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

Fisher & Paykel Healthcare (FPH AU) Vs. ResMed (RMD AU): Dislocation in Healthcare

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (28 Jul)

Credit Corp (CCP AU) Vs. Magellan Financial (MFG AU): Mean Reversion Meets Momentum

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

Fisher & Paykel Healthcare Cor / Equity Bottom-Up

<ul><li>Fisher & Paykel Healthcare's recent financial results for the fiscal year ending March 31, 2025, reveal a balanced mix of robust growth and strategic challenges, providing a comprehensive overview of the company's current performance and future outlook.</li><li>On the positive front, the company reported operating revenue of $2.02 billion, marking a 16% increase from the previous year.</li><li>This growth is primarily driven by broad-based expansion across its hospital consumables portfolio and significant contributions from the obstructive sleep apnea (OSA) masks.</li></ul>

Fisher & Paykel Healthcare's recent financial results for the fiscal year ending March 31, 2025, reveal a balanced mix of robust growth and strategic challenges, providing a comprehensive overview of the company's current performance and future outlook.On the positive front, the company reported operating revenue of $2.02 billion, marking a 16% increase from the previous year.This growth is primarily driven by broad-based expansion across its hospital consumables portfolio and significant contributions from the obstructive sleep apnea (OSA) masks.

Fisher & Paykel Healthcare: Initiation of Coverage- How Airvo 3 & Consumable Growth Fuel Explosive Revenue Potential!