Independent research on the U.S. markets, Baptista Research

Baptista Research

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>DXC Technology reported its Q1 Fiscal Year 2025 earnings with mixed results, reflecting both strengths and areas for improvement.</li><li>The company recorded total revenue decline of 4% year-over-year on an organic basis, which was somewhat mitigated by expansions in adjusted EBIT margin and a notable increase in non-GAAP diluted EPS.</li><li>Free cash flow also saw notable improvement, positioning the company favorably in terms of liquidity.</li></ul>

DXC Technology reported its Q1 Fiscal Year 2025 earnings with mixed results, reflecting both strengths and areas for improvement.The company recorded total revenue decline of 4% year-over-year on an organic basis, which was somewhat mitigated by expansions in adjusted EBIT margin and a notable increase in non-GAAP diluted EPS.Free cash flow also saw notable improvement, positioning the company favorably in terms of liquidity.

DXC Technology Company: A Bear's Perspective! - Major Drivers

<ul><li>DXC Technology reported its financial results for the fourth quarter of the fiscal year 2024, displaying a mixed performance amidst challenging market conditions.</li><li>Total revenue experienced a decline of 5% on a constant currency basis, outpacing expectations slightly but reflecting broader industry and economic challenges.</li><li>The adjusted EBIT margin decreased by 50 basis points year over-year to 8.4%, indicating pressure on profitability despite efforts to optimize costs.</li></ul>

DXC Technology reported its financial results for the fourth quarter of the fiscal year 2024, displaying a mixed performance amidst challenging market conditions.Total revenue experienced a decline of 5% on a constant currency basis, outpacing expectations slightly but reflecting broader industry and economic challenges.The adjusted EBIT margin decreased by 50 basis points year over-year to 8.4%, indicating pressure on profitability despite efforts to optimize costs.

DXC Technology Company - Special M&A Report - What Would Be A Fair Offer From Kyndryl & Apollo?  - Financial Forecasts

<ul><li>During Q3, DXC Technology was observed to have solid performance with the company's organic revenue growth falling within the guidance range.</li><li>The free cash flow saw an increase of 26% compared to the prior year, amounting to an impressive $585 million.</li><li>However, the report points to declines in various areas such as organic revenue growth, a 4.5% year-over-year decrease, mainly due to the decline in resale revenues.</li></ul>

During Q3, DXC Technology was observed to have solid performance with the company's organic revenue growth falling within the guidance range.The free cash flow saw an increase of 26% compared to the prior year, amounting to an impressive $585 million.However, the report points to declines in various areas such as organic revenue growth, a 4.5% year-over-year decrease, mainly due to the decline in resale revenues.

DXC Technology Company: Will Its Enhanced Go-to-Market Strategy and Business Execution Catalyze Growth? - Major Drivers

<ul><li>In the second quarter, DXC Technology reported an organic revenue decrease of 3.6%, slightly surpassing initial guidance but aligning with Q1 performance.</li><li>Notably, the Global Business Services (GBS) segment exceeded expectations with a 2.4% organic revenue growth, while the Global Infrastructure Services (GIS) exhibited progress, narrowing the organic revenue decline from 9.9% in Q1 to 9.1% in Q2.</li><li>The insurance offering, operating under the new model, experienced a 2.4% organic revenue growth and increased margins from 11.3% to 12.5%.</li></ul>

In the second quarter, DXC Technology reported an organic revenue decrease of 3.6%, slightly surpassing initial guidance but aligning with Q1 performance.Notably, the Global Business Services (GBS) segment exceeded expectations with a 2.4% organic revenue growth, while the Global Infrastructure Services (GIS) exhibited progress, narrowing the organic revenue decline from 9.9% in Q1 to 9.1% in Q2.The insurance offering, operating under the new model, experienced a 2.4% organic revenue growth and increased margins from 11.3% to 12.5%.

DXC Technology Company: AWS Partnership: A New Era of Cloud Computing? - Major Drivers

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Forensic Accounting

<ul>
<li>Diving Deep into Hindenburg Research's comprehensive report on Temenos triggers a market plunge, alleging accounting manipulations, failed North American expansion, product failures, and troubled European deals.</li>
<li>Allegations include aggressive revenue recognition, excessive R&amp;D capitalization, difficulty in revenue collection, inflated free cash flow, and executive insiders stock divestment.</li>
<li>Temenos denies allegations, defending its business integrity, performance, and financial standing, but market volatility persists, emphasizing the need for transparent communication and governance reassurance.</li>
</ul>


Diving Deep into Hindenburg Research's comprehensive report on Temenos triggers a market plunge, alleging accounting manipulations, failed North American expansion, product failures, and troubled European deals.
Allegations include aggressive revenue recognition, excessive R&amp;D capitalization, difficulty in revenue collection, inflated free cash flow, and executive insiders stock divestment.
Temenos denies allegations, defending its business integrity, performance, and financial standing, but market volatility persists, emphasizing the need for transparent communication and governance reassurance.


Unveiling the Shadows: A Deep Dive into Hindenburg Research's Exposé on Temenos

United States

DXC Technology Company provides information technology services. The Company offers analytics, applications, business process, cloud and workload, consulting, and security services and solutions. DXC Technology serves customers worldwide.

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DXC Technology Co (DXC US)

DXC Technology Company: A Bear's Perspective! - Major Drivers

DXC Technology reported its Q1 Fiscal Year 2025 earnings with mixed results, reflecting both strengths and areas for improvement. The company...

Baptista Research

DXC Technology Company - Special M&A Report - What Would Be A Fair Offer From Kyndryl & Apollo? - Financial Forecasts

DXC Technology reported its financial results for the fourth quarter of the fiscal year 2024, displaying a mixed performance amidst challenging...

Baptista Research

DXC Technology Company: Will Its Enhanced Go-to-Market Strategy and Business Execution Catalyze Growth? - Major Drivers

During Q3, DXC Technology was observed to have solid performance with the company's organic revenue growth falling within the guidance range. The...

Baptista Research

DXC Technology Company: AWS Partnership: A New Era of Cloud Computing? - Major Drivers

In the second quarter, DXC Technology reported an organic revenue decrease of 3.6%, slightly surpassing initial guidance but aligning with Q1...

Baptista Research

Unveiling the Shadows: A Deep Dive into Hindenburg Research's Exposé on Temenos

Reason behind 33% Fall in Temenos Share Price: A Deep Dive into Hindenburg Research's latest exposé on Temenos comprising of financial...

Nimish Maheshwari

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