTVA US)

Corteva Inside: How a Bold Barter Strategy Is Reinventing Its Power in Latin America!

Corteva Agriscience has reported its performance for the third quarter of 2025, showcasing a blend of strategic realignment and solid financial...

Baptista Research

Corteva (NYSE: CTVA) To Spin-Off Its Seeds Business; Targets Sharper Focus and Valuation Upside

Corteva to spin-off Seeds business into a separate publicly listed company while retaining Crop Protection business. The separation is expected to...

GSBR Research

Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)

On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies. The logic behind the spin-off...

Richard Howe

Corteva Breakup Bombshell: Seeds & Pesticides To Split?

Corteva Agriscience, the global agribusiness giant known for its seed and crop protection solutions, is reportedly evaluating a strategic breakup...

Baptista Research

Corteva Targets Brazil With New Launches—Can It Win the Battle in Toughest Markets?

Corteva Agriscience showed solid performance during the second quarter and first half of 2025. The company realized double-digit top and bottom...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Corteva Inside: How a Bold Barter Strategy Is Reinventing Its Power in Latin America!

Corteva Agriscience has reported its performance for the third quarter of 2025, showcasing a blend of strategic realignment and solid financial...

Baptista Research

Corteva (NYSE: CTVA) To Spin-Off Its Seeds Business; Targets Sharper Focus and Valuation Upside

​Corteva to spin-off Seeds business into a separate publicly listed company while retaining Crop Protection business. The separation is expected to...

GSBR Research

Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)

On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies. The logic behind the spin-off...

Richard Howe

Corteva Breakup Bombshell: Seeds & Pesticides To Split?

Corteva Agriscience, the global agribusiness giant known for its seed and crop protection solutions, is reportedly evaluating a strategic breakup...

Baptista Research

Corteva Targets Brazil With New Launches—Can It Win the Battle in Toughest Markets?

Corteva Agriscience showed solid performance during the second quarter and first half of 2025. The company realized double-digit top and bottom...

Baptista Research

Corteva to spin-off Seeds business into a separate publicly listed company while retaining Crop Protection business. The separation is expected to...