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>Symbotic Inc. (NASDAQ:SYM) has taken another strategic step in expanding its role in supply-chain automation with the announced acquisition of ARMS Innovations, a UK-based software company focused on real-time operational intelligence for complex automated warehouse environments.</li><li>The deal follows a period of improving execution for Symbotic, including fiscal second-quarter revenue of $676 million, GAAP net income of $9 million, adjusted EBITDA of $78 million, $2 billion in cash and cash equivalents, no debt, and a backlog of $22.7 billion.</li><li>Management has also highlighted momentum across Associated Wholesale Grocers, XSLT, BreakPack, SyMicro, Fox Robotics, Nyobolt-enabled battery technology, and broader end-to-end supply-chain automation.</li></ul>

Symbotic Inc. (NASDAQ:SYM) has taken another strategic step in expanding its role in supply-chain automation with the announced acquisition of ARMS Innovations, a UK-based software company focused on real-time operational intelligence for complex automated warehouse environments.The deal follows a period of improving execution for Symbotic, including fiscal second-quarter revenue of $676 million, GAAP net income of $9 million, adjusted EBITDA of $78 million, $2 billion in cash and cash equivalents, no debt, and a backlog of $22.7 billion.Management has also highlighted momentum across Associated Wholesale Grocers, XSLT, BreakPack, SyMicro, Fox Robotics, Nyobolt-enabled battery technology, and broader end-to-end supply-chain automation.

Symbotic Takeover Of ARMS Could Supercharge Its Robotics Platform