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>FTAI Aviation reported solid performance in 2025, marked by notable progress across its Aerospace Products and Aviation Leasing segments, as well as the launch of a new Power business platform.</li>
<li>The company’s strategic capital initiative (SCI) raised $2 billion in equity commitments in 2025 for its inaugural fund focused on acquiring mid-life narrow-body aircraft, with a total expected capital deployment of $6 billion including financing partners.</li>
<li>The fund closed 130 aircraft in 2025 and is on track to fully invest by mid-2026, while fundraising for SCI II has commenced supported by an anchor equity commitment.</li>
</ul>


FTAI Aviation reported solid performance in 2025, marked by notable progress across its Aerospace Products and Aviation Leasing segments, as well as the launch of a new Power business platform.
The company’s strategic capital initiative (SCI) raised $2 billion in equity commitments in 2025 for its inaugural fund focused on acquiring mid-life narrow-body aircraft, with a total expected capital deployment of $6 billion including financing partners.
The fund closed 130 aircraft in 2025 and is on track to fully invest by mid-2026, while fundraising for SCI II has commenced supported by an anchor equity commitment.


FTAI Aviation: Repurposing CFM56 Engines & Entering Power Markets—A Smart Diversification Play?