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

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<li>AstraZeneca’s first half and second quarter 2026 results demonstrated continued top-line momentum, with total revenue growing by 6% and core earnings per share (EPS) increasing by 11%, both underpinned by solid demand for innovative medicines and steady execution across diverse geographies.</li>
<li>Excluding products facing generic competition such as Farxiga and Brilinta, revenue growth reached 11%, highlighting the underlying strength of the company’s portfolio.</li>
<li>The company reported robust growth in its oncology and rare disease units, with oncology revenues expanding 15% driven by strong market uptake of key medicines including Tagrisso, Calquence, Imfinzi/Imjudo, and Enhertu, which posted a 31% increase.</li>
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AstraZeneca’s first half and second quarter 2026 results demonstrated continued top-line momentum, with total revenue growing by 6% and core earnings per share (EPS) increasing by 11%, both underpinned by solid demand for innovative medicines and steady execution across diverse geographies.
Excluding products facing generic competition such as Farxiga and Brilinta, revenue growth reached 11%, highlighting the underlying strength of the company’s portfolio.
The company reported robust growth in its oncology and rare disease units, with oncology revenues expanding 15% driven by strong market uptake of key medicines including Tagrisso, Calquence, Imfinzi/Imjudo, and Enhertu, which posted a 31% increase.


AstraZeneca’s Oncology Powerhouse Delivers 15% Growth As Enhertu Surges!