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>Nextracker's third quarter fiscal year 2025 results highlight a blend of robust performance and strategic challenges.</li>
<li>The company achieved a 15% year-over-year revenue growth, reaching approximately $2 billion year-to-date, with third-quarter revenue standing at $679 million.</li>
<li>This growth is driven by strong execution across its global operations, robust demand for its solar tracker technologies, and consistent market expansion.</li>
</ul>


Nextracker's third quarter fiscal year 2025 results highlight a blend of robust performance and strategic challenges.
The company achieved a 15% year-over-year revenue growth, reaching approximately $2 billion year-to-date, with third-quarter revenue standing at $679 million.
This growth is driven by strong execution across its global operations, robust demand for its solar tracker technologies, and consistent market expansion.


Nextracker - Looking To Revolutionize Solar Tech With Breakthrough Products...

<ul>
<li>Nextracker's recent earnings highlight a mix of positive developments and some areas of caution for potential investors in the solar tracking industry.</li>
<li>The company has reported another strong quarter with double-digit revenue growth for the seventh consecutive time, underscoring robust operational execution and strong demand for its products across various markets.</li>
<li>With a significant revenue increase of 29% year-over-year for the first half of fiscal 2025, Nextracker has demonstrated its ability to capture market share effectively.</li>
</ul>


Nextracker's recent earnings highlight a mix of positive developments and some areas of caution for potential investors in the solar tracking industry.
The company has reported another strong quarter with double-digit revenue growth for the seventh consecutive time, underscoring robust operational execution and strong demand for its products across various markets.
With a significant revenue increase of 29% year-over-year for the first half of fiscal 2025, Nextracker has demonstrated its ability to capture market share effectively.


Nextracker Inc.: The Expansion in International Markets & Other Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Nextracker Inc. provides intelligent solar tracker solutions for utility-scale and distributed-generation solar projects</li><li>Their products optimize plant performance by tracking the sun's movement, delivering up to 20% energy gains</li><li>With a focus on the U.S. market and presence in international markets, Nextracker offers innovative technology for lower levelized cost of energy in solar projects.</li></ul><p><em>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.</em></p>

Nextracker Inc. provides intelligent solar tracker solutions for utility-scale and distributed-generation solar projectsTheir products optimize plant performance by tracking the sun's movement, delivering up to 20% energy gainsWith a focus on the U.S. market and presence in international markets, Nextracker offers innovative technology for lower levelized cost of energy in solar projects.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.

Nextracker Inc (NXT) - Friday, Sep 27, 2024

<ul>
<li>Nextracker's first-quarter earnings for the fiscal year 2025 have offered a mixed yet promising insight into the company’s financial and operational trajectory.</li>
<li>The company reported a significant 50% year-on-year growth in revenue and recorded its highest-ever adjusted EBITDA.</li>
<li>These figures underscore Nextracker's strong performance, particularly in a financial landscape characterized by a keen focus on renewable energy solutions.</li>
</ul>


Nextracker's first-quarter earnings for the fiscal year 2025 have offered a mixed yet promising insight into the company’s financial and operational trajectory.
The company reported a significant 50% year-on-year growth in revenue and recorded its highest-ever adjusted EBITDA.
These figures underscore Nextracker's strong performance, particularly in a financial landscape characterized by a keen focus on renewable energy solutions.


Nextracker Inc.: Will The Acquisition of Solar Pile International Up The Ante? - Major Drivers

APAC IPOs & Placements, Aequitas Research

Rosita Fernandes

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

PMEA Solar Tech Solutions Limited / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pmea-solar-tech-solutions-limited" target="_blank" data-smartkarma-citation="entities:44469:1" rel="noopener">PMEA Solar Tech Solutions Limited (0991151D IN)</a> (PSTSL) is planning to raise about US$116m through its upcoming India IPO. </li>
<li>PSTSL specializes in manufacturing solar equipments, primarily focusing on module mounting assemblies and rolled products. Its other business includes manufacturing automotive components and other products.</li>
<li>The company held an estimated market share of 9% of the overall domestic market for solar tracking and mounting products used in solar trackers, as per CRISIL Report.</li>
</ul>



PMEA Solar Tech Solutions Limited (0991151D IN) (PSTSL) is planning to raise about US$116m through its upcoming India IPO. 
PSTSL specializes in manufacturing solar equipments, primarily focusing on module mounting assemblies and rolled products. Its other business includes manufacturing automotive components and other products.
The company held an estimated market share of 9% of the overall domestic market for solar tracking and mounting products used in solar trackers, as per CRISIL Report.


PMEA Solar Pre-IPO - Strong Revenue Growth Paired With Shrinking Efficiency And High Debt

United States

Nextracker, Inc. designs and develops measuring machines. The Company offers integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects. Nextracker serves customers worldwide.

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NEXTracker (NXT US)

Nextracker - Looking To Revolutionize Solar Tech With Breakthrough Products...

The company achieved a 15% year-over-year revenue growth, reaching approximately $2 billion year-to-date, with third-quarter revenue standing at...

Baptista Research

Nextracker Inc.: The Expansion in International Markets & Other Major Drivers

Nextracker's recent earnings highlight a mix of positive developments and some areas of caution for potential investors in the solar tracking...

Baptista Research

Nextracker Inc (NXT) - Friday, Sep 27, 2024

Nextracker Inc. provides intelligent solar tracker solutions for utility-scale and distributed-generation solar projects. Their products optimize...

Value Investors Club

Nextracker Inc.: Will The Acquisition of Solar Pile International Up The Ante? - Major Drivers

Nextracker's first-quarter earnings for the fiscal year 2025 have offered a mixed yet promising insight into the company’s financial and...

Baptista Research

PMEA Solar Pre-IPO - Strong Revenue Growth Paired With Shrinking Efficiency And High Debt

PMEA Solar Tech Solutions Limited is set to raise $116m in India IPO, specializing in solar equipment manufacturing with 9% market share in...

Rosita Fernandes

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52-week Range

Market Cap (USDm)

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Nextracker - Looking To Revolutionize Solar Tech With Breakthrough Products...

The company achieved a 15% year-over-year revenue growth, reaching approximately $2 billion year-to-date, with third-quarter revenue standing at...

Baptista Research

Nextracker Inc.: The Expansion in International Markets & Other Major Drivers

Nextracker's recent earnings highlight a mix of positive developments and some areas of caution for potential investors in the solar tracking...

Baptista Research

Nextracker Inc (NXT) - Friday, Sep 27, 2024

Nextracker Inc. provides intelligent solar tracker solutions for utility-scale and distributed-generation solar projects. Their products optimize...

Value Investors Club

Nextracker Inc.: Will The Acquisition of Solar Pile International Up The Ante? - Major Drivers

Nextracker's first-quarter earnings for the fiscal year 2025 have offered a mixed yet promising insight into the company’s financial and...

Baptista Research

PMEA Solar Pre-IPO - Strong Revenue Growth Paired With Shrinking Efficiency And High Debt

​PMEA Solar Tech Solutions Limited is set to raise $116m in India IPO, specializing in solar equipment manufacturing with 9% market share in...

Rosita Fernandes

PMEA Solar Tech Solutions Limited is set to raise $116m in India IPO, specializing in solar equipment manufacturing with 9% market share in...