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>Eni's third quarter 2025 results demonstrate a robust execution of its strategic initiatives, reflecting a significant enhancement in its operational and financial performance across multiple business segments.</li><li>A year-on-year production growth of 8.5% underscores the company's focus on its upstream operations, alongside developments in emerging energy sectors.</li><li>Key achievements include the successful commencement of production in Azule Energy’s Agogo West Hub in Angola and significant progress in several satellite start-ups, contributing to a notable production increase.</li></ul>

Eni's third quarter 2025 results demonstrate a robust execution of its strategic initiatives, reflecting a significant enhancement in its operational and financial performance across multiple business segments.A year-on-year production growth of 8.5% underscores the company's focus on its upstream operations, alongside developments in emerging energy sectors.Key achievements include the successful commencement of production in Azule Energy’s Agogo West Hub in Angola and significant progress in several satellite start-ups, contributing to a notable production increase.

Eni S.p.A. Expands Its FLNG Empire—A Bold Push into Next-Gen Energy Export!

<ul><li>Eni's recent financial performance and strategic movements highlight a well-rounded approach to growth and diversification within the energy sector.</li><li>Focusing primarily on upstream operations, the company has demonstrated tangible growth in production and resource acquisition.</li><li>In the first half of 2025, Eni discovered approximately 600 million barrels of oil equivalent in new resources, with significant activity in Namibia, Ivory Coast, and Norway.</li></ul>

Eni's recent financial performance and strategic movements highlight a well-rounded approach to growth and diversification within the energy sector.Focusing primarily on upstream operations, the company has demonstrated tangible growth in production and resource acquisition.In the first half of 2025, Eni discovered approximately 600 million barrels of oil equivalent in new resources, with significant activity in Namibia, Ivory Coast, and Norway.

Eni S.p.A.: Growth in Renewable Energy Capacity & Strategic LNG Developments Powering Our Optimism!

<ul><li>Eni's recent results and strategic updates reveal both strengths and challenges that should be considered in an investment thesis.</li><li>The quarter showcased significant strides in line with the company's strategic objectives, focused on expanding upstream capabilities and enhancing its transition business.</li><li>Positively, Eni reported an increase in net income to EUR 1.4 billion, reflecting a notable 60% rise quarter-on-quarter.</li></ul>

Eni's recent results and strategic updates reveal both strengths and challenges that should be considered in an investment thesis.The quarter showcased significant strides in line with the company's strategic objectives, focused on expanding upstream capabilities and enhancing its transition business.Positively, Eni reported an increase in net income to EUR 1.4 billion, reflecting a notable 60% rise quarter-on-quarter.

Eni Taps Cyprus for Next Big Gas Play—Is Egypt the Key to Europe’s Energy Future?

<ul><li>Eni SpA's recent earnings results reflect a strategic shift amidst a volatile energy market backdrop influenced by both geopolitical factors and speculative trading activities.</li><li>The company posted a pro forma adjusted EBIT of EUR 3.4 billion and a cash flow from operations of EUR 2.9 billion for Q3 2024, indicating resilience despite market challenges.</li><li>However, these figures represent a decline of 14% year-on-year, highlighting pressure on Eni's financial performance.</li></ul>

Eni SpA's recent earnings results reflect a strategic shift amidst a volatile energy market backdrop influenced by both geopolitical factors and speculative trading activities.The company posted a pro forma adjusted EBIT of EUR 3.4 billion and a cash flow from operations of EUR 2.9 billion for Q3 2024, indicating resilience despite market challenges.However, these figures represent a decline of 14% year-on-year, highlighting pressure on Eni's financial performance.

Eni S.P.A: Why Is The Management Focusing On Refining Transformation & Capacity Optimization?

<ul><li>Eni, a prominent energy company, presented its Q3 2024 financial results during a period marked by volatile energy markets influenced by a mix of fundamentals, geopolitical tensions, and speculative trading.</li><li>The company's performance objectives centered around maintaining resilient and competitive operations, reinforcing its balance sheet, funding business investments, distributing attractive returns to shareholders, and progressing its strategic initiatives.</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>

Eni, a prominent energy company, presented its Q3 2024 financial results during a period marked by volatile energy markets influenced by a mix of fundamentals, geopolitical tensions, and speculative trading.The company's performance objectives centered around maintaining resilient and competitive operations, reinforcing its balance sheet, funding business investments, distributing attractive returns to shareholders, and progressing its strategic initiatives.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.

Eni SPA: Here Are The 7 Biggest Factors Shaping Its Performance In 2025 & Beyond!  - Major Drivers

Italy

Eni SpA explores for and produces hydrocarbons in Italy, Africa, the North Sea, the Gulf of Mexico, Kazakhstan, and Australia. The Company both produces natural gas and imports it for sale in Italy and elsewhere in Europe. Eni transports natural gas in pipelines. The Company generates and trades electricity, refines oil, and operates gasoline service stations.

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Eni SpA (E US)

Eni S.p.A. Expands Its FLNG Empire—A Bold Push into Next-Gen Energy Export!

Eni's third quarter 2025 results demonstrate a robust execution of its strategic initiatives, reflecting a significant enhancement in its...

Baptista Research

Eni S.p.A.: Growth in Renewable Energy Capacity & Strategic LNG Developments Powering Our Optimism!

Eni's recent financial performance and strategic movements highlight a well-rounded approach to growth and diversification within the energy...

Baptista Research

Eni Taps Cyprus for Next Big Gas Play—Is Egypt the Key to Europe’s Energy Future?

Eni's recent results and strategic updates reveal both strengths and challenges that should be considered in an investment thesis. The quarter...

Baptista Research

Eni S.P.A: Why Is The Management Focusing On Refining Transformation & Capacity Optimization?

Eni SpA's recent earnings results reflect a strategic shift amidst a volatile energy market backdrop influenced by both geopolitical factors and...

Baptista Research

Eni SPA: Here Are The 7 Biggest Factors Shaping Its Performance In 2025 & Beyond! - Major Drivers

Eni, a prominent energy company, presented its Q3 2024 financial results during a period marked by volatile energy markets influenced by a mix of...

Baptista Research

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