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

International Paper Co / Equity Bottom-Up

<ul><li>The detailed first quarter 2026 results and outlook presented by International Paper reveal a company navigating a challenging macroeconomic environment while implementing strategic transformations across its North American and EMEA operations.</li><li>In North America, International Paper sustained above-market volume growth for the third consecutive quarter, with box shipments outperforming the industry by nearly 3%.</li><li>Operational improvements were noted in mill and box plant productivity, supported by significant capital investments reversing a decade of underinvestment.</li></ul>

The detailed first quarter 2026 results and outlook presented by International Paper reveal a company navigating a challenging macroeconomic environment while implementing strategic transformations across its North American and EMEA operations.In North America, International Paper sustained above-market volume growth for the third consecutive quarter, with box shipments outperforming the industry by nearly 3%.Operational improvements were noted in mill and box plant productivity, supported by significant capital investments reversing a decade of underinvestment.

Can International Paper Sustain Above-Market Volumes Through Cost Inflation?

<ul><li>International Paper has entered another important chapter in its portfolio reshaping after agreeing to acquire North Pacific Paper Company for $360 million, a move that adds a U.S.-based paper manufacturing asset in Longview, Washington, with roughly 500 employees.</li><li>The timing matters.</li><li>The company is already in the middle of a broader transformation centered on its 80/20 operating model, footprint optimization, cost reduction, and a sharper regional focus following the DS Smith combination and the planned separation of its EMEA packaging business.</li></ul>

International Paper has entered another important chapter in its portfolio reshaping after agreeing to acquire North Pacific Paper Company for $360 million, a move that adds a U.S.-based paper manufacturing asset in Longview, Washington, with roughly 500 employees.The timing matters.The company is already in the middle of a broader transformation centered on its 80/20 operating model, footprint optimization, cost reduction, and a sharper regional focus following the DS Smith combination and the planned separation of its EMEA packaging business.

International Paper Buyout Strategy Gains Momentum With $360M Deal!

<ul><li>International Paper's recent earnings call provided a comprehensive overview of its strategic direction and financial performance.</li><li>The call highlighted the company's plan to separate its North America and EMEA (Europe, the Middle East, and Africa) packaging businesses into two publicly traded entities.</li><li>This separation aims to create regional packaging solution leaders, optimized to accelerate long-term value creation and enhance operational focus in their respective geographies.</li></ul>

International Paper's recent earnings call provided a comprehensive overview of its strategic direction and financial performance.The call highlighted the company's plan to separate its North America and EMEA (Europe, the Middle East, and Africa) packaging businesses into two publicly traded entities.This separation aims to create regional packaging solution leaders, optimized to accelerate long-term value creation and enhance operational focus in their respective geographies.

International Paper: How the 80/20 Strategy Is Translating Into Structural Margin Strength!

<ul><li>International Paper's third quarter 2025 earnings call focused on the company's transformation journey and its impact on financial performance.</li><li>The leadership emphasized significant progress in transforming the company into a sustainable packaging solutions provider.</li><li>This transformation is underpinned by the 80/20 strategy, which includes simplifying the business structure, optimizing operations, and resource reallocation.</li></ul>

International Paper's third quarter 2025 earnings call focused on the company's transformation journey and its impact on financial performance.The leadership emphasized significant progress in transforming the company into a sustainable packaging solutions provider.This transformation is underpinned by the 80/20 strategy, which includes simplifying the business structure, optimizing operations, and resource reallocation.

International Paper Inside the Fiber Boom: How Europe’s Plastic Ban Is Fueling Growth!

<ul><li>International Paper's second quarter 2025 earnings call revealed a transitional period for the company as it continues its strategic journey towards achieving $6 billion in EBITDA by 2027.</li><li>The company is focusing on three core areas: closing the market share gap in North America despite softer markets in the U.S. and EMEA, addressing cost performance issues in its North American mills and EMEA operations, and maintaining its 2025 EBITDA guidance through commercial and cost improvements.</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>

International Paper's second quarter 2025 earnings call revealed a transitional period for the company as it continues its strategic journey towards achieving $6 billion in EBITDA by 2027.The company is focusing on three core areas: closing the market share gap in North America despite softer markets in the U.S. and EMEA, addressing cost performance issues in its North American mills and EMEA operations, and maintaining its 2025 EBITDA guidance through commercial and cost improvements.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.

International Paper Wins Big in North America – Can It Close the Industry Gap by 2026?

United States

International Paper Company produces and distributes paperboard-based industrial and consumer packaging, uncoated printing & writing papers and market pulp. It maintains a global network of manufacturing operations in North America, Europe, Latin America, Russia and Asia.

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International Paper Co (IP US)

Can International Paper Sustain Above-Market Volumes Through Cost Inflation?

The detailed first quarter 2026 results and outlook presented by International Paper reveal a company navigating a challenging macroeconomic...

Baptista Research

International Paper Buyout Strategy Gains Momentum With $360M Deal!

International Paper has entered another important chapter in its portfolio reshaping after agreeing to acquire North Pacific Paper Company for...

Baptista Research

International Paper: How the 80/20 Strategy Is Translating Into Structural Margin Strength!

International Paper's recent earnings call provided a comprehensive overview of its strategic direction and financial performance. The call...

Baptista Research

International Paper Inside the Fiber Boom: How Europe’s Plastic Ban Is Fueling Growth!

International Paper's third quarter 2025 earnings call focused on the company's transformation journey and its impact on financial...

Baptista Research

International Paper Wins Big in North America – Can It Close the Industry Gap by 2026?

International Paper's second quarter 2025 earnings call revealed a transitional period for the company as it continues its strategic journey...

Baptista Research

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