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>Ecolab's third-quarter 2025 performance presents a mixed bag of achievements and challenges, underscoring the company's maneuvering through a fluctuating global economic environment.</li><li>On the positive side, Ecolab reported double-digit earnings growth, buoyed by increased pricing strategies and a 1% increase in volumes.</li><li>This growth momentum was particularly pronounced in its high-performing segments like Pest Elimination, Life Sciences, Global High-Tech, and Ecolab Digital, which all saw double-digit organic growth.</li></ul>

Ecolab's third-quarter 2025 performance presents a mixed bag of achievements and challenges, underscoring the company's maneuvering through a fluctuating global economic environment.On the positive side, Ecolab reported double-digit earnings growth, buoyed by increased pricing strategies and a 1% increase in volumes.This growth momentum was particularly pronounced in its high-performing segments like Pest Elimination, Life Sciences, Global High-Tech, and Ecolab Digital, which all saw double-digit organic growth.

Ecolab’s Latest Approach: How Integrated Hygiene & Water Solutions Unlock Growth!

<ul><li>Ecolab reported a robust second quarter with notable strengths and some areas of challenge.</li><li>The company maintained a strong trajectory of double-digit earnings growth amidst a complex global operating environment.</li><li>Organic sales grew by 3%, driven largely by strong value pricing and the core business's momentum.</li></ul>

Ecolab reported a robust second quarter with notable strengths and some areas of challenge.The company maintained a strong trajectory of double-digit earnings growth amidst a complex global operating environment.Organic sales grew by 3%, driven largely by strong value pricing and the core business's momentum.

Ecolab: Are The Water Business Growth Opportunities Here To Stay?

<ul><li>In reviewing Ecolab's first-quarter 2025 financial performance, the company demonstrated notable strengths alongside areas presenting challenges.</li><li>Ecolab reported double-digit earnings per share (EPS) growth, achieving a 12% increase, even as organic sales climbed by 3%.</li><li>This robust performance highlights the company's ability to maintain an upward trajectory despite a weakening demand in some end markets.</li></ul>

In reviewing Ecolab's first-quarter 2025 financial performance, the company demonstrated notable strengths alongside areas presenting challenges.Ecolab reported double-digit earnings per share (EPS) growth, achieving a 12% increase, even as organic sales climbed by 3%.This robust performance highlights the company's ability to maintain an upward trajectory despite a weakening demand in some end markets.

Ecolab’s AI Mousetraps Are Just the Beginning—Is This the Future of Pest Control?

<ul><li>Ecolab has reported another record-setting year with impressive growth in sales, earnings, margins, and free cash flow in 2024, amid a steady organic sales growth of 4% in the last quarter.</li><li>The firm sees consistent success in its largest and most profitable market, the United States, where organic sales increased by mid-single digits.</li><li>Nonetheless, geographic variations persist, with other global regions experiencing low single-digit growth, affected by mixed macroeconomic trends.</li></ul>

Ecolab has reported another record-setting year with impressive growth in sales, earnings, margins, and free cash flow in 2024, amid a steady organic sales growth of 4% in the last quarter.The firm sees consistent success in its largest and most profitable market, the United States, where organic sales increased by mid-single digits.Nonetheless, geographic variations persist, with other global regions experiencing low single-digit growth, affected by mixed macroeconomic trends.

Ecolab: The Untold Truth Behind Its Razor-and-Blade Model—And Why It’s a Cash Machine!

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Balancing act. As the ag industry is preparing for the planting season, an early look at 2025 expectations by Farm Journal’s Ag Economists’ Monthly Monitor offers a mixed bag.</li><li>On one hand, after a two-year decline, net and cash farm income are expected to increase Y/Y in 2025.</li><li>On the other hand, the increase will be mostly due to an increase in government payments. </li></ul>

Balancing act. As the ag industry is preparing for the planting season, an early look at 2025 expectations by Farm Journal’s Ag Economists’ Monthly Monitor offers a mixed bag.On one hand, after a two-year decline, net and cash farm income are expected to increase Y/Y in 2025.On the other hand, the increase will be mostly due to an increase in government payments. 

Mat-Chem Notes - Tariff Concerns Proliferate as Geopolitics Remain Center Stage

United States

Ecolab Inc. is a global provider of water, hygiene, and energy technologies and services for customers in foodservice, food processing, hospitality, healthcare, industrial, and oil and gas markets. The Company's services include water treatments, cleaning and sanitizing solutions, pest elimination, and kitchen repair and maintenance services.

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Ecolab Inc (ECL US)

Ecolab’s Latest Approach: How Integrated Hygiene & Water Solutions Unlock Growth!

Ecolab's third-quarter 2025 performance presents a mixed bag of achievements and challenges, underscoring the company's maneuvering through a...

Baptista Research

Ecolab: Are The Water Business Growth Opportunities Here To Stay?

Ecolab reported a robust second quarter with notable strengths and some areas of challenge. The company maintained a strong trajectory of...

Baptista Research

Ecolab’s AI Mousetraps Are Just the Beginning—Is This the Future of Pest Control?

In reviewing Ecolab's first-quarter 2025 financial performance, the company demonstrated notable strengths alongside areas presenting...

Baptista Research

Ecolab: The Untold Truth Behind Its Razor-and-Blade Model—And Why It’s a Cash Machine!

Ecolab has reported another record-setting year with impressive growth in sales, earnings, margins, and free cash flow in 2024, amid a steady...

Baptista Research

Mat-Chem Notes - Tariff Concerns Proliferate as Geopolitics Remain Center Stage

Balancing act. As the ag industry is preparing for the planting season, an early look at 2025 expectations by Farm Journal’s Ag Economists’ Monthly...

Water Tower Research

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