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>The Mosaic Company's third-quarter 2025 results showcase a complex financial landscape characterized by significant investments, strong regional performances, and strategic asset reallocations.</li><li>The company reported a substantial increase in net income to $411 million compared to $122 million in the prior year, with adjusted EBITDA rising to $806 million from $448 million.</li><li>This improvement was primarily driven by higher prices across all segments and particularly robust performance in Mosaic Fertilizantes.</li></ul>

The Mosaic Company's third-quarter 2025 results showcase a complex financial landscape characterized by significant investments, strong regional performances, and strategic asset reallocations.The company reported a substantial increase in net income to $411 million compared to $122 million in the prior year, with adjusted EBITDA rising to $806 million from $448 million.This improvement was primarily driven by higher prices across all segments and particularly robust performance in Mosaic Fertilizantes.

Mosaic Surges in Brazil: How Its Fertilizantes Unit Keeps Beating EBITDA Targets Despite Market Pressures!

<ul><li>Shares of fertilizer giant Mosaic Co. have been under significant pressure as the company grapples with dual setbacks — unplanned phosphate plant outages and ongoing macroeconomic headwinds tied to U.S. trade tariffs.</li><li>On October 10, the company disclosed a meaningful production shortfall in its phosphate segment for Q3 2025, citing mechanical issues and utility interruptions that pushed preliminary volumes down to just 1.7 million tons, well below expectations.</li><li>This comes on top of a challenging landscape in which U.S. tariffs have eroded the competitiveness of American fertilizer exports.</li></ul>

Shares of fertilizer giant Mosaic Co. have been under significant pressure as the company grapples with dual setbacks — unplanned phosphate plant outages and ongoing macroeconomic headwinds tied to U.S. trade tariffs.On October 10, the company disclosed a meaningful production shortfall in its phosphate segment for Q3 2025, citing mechanical issues and utility interruptions that pushed preliminary volumes down to just 1.7 million tons, well below expectations.This comes on top of a challenging landscape in which U.S. tariffs have eroded the competitiveness of American fertilizer exports.

Mosaic Crashes On Plant Woes — But One Fix Could Spark A Big Rebound!

<ul><li>The Mosaic Company recently shared its financial results for the second quarter of 2025, showcasing a mixed performance largely characterized by operational challenges but an optimistic future outlook.</li><li>The company's efforts to enhance operating efficiencies and asset reliability are starting to bear fruit, though certain operational interruptions have impacted short-term outcomes, particularly in the phosphates segment.</li><li>For the quarter, The Mosaic Company reported net income of $411 million, a significant turnaround from last year's net loss of $162 million.</li></ul>

The Mosaic Company recently shared its financial results for the second quarter of 2025, showcasing a mixed performance largely characterized by operational challenges but an optimistic future outlook.The company's efforts to enhance operating efficiencies and asset reliability are starting to bear fruit, though certain operational interruptions have impacted short-term outcomes, particularly in the phosphates segment.For the quarter, The Mosaic Company reported net income of $411 million, a significant turnaround from last year's net loss of $162 million.

The Mosaic Company: Riding The Fertilizer Boom With Pricing Power & Market Edge!

<ul><li>The Mosaic Company's latest quarterly results present a nuanced picture of its current operational and financial performance within the global fertilizer market.</li><li>On the positive side, Mosaic has reported a net income of $238 million and adjusted EBITDA of $544 million for the first quarter, which has demonstrated solid financial performance in what is traditionally its slowest quarter.</li><li>The company highlighted strong phosphate and potash prices, which exceeded their guidance, reflecting competitive fundamentals in these markets.</li></ul>

The Mosaic Company's latest quarterly results present a nuanced picture of its current operational and financial performance within the global fertilizer market.On the positive side, Mosaic has reported a net income of $238 million and adjusted EBITDA of $544 million for the first quarter, which has demonstrated solid financial performance in what is traditionally its slowest quarter.The company highlighted strong phosphate and potash prices, which exceeded their guidance, reflecting competitive fundamentals in these markets.

The Mosaic Company: The Top 6 Influences on Its Performance for 2025 & the Future!

<ul><li>The Mosaic Company's latest financial results for the fourth quarter of 2024 show a mixed performance with some positive developments and challenges faced in key segments.</li><li>The company reported a net income of $169 million and an adjusted EBITDA of $594 million.</li><li>A notable highlight of these results is the rise in phosphate prices and strong stripping margins, alongside a solid performance in potash despite a generally lower price environment.</li></ul>

The Mosaic Company's latest financial results for the fourth quarter of 2024 show a mixed performance with some positive developments and challenges faced in key segments.The company reported a net income of $169 million and an adjusted EBITDA of $594 million.A notable highlight of these results is the rise in phosphate prices and strong stripping margins, alongside a solid performance in potash despite a generally lower price environment.

The Mosaic Company: An Insight Into The Phosphate and Potash Market Dynamics & Critical Growth Levers!

United States

The Mosaic Company produces and distributes crop nutrients to the agricultural communities located in North America and other countries.  The Company's principal products include concentrated phosphates, and potash.

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Mosaic Co/The (MOS US)

Mosaic Surges in Brazil: How Its Fertilizantes Unit Keeps Beating EBITDA Targets Despite Market Pressures!

The Mosaic Company's third-quarter 2025 results showcase a complex financial landscape characterized by significant investments, strong regional...

Baptista Research

Mosaic Crashes On Plant Woes — But One Fix Could Spark A Big Rebound!

Shares of fertilizer giant Mosaic Co. have been under significant pressure as the company grapples with dual setbacks — unplanned phosphate plant...

Baptista Research

The Mosaic Company: Riding The Fertilizer Boom With Pricing Power & Market Edge!

The Mosaic Company recently shared its financial results for the second quarter of 2025, showcasing a mixed performance largely characterized by...

Baptista Research

The Mosaic Company: The Top 6 Influences on Its Performance for 2025 & the Future!

The Mosaic Company's latest quarterly results present a nuanced picture of its current operational and financial performance within the global...

Baptista Research

The Mosaic Company: An Insight Into The Phosphate and Potash Market Dynamics & Critical Growth Levers!

The Mosaic Company's latest financial results for the fourth quarter of 2024 show a mixed performance with some positive developments and...

Baptista Research

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