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>DuPont has agreed to divest its iconic Kevlar and Nomex Aramids business to Arclin, a specialty materials firm backed by private equity group TJC, in a $1.8 billion transaction.</li><li>The deal structure includes approximately $1.2 billion in cash, a $300 million note receivable, and a $325 million non-controlling stake in Arclin, giving DuPont a 17.5% ownership interest.</li><li>The transaction is part of DuPont's broader corporate transformation strategy that includes streamlining operations and focusing on core growth areas such as electronics, healthcare, and water.</li></ul>

DuPont has agreed to divest its iconic Kevlar and Nomex Aramids business to Arclin, a specialty materials firm backed by private equity group TJC, in a $1.8 billion transaction.The deal structure includes approximately $1.2 billion in cash, a $300 million note receivable, and a $325 million non-controlling stake in Arclin, giving DuPont a 17.5% ownership interest.The transaction is part of DuPont's broader corporate transformation strategy that includes streamlining operations and focusing on core growth areas such as electronics, healthcare, and water.

Dupont de Nemours Strips Down Again—Kevlar & Nomex Sold In $1.8 Billion Shock Deal!

<ul><li>DuPont reported its second quarter 2025 financial results, highlighting a robust performance marked by organic sales growth and increased profitability.</li><li>Sales reached $3.3 billion, reflecting a 2% organic growth compared to the previous year, while operating EBITDA increased by 8% to $859 million.</li><li>This resulted in an EBITDA margin of 26.4%, up 120 basis points year-over-year.</li></ul>

DuPont reported its second quarter 2025 financial results, highlighting a robust performance marked by organic sales growth and increased profitability.Sales reached $3.3 billion, reflecting a 2% organic growth compared to the previous year, while operating EBITDA increased by 8% to $859 million.This resulted in an EBITDA margin of 26.4%, up 120 basis points year-over-year.

DuPont’s de Nemours’ New Growth Strategy — Will Healthcare, Water, & Electronics Deliver?

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Event-Driven

<ul><li>Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.</li><li>Given that it is a Saturday, I expect regular way trading to begin on November 3.</li><li><p>The spin-off of the electronics business will be step one of Dupont’s 3-part breakup which was announced in May 2024.</p><figure class="editor-figure mceNonEditable"></figure></li></ul>

Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.Given that it is a Saturday, I expect regular way trading to begin on November 3.The spin-off of the electronics business will be step one of Dupont’s 3-part breakup which was announced in May 2024.

<ul><li>DuPont's first quarter financial results for 2025 show a blended performance of challenges and growth dynamics.</li><li>Organic sales increased by 6%, and operating EBITDA rose 16% compared to the prior year, reflecting solid operational leverage.</li><li>The company's operating EBITDA margin improved by 240 basis points, and adjusted EPS rose by 30% to $1.03 per share, indicating robust profitability and effective cost management.</li></ul>

DuPont's first quarter financial results for 2025 show a blended performance of challenges and growth dynamics.Organic sales increased by 6%, and operating EBITDA rose 16% compared to the prior year, reflecting solid operational leverage.The company's operating EBITDA margin improved by 240 basis points, and adjusted EPS rose by 30% to $1.03 per share, indicating robust profitability and effective cost management.

DuPont De Nemours: Strong Performance Emerging Markets

<ul><li>DuPont delivered a robust performance in the fourth quarter of 2024, capping off a strong year.</li><li>The company's sales increased by 7%, driven by significant organic growth in both Electronics & Industrial (E&I) and Water & Protection (W&P).</li><li>E&I continued to benefit from high demand in electronics markets, particularly in semiconductors and AI-related technologies, while W&P saw a rejuvenation in organic sales led by health care markets and water solutions.</li></ul>

DuPont delivered a robust performance in the fourth quarter of 2024, capping off a strong year.The company's sales increased by 7%, driven by significant organic growth in both Electronics & Industrial (E&I) and Water & Protection (W&P).E&I continued to benefit from high demand in electronics markets, particularly in semiconductors and AI-related technologies, while W&P saw a rejuvenation in organic sales led by health care markets and water solutions.

DuPont De Nemours: What the $4.3 Billion Electronics Exit Means for Investors!

United States

DuPont de Nemours, Inc. operates as a chemical company. The Company offers elastomeric photopolymer printing plates, structural and elastic adhesives, fluids, reinforcing composites, foams, coatings, rubber and elastomers, topical ingredients, food ingredients, animal nutrition, biomaterials, water purification technologies, and fibers.

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DuPont (DD US)

Dupont de Nemours Strips Down Again—Kevlar & Nomex Sold In $1.8 Billion Shock Deal!

DuPont has agreed to divest its iconic Kevlar and Nomex Aramids business to Arclin, a specialty materials firm backed by private equity group TJC,...

Baptista Research

DuPont’s de Nemours’ New Growth Strategy — Will Healthcare, Water, & Electronics Deliver?

DuPont reported its second quarter 2025 financial results, highlighting a robust performance marked by organic sales growth and increased...

Baptista Research

Weekly Update (Qnity, MEDXF, STRZ, UNTC)

Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.

Richard Howe

DuPont De Nemours: Strong Performance Emerging Markets

DuPont's first quarter financial results for 2025 show a blended performance of challenges and growth dynamics. Organic sales increased by 6%, and...

Baptista Research

DuPont De Nemours: What the $4.3 Billion Electronics Exit Means for Investors!

DuPont delivered a robust performance in the fourth quarter of 2024, capping off a strong year. The company's sales increased by 7%, driven by...

Baptista Research

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