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>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!

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Ecolab is a company that fights the fade and is immune to short-term disruptions.</li><li>The company's moat trend is widening, and they have strong relationships and pricing power.</li><li>Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Ecolab is a company that fights the fade and is immune to short-term disruptions.The company's moat trend is widening, and they have strong relationships and pricing power.Risks to Ecolab include short-term issues like inflation and geopolitical risks, but the long-term outlook remains positive with low risk of catastrophic failure.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

<ul><li>Ecolab has reported an affirmatively robust performance for the third quarter of 2024, demonstrating solid growth across various business segments and geographical regions.</li><li>Christophe Beck, Ecolab's Chairman and CEO, acknowledged the efforts of the team and attributed the success to innovative strategies and strong customer service.The company experienced a 4% organic sales growth with a notable volume growth of 2%, driven by significant business wins and forward-thinking innovation.</li><li>This growth is also coupled with effective pricing strategies that remained robust, maintaining a value pricing trajectory within the targeted range of 2% to 3%.</li></ul>

Ecolab has reported an affirmatively robust performance for the third quarter of 2024, demonstrating solid growth across various business segments and geographical regions.Christophe Beck, Ecolab's Chairman and CEO, acknowledged the efforts of the team and attributed the success to innovative strategies and strong customer service.The company experienced a 4% organic sales growth with a notable volume growth of 2%, driven by significant business wins and forward-thinking innovation.This growth is also coupled with effective pricing strategies that remained robust, maintaining a value pricing trajectory within the targeted range of 2% to 3%.

Ecolab Inc.: What Is Their Strategy Towards Value Creation Through Pricing Changes? - Major Drivers

<ul><li>Ecolab has presented its second-quarter 2024 results demonstrating robust growth and an optimistic outlook for the remainder of the year.</li><li>The company reported a 35% increase in adjusted earnings and expects an earnings growth of 25% to 29% for the full year.</li><li>This performance underscores Ecolab's strong business momentum and its ability to deliver both customer satisfaction and shareholder value.</li></ul>

Ecolab has presented its second-quarter 2024 results demonstrating robust growth and an optimistic outlook for the remainder of the year.The company reported a 35% increase in adjusted earnings and expects an earnings growth of 25% to 29% for the full year.This performance underscores Ecolab's strong business momentum and its ability to deliver both customer satisfaction and shareholder value.

Ecolab Inc.: How Are They Managing Global Industrial Demand and Strategic Shifts!  - Major Drivers

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 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

KNA Capital Management's Todd Wenning on Making Sense of the Upside with Ecolab $ECL

Overall, Ecolab is a strong company with a solid moat trend, short-term risks to watch out for, and potential opportunities in automation,...

Yet Another Value Podcast

Ecolab Inc.: What Is Their Strategy Towards Value Creation Through Pricing Changes? - Major Drivers

Ecolab has reported an affirmatively robust performance for the third quarter of 2024, demonstrating solid growth across various business segments...

Baptista Research

Ecolab Inc.: How Are They Managing Global Industrial Demand and Strategic Shifts! - Major Drivers

Ecolab has presented its second-quarter 2024 results demonstrating robust growth and an optimistic outlook for the remainder of the year. The...

Baptista Research

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