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

Intl Flavors & Fragrances / Equity Bottom-Up

<ul><li>International Flavors & Fragrances Inc. (IFF) has communicated noteworthy strides in its strategic and operational framework during its second quarter 2024 earnings call, underscoring a period of transition and adaptive strategies within its operational model.</li><li>Highlighting the positives, IFF reported significant volume growth marked by progress in areas like Scent, Health & Biosciences, and Nourish.</li><li>The company achieved double-digit growth across these business lines, demonstrating robust demand for its product offerings and successful execution of strategic initiatives.</li></ul>

International Flavors & Fragrances Inc. (IFF) has communicated noteworthy strides in its strategic and operational framework during its second quarter 2024 earnings call, underscoring a period of transition and adaptive strategies within its operational model.Highlighting the positives, IFF reported significant volume growth marked by progress in areas like Scent, Health & Biosciences, and Nourish.The company achieved double-digit growth across these business lines, demonstrating robust demand for its product offerings and successful execution of strategic initiatives.

International Flavors & Fragrances (IFF): An Insight Into The Strategic Clarity and Enhanced Investment in Business Units! - Major Drivers

<ul><li>International Flavors & Fragrances (IFF) displayed a mixed performance in its first quarter of 2024.</li><li>The company reported noticeable achievements including volume growth for the first time since early 2022, and a double-digit increase in comparable adjusted EBITDA.</li><li>These gains were attributed to the contributions from the Scent, Nourish, and Health & Biosciences segments, combined with cost-saving measures across the businesses.</li></ul>

International Flavors & Fragrances (IFF) displayed a mixed performance in its first quarter of 2024.The company reported noticeable achievements including volume growth for the first time since early 2022, and a double-digit increase in comparable adjusted EBITDA.These gains were attributed to the contributions from the Scent, Nourish, and Health & Biosciences segments, combined with cost-saving measures across the businesses.

International Flavors & Fragrances (IFF): These Are The 7 Pivotal Factors Catalyzing Its Growth! - Financial Forecasts

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>IFF is a major supplier to various end markets such as food and beverage, fragrance, home care, and health and wellness</li><li>The company sources natural ingredients from sources like flowers, fruits, and marine products</li><li>IFF is expected to meet expectations in its Q4 '23 earnings report, with a new CEO expected to bring improvements in operating performance and stock price</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

IFF is a major supplier to various end markets such as food and beverage, fragrance, home care, and health and wellnessThe company sources natural ingredients from sources like flowers, fruits, and marine productsIFF is expected to meet expectations in its Q4 '23 earnings report, with a new CEO expected to bring improvements in operating performance and stock priceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Intl Flavors &Amp; Fragrances (IFF) - Monday, Feb 19, 2024

<ul><li>International Flavors and Fragrances Inc.</li><li>(IFF) reported its fourth quarter and full year 2023 earnings, where it was highlighted that comparable currency-neutral sales increased by 1%, and comparable currency-neutral EBITDA grew by 17% for the fourth quarter.</li><li>This comes amid a reported sales decline underscoring resilience within the company's operational framework.</li></ul>

International Flavors and Fragrances Inc.(IFF) reported its fourth quarter and full year 2023 earnings, where it was highlighted that comparable currency-neutral sales increased by 1%, and comparable currency-neutral EBITDA grew by 17% for the fourth quarter.This comes amid a reported sales decline underscoring resilience within the company's operational framework.

International Flavors & Fragrances (IFF): New Launches

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

Cross Asset Strategy

<ul><li>Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed well</li><li>Domino's reported slightly lower earnings and showed signs of global headwinds, momentum slowing</li><li>China looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflation</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed wellDomino's reported slightly lower earnings and showed signs of global headwinds, momentum slowingChina looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

International Flavors & Fragrances Inc. creates, manufactures, and supplies flavors and fragrances for the food, beverage, personal care and household products industries. The Company's flavors and fragrances are individual ingredients or compounds of a large number of ingredients that are blended, mixed or reacted together to produce proprietary formulas.

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Intl Flavors & Fragrances (IFF US)

International Flavors & Fragrances (IFF): An Insight Into The Strategic Clarity and Enhanced Investment in Business Units! - Major Drivers

International Flavors & Fragrances Inc. (IFF) has communicated noteworthy strides in its strategic and operational framework during its second...

Baptista Research

International Flavors & Fragrances (IFF): These Are The 7 Pivotal Factors Catalyzing Its Growth! - Financial Forecasts

International Flavors & Fragrances (IFF) displayed a mixed performance in its first quarter of 2024. The company reported noticeable...

Baptista Research

Intl Flavors &Amp; Fragrances (IFF) - Monday, Feb 19, 2024

IFF is expected to meet expectations in its Q4 '23 earnings report, with a new CEO expected to bring improvements in operating performance and...

Value Investors Club (VIC)

International Flavors & Fragrances (IFF): New Launches

International Flavors and Fragrances Inc. (IFF) reported its fourth quarter and full year 2023 earnings, where it was highlighted that comparable...

Baptista Research

The Call @ Hedgeye | February 26, 2024

Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...

Real Conversations

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