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>Brenntag SE, a prominent player in the chemical distribution industry, reported its first-quarter 2025 earnings amidst a persistently challenging business environment characterized by economic uncertainty, volatile geopolitical conditions, and potential tariff impacts.</li><li>Sales for the quarter remained stable at EUR 4.1 billion compared to the same period last year.</li><li>Although the operating gross profit showed a 2% year-over-year increase, reaching EUR 1.0 billion, the overall performance fell slightly short of expectations, impacted by negative economic sentiments and a challenging industrial chemical pricing environment.</li></ul>

Brenntag SE, a prominent player in the chemical distribution industry, reported its first-quarter 2025 earnings amidst a persistently challenging business environment characterized by economic uncertainty, volatile geopolitical conditions, and potential tariff impacts.Sales for the quarter remained stable at EUR 4.1 billion compared to the same period last year.Although the operating gross profit showed a 2% year-over-year increase, reaching EUR 1.0 billion, the overall performance fell slightly short of expectations, impacted by negative economic sentiments and a challenging industrial chemical pricing environment.

Brenntag SE: Initiation of Coverage- Defying Inflation with Game-Changing Cost Discipline!

Brenntag AG

Brenntag SE: Initiation of Coverage- Defying Inflation with Game-Changing Cost Discipline!