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>Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements within its business operations.</li><li>The company has shown resilience in its Chlor Alkali Products and Vinyls division, with a positive pricing environment and increased demand leading to outperforming expectations.</li><li>This success was partly due to planned and unplanned industry outages that reduced chlorine and caustic soda supply, prompting Olin to delay a turnaround at its Freeport, Texas facility to capture heightened customer demand.</li></ul>

Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements within its business operations.The company has shown resilience in its Chlor Alkali Products and Vinyls division, with a positive pricing environment and increased demand leading to outperforming expectations.This success was partly due to planned and unplanned industry outages that reduced chlorine and caustic soda supply, prompting Olin to delay a turnaround at its Freeport, Texas facility to capture heightened customer demand.

Olin Corporation: Strategic Growth in Winchester Segment As A Power Move To Secure Future Earnings Stability!

<ul><li>Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges.</li><li>The fourth quarter saw positive developments, such as a sequential 9% sales increase in Chlor Alkali Products and Vinyls (CAPV), facilitated by volume recovery post-Hurricane Beryl and improved pricing.</li><li>Additionally, cost reductions are underway, with plans to achieve $250 million in savings by 2028, including $20 to $30 million aimed for in 2025.</li></ul>

Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges.The fourth quarter saw positive developments, such as a sequential 9% sales increase in Chlor Alkali Products and Vinyls (CAPV), facilitated by volume recovery post-Hurricane Beryl and improved pricing.Additionally, cost reductions are underway, with plans to achieve $250 million in savings by 2028, including $20 to $30 million aimed for in 2025.

Olin Corporation: Will Epoxy Market Dynamics Help The Company Benefit From Potential EU Antidumping Duties?

<ul><li>Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and operational challenges, notably the impact of Hurricane Beryl.</li><li>The hurricane significantly disrupted operations at Olin's Freeport site, leading to plant shutdowns and a delayed return to normalcy.</li><li>Despite these disruptions, the company's Chemicals Businesses, excluding the hurricane impacts, performed slightly better than anticipated.</li></ul>

Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and operational challenges, notably the impact of Hurricane Beryl.The hurricane significantly disrupted operations at Olin's Freeport site, leading to plant shutdowns and a delayed return to normalcy.Despite these disruptions, the company's Chemicals Businesses, excluding the hurricane impacts, performed slightly better than anticipated.

Olin Corporation: Strengthening of the Caustic Soda Market & Other Major Drivers

<ul><li>Olin Corporation's latest earnings for Q2 2024 reflects a mixed performance amidst challenging market conditions and external disruptions, specifically Hurricane Beryl, which impacted its facilities.</li><li>The company, headed by CEO Kenneth Lane and CFO Todd Slater, discussed the financial outcomes, strategic adjustments, and forward-looking measures in response to the prevailing industrial economic environment.</li><li>In the second quarter, Olin Corporation saw a modest improvement in its chemicals business driven by seasonal demand and favorable pricing adjustments.</li></ul>

Olin Corporation's latest earnings for Q2 2024 reflects a mixed performance amidst challenging market conditions and external disruptions, specifically Hurricane Beryl, which impacted its facilities.The company, headed by CEO Kenneth Lane and CFO Todd Slater, discussed the financial outcomes, strategic adjustments, and forward-looking measures in response to the prevailing industrial economic environment.In the second quarter, Olin Corporation saw a modest improvement in its chemicals business driven by seasonal demand and favorable pricing adjustments.

Olin Corporation: Leveraging Competitive Asset Base for Market Response Agility! - Major Drivers

<ul><li>Olin Corporation's Q1 2024 earnings indicated a positive long-term outlook for the company, though there are some elements that investors should monitor.</li><li>The company is currently demonstrating an investment-grade balance sheet alongside strong performance across its portfolio.</li><li>CEO Kenneth Lane emphasized his commitment to Olin’s operating model and value-focused commercial approach.</li></ul>

Olin Corporation's Q1 2024 earnings indicated a positive long-term outlook for the company, though there are some elements that investors should monitor.The company is currently demonstrating an investment-grade balance sheet alongside strong performance across its portfolio.CEO Kenneth Lane emphasized his commitment to Olin’s operating model and value-focused commercial approach.

Olin Corporation: A Story Of A Decent Economic Recovery and Demand Uptick! - Major Drivers

United States

Olin Corporation manufactures chemicals and ammunition products. The Company manufactures and sells chlorine, caustic soda, sodium hydrosulfite, hydrochloric acid, hydrogen, sodium chlorate, bleach products, and potassium hydroxide. Olin also manufactures products that include sporting ammunition, reloading components, small caliber military ammunition and industrial cartridges.

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Olin Corp (OLN US)

Olin Corporation: Strategic Growth in Winchester Segment As A Power Move To Secure Future Earnings Stability!

Olin Corporation's first quarter 2025 financial performance reflects a mixed picture, characterized by both challenges and strategic advancements...

Baptista Research

Olin Corporation: Will Epoxy Market Dynamics Help The Company Benefit From Potential EU Antidumping Duties?

Olin Corporation's latest financial results present a mixed picture, reflecting both strategic advancements and ongoing challenges. The fourth...

Baptista Research

Olin Corporation: Strengthening of the Caustic Soda Market & Other Major Drivers

Olin Corporation recently conducted its third-quarter 2024 earnings call, during which management discussed the company’s financial results and...

Baptista Research

Olin Corporation: Leveraging Competitive Asset Base for Market Response Agility! - Major Drivers

Olin Corporation's latest earnings for Q2 2024 reflects a mixed performance amidst challenging market conditions and external disruptions,...

Baptista Research

Olin Corporation: A Story Of A Decent Economic Recovery and Demand Uptick! - Major Drivers

Olin Corporation's Q1 2024 earnings indicated a positive long-term outlook for the company, though there are some elements that investors should...

Baptista Research

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