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>IMCD N.V., a leading distributor in the specialty chemicals and food ingredients sectors, delivered a mixed but largely positive financial performance in the first quarter of 2025, despite ongoing global economic uncertainties.</li><li>With Marcus Jordan stepping up as CEO following Valerie Diele-Braun’s resignation for personal reasons, the leadership transition marks a critical juncture for the company.</li><li>The company's financial results indicate solid growth marked by a 10% increase in gross profit to EUR 325 million and a 12% rise in EBITA to EUR 142 million.</li></ul>

IMCD N.V., a leading distributor in the specialty chemicals and food ingredients sectors, delivered a mixed but largely positive financial performance in the first quarter of 2025, despite ongoing global economic uncertainties.With Marcus Jordan stepping up as CEO following Valerie Diele-Braun’s resignation for personal reasons, the leadership transition marks a critical juncture for the company.The company's financial results indicate solid growth marked by a 10% increase in gross profit to EUR 325 million and a 12% rise in EBITA to EUR 142 million.

IMCD: Initiation of Coverage- Is The Strong Organic Growth in Americas Region Here To Stay?

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul><li>In this edition: • AkzoNobel | sells its 75% stake in Akzo Nobel India; announces EUR 400m share buyback • dsm-firmenich | ups the side of its share buyback • IMCD | acquires Trichem in India • JDE Peet’s | in tough discussions with Dutch supermarkets on higher coffee prices</li></ul>

In this edition: • AkzoNobel | sells its 75% stake in Akzo Nobel India; announces EUR 400m share buyback • dsm-firmenich | ups the side of its share buyback • IMCD | acquires Trichem in India • JDE Peet’s | in tough discussions with Dutch supermarkets on higher coffee prices

What's New(s) in Amsterdam - 27 June (AkzoNobel | dsm-firmenich | IMCD | JDE Peet's)

<ul><li>In this edition: • IMCD | acquires TECOM Ingredients in Spain</li></ul>

In this edition: • IMCD | acquires TECOM Ingredients in Spain

What's New(s) in Amsterdam - 16 May (IMCD)

<ul><li>In this edition: • IMCD | acquires Daoqin in China • NX Filtration | revises FY24 revenue outlook strongly downwards</li></ul>

In this edition: • IMCD | acquires Daoqin in China • NX Filtration | revises FY24 revenue outlook strongly downwards

What's New(s) in Amsterdam - 13 December [IMCD | NX Filtration]

<ul><li>In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy</li></ul>

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr Squatch probably a lot lower than initially expected • Fugro | awarded four multi-year contracts by Petrobras • InPost | partnership with SPAR supermarkets in Italy • TomTom | to realign its organization with its product-led strategy

Netherlands

IMCD Group NV sells specialty chemicals and food ingredients. The Company supplies detergent surfactants, builders, rheology modifiers, solubilizers, and functional additives. IMCD serves customers worldwide.

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IMCD Group NV (IMCD NA)

IMCD: Initiation of Coverage- Is The Strong Organic Growth in Americas Region Here To Stay?

IMCD N.V., a leading distributor in the specialty chemicals and food ingredients sectors, delivered a mixed but largely positive financial...

Baptista Research

What's New(s) in Amsterdam - 27 June (AkzoNobel | dsm-firmenich | IMCD | JDE Peet's)

In this edition: • AkzoNobel | sells its 75% stake in Akzo Nobel India; announces EUR 400m share buyback • dsm-firmenich | ups the side of its...

The IDEA!

What's New(s) in Amsterdam - 16 May (IMCD)

In this edition: • IMCD | acquires TECOM Ingredients in Spain

The IDEA!

What's New(s) in Amsterdam - 13 December [IMCD | NX Filtration]

In this edition: • IMCD | acquires Daoqin in China • NX Filtration | revises FY24 revenue outlook strongly downwards

The IDEA!

What's New(s) in Amsterdam - 30 June (IMCD | Shell | Unilever | Fugro | InPost | TomTom)

In this edition: • IMCD | acquires Apus Química in Chili • Shell | Labour prepared to approve BP takeover by Shell • Unilever | takeover sum Dr...

The IDEA!

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