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>ESAB Corporation's third-quarter financial performance for 2025 showcased a return to organic growth and demonstrated resilience across its global operations.</li><li>The company achieved an 8% increase in total sales to $687 million, with organic sales rising by 2% year-over-year.</li><li>This growth reflects sequential improvement in the Americas and robust performance in the EMEA and APAC regions, particularly within high-growth markets.</li></ul>

ESAB Corporation's third-quarter financial performance for 2025 showcased a return to organic growth and demonstrated resilience across its global operations.The company achieved an 8% increase in total sales to $687 million, with organic sales rising by 2% year-over-year.This growth reflects sequential improvement in the Americas and robust performance in the EMEA and APAC regions, particularly within high-growth markets.

ESAB Corporation Goes All-In on Smart Welding—Can It Build The Future of Industrial Automation?

<ul><li>The second quarter results for ESAB display both strengths and challenges, offering a balanced outlook on the company's current position and future trajectory.</li><li>ESAB reported a total sales growth of 2% and achieved a record adjusted EBITDA margin of 20.4%, highlighting strong operational performance.</li><li>This robust margin performance is attributed to the company's disciplined execution of its strategies and the ability to navigate a challenging market environment.</li></ul>

The second quarter results for ESAB display both strengths and challenges, offering a balanced outlook on the company's current position and future trajectory.ESAB reported a total sales growth of 2% and achieved a record adjusted EBITDA margin of 20.4%, highlighting strong operational performance.This robust margin performance is attributed to the company's disciplined execution of its strategies and the ability to navigate a challenging market environment.

ESAB’s New Revolutionary React Welding Tech & 5 Major Challenges In Its Path!

<ul><li>The first quarter of 2025 for ESAB Corporation showed a strong financial performance, demonstrating resilience in a challenging market landscape.</li><li>ESAB's strategic focus on local responsiveness coupled with global scale has allowed the company to maintain secure and agile supply chains, contributing to its competitive advantage.</li><li>Key initiatives such as innovation, high-impact acquisitions, and investments in growth areas like equipment and gas control have been pivotal in driving ESAB’s robust start to the year.</li></ul>

The first quarter of 2025 for ESAB Corporation showed a strong financial performance, demonstrating resilience in a challenging market landscape.ESAB's strategic focus on local responsiveness coupled with global scale has allowed the company to maintain secure and agile supply chains, contributing to its competitive advantage.Key initiatives such as innovation, high-impact acquisitions, and investments in growth areas like equipment and gas control have been pivotal in driving ESAB’s robust start to the year.

ESAB Corporation: Is Its Approach of Strategic Acquisitions Paying Off?

<ul><li>ESAB demonstrated a robust financial performance in the fourth quarter of 2024, concluding a year of sustained execution and strategic growth initiatives.</li><li>The company achieved record fourth-quarter profits and adjusted EBITDA margins, which expanded by 90 basis points to reach 20.3%.</li><li>Despite flat organic growth, the margins underscore ESAB's commitment to the EBX continuous improvement system, which facilitated operational enhancements and cost efficiencies.</li></ul>

ESAB demonstrated a robust financial performance in the fourth quarter of 2024, concluding a year of sustained execution and strategic growth initiatives.The company achieved record fourth-quarter profits and adjusted EBITDA margins, which expanded by 90 basis points to reach 20.3%.Despite flat organic growth, the margins underscore ESAB's commitment to the EBX continuous improvement system, which facilitated operational enhancements and cost efficiencies.

ESAB Goes Global: Strategic Strikes in Brazil, Bangladesh & Beyond Set Stage For Future Expansion!

<ul><li>ESAB Corporation's third quarter of 2024 depicts a nuanced picture of the company's performance amid challenging market conditions.</li><li>The results highlight a blend of strategic decisions and market dynamics that, collectively, present a mixed outlook for potential investors.</li><li>On the positive side, ESAB posted record third-quarter margins and robust cash flow, setting adjusted EBITDA margins at an impressive 19.6%, marking a 130 basis point expansion.</li></ul>

ESAB Corporation's third quarter of 2024 depicts a nuanced picture of the company's performance amid challenging market conditions.The results highlight a blend of strategic decisions and market dynamics that, collectively, present a mixed outlook for potential investors.On the positive side, ESAB posted record third-quarter margins and robust cash flow, setting adjusted EBITDA margins at an impressive 19.6%, marking a 130 basis point expansion.

ESAB Corporation: Geographic Expansion & Market Penetration & Other Major Drivers

United States

ESAB Corporation manufactures welding and cutting equipment. The Company offers filler metals, arc welding equipment, plasma, and gas apparatus machinery. ESAB serves clients worldwide.

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Esab (ESAB US)

ESAB Corporation Goes All-In on Smart Welding—Can It Build The Future of Industrial Automation?

ESAB Corporation's third-quarter financial performance for 2025 showcased a return to organic growth and demonstrated resilience across its global...

Baptista Research

ESAB’s New Revolutionary React Welding Tech & 5 Major Challenges In Its Path!

The second quarter results for ESAB display both strengths and challenges, offering a balanced outlook on the company's current position and...

Baptista Research

ESAB Corporation: Is Its Approach of Strategic Acquisitions Paying Off?

The first quarter of 2025 for ESAB Corporation showed a strong financial performance, demonstrating resilience in a challenging market...

Baptista Research

ESAB Goes Global: Strategic Strikes in Brazil, Bangladesh & Beyond Set Stage For Future Expansion!

ESAB demonstrated a robust financial performance in the fourth quarter of 2024, concluding a year of sustained execution and strategic growth...

Baptista Research

ESAB Corporation: Geographic Expansion & Market Penetration & Other Major Drivers

ESAB Corporation's third quarter of 2024 depicts a nuanced picture of the company's performance amid challenging market conditions. The results...

Baptista Research

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