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>McKesson Corporation reported solid results for the first quarter of fiscal 2027, highlighted by an 8% increase in revenues to $105.4 billion and a 20% rise in adjusted earnings per diluted share to $9.93, both surpassing company expectations.</li><li>These gains were supported by broad-based growth across core segments, with three reporting segments—North American Pharmaceuticals, Oncology and Multispecialty, and Prescription Technology Solutions—delivering double-digit operating profit increases.</li><li>North American Pharmaceuticals posted a 5% revenue growth driven by increased prescription volumes, particularly in specialty products such as GLP-1 medications, which represented $15 billion in quarterly revenues, up 24% from the prior year.</li></ul>

McKesson Corporation reported solid results for the first quarter of fiscal 2027, highlighted by an 8% increase in revenues to $105.4 billion and a 20% rise in adjusted earnings per diluted share to $9.93, both surpassing company expectations.These gains were supported by broad-based growth across core segments, with three reporting segments—North American Pharmaceuticals, Oncology and Multispecialty, and Prescription Technology Solutions—delivering double-digit operating profit increases.North American Pharmaceuticals posted a 5% revenue growth driven by increased prescription volumes, particularly in specialty products such as GLP-1 medications, which represented $15 billion in quarterly revenues, up 24% from the prior year.

McKesson’s $15 Billion GLP-1 Engine — Can The Momentum Keep Building?

Mckesson Corp

McKesson’s $15 Billion GLP-1 Engine — Can The Momentum Keep Building?