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>Eagle Materials reported a strong start to its fiscal year 2026, achieving record first-quarter revenue of $634.7 million, up 4% from the previous year, and delivered diluted net earnings per share of $3.76.</li><li>The company continued its operational focus despite dealing with challenging weather conditions in many of its cement, concrete, and aggregate markets.</li><li>The result underscores Eagle Materials' ability to maintain resilience across market cycles, emphasized through their low-cost producer status and enhanced operational metrics.</li></ul>

Eagle Materials reported a strong start to its fiscal year 2026, achieving record first-quarter revenue of $634.7 million, up 4% from the previous year, and delivered diluted net earnings per share of $3.76.The company continued its operational focus despite dealing with challenging weather conditions in many of its cement, concrete, and aggregate markets.The result underscores Eagle Materials' ability to maintain resilience across market cycles, emphasized through their low-cost producer status and enhanced operational metrics.

Eagle Materials Rides Infrastructure Boom With Surging Cement Demand & Pricing Power!

<ul><li>Eagle Materials' recent earnings release for the fiscal year 2025 highlights various aspects that investors might consider when evaluating the company's performance and prospects.</li><li>The company reported a record revenue of $2.3 billion and record earnings per share of $13.77, marking its fourth consecutive year of record financial results.</li><li>Despite achieving these records, the results present a mixed picture, depicting both strengths and challenges faced by the company.</li></ul>

Eagle Materials' recent earnings release for the fiscal year 2025 highlights various aspects that investors might consider when evaluating the company's performance and prospects.The company reported a record revenue of $2.3 billion and record earnings per share of $13.77, marking its fourth consecutive year of record financial results.Despite achieving these records, the results present a mixed picture, depicting both strengths and challenges faced by the company.

Eagle Materials: A Closer Look At Its Environmental & Economic Efficiency Projects & Other Major Growth Levers!

<ul><li>Eagle Materials Inc. recently discussed its third-quarter fiscal year 2025 results, presenting a mixed financial performance driven by strategic initiatives and external challenges.</li><li>The company emphasized three core strategic initiatives: safety, sustainability, and growth through acquisitions.</li><li>On the positive side, Eagle Materials achieved its lowest total recordable incident rate since it began tracking safety metrics, indicating strong progress in workplace safety initiatives.</li></ul>

Eagle Materials Inc. recently discussed its third-quarter fiscal year 2025 results, presenting a mixed financial performance driven by strategic initiatives and external challenges.The company emphasized three core strategic initiatives: safety, sustainability, and growth through acquisitions.On the positive side, Eagle Materials achieved its lowest total recordable incident rate since it began tracking safety metrics, indicating strong progress in workplace safety initiatives.

Eagle Materials: Continued Expansion & Modernization in Cement Business Fueling Our ‘Outperform’ Rating! - Major Drivers

<ul><li>Eagle Materials recently reported their fiscal second quarter of 2025 results, showcasing mixed outcomes that merit a closer examination for potential investors.</li><li>The company, a significant player in the construction material sector, particularly in the heavy materials like cement, concrete, and aggregates, as well as in light materials such as wallboard and paperboard, has seen varied results across its divisions reflecting both operational wins and challenges.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Eagle Materials recently reported their fiscal second quarter of 2025 results, showcasing mixed outcomes that merit a closer examination for potential investors.The company, a significant player in the construction material sector, particularly in the heavy materials like cement, concrete, and aggregates, as well as in light materials such as wallboard and paperboard, has seen varied results across its divisions reflecting both operational wins and challenges.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Eagle Materials Inc.: What Are The Demand Factors in Non-Residential and Residential Construction? - Major Drivers

<ul><li>Eagle Materials commenced the fiscal year 2025 with strong financial performance, reflected by a record-setting quarterly revenue of $609 million and an impressive 16% increase in earnings per share.</li><li>This quarter's achievements are notably linked to strategic operational efficiency and a reactive approach to overcoming environmental challenges, particularly adverse weather conditions, which had varied impacts across different regions.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Eagle Materials commenced the fiscal year 2025 with strong financial performance, reflected by a record-setting quarterly revenue of $609 million and an impressive 16% increase in earnings per share.This quarter's achievements are notably linked to strategic operational efficiency and a reactive approach to overcoming environmental challenges, particularly adverse weather conditions, which had varied impacts across different regions.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Eagle Materials Inc.: These Are The 4 Biggest Challenges In Its Path! - Major Drivers

United States

Eagle Materials Inc. manufactures and distributes cement, gypsum wallboard, recycled paperboard, and concrete and aggregates.  The Company's products are used in the construction of homes, commercial and industrial buildings, and governmental buildings across the United States.

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Eagle Materials (EXP US)

Eagle Materials Rides Infrastructure Boom With Surging Cement Demand & Pricing Power!

Eagle Materials reported a strong start to its fiscal year 2026, achieving record first-quarter revenue of $634.7 million, up 4% from the previous...

Baptista Research

Eagle Materials: A Closer Look At Its Environmental & Economic Efficiency Projects & Other Major Growth Levers!

Eagle Materials' recent earnings release for the fiscal year 2025 highlights various aspects that investors might consider when evaluating the...

Baptista Research

Eagle Materials: Continued Expansion & Modernization in Cement Business Fueling Our ‘Outperform’ Rating! - Major Drivers

Eagle Materials Inc. recently discussed its third-quarter fiscal year 2025 results, presenting a mixed financial performance driven by strategic...

Baptista Research

Eagle Materials Inc.: What Are The Demand Factors in Non-Residential and Residential Construction? - Major Drivers

Eagle Materials recently reported their fiscal second quarter of 2025 results, showcasing mixed outcomes that merit a closer examination for...

Baptista Research

Eagle Materials Inc.: These Are The 4 Biggest Challenges In Its Path! - Major Drivers

Eagle Materials commenced the fiscal year 2025 with strong financial performance, reflected by a record-setting quarterly revenue of $609 million...

Baptista Research

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