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>Regal Rexnord's third quarter performance for 2025 was marked by some notable achievements and challenges.</li><li>The company reported a 2% increase in sales and a 10% rise in orders, signaling a positive momentum in their operations.</li><li>However, their adjusted gross margin decreased by 80 basis points due to unfavorable product mix and pressures from increased tariffs and rare earth magnet supply constraints.</li></ul>

Regal Rexnord's third quarter performance for 2025 was marked by some notable achievements and challenges.The company reported a 2% increase in sales and a 10% rise in orders, signaling a positive momentum in their operations.However, their adjusted gross margin decreased by 80 basis points due to unfavorable product mix and pressures from increased tariffs and rare earth magnet supply constraints.

Regal Rexnord: An Insight Into Its Commercial & Residential HVAC Performance & Key Growth Levers!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Regal Rexnord Corporation, founded in 1955, is a major player in the motion and power sector with a market cap of $8.9 billion and revenues of $6 billion.</li><li>The company has shifted from traditional electric motor manufacturing to sustainable motion and power solutions, highlighted by key acquisitions and mergers over the past decade.</li><li>RRX operates through three main segments: Industrial Powertrain Solutions, Automation &amp; Motion Control, and has streamlined its portfolio by divesting its industrial motors and generators business.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Regal Rexnord Corporation, founded in 1955, is a major player in the motion and power sector with a market cap of $8.9 billion and revenues of $6 billion.The company has shifted from traditional electric motor manufacturing to sustainable motion and power solutions, highlighted by key acquisitions and mergers over the past decade.RRX operates through three main segments: Industrial Powertrain Solutions, Automation &amp; Motion Control, and has streamlined its portfolio by divesting its industrial motors and generators business.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Regal Rexnord Corp (RRX) - Monday, Jul 14, 2025

<ul><li>Regal Rexnord delivered a mixed performance in its second quarter of 2025, demonstrating resilience amidst a challenging macroeconomic environment.</li><li>The company's sales experienced a slight decline of 1.2% on an organic basis year-over-year, in line with expectations, due to project timing issues within metals and mining and temporary constraints concerning rare earth magnet availability in the AMC segment.</li><li>However, these challenges were balanced by robust performance in the residential and commercial HVAC and aerospace markets.</li></ul>

Regal Rexnord delivered a mixed performance in its second quarter of 2025, demonstrating resilience amidst a challenging macroeconomic environment.The company's sales experienced a slight decline of 1.2% on an organic basis year-over-year, in line with expectations, due to project timing issues within metals and mining and temporary constraints concerning rare earth magnet availability in the AMC segment.However, these challenges were balanced by robust performance in the residential and commercial HVAC and aerospace markets.

Regal Rexnord: A Tale Of Cross-Sell Synergies & New Product Launches To Drive Industrial Transformation!

<ul>
<li>Regal Rexnord's fourth quarter performance exhibited both commendable strengths and notable challenges, painting a mixed picture of its financial health and future prospects.</li>
<li>On the positive side, the company demonstrated strong operational execution, with significant progress in initiatives such as synergy realization, gross margin expansion, and debt reduction.</li>
<li>Specifically, the Automation and Motion Control (AMC) segment exceeded revenue expectations and saw a near 9% increase in orders, while Power Efficiency Solutions (PES) achieved impressive growth in the residential HVAC vertical.</li>
</ul>


Regal Rexnord's fourth quarter performance exhibited both commendable strengths and notable challenges, painting a mixed picture of its financial health and future prospects.
On the positive side, the company demonstrated strong operational execution, with significant progress in initiatives such as synergy realization, gross margin expansion, and debt reduction.
Specifically, the Automation and Motion Control (AMC) segment exceeded revenue expectations and saw a near 9% increase in orders, while Power Efficiency Solutions (PES) achieved impressive growth in the residential HVAC vertical.


RRX US: Its Efforts Towards Synergy Realization & Cost Efficiency Initiatives Yielding Results?

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, 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

Fortior Technology (Shenzhen) / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/fortior-technology-shenzhen-co-ltd" target="_blank" data-smartkarma-citation="entities:44259:1" rel="noopener">Fortior Technology (Shenzhen) (688279 CH)</a>, a BLDC motor IC design company, raised around US$330m in its H-share listing.</li>
<li>Fortior Tech is an IC design company dedicated to the design and R&amp;D of BLDC motor control ICs.</li>
<li>In our previous note, we have looked at the past performance and likely A/H premium. In this note, we talk about the trading dynamics.</li>
</ul>



Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, raised around US$330m in its H-share listing.
Fortior Tech is an IC design company dedicated to the design and R&amp;D of BLDC motor control ICs.
In our previous note, we have looked at the past performance and likely A/H premium. In this note, we talk about the trading dynamics.


Fortior Tech A/H Trading - Sluggish Demand

United States

Regal Rexnord Corporation designs, manufactures, and sells electric motors and controls. The Company offers gearboxes, automotive transmissions, rotary cutting tools, automatic transfer switches, and electric generators. Regal Beloit markets its products to distributors, original equipment manufacturers, and end users worldwide.

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Regal Rexnord (RRX US)

Regal Rexnord: An Insight Into Its Commercial & Residential HVAC Performance & Key Growth Levers!

Regal Rexnord's third quarter performance for 2025 was marked by some notable achievements and challenges. The company reported a 2% increase in...

Baptista Research

Regal Rexnord Corp (RRX) - Monday, Jul 14, 2025

Regal Rexnord Corporation, a Milwaukee-based leader in motion and power solutions, has evolved through strategic acquisitions and divestitures,...

Value Investors Club (VIC)

Regal Rexnord: A Tale Of Cross-Sell Synergies & New Product Launches To Drive Industrial Transformation!

Regal Rexnord delivered a mixed performance in its second quarter of 2025, demonstrating resilience amidst a challenging macroeconomic...

Baptista Research

RRX US: Its Efforts Towards Synergy Realization & Cost Efficiency Initiatives Yielding Results?

Regal Rexnord's fourth quarter performance exhibited both commendable strengths and notable challenges, painting a mixed picture of its financial...

Baptista Research

Fortior Tech A/H Trading - Sluggish Demand

Fortior Technology (Shenzhen) (688279 CH), a BLDC motor IC design company, raised around US$330m in its H-share listing. In this note, we talk...

Sumeet Singh

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