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>McKesson could be preparing for another major step in its specialty-care expansion.</li><li>The healthcare distributor is reportedly in advanced discussions with private equity firm Clayton, Dubilier & Rice to acquire Option Care Health (NASDAQ), the home and alternate-site infusion provider, in a transaction valued at more than $5 billion including debt.</li><li>Under the reported structure, CD&R would initially own 51% of Option Care while McKesson would hold the remaining stake, with McKesson retaining the right to acquire CD&R’s interest later.</li></ul>

McKesson could be preparing for another major step in its specialty-care expansion.The healthcare distributor is reportedly in advanced discussions with private equity firm Clayton, Dubilier & Rice to acquire Option Care Health (NASDAQ), the home and alternate-site infusion provider, in a transaction valued at more than $5 billion including debt.Under the reported structure, CD&R would initially own 51% of Option Care while McKesson would hold the remaining stake, with McKesson retaining the right to acquire CD&R’s interest later.

McKesson Acquisition Buzz: Why Option Care Could Be a $5 Billion Game-Changer!

<ul><li>McKesson Corporation reported solid results for the first quarter of fiscal 2027, highlighted by an 8% increase in revenues to $105.4 billion and a 20% rise in adjusted earnings per diluted share to $9.93, both surpassing company expectations.</li><li>These gains were supported by broad-based growth across core segments, with three reporting segments—North American Pharmaceuticals, Oncology and Multispecialty, and Prescription Technology Solutions—delivering double-digit operating profit increases.</li><li>North American Pharmaceuticals posted a 5% revenue growth driven by increased prescription volumes, particularly in specialty products such as GLP-1 medications, which represented $15 billion in quarterly revenues, up 24% from the prior year.</li></ul>

McKesson Corporation reported solid results for the first quarter of fiscal 2027, highlighted by an 8% increase in revenues to $105.4 billion and a 20% rise in adjusted earnings per diluted share to $9.93, both surpassing company expectations.These gains were supported by broad-based growth across core segments, with three reporting segments—North American Pharmaceuticals, Oncology and Multispecialty, and Prescription Technology Solutions—delivering double-digit operating profit increases.North American Pharmaceuticals posted a 5% revenue growth driven by increased prescription volumes, particularly in specialty products such as GLP-1 medications, which represented $15 billion in quarterly revenues, up 24% from the prior year.

McKesson’s $15 Billion GLP-1 Engine — Can The Momentum Keep Building?

<ul><li>The full-year fiscal 2026 performance of McKesson Corporation demonstrated solid growth across multiple segments, underpinned by strategic portfolio actions and operational efficiency.</li><li>Consolidated revenues increased 12% to $403 billion, while adjusted operating profit grew 15% to $6.5 billion.</li><li>Adjusted earnings per diluted share rose 18% to $39.11, exceeding the company’s long-term growth targets.</li></ul>

The full-year fiscal 2026 performance of McKesson Corporation demonstrated solid growth across multiple segments, underpinned by strategic portfolio actions and operational efficiency.Consolidated revenues increased 12% to $403 billion, while adjusted operating profit grew 15% to $6.5 billion.Adjusted earnings per diluted share rose 18% to $39.11, exceeding the company’s long-term growth targets.

McKesson’s $403 Billion Year: Can Oncology Growth Keep Driving The Upside?

<ul><li>McKesson has entered a new phase in its portfolio reshaping after Apollo affiliates agreed to invest $1.25 billion in convertible preferred equity for roughly a 13% stake in the company’s medical-surgical solutions business, implying an enterprise valuation of about $13 billion for that segment.</li><li>The transaction arrives as McKesson continues preparing the unit for separation, with management targeting an IPO in the second half of calendar 2027, subject to market conditions and approvals.</li><li>The timing matters because it follows a period in which McKesson has been directing capital and management attention toward faster-growing, higher-margin areas such as oncology, multispecialty care, and biopharma services, while keeping the medical-surgical business operationally stable but strategically non-core.</li></ul>

McKesson has entered a new phase in its portfolio reshaping after Apollo affiliates agreed to invest $1.25 billion in convertible preferred equity for roughly a 13% stake in the company’s medical-surgical solutions business, implying an enterprise valuation of about $13 billion for that segment.The transaction arrives as McKesson continues preparing the unit for separation, with management targeting an IPO in the second half of calendar 2027, subject to market conditions and approvals.The timing matters because it follows a period in which McKesson has been directing capital and management attention toward faster-growing, higher-margin areas such as oncology, multispecialty care, and biopharma services, while keeping the medical-surgical business operationally stable but strategically non-core.

Apollo’s McKesson Takeover Bet Signals A Bigger Strategy Unfolding!

<ul><li>McKesson Corporation’s latest financial report for the third quarter of fiscal year 2026 highlights the company's robust performance, reflecting both the strengths and potential challenges within its operations.</li><li>The company reported a double-digit growth in revenue and adjusted earnings per share (EPS), underpinned by solid performance across its oncology, biopharma services, and North American distribution divisions.</li><li>This resulted in McKesson raising its full-year EPS guidance significantly, reflecting an anticipated year-over-year growth between 17% and 19%.</li></ul>

McKesson Corporation’s latest financial report for the third quarter of fiscal year 2026 highlights the company's robust performance, reflecting both the strengths and potential challenges within its operations.The company reported a double-digit growth in revenue and adjusted earnings per share (EPS), underpinned by solid performance across its oncology, biopharma services, and North American distribution divisions.This resulted in McKesson raising its full-year EPS guidance significantly, reflecting an anticipated year-over-year growth between 17% and 19%.

McKesson’s Portfolio Shake-Up: Can Focused Platforms Deliver Faster, Smarter Expansion?

United States

McKesson Corporation distributes pharmaceuticals, medical-surgical supplies, and health and beauty care products throughout North America. The Company also develops, implements, and supports software that facilitates the integration of data throughout the health enterprise. In addition, McKesson offers analytic, care management, and patient solutions for payers.

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McKesson (MCK UN)

McKesson Acquisition Buzz: Why Option Care Could Be a $5 Billion Game-Changer!

McKesson could be preparing for another major step in its specialty-care expansion. The healthcare distributor is reportedly in advanced...

Baptista Research

McKesson’s $15 Billion GLP-1 Engine — Can The Momentum Keep Building?

McKesson Corporation reported solid results for the first quarter of fiscal 2027, highlighted by an 8% increase in revenues to $105.4 billion and...

Baptista Research

McKesson’s $403 Billion Year: Can Oncology Growth Keep Driving The Upside?

The full-year fiscal 2026 performance of McKesson Corporation demonstrated solid growth across multiple segments, underpinned by strategic...

Baptista Research

Apollo’s McKesson Takeover Bet Signals A Bigger Strategy Unfolding!

McKesson has entered a new phase in its portfolio reshaping after Apollo affiliates agreed to invest $1.25 billion in convertible preferred equity...

Baptista Research

McKesson’s Portfolio Shake-Up: Can Focused Platforms Deliver Faster, Smarter Expansion?

McKesson Corporation’s latest financial report for the third quarter of fiscal year 2026 highlights the company's robust performance, reflecting...

Baptista Research

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