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>Champion Homes showcased a robust performance in the second quarter of fiscal 2025, highlighting several strategic advancements and operational efficiencies, although not without challenges.</li><li>The company's net sales saw a substantial year-over-year increase of 33% to $617 million, significantly boosted by a 37% rise in U.S. factory-built housing revenue.</li><li>This growth was predominantly driven by a 31% increase in the U.S. homes sold, aided by the augmented retail and manufacturing capacity following the Regional Homes acquisition, which alone contributed $148 million to the quarter's net sales.</li></ul>

Champion Homes showcased a robust performance in the second quarter of fiscal 2025, highlighting several strategic advancements and operational efficiencies, although not without challenges.The company's net sales saw a substantial year-over-year increase of 33% to $617 million, significantly boosted by a 37% rise in U.S. factory-built housing revenue.This growth was predominantly driven by a 31% increase in the U.S. homes sold, aided by the augmented retail and manufacturing capacity following the Regional Homes acquisition, which alone contributed $148 million to the quarter's net sales.

Champion Homes: Can Its Mergers & Acquisitions Strategy Serve As A Growth Factor? - Major Drivers

Skyline Champion

Champion Homes: Can Its Mergers & Acquisitions Strategy Serve As A Growth Factor? - Major Drivers