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>Post Holdings, a consumer packaged goods company with a focus on ready-to-eat cereals and refrigerated foods, presented its second-quarter fiscal 2025 earnings with an emphasis on navigating complex market conditions.</li><li>The earnings call highlighted several key aspects of its financial performance and strategic initiatives that provide insight into the current and future trajectory of the company.</li><li>In this quarter, Post Holdings achieved consolidated net sales of $2 billion and adjusted EBITDA of $347 million, representing a 2% decline compared to prior periods.</li></ul>

Post Holdings, a consumer packaged goods company with a focus on ready-to-eat cereals and refrigerated foods, presented its second-quarter fiscal 2025 earnings with an emphasis on navigating complex market conditions.The earnings call highlighted several key aspects of its financial performance and strategic initiatives that provide insight into the current and future trajectory of the company.In this quarter, Post Holdings achieved consolidated net sales of $2 billion and adjusted EBITDA of $347 million, representing a 2% decline compared to prior periods.

Post Holdings: Ready-to-Drink (RTD) Shakes Expansion As A Key Contributor To The Company’s Greater Portfolio Performance!

<ul><li>Post Holdings Inc. exhibited a mix of strengths and challenges in their first quarter fiscal 2025 results, setting a cautiously optimistic tone amidst external uncertainties.</li><li>The fiscal year commenced on a positive note with robust quarterly financial outcomes driven primarily by effective cost management and the advantages of a diversified portfolio.</li><li>Major ERP conversions at PCB Pet and Weetabix were successfully executed, contributing to operational stability and avoiding expected setbacks, underscoring the company's adept project management capabilities.</li></ul>

Post Holdings Inc. exhibited a mix of strengths and challenges in their first quarter fiscal 2025 results, setting a cautiously optimistic tone amidst external uncertainties.The fiscal year commenced on a positive note with robust quarterly financial outcomes driven primarily by effective cost management and the advantages of a diversified portfolio.Major ERP conversions at PCB Pet and Weetabix were successfully executed, contributing to operational stability and avoiding expected setbacks, underscoring the company's adept project management capabilities.

Post Holdings Powers Up Its Sides Game—Can This Move Rescue Refrigerated Retail?

<ul><li>Post Holdings finished its fiscal year 2024 with a robust fourth-quarter performance, highlighting significant growth in adjusted EBITDA over the past two years.</li><li>This growth, achieved through a mix of organic expansion and strategic pet-related acquisitions, has been successfully converted into substantial free cash flow, amounting to approximately $1 billion over two years.</li><li>For fiscal year 2024, higher pricing finally caught up with previous input cost inflation, suggesting an improved financial backdrop for the company.</li></ul>

Post Holdings finished its fiscal year 2024 with a robust fourth-quarter performance, highlighting significant growth in adjusted EBITDA over the past two years.This growth, achieved through a mix of organic expansion and strategic pet-related acquisitions, has been successfully converted into substantial free cash flow, amounting to approximately $1 billion over two years.For fiscal year 2024, higher pricing finally caught up with previous input cost inflation, suggesting an improved financial backdrop for the company.

Post Holdings’ Financial Masterstroke: How Capital Structure Optimization Fuels Growth Potential! - Major Drivers

<ul><li>Post Holdings delivered its Third Quarter fiscal 2024 earnings with robust performance and strategic advancements leading to an increase in full-year guidance.</li><li>President and CEO, Robert Vitale, expressed contentment with the company's progress, particularly noting solid results and key acquisitions.</li><li>Despite facing a consumer environment grappling with inflation and recent aggressive pricing changes, Post Holdings managed to perform robustly.</li></ul>

Post Holdings delivered its Third Quarter fiscal 2024 earnings with robust performance and strategic advancements leading to an increase in full-year guidance.President and CEO, Robert Vitale, expressed contentment with the company's progress, particularly noting solid results and key acquisitions.Despite facing a consumer environment grappling with inflation and recent aggressive pricing changes, Post Holdings managed to perform robustly.

Post Holdings Inc.: These Are The 4 Biggest Challenges In Its Path! - Major Drivers

<ul><li>Post Holdings delivered robust performance in the second quarter of 2024, anchored by strong execution across core segments such as Consumer Brands and Foodservices, despite notable challenges including volume declines in several categories.</li><li>The company's proactive management, highlighted by strategic price adjustments and rigorous cost control, have enabled Post to navigate a complex economic landscape defined by shifting consumer behaviors.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Post Holdings delivered robust performance in the second quarter of 2024, anchored by strong execution across core segments such as Consumer Brands and Foodservices, despite notable challenges including volume declines in several categories.The company's proactive management, highlighted by strategic price adjustments and rigorous cost control, have enabled Post to navigate a complex economic landscape defined by shifting consumer behaviors.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Post Holdings Inc.: Consumer Market Pricing Strategy & 3 Pivotal Factors Influencing Its Performance In 2025 & Beyond! - Major Drivers

United States

Post Holdings Inc. is a food company. The Company manufactures, distributes, and markets a wide range of ready-to-eat cereal products.

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Post Holdings (POST US)

Post Holdings: Ready-to-Drink (RTD) Shakes Expansion As A Key Contributor To The Company’s Greater Portfolio Performance!

Post Holdings, a consumer packaged goods company with a focus on ready-to-eat cereals and refrigerated foods, presented its second-quarter fiscal...

Baptista Research

Post Holdings Powers Up Its Sides Game—Can This Move Rescue Refrigerated Retail?

Post Holdings Inc. exhibited a mix of strengths and challenges in their first quarter fiscal 2025 results, setting a cautiously optimistic tone...

Baptista Research

Post Holdings’ Financial Masterstroke: How Capital Structure Optimization Fuels Growth Potential! - Major Drivers

Post Holdings finished its fiscal year 2024 with a robust fourth-quarter performance, highlighting significant growth in adjusted EBITDA over the...

Baptista Research

Post Holdings Inc.: These Are The 4 Biggest Challenges In Its Path! - Major Drivers

Post Holdings delivered its Third Quarter fiscal 2024 earnings with robust performance and strategic advancements leading to an increase in...

Baptista Research

Post Holdings Inc.: Consumer Market Pricing Strategy & 3 Pivotal Factors Influencing Its Performance In 2025 & Beyond! - Major Drivers

Post Holdings delivered robust performance in the second quarter of 2024, anchored by strong execution across core segments such as Consumer...

Baptista Research

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