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>Elanco Animal Health's third quarter of 2025 showcased a robust performance and a revised, optimistic outlook for the year, reflecting growth in several key areas while also indicating certain challenges.</li><li>The company reported a 9% organic constant currency growth in the quarter, surpassing the high end of their guidance for revenue, adjusted EBITDA, and adjusted EPS.</li><li>This marks the ninth consecutive quarter of total underlying growth, driven primarily by a 20% increase in U.S. Farm sales and 9% growth in U.S. Pet Health.</li></ul>

Elanco Animal Health's third quarter of 2025 showcased a robust performance and a revised, optimistic outlook for the year, reflecting growth in several key areas while also indicating certain challenges.The company reported a 9% organic constant currency growth in the quarter, surpassing the high end of their guidance for revenue, adjusted EBITDA, and adjusted EPS.This marks the ninth consecutive quarter of total underlying growth, driven primarily by a 20% increase in U.S. Farm sales and 9% growth in U.S. Pet Health.

Elanco Animal Health: Adoption & Commercial Scaling of New Companion Animal Therapies & Key Growth Levers!

<ul><li>Elanco Animal Health's earnings for the second quarter of 2025 reveal a nuanced landscape of growth and challenges.</li><li>On the positive side, Elanco experienced strong growth in its organic constant currency, posting an 8% increase and exceeding guidance across revenue, adjusted EBITDA, and adjusted EPS.</li><li>This growth was largely fueled by the success in the U.S. Pet Health sector, which surged by 11%, marking the eighth consecutive quarter of underlying growth.</li></ul>

Elanco Animal Health's earnings for the second quarter of 2025 reveal a nuanced landscape of growth and challenges.On the positive side, Elanco experienced strong growth in its organic constant currency, posting an 8% increase and exceeding guidance across revenue, adjusted EBITDA, and adjusted EPS.This growth was largely fueled by the success in the U.S. Pet Health sector, which surged by 11%, marking the eighth consecutive quarter of underlying growth.

Elanco’s Ascend Initiative: Can AI & Digitization Help Improve Their Profitability?

<ul><li>Elanco Animal Health reported its financial performance for the first quarter of 2025, revealing several key aspects of its operational and strategic positioning.</li><li>The company outperformed its expectations in revenue, adjusted EBITDA, and adjusted EPS, marking a continuation of its growth trajectory.</li><li>A significant achievement was a 4% organic constant currency revenue growth, underpinned equally by price and volume increases.</li></ul>

Elanco Animal Health reported its financial performance for the first quarter of 2025, revealing several key aspects of its operational and strategic positioning.The company outperformed its expectations in revenue, adjusted EBITDA, and adjusted EPS, marking a continuation of its growth trajectory.A significant achievement was a 4% organic constant currency revenue growth, underpinned equally by price and volume increases.

Elanco Animal Health: The Commercialization of Zenrelia & Its Expansion in Farm Animal Sector Are Upping The Game!

<ul><li>Elanco Animal Health's fourth quarter 2024 presentation indicates the company is progressing towards its strategic imperatives while grappling with several ongoing challenges.</li><li>The company's revenue grew by 4% on an organic constant currency basis, marking the sixth consecutive quarter of revenue growth.</li><li>This was driven by the company's dual businesses: Pet Health and Farm Animal.</li></ul>

Elanco Animal Health's fourth quarter 2024 presentation indicates the company is progressing towards its strategic imperatives while grappling with several ongoing challenges.The company's revenue grew by 4% on an organic constant currency basis, marking the sixth consecutive quarter of revenue growth.This was driven by the company's dual businesses: Pet Health and Farm Animal.

Elanco Animal Health: Will The Growth of Zenrelia in the Veterinary Clinic Market Help Build A Competitive Edge & Expand Market Share?

<ul><li>Elanco Animal Health's third-quarter 2024 performance presents a mix of achievements and challenges that form the basis of an investment perspective.</li><li>The company reported a modest 1% organic constant currency revenue growth, driven by contributions from new products like Experior, Adtab, Credelio Plus, and Zenrelia.</li><li>This quarter marked the fifth consecutive one that Elanco has demonstrated growth in its underlying business.</li></ul>

Elanco Animal Health's third-quarter 2024 performance presents a mix of achievements and challenges that form the basis of an investment perspective.The company reported a modest 1% organic constant currency revenue growth, driven by contributions from new products like Experior, Adtab, Credelio Plus, and Zenrelia.This quarter marked the fifth consecutive one that Elanco has demonstrated growth in its underlying business.

Elanco Animal Health: Innovation-Led Portfolio Expansion Fueling Our 'Buy' Rating! - Major Drivers

United States

Elanco Animal Health Incorporated operates as an animal health care company. The Company develops, manufactures, and markets products for companion and food animals. Elanco Animal Health serves clients worldwide.

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Elanco Animal Health (ELAN US)

Elanco Animal Health: Adoption & Commercial Scaling of New Companion Animal Therapies & Key Growth Levers!

Elanco Animal Health's third quarter of 2025 showcased a robust performance and a revised, optimistic outlook for the year, reflecting growth in...

Baptista Research

Elanco’s Ascend Initiative: Can AI & Digitization Help Improve Their Profitability?

Elanco Animal Health's earnings for the second quarter of 2025 reveal a nuanced landscape of growth and challenges. On the positive side, Elanco...

Baptista Research

Elanco Animal Health: The Commercialization of Zenrelia & Its Expansion in Farm Animal Sector Are Upping The Game!

Elanco Animal Health reported its financial performance for the first quarter of 2025, revealing several key aspects of its operational and...

Baptista Research

Elanco Animal Health: Innovation-Led Portfolio Expansion Fueling Our 'Buy' Rating! - Major Drivers

Elanco Animal Health's third-quarter 2024 performance presents a mix of achievements and challenges that form the basis of an investment...

Baptista Research

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Elanco Animal Health: Adoption & Commercial Scaling of New Companion Animal Therapies & Key Growth Levers!

Elanco Animal Health's third quarter of 2025 showcased a robust performance and a revised, optimistic outlook for the year, reflecting growth in...

Baptista Research

Elanco’s Ascend Initiative: Can AI & Digitization Help Improve Their Profitability?

Elanco Animal Health's earnings for the second quarter of 2025 reveal a nuanced landscape of growth and challenges. On the positive side, Elanco...

Baptista Research

Elanco Animal Health: The Commercialization of Zenrelia & Its Expansion in Farm Animal Sector Are Upping The Game!

Elanco Animal Health reported its financial performance for the first quarter of 2025, revealing several key aspects of its operational and...

Baptista Research

Elanco Animal Health: Will The Growth of Zenrelia in the Veterinary Clinic Market Help Build A Competitive Edge & Expand Market Share?

Elanco Animal Health's fourth quarter 2024 presentation indicates the company is progressing towards its strategic imperatives while grappling...

Baptista Research

Elanco Animal Health: Innovation-Led Portfolio Expansion Fueling Our 'Buy' Rating! - Major Drivers

Elanco Animal Health's third-quarter 2024 performance presents a mix of achievements and challenges that form the basis of an investment...

Baptista Research