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>Permian Resources' second-quarter 2025 earnings reveal both strengths and challenges in the company's current operational and strategic approach.</li><li>A significant positive takeaway from Permian Resources' performance is their robust operational execution, evident in achieving record low completion costs and the fastest well drilling in their history.</li><li>Such efficiencies have enabled the company to revise their annual production guidance upwards, while reducing their capital expenditure guidance.</li></ul>

Permian Resources' second-quarter 2025 earnings reveal both strengths and challenges in the company's current operational and strategic approach.A significant positive takeaway from Permian Resources' performance is their robust operational execution, evident in achieving record low completion costs and the fastest well drilling in their history.Such efficiencies have enabled the company to revise their annual production guidance upwards, while reducing their capital expenditure guidance.

Permian Resources Inside Look: How Asset Quality & Smart Deals Can Power Future Outperformance!

<ul><li>Permian Resources reported a strong first quarter of 2025, demonstrating a mix of operational efficiency and strategic positioning in a turbulent market.</li><li>During the quarter, the company achieved its highest historical free cash flow at $0.54 per share, primarily due to reduced costs per unit and robust production performance.</li><li>Oil production reached 175,000 barrels per day, with total production at 373,000 barrels of oil equivalent per day, reflecting the significant contributions from 2024 acquisitions, particularly through enhanced performance and artificial lift optimizations.</li></ul>

Permian Resources reported a strong first quarter of 2025, demonstrating a mix of operational efficiency and strategic positioning in a turbulent market.During the quarter, the company achieved its highest historical free cash flow at $0.54 per share, primarily due to reduced costs per unit and robust production performance.Oil production reached 175,000 barrels per day, with total production at 373,000 barrels of oil equivalent per day, reflecting the significant contributions from 2024 acquisitions, particularly through enhanced performance and artificial lift optimizations.

Permian Resources: Focus on Ground Game Activities & Key Growth Levers!

<ul><li>Permian Resources reported strong fourth-quarter and full-year 2024 results, demonstrating stability and growth in its operations.</li><li>The company delivered its highest-ever production and free cash flow per share metrics in Q4 2024.</li><li>Effective field execution and a focus on cost control led to a significant reduction in drilling and completion (D&C) costs, while maintaining a robust cash flow.</li></ul>

Permian Resources reported strong fourth-quarter and full-year 2024 results, demonstrating stability and growth in its operations.The company delivered its highest-ever production and free cash flow per share metrics in Q4 2024.Effective field execution and a focus on cost control led to a significant reduction in drilling and completion (D&C) costs, while maintaining a robust cash flow.

Permian Resources: The Enhanced Operational Efficiencies

<ul><li>Permian Resources delivered a robust performance in the third quarter of 2024, characterized by significant production gains and operational efficiencies.</li><li>The company increased its full-year oil production guidance for the third time this year, highlighting a rise in daily production by 11,000 barrels over the initial forecast set in February.</li><li>A substantial part of this increase is attributed to the outperformance of its core operations, coupled with effective execution in mergers and acquisitions, notably the successful integration of the Barilla Draw acquisition.</li></ul>

Permian Resources delivered a robust performance in the third quarter of 2024, characterized by significant production gains and operational efficiencies.The company increased its full-year oil production guidance for the third time this year, highlighting a rise in daily production by 11,000 barrels over the initial forecast set in February.A substantial part of this increase is attributed to the outperformance of its core operations, coupled with effective execution in mergers and acquisitions, notably the successful integration of the Barilla Draw acquisition.

Permian Resources: These Are The 4 Biggest Challenges In Its Path In 2025 & Beyond! - Major Drivers

<ul><li>Permian Resources Corporation demonstrated solid performance in the second quarter of 2024, continuing to enhance operational efficiencies and strategically expand through acquisitions.</li><li>Operational successes have allowed the company to revise its production forecasts upward for the second consecutive quarter.</li><li>The inclusion of the newly acquired Barilla Draw assets poses an opportunity to further enhance Permian Resources Corporation’s asset base and cash flow profiles.</li></ul>

Permian Resources Corporation demonstrated solid performance in the second quarter of 2024, continuing to enhance operational efficiencies and strategically expand through acquisitions.Operational successes have allowed the company to revise its production forecasts upward for the second consecutive quarter.The inclusion of the newly acquired Barilla Draw assets poses an opportunity to further enhance Permian Resources Corporation’s asset base and cash flow profiles.

Permian Resources Corporation: How They Are Leveraging Midstream Assets! - Major Drivers

United States

Permian Resources Corporation operates as an oil and gas company. The Company focuses on the development of unconventional oil and associated liquid-rich natural gas reserves in the Permian Basin, as well as offers geology, engineering, and drilling services. Permian Resources serves customers in the United States.

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Permian Resources (PR US)

Permian Resources Inside Look: How Asset Quality & Smart Deals Can Power Future Outperformance!

Permian Resources' second-quarter 2025 earnings reveal both strengths and challenges in the company's current operational and strategic...

Baptista Research

Permian Resources: Focus on Ground Game Activities & Key Growth Levers!

Permian Resources reported a strong first quarter of 2025, demonstrating a mix of operational efficiency and strategic positioning in a turbulent...

Baptista Research

Permian Resources: The Enhanced Operational Efficiencies

Permian Resources reported strong fourth-quarter and full-year 2024 results, demonstrating stability and growth in its operations. The company...

Baptista Research

Permian Resources: These Are The 4 Biggest Challenges In Its Path In 2025 & Beyond! - Major Drivers

Permian Resources delivered a robust performance in the third quarter of 2024, characterized by significant production gains and operational...

Baptista Research

Permian Resources Corporation: How They Are Leveraging Midstream Assets! - Major Drivers

Permian Resources Corporation demonstrated solid performance in the second quarter of 2024, continuing to enhance operational efficiencies and...

Baptista Research

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