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

Davita Healthcare Partners / Equity Bottom-Up

<ul><li>DaVita Inc.'s third-quarter 2025 performance reflected a continuation of its strategic focus on providing high-quality kidney care amidst a challenging healthcare landscape.</li><li>The company reported an adjusted operating income of $517 million, and adjusted earnings per share of $2.51, aligning with internal estimates but falling short of market expectations.</li><li>The U.S. treatment volume showed a year-over-year decline of 1.5%, attributed to mixed operational days and census trends affected by a severe flu season, Hurricane Helene, and a cyber incident.</li></ul>

DaVita Inc.'s third-quarter 2025 performance reflected a continuation of its strategic focus on providing high-quality kidney care amidst a challenging healthcare landscape.The company reported an adjusted operating income of $517 million, and adjusted earnings per share of $2.51, aligning with internal estimates but falling short of market expectations.The U.S. treatment volume showed a year-over-year decline of 1.5%, attributed to mixed operational days and census trends affected by a severe flu season, Hurricane Helene, and a cyber incident.

DaVita Inside: Expansion of At-Home Dialysis & Sustained ESRD Patient Growth To Shape The Future in Kidney Care!

<ul><li>DaVita Inc., a leading provider of kidney dialysis services, reported its second-quarter 2025 earnings.</li><li>The company highlighted a relatively stable financial performance but continues to face challenges in treatment volumes and missed treatments, partially attributable to a cyber incident earlier in the year.</li><li>On the positive side, DaVita demonstrated an ability to manage costs effectively, which helped maintain its guidance for adjusted operating income and earnings per share for the full year.</li></ul>

DaVita Inc., a leading provider of kidney dialysis services, reported its second-quarter 2025 earnings.The company highlighted a relatively stable financial performance but continues to face challenges in treatment volumes and missed treatments, partially attributable to a cyber incident earlier in the year.On the positive side, DaVita demonstrated an ability to manage costs effectively, which helped maintain its guidance for adjusted operating income and earnings per share for the full year.

DaVita Inc. Reels From Cyberattack — Can It Restore Treatment Volumes & Revenue Growth?

<ul><li>DaVita Inc. (DVA) has recently disclosed its financial results for the first quarter of 2025.</li><li>The company faced significant challenges, most notably a cybersecurity incident, which disrupted operations.</li><li>Despite these setbacks, DaVita succeeded in maintaining its patient care levels and mitigating the impact on its core services.</li></ul>

DaVita Inc. (DVA) has recently disclosed its financial results for the first quarter of 2025.The company faced significant challenges, most notably a cybersecurity incident, which disrupted operations.Despite these setbacks, DaVita succeeded in maintaining its patient care levels and mitigating the impact on its core services.

DaVita Incorporated: Phosphate Binders Integration into Dialysis Benefit As A Pivotal Growth Lever!

<ul><li>DaVita ended 2024 strongly, with adjusted operating income of $1.98 billion and adjusted earnings per share (EPS) growing by 26% year-over-year, reaching $9.68.</li><li>However, challenges such as the Change Healthcare outage and supply chain disruptions due to Hurricane Helene impacted performance.</li><li>These issues contributed to a $6 million negative impact on operating income in the fourth quarter.</li></ul>

DaVita ended 2024 strongly, with adjusted operating income of $1.98 billion and adjusted earnings per share (EPS) growing by 26% year-over-year, reaching $9.68.However, challenges such as the Change Healthcare outage and supply chain disruptions due to Hurricane Helene impacted performance.These issues contributed to a $6 million negative impact on operating income in the fourth quarter.

DaVita Inc.: Is Their Expectation Regarding Revenue Per Treatment Growth Reasonable?

<ul><li>DaVita's third quarter of 2024 earnings discussion opened with a focus on the resilience of their operations following the impacts of hurricanes Helene and Milton, which exemplifies their strong response to emergency situations.</li><li>CEO Javier Rodriguez praised the efforts of frontline caregivers and the broad kidney care community.</li><li>Despite the natural disasters, most of DaVita's centers were operational shortly after the storms, highlighting the robustness and dedication within their network.</li></ul>

DaVita's third quarter of 2024 earnings discussion opened with a focus on the resilience of their operations following the impacts of hurricanes Helene and Milton, which exemplifies their strong response to emergency situations.CEO Javier Rodriguez praised the efforts of frontline caregivers and the broad kidney care community.Despite the natural disasters, most of DaVita's centers were operational shortly after the storms, highlighting the robustness and dedication within their network.

DaVita Inc.:  Expansion of Integrated Kidney Care (IKC) As A Critical Growth Lever! - Major Drivers

United States

DaVita Inc. provides a variety of health care services. The Company provides kidney dialysis services for patients suffering from chronic kidney failure. DaVita serves patients worldwide.

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Davita Healthcare Partners (DVA US)

DaVita Inside: Expansion of At-Home Dialysis & Sustained ESRD Patient Growth To Shape The Future in Kidney Care!

DaVita Inc.'s third-quarter 2025 performance reflected a continuation of its strategic focus on providing high-quality kidney care amidst a...

Baptista Research

DaVita Inc. Reels From Cyberattack — Can It Restore Treatment Volumes & Revenue Growth?

DaVita Inc., a leading provider of kidney dialysis services, reported its second-quarter 2025 earnings. The company highlighted a relatively...

Baptista Research

DaVita Incorporated: Phosphate Binders Integration into Dialysis Benefit As A Pivotal Growth Lever!

DaVita Inc. (DVA) has recently disclosed its financial results for the first quarter of 2025. The company faced significant challenges, most...

Baptista Research

DaVita Inc.: Is Their Expectation Regarding Revenue Per Treatment Growth Reasonable?

DaVita ended 2024 strongly, with adjusted operating income of $1.98 billion and adjusted earnings per share (EPS) growing by 26% year-over-year,...

Baptista Research

DaVita Inc.: Expansion of Integrated Kidney Care (IKC) As A Critical Growth Lever! - Major Drivers

DaVita's third quarter of 2024 earnings discussion opened with a focus on the resilience of their operations following the impacts of hurricanes...

Baptista Research

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