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>Ford Motor Co. just hit the brakes on one of its most ambitious bets: the all-electric F-150 Lightning.</li><li>In a bold shift that redefines its EV strategy, the company announced a staggering $19.5 billion charge tied to its electric vehicle business, marking one of the biggest write-downs in U.S. auto history.</li><li>Alongside this financial reset, Ford is scrapping plans for an all-electric F-Series pickup, converting the current Lightning model into an extended-range hybrid, and retooling its massive battery plant in Kentucky to serve the booming energy storage sector instead of EVs. This strategic turn follows persistent EV losses, softer-than-expected demand, and evolving regulatory headwinds.</li></ul>

Ford Motor Co. just hit the brakes on one of its most ambitious bets: the all-electric F-150 Lightning.In a bold shift that redefines its EV strategy, the company announced a staggering $19.5 billion charge tied to its electric vehicle business, marking one of the biggest write-downs in U.S. auto history.Alongside this financial reset, Ford is scrapping plans for an all-electric F-Series pickup, converting the current Lightning model into an extended-range hybrid, and retooling its massive battery plant in Kentucky to serve the booming energy storage sector instead of EVs. This strategic turn follows persistent EV losses, softer-than-expected demand, and evolving regulatory headwinds.

Ford Takes a $19.5 Billion Hit—And That’s Just the Beginning!

<ul><li>Ford Motor Company's third-quarter results for 2025 reflected a strong operational performance with some key challenges impacting the overall financial outlook.</li><li>The company reported a record revenue of $50.5 billion and an adjusted EBIT of $2.6 billion, driven by robust demand and effective cost management strategies.</li><li>The underlying business performance was solid, but external factors, such as the Novelis fire and tariff impacts, have moderated otherwise favorable guidance revisions.</li></ul>

Ford Motor Company's third-quarter results for 2025 reflected a strong operational performance with some key challenges impacting the overall financial outlook.The company reported a record revenue of $50.5 billion and an adjusted EBIT of $2.6 billion, driven by robust demand and effective cost management strategies.The underlying business performance was solid, but external factors, such as the Novelis fire and tariff impacts, have moderated otherwise favorable guidance revisions.

Ford Just Got a Major Boost From Trump—and Investors Are Loving It!

<ul><li>Ford Motor Company's third-quarter 2025 earnings presentation highlighted several areas of strength and challenge within the business.</li><li>The company reported a record $50.5 billion in revenue and $2.6 billion in adjusted EBIT, despite encountering significant headwinds due to tariff impacts and an operational disruption caused by a Novelis plant fire.</li><li>The revenue growth, driven by strong product offerings such as the iconic F-150 and Mustang, showcases Ford's solid market position in both traditional vehicles and its developing lineup of electric vehicles (EVs).</li></ul>

Ford Motor Company's third-quarter 2025 earnings presentation highlighted several areas of strength and challenge within the business.The company reported a record $50.5 billion in revenue and $2.6 billion in adjusted EBIT, despite encountering significant headwinds due to tariff impacts and an operational disruption caused by a Novelis plant fire.The revenue growth, driven by strong product offerings such as the iconic F-150 and Mustang, showcases Ford's solid market position in both traditional vehicles and its developing lineup of electric vehicles (EVs).

Ford’s $1 Billion Recovery Mission: What You Need to Know About Its Big Manufacturing Rebound!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>The post does not provide investment advice or recommendations.</li><li>It disclaims responsibility for the accuracy or completeness of the information.</li><li>The upcoming content may be unpopular or controversial.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The post does not provide investment advice or recommendations.It disclaims responsibility for the accuracy or completeness of the information.The upcoming content may be unpopular or controversial.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>A recent fire at Novelis' Oswego, New York, aluminum rolling mill has sent shockwaves through the U.S. auto manufacturing sector, with Ford Motor Co. standing out as one of the most directly affected.</li><li>Novelis, the largest supplier of aluminum sheet to the U.S. auto industry, experienced a substantial disruption that forced the plant to temporarily halt production.</li><li>Ford, which sources aluminum from this plant for several of its core vehicles, including the high-volume F-Series pickup trucks, is facing heightened supply chain risk as a result.</li></ul>

A recent fire at Novelis' Oswego, New York, aluminum rolling mill has sent shockwaves through the U.S. auto manufacturing sector, with Ford Motor Co. standing out as one of the most directly affected.Novelis, the largest supplier of aluminum sheet to the U.S. auto industry, experienced a substantial disruption that forced the plant to temporarily halt production.Ford, which sources aluminum from this plant for several of its core vehicles, including the high-volume F-Series pickup trucks, is facing heightened supply chain risk as a result.

Ford’s Worst Nightmare: Novelis Plant Fire Sparks Massive Production Fears!

United States

Ford Motor Company designs, manufactures, and services cars and trucks.  The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.

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Ford Motor Co (F US)

Ford Takes a $19.5 Billion Hit—And That’s Just the Beginning!

Ford Motor Co. just hit the brakes on one of its most ambitious bets: the all-electric F-150 Lightning. In a bold shift that redefines its EV...

Baptista Research

Ford Just Got a Major Boost From Trump—and Investors Are Loving It!

Ford Motor Company's third-quarter results for 2025 reflected a strong operational performance with some key challenges impacting the overall...

Baptista Research

Ford’s $1 Billion Recovery Mission: What You Need to Know About Its Big Manufacturing Rebound!

Ford Motor Company's third-quarter 2025 earnings presentation highlighted several areas of strength and challenge within the business. The company...

Baptista Research

Ford Motor Co (F) - Monday, Jul 28, 2025

The post clarifies it doesn't provide investment advice, disclaims responsibility for information accuracy, and suggests upcoming content may be...

Value Investors Club (VIC)

Ford’s Worst Nightmare: Novelis Plant Fire Sparks Massive Production Fears!

A recent fire at Novelis' Oswego, New York, aluminum rolling mill has sent shockwaves through the U.S. auto manufacturing sector, with Ford Motor...

Baptista Research

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