Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>Amcor plc reported third quarter fiscal 2026 results reflecting the first anniversary of its combination with Berry Global, with integration progressing smoothly and synergy delivery accelerating.</li><li>The company emphasized safety as a top priority, achieving an industry-leading injury-free rate at 71% of sites, despite a modest increase in total recordable incidents linked to recent acquisitions.</li><li>Amcor navigated a challenging environment marked by inflationary pressures and geopolitical risks, especially the Middle East conflict, which the company reported as having no material impact on third quarter or expected fourth quarter earnings due to proactive supply management, diversified sourcing with minimal Middle East resin dependence, and effective price pass-through mechanisms.</li></ul>

Amcor plc reported third quarter fiscal 2026 results reflecting the first anniversary of its combination with Berry Global, with integration progressing smoothly and synergy delivery accelerating.The company emphasized safety as a top priority, achieving an industry-leading injury-free rate at 71% of sites, despite a modest increase in total recordable incidents linked to recent acquisitions.Amcor navigated a challenging environment marked by inflationary pressures and geopolitical risks, especially the Middle East conflict, which the company reported as having no material impact on third quarter or expected fourth quarter earnings due to proactive supply management, diversified sourcing with minimal Middle East resin dependence, and effective price pass-through mechanisms.

Amcor

Amcor: Initiation Of Coverage