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

Sensata Technologies Holding P / Equity Bottom-Up

<ul><li>Sensata Technologies delivered a solid performance in the second quarter of 2025, with strong financial results despite a challenging macroeconomic environment characterized by volatile end markets and geopolitical uncertainties.</li><li>The company reported revenue of approximately $943 million, down from $1.036 billion year-overyear due to divestitures, but saw $32 million sequential growth from the first quarter, indicating resilience and effective recovery from a cybersecurity incident earlier in the year.</li><li>Adjusted operating income was $179 million with a margin of 19.0%, showing improved operational efficiencies and cost management strategies.</li></ul>

Sensata Technologies delivered a solid performance in the second quarter of 2025, with strong financial results despite a challenging macroeconomic environment characterized by volatile end markets and geopolitical uncertainties.The company reported revenue of approximately $943 million, down from $1.036 billion year-overyear due to divestitures, but saw $32 million sequential growth from the first quarter, indicating resilience and effective recovery from a cybersecurity incident earlier in the year.Adjusted operating income was $179 million with a margin of 19.0%, showing improved operational efficiencies and cost management strategies.

Sensata Technologies: Expanding Presence in China & Emerging Markets For Unmatched Impact!