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>RBC Bearings Incorporated has added another targeted bolt-on to its industrial portfolio through Dodge Industrial’s acquisition of PSC Couplings, LLC for $24.2 million in cash.</li><li>PSC, based in Richfield, Wisconsin, generated approximately $15.1 million of net sales over the last twelve months and manufactures standard and custom disc couplings for reliability-critical industrial applications.</li><li>The timing is notable because RBC entered fiscal 2027 with broad industrial momentum, reporting 8.4% Industrial segment growth in its first quarter while OEM revenue rose 21.5%, alongside strength in aggregates and cement, food and beverage, warehousing, semiconductors and grain.</li></ul>

RBC Bearings Incorporated has added another targeted bolt-on to its industrial portfolio through Dodge Industrial’s acquisition of PSC Couplings, LLC for $24.2 million in cash.PSC, based in Richfield, Wisconsin, generated approximately $15.1 million of net sales over the last twelve months and manufactures standard and custom disc couplings for reliability-critical industrial applications.The timing is notable because RBC entered fiscal 2027 with broad industrial momentum, reporting 8.4% Industrial segment growth in its first quarter while OEM revenue rose 21.5%, alongside strength in aggregates and cement, food and beverage, warehousing, semiconductors and grain.

RBC Bearings Acquisition Of PSC Opens The Door To Margin Gains!