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>News Corporation reported strong fiscal 2026 results marked by a continuation of revenue and profit growth across multiple core segments, reflecting its ongoing transformation into a predominantly digital-focused business.</li><li>The company recorded a fourth-quarter revenue increase of 11% to $2.3 billion and a 31% rise in total segment EBITDA to $423 million, representing its 12th consecutive quarter of year-over-year revenue growth and 13th consecutive quarter of EBITDA growth on a continuing operations basis.</li><li>Full-year revenues rose 7% to $9 billion, while total segment EBITDA increased 15% to $1.6 billion, with margins expanding by 130 basis points to 18%.</li></ul>

News Corporation reported strong fiscal 2026 results marked by a continuation of revenue and profit growth across multiple core segments, reflecting its ongoing transformation into a predominantly digital-focused business.The company recorded a fourth-quarter revenue increase of 11% to $2.3 billion and a 31% rise in total segment EBITDA to $423 million, representing its 12th consecutive quarter of year-over-year revenue growth and 13th consecutive quarter of EBITDA growth on a continuing operations basis.Full-year revenues rose 7% to $9 billion, while total segment EBITDA increased 15% to $1.6 billion, with margins expanding by 130 basis points to 18%.

News Corporation’s Dow Jones Powerhouse — 84% Of Revenue Is Already Digital!