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 second quarter fiscal year 2026 results reflect a strong performance marked by substantial revenue growth, strategic partnerships, and expansion of their technology platform.</li>
<li>The company posted a 42% year-over-year revenue increase to $905 million and a 29% rise in adjusted EBITDA to $224 million.</li>
<li>For the first half of the fiscal year, revenue reached $1.77 billion, which indicates a 31% increase compared to the previous year, setting a new record for the company.</li>
</ul>


Nextracker's second quarter fiscal year 2026 results reflect a strong performance marked by substantial revenue growth, strategic partnerships, and expansion of their technology platform.
The company posted a 42% year-over-year revenue increase to $905 million and a 29% rise in adjusted EBITDA to $224 million.
For the first half of the fiscal year, revenue reached $1.77 billion, which indicates a 31% increase compared to the previous year, setting a new record for the company.


Nextracker’s Saudi Joint Venture Is a Game-Changer—Can It Capitalize On The MENA Solar Boom?

<ul>
<li>Nextracker, a provider of advanced solar tracking systems, reported its financial performance for the first quarter of fiscal year 2026, showcasing both strengths and underlying challenges.</li>
<li>The company achieved a significant year-over-year revenue increase of 20% to $864 million, buoyed by strong global demand and robust operational execution.</li>
<li>Adjusted EBITDA similarly grew by 23% to $215 million, representing an EBITDA margin of 25%, a 100 basis point improvement from the prior year.</li>
</ul>


Nextracker, a provider of advanced solar tracking systems, reported its financial performance for the first quarter of fiscal year 2026, showcasing both strengths and underlying challenges.
The company achieved a significant year-over-year revenue increase of 20% to $864 million, buoyed by strong global demand and robust operational execution.
Adjusted EBITDA similarly grew by 23% to $215 million, representing an EBITDA margin of 25%, a 100 basis point improvement from the prior year.


Nextracker Bets Big on AI & Robotics—Is This the Future of Solar Infrastructure?

<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 (VIC)

External reports (aggregated public sources)

Value Investors Club

<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

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’s Saudi Joint Venture Is a Game-Changer—Can It Capitalize On The MENA Solar Boom?

Nextracker's second quarter fiscal year 2026 results reflect a strong performance marked by substantial revenue growth, strategic partnerships, and...

Baptista Research

Nextracker Bets Big on AI & Robotics—Is This the Future of Solar Infrastructure?

Nextracker, a provider of advanced solar tracking systems, reported its financial performance for the first quarter of fiscal year 2026, showcasing...

Baptista Research

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 (VIC)

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