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>The recent performance of Unilever highlights both strengths and potential challenges for the company.</li><li>The full year results for 2024 demonstrate a notable recovery, characterized by an overall increase in gross margin and consistent volume growth across various business segments.</li><li>Unilever's Growth Action Plan (GAP), launched in late 2023, appears to be yielding results, reflected in the underlying sales growth of 4.2%, driven by volume growth of 2.9% and pricing contributions of 1.3%.</li></ul>

The recent performance of Unilever highlights both strengths and potential challenges for the company.The full year results for 2024 demonstrate a notable recovery, characterized by an overall increase in gross margin and consistent volume growth across various business segments.Unilever's Growth Action Plan (GAP), launched in late 2023, appears to be yielding results, reflected in the underlying sales growth of 4.2%, driven by volume growth of 2.9% and pricing contributions of 1.3%.

Unilever PLC: Growth in Beauty & Wellbeing & Personal Care Segments Propelling Our ‘Outperform’ Rating!

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/blue-jet-healthcare-ltd" target="_blank" data-smartkarma-citation="entities:36373:1" rel="noopener">Blue Jet Healthcare Ltd (BJHC IN)</a> is a science-led pharmaceutical company that has evolved into a strategic partner for the CDMO of advanced Pharmaceutical Intermediates and APIs.</li>
<li>Company gave a record breaking Q3FY25 primarily driven by capacity expansion in Contrast media and PI Segment. Strong demand for the cardiovascular product was also witnessed.</li>
<li>Company commissioned an additional manufacturing block during Q3 FY25 at Ambernath for manufacturing Advance Contrast Media with investment around Rs. 100Mn.</li>
</ul>



Blue Jet Healthcare Ltd (BJHC IN) is a science-led pharmaceutical company that has evolved into a strategic partner for the CDMO of advanced Pharmaceutical Intermediates and APIs.
Company gave a record breaking Q3FY25 primarily driven by capacity expansion in Contrast media and PI Segment. Strong demand for the cardiovascular product was also witnessed.
Company commissioned an additional manufacturing block during Q3 FY25 at Ambernath for manufacturing Advance Contrast Media with investment around Rs. 100Mn.


The Beat Ideas: Blue Jet Healthcare- Rising CDMO Player

<ul><li>The latest financial disclosures from Unilever indicate a blend of strategic realignment and robust financial performance amidst challenges.</li><li>In the first half of the year, Unilever reported a solid underlying sales growth of 4.1%, driven by a volume increase of 2.6%.</li><li>This performance is underscored by significant contributions from Unilever's "Power Brands," which saw a 5.7% growth in underlying sales, propelled by a 4% rise in volumes.</li></ul>

The latest financial disclosures from Unilever indicate a blend of strategic realignment and robust financial performance amidst challenges.In the first half of the year, Unilever reported a solid underlying sales growth of 4.1%, driven by a volume increase of 2.6%.This performance is underscored by significant contributions from Unilever's "Power Brands," which saw a 5.7% growth in underlying sales, propelled by a 4% rise in volumes.

Unilever PLC: Global Economic Fluctuations & 3 Major Challenges Halting Their Growth! - Major Drivers

<ul><li>Unilever has presented its full-year results, reflecting a mix of positive advancements and areas requiring improvement.</li><li>Among the highlights, Unilever reported an underlying sales growth of 7%, driven by a significant contribution from price increases at 6.8% and a marginal recovery in volume at 0.2%.</li><li>Notably, the 30 Power Brands demonstrated robust performance, accruing an 8.6% growth in underlying sales and contributing notably to the company’s volume growth.</li></ul>

Unilever has presented its full-year results, reflecting a mix of positive advancements and areas requiring improvement.Among the highlights, Unilever reported an underlying sales growth of 7%, driven by a significant contribution from price increases at 6.8% and a marginal recovery in volume at 0.2%.Notably, the 30 Power Brands demonstrated robust performance, accruing an 8.6% growth in underlying sales and contributing notably to the company’s volume growth.

Unilever PLC: How Will The Enhanced Productivity and Efficiency Measures Translate Into EBITDA Margins! - Major Drivers

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>Unilever announced plans to separate its ice cream business into a separate publicly listed company (SpinCo), potentially via a spin-off transaction.</li>
<li>Post separation, Unilever will focus on four core businesses: beauty and wellbeing, personal care, home care, and nutrition. The separation is expected to be completed by the end of 2025.</li>
<li>The separation will allow Unilever to allocate capital and resources more efficiently towards higher growth categories with significant potential to scale.</li>
</ul>


Unilever announced plans to separate its ice cream business into a separate publicly listed company (SpinCo), potentially via a spin-off transaction.
Post separation, Unilever will focus on four core businesses: beauty and wellbeing, personal care, home care, and nutrition. The separation is expected to be completed by the end of 2025.
The separation will allow Unilever to allocate capital and resources more efficiently towards higher growth categories with significant potential to scale.


Unilever (ULVR) To Separate Its Ice Cream Business

United Kingdom

Unilever is a British multinational consumer goods company that manufactures and sells a wide range of products including foods, condiments, home care, and personal care items. Its portfolio includes approximately 400 brands, with key segments in Beauty & Wellbeing, Personal Care, Home Care, and Nutrition. The company is headquartered in London, England, and was founded in 1929 through the merger of Margarine Unie and Lever Brothers.

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Unilever (UL US)

Unilever PLC: Growth in Beauty & Wellbeing & Personal Care Segments Propelling Our ‘Outperform’ Rating!

The recent performance of Unilever highlights both strengths and potential challenges for the company. The full year results for 2024 demonstrate...

Baptista Research

The Beat Ideas: Blue Jet Healthcare- Rising CDMO Player

Blue Jet Healthcare Ltd saw record-breaking Q3FY25 results due to capacity expansion in Contrast media and PI Segment, with strong demand for...

Sudarshan Bhandari

Unilever PLC: Global Economic Fluctuations & 3 Major Challenges Halting Their Growth! - Major Drivers

The latest financial disclosures from Unilever indicate a blend of strategic realignment and robust financial performance amidst challenges. In...

Baptista Research

Unilever PLC: How Will The Enhanced Productivity and Efficiency Measures Translate Into EBITDA Margins! - Major Drivers

Unilever has presented its full-year results, reflecting a mix of positive advancements and areas requiring improvement. Among the highlights,...

Baptista Research

Unilever (ULVR) To Separate Its Ice Cream Business

Unilever to spin off ice cream business into separate company by the end of 2025. The parent to focus on higher growth, higher margin businesses.

GSBR Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Unilever PLC: Growth in Beauty & Wellbeing & Personal Care Segments Propelling Our ‘Outperform’ Rating!

The recent performance of Unilever highlights both strengths and potential challenges for the company. The full year results for 2024 demonstrate...

Baptista Research

The Beat Ideas: Blue Jet Healthcare- Rising CDMO Player

​Blue Jet Healthcare Ltd saw record-breaking Q3FY25 results due to capacity expansion in Contrast media and PI Segment, with strong demand for...

Sudarshan Bhandari

Unilever PLC: Global Economic Fluctuations & 3 Major Challenges Halting Their Growth! - Major Drivers

The latest financial disclosures from Unilever indicate a blend of strategic realignment and robust financial performance amidst challenges. In...

Baptista Research

Unilever PLC: How Will The Enhanced Productivity and Efficiency Measures Translate Into EBITDA Margins! - Major Drivers

Unilever has presented its full-year results, reflecting a mix of positive advancements and areas requiring improvement. Among the highlights,...

Baptista Research

Unilever (ULVR) To Separate Its Ice Cream Business

​Unilever to spin off ice cream business into separate company by the end of 2025. The parent to focus on higher growth, higher margin businesses.

GSBR Research

Blue Jet Healthcare Ltd saw record-breaking Q3FY25 results due to capacity expansion in Contrast media and PI Segment, with strong demand for...

Unilever to spin off ice cream business into separate company by the end of 2025. The parent to focus on higher growth, higher margin businesses.