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>Rockwell Automation recently presented its fourth-quarter and fiscal year 2025 results, marked by a noteworthy transition in business performance, strategic redirections, and organizational adjustments.</li><li>The company faced a year filled with opposing market forces but successfully executed turnaround strategies resulting in notable sales and earnings growth.</li><li>This formed the basis for their strategic plans moving into fiscal 2026.</li></ul>

Rockwell Automation recently presented its fourth-quarter and fiscal year 2025 results, marked by a noteworthy transition in business performance, strategic redirections, and organizational adjustments.The company faced a year filled with opposing market forces but successfully executed turnaround strategies resulting in notable sales and earnings growth.This formed the basis for their strategic plans moving into fiscal 2026.

Rockwell Automation: Are These Mission-Critical Growth Factors Strong Enough to Beat Economic Headwinds?

<ul><li>Rockwell Automation's third-quarter fiscal year 2025 results indicate a return to year-over-year sales growth, demonstrating strategic wins across discrete, hybrid, and process industry segments.</li><li>The company's enterprisewide productivity programs contributed significantly to this growth, achieving a year-over-year savings goal of $250 million a quarter earlier than anticipated.</li><li>However, annual recurring revenue grew only by 7%, which was below expectations, affected mainly by delays in cybersecurity investments.</li></ul>

Rockwell Automation's third-quarter fiscal year 2025 results indicate a return to year-over-year sales growth, demonstrating strategic wins across discrete, hybrid, and process industry segments.The company's enterprisewide productivity programs contributed significantly to this growth, achieving a year-over-year savings goal of $250 million a quarter earlier than anticipated.However, annual recurring revenue grew only by 7%, which was below expectations, affected mainly by delays in cybersecurity investments.

Rockwell Automation Bets Big on Digital Infrastructure—What’s The Future Revenue Impact?

<ul><li>Rockwell Automation's recent quarterly results provided a mixed yet insightful view into the company's current performance and future outlook.</li><li>The company exhibited resilience in a challenging economic environment characterized by policy uncertainty and tariff implementation.</li><li>Rockwell’s initiatives to diversify its supply chain locations and secure alternative sourcing have positioned it to navigate these complexities more adeptly.</li></ul>

Rockwell Automation's recent quarterly results provided a mixed yet insightful view into the company's current performance and future outlook.The company exhibited resilience in a challenging economic environment characterized by policy uncertainty and tariff implementation.Rockwell’s initiatives to diversify its supply chain locations and secure alternative sourcing have positioned it to navigate these complexities more adeptly.

Rockwell Automation: Growth in Key Verticals & Other Factors Driving Our Optimism!

<ul><li>Rockwell Automation's recent earnings provides a detailed overview of its Q1 fiscal 2025 performance and forward-looking statements.</li><li>The company reported a 10% year-over-year increase in orders, but an 8.5% decline in sales, attributable in part to difficult year-over-year comparisons and a sizable product backlog from fiscal 2024.</li><li>This backdrop reflects both the challenges posed by currency headwinds and geopolitical uncertainties, alongside strategic wins that invigorate the company’s outlook.</li></ul>

Rockwell Automation's recent earnings provides a detailed overview of its Q1 fiscal 2025 performance and forward-looking statements.The company reported a 10% year-over-year increase in orders, but an 8.5% decline in sales, attributable in part to difficult year-over-year comparisons and a sizable product backlog from fiscal 2024.This backdrop reflects both the challenges posed by currency headwinds and geopolitical uncertainties, alongside strategic wins that invigorate the company’s outlook.

Rockwell Automation: An Insight Into Its Megaproject Initiatives & Legislative Tracking!

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

Rockwell Automation, Inc. produces industrial automation products. The Company offers products such as control systems, motor control devices, sensors, and industrial control panels. Rockwell Automation markets its products worldwide.

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Rockwell Automation (ROK US)

Rockwell Automation: Are These Mission-Critical Growth Factors Strong Enough to Beat Economic Headwinds?

Rockwell Automation recently presented its fourth-quarter and fiscal year 2025 results, marked by a noteworthy transition in business performance,...

Baptista Research

Rockwell Automation Bets Big on Digital Infrastructure—What’s The Future Revenue Impact?

Rockwell Automation's third-quarter fiscal year 2025 results indicate a return to year-over-year sales growth, demonstrating strategic wins across...

Baptista Research

Rockwell Automation: Growth in Key Verticals & Other Factors Driving Our Optimism!

Rockwell Automation's recent quarterly results provided a mixed yet insightful view into the company's current performance and future outlook. The...

Baptista Research

Rockwell Automation: An Insight Into Its Megaproject Initiatives & Legislative Tracking!

Rockwell Automation's recent earnings provides a detailed overview of its Q1 fiscal 2025 performance and forward-looking statements. The company...

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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