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

Dentsply International / Equity Bottom-Up

<ul><li>DENTSPLY SIRONA entered the quarter with performance pressure centered on its U.S. business and used the Q&A to frame the near-term results as a reflection of execution and commercial structure rather than a single isolated disruption.</li><li>Management acknowledged that U.S. trends remained weak even after adjusting for prior-period items, attributing the shortfall to multiple factors including how the company is organized to compete across product categories, the depth and quality of distributor relationships, and the need for more effective engagement with dental service organizations.</li><li>The investment thesis implied by this discussion is that DENTSPLY SIRONA’s recovery hinges on rebuilding commercial coverage and account access in the United States while tightening coordination across channels and improving the customer experience at the point of service.</li></ul>

DENTSPLY SIRONA entered the quarter with performance pressure centered on its U.S. business and used the Q&A to frame the near-term results as a reflection of execution and commercial structure rather than a single isolated disruption.Management acknowledged that U.S. trends remained weak even after adjusting for prior-period items, attributing the shortfall to multiple factors including how the company is organized to compete across product categories, the depth and quality of distributor relationships, and the need for more effective engagement with dental service organizations.The investment thesis implied by this discussion is that DENTSPLY SIRONA’s recovery hinges on rebuilding commercial coverage and account access in the United States while tightening coordination across channels and improving the customer experience at the point of service.

DENTSPLY SIRONA: Reigniting U.S. Execution While Scaling a More Disciplined Global Go-To-Market Model!