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>nVent Electric's first quarter of 2025 showcased a blend of robust growth and strategic maneuvers, coupling strong financial performance with decisive portfolio adjustments.</li><li>The company reported an 11% rise in sales, marking a significant start to the year.</li><li>This growth was driven by acquired businesses like Trachte, which showed strong double-digit sales increases, adding roughly $71 million to nVent's revenues.</li></ul>

nVent Electric's first quarter of 2025 showcased a blend of robust growth and strategic maneuvers, coupling strong financial performance with decisive portfolio adjustments.The company reported an 11% rise in sales, marking a significant start to the year.This growth was driven by acquired businesses like Trachte, which showed strong double-digit sales increases, adding roughly $71 million to nVent's revenues.

nVent’s Global Expansion and R&D Investments Signal Massive Growth Ahead in Data and Energy; What’s Next?

<ul><li>NVT's Q2 2024 earnings reveal a company in the midst of significant operational and strategic transitions.</li><li>Their decision to divest the Thermal Management business and the recent acquisition of Trachte aligns with their goal of focusing on high-growth areas like electrical connection and protection, which plays into broader industry trends of electrification and digitalization.</li><li>This strategic repositioning appears geared towards capitalizing on sectoral shifts and enhancing long-term growth prospects.</li></ul>

NVT's Q2 2024 earnings reveal a company in the midst of significant operational and strategic transitions.Their decision to divest the Thermal Management business and the recent acquisition of Trachte aligns with their goal of focusing on high-growth areas like electrical connection and protection, which plays into broader industry trends of electrification and digitalization.This strategic repositioning appears geared towards capitalizing on sectoral shifts and enhancing long-term growth prospects.

nVent Electric plc: Expanded Electrification Capabilities With The Acquisition Of Trachte! - Major Drivers

<ul><li>nVent Electric performed strongly in the first quarter of 2024, delivering impressive volume growth, margin expansion and robust free cash flow.</li><li>The company executed its growth strategy, focusing on high-growth verticals, new products, global expansion and acquisitions.</li><li>The continued acceleration of artificial intelligence (AI) has also increased demand for the company's Data Solutions offerings.</li></ul>

nVent Electric performed strongly in the first quarter of 2024, delivering impressive volume growth, margin expansion and robust free cash flow.The company executed its growth strategy, focusing on high-growth verticals, new products, global expansion and acquisitions.The continued acceleration of artificial intelligence (AI) has also increased demand for the company's Data Solutions offerings.

nVent Electric:  Progress on Electrification

Investment Advisor, Upslope Capital Management

Upslope Capital Management

Investment Advisor

Investment advisor for Upslope Partners Fund, LP, a global long/short equity hedge fund.

<ul><li>At the end of Q1, the overwhelming consensus – even among typically cautious types – was that investors needed to own stocks through at least the November election.</li><li>After all, markets are strong in election years and financial conditions should continue to improve and/or remain easier than they should be.</li><li>While dented by the recent correction, this narrative doesn’t really seem to have changed much.</li></ul>

At the end of Q1, the overwhelming consensus – even among typically cautious types – was that investors needed to own stocks through at least the November election.After all, markets are strong in election years and financial conditions should continue to improve and/or remain easier than they should be.While dented by the recent correction, this narrative doesn’t really seem to have changed much.

Upslope's Quarterly Investor Letter: Q1 2024

<ul><li>Nvent Electric, a professional electrical solutions provider, reported Q4 2023 results with records in sales, margins, earnings, and cash flow proving a strong growth and execution for the full year.</li><li>With the ongoing trends of electrification, sustainability, and digitalization, the company anticipates strong sales and profit growth for 2024.</li><li>For Q4, the company witnessed a 16% increase in sales, with 2% organic growth, outperforming the previous year's results.</li></ul>

Nvent Electric, a professional electrical solutions provider, reported Q4 2023 results with records in sales, margins, earnings, and cash flow proving a strong growth and execution for the full year.With the ongoing trends of electrification, sustainability, and digitalization, the company anticipates strong sales and profit growth for 2024.For Q4, the company witnessed a 16% increase in sales, with 2% organic growth, outperforming the previous year's results.

nVent Electric: Growth in the Data Solutions Business & Other Major Drivers

United States

nVent Electric plc operates as an electrical contractor. The Company offers electronic packaging, concrete reinforcing steel connections, data center and networking solutions, and other electric products.

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nVent Electric (NVT US)

nVent’s Global Expansion and R&D Investments Signal Massive Growth Ahead in Data and Energy; What’s Next?

nVent Electric's first quarter of 2025 showcased a blend of robust growth and strategic maneuvers, coupling strong financial performance with...

Baptista Research

nVent Electric plc: Expanded Electrification Capabilities With The Acquisition Of Trachte! - Major Drivers

NVT's Q2 2024 earnings reveal a company in the midst of significant operational and strategic transitions. Their decision to divest the Thermal...

Baptista Research

nVent Electric: Progress on Electrification

nVent Electric performed strongly in the first quarter of 2024, delivering impressive volume growth, margin expansion and robust free cash...

Baptista Research

Upslope's Quarterly Investor Letter: Q1 2024

At the end of Q1, the overwhelming consensus – even among typically cautious types – was that investors needed to own stocks through at least the...

Upslope Capital Management

nVent Electric: Growth in the Data Solutions Business & Other Major Drivers

Nvent Electric, a professional electrical solutions provider, reported Q4 2023 results with records in sales, margins, earnings, and cash flow...

Baptista Research

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