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>Perrigo Company plc, a prominent consumer self-care products provider, discussed its third-quarter 2024 financial performance, offering insights into both the positives and challenges faced by the company.</li><li>A significant focus of the call was Perrigo's "One Perrigo" initiative aimed at streamlining operations and enhancing agility across its global platform.</li><li>This restructuring effort includes upgrading organizational structure and technology to enhance efficiency and potential growth.</li></ul>

Perrigo Company plc, a prominent consumer self-care products provider, discussed its third-quarter 2024 financial performance, offering insights into both the positives and challenges faced by the company.A significant focus of the call was Perrigo's "One Perrigo" initiative aimed at streamlining operations and enhancing agility across its global platform.This restructuring effort includes upgrading organizational structure and technology to enhance efficiency and potential growth.

Perrigo Company’s Oral Care Margins Are Soaring—Is This Profit Engine Here To Stay?

<ul><li>Perrigo has reported its financial results for the third quarter of 2024, offering insights into both its achievements and challenges during this period.</li><li>On the positive side, Perrigo made significant progress in several strategic areas.</li><li>Their Project Energize initiative, aimed at enhancing efficiencies, has yielded approximately $95 million in gross savings year-to-date.</li></ul>

Perrigo has reported its financial results for the third quarter of 2024, offering insights into both its achievements and challenges during this period.On the positive side, Perrigo made significant progress in several strategic areas.Their Project Energize initiative, aimed at enhancing efficiencies, has yielded approximately $95 million in gross savings year-to-date.

Perrigo’s Margin Accretive Initiatives: Inside the Strategy That Can Supercharge Its Earnings! - Major Drivers

<ul><li>Perrigo Company plc's recent earnings for Q2 2024 revealed both strengths and challenges within its portfolio of products and strategic initiatives.</li><li>Under the leadership of CEO Patrick Lockwood-Taylor, the company has made significant progress in restructuring its operations and cost management, which is reflected in select financial strengths and strategic positioning evident in the quarterly outcomes.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Perrigo Company plc's recent earnings for Q2 2024 revealed both strengths and challenges within its portfolio of products and strategic initiatives.Under the leadership of CEO Patrick Lockwood-Taylor, the company has made significant progress in restructuring its operations and cost management, which is reflected in select financial strengths and strategic positioning evident in the quarterly outcomes.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Perrigo Company plc: Its Competitive Positioning Driving Our Bullish Rating? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>PRGO has resolved 90% of its challenges and is on track to address the remaining issues soon</li><li>Predicted rise in earning power by 2025 could boost estimates and valuation, with potential for $3.5 EPS and $45 price target</li><li>New CEO has shown progress in addressing issues, setting new expectations, and implementing cost-cutting measures, making PRGO an attractive investment opportunity with limited downside risk</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>

PRGO has resolved 90% of its challenges and is on track to address the remaining issues soonPredicted rise in earning power by 2025 could boost estimates and valuation, with potential for $3.5 EPS and $45 price targetNew CEO has shown progress in addressing issues, setting new expectations, and implementing cost-cutting measures, making PRGO an attractive investment opportunity with limited downside riskThis 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.

Perrigo Co Plc (PRGO) - Thursday, Jul 4, 2024

<ul><li>Perrigo's first quarter 2024 financial results reflect a business in recovery and transition, marked by strategic initiatives aimed at long-term growth despite immediate challenges.</li><li>The company reported a net sales decrease of 8%, primarily driven by its infant formula business and SKU prioritization actions.</li><li>Organic net sales declined by 7%, with infant formula alone accounting for a 4.3 percentage point drop.</li></ul>

Perrigo's first quarter 2024 financial results reflect a business in recovery and transition, marked by strategic initiatives aimed at long-term growth despite immediate challenges.The company reported a net sales decrease of 8%, primarily driven by its infant formula business and SKU prioritization actions.Organic net sales declined by 7%, with infant formula alone accounting for a 4.3 percentage point drop.

Perrigo Company plc: A Dive Into Its Business Strategy & 5 Factors For Our 'Buy' Rating! - Financial Forecasts

United States

Perrigo Company PLC is a global healthcare supplier that develops, manufactures, and distributes OTC and generic prescription pharmaceuticals, infant formulas, nutritional products, active pharmaceutical ingredients and pharmaceutical and medical diagnostic products. The Company's primary markets and locations of manufacturing and logistics operations are the US, UK, Mexico, and Australia.

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Perrigo (PRGO US)

Perrigo Company’s Oral Care Margins Are Soaring—Is This Profit Engine Here To Stay?

Perrigo Company plc, a prominent consumer self-care products provider, discussed its third-quarter 2024 financial performance, offering insights...

Baptista Research

Perrigo’s Margin Accretive Initiatives: Inside the Strategy That Can Supercharge Its Earnings! - Major Drivers

Perrigo has reported its financial results for the third quarter of 2024, offering insights into both its achievements and challenges during this...

Baptista Research

Perrigo Company plc: Its Competitive Positioning Driving Our Bullish Rating? - Major Drivers

Perrigo Company plc's recent earnings for Q2 2024 revealed both strengths and challenges within its portfolio of products and strategic...

Baptista Research

Perrigo Co Plc (PRGO) - Thursday, Jul 4, 2024

PRGO has resolved 90% of its challenges and is on track to address the remaining issues soon. Predicted rise in earning power by 2025 could boost...

Value Investors Club (VIC)

Perrigo Company plc: A Dive Into Its Business Strategy & 5 Factors For Our 'Buy' Rating! - Financial Forecasts

Perrigo's first quarter 2024 financial results reflect a business in recovery and transition, marked by strategic initiatives aimed at long-term...

Baptista Research

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