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>Stevanato Group's first quarter 202rb performance underlined some critical challenges while also highlighting its robust positioning within the pharmaceutical supply sector.</li><li>In a period marred by the ripples of the pandemic induced stockpiling, Stevanato Group's revenue saw a slight decrement of 1% year-over-year, totaling EUR 236 million.</li><li>This decline predominantly stemmed from the accelerated industry-wide destocking processes, particularly impacting their EZ-fill vials segment.</li></ul>

Stevanato Group's first quarter 202rb performance underlined some critical challenges while also highlighting its robust positioning within the pharmaceutical supply sector.In a period marred by the ripples of the pandemic induced stockpiling, Stevanato Group's revenue saw a slight decrement of 1% year-over-year, totaling EUR 236 million.This decline predominantly stemmed from the accelerated industry-wide destocking processes, particularly impacting their EZ-fill vials segment.

Stevanato Group S.p.A.: Leveraging Market Trends in Biologics and Self-Administration! - Major Drivers

<ul><li>Stevanato Group reported a positive 2023 stating a growth of 10% or 11% in constant currency terms.</li><li>As per Executive Chairman of the company, Franco Stevanato, the group has seen continued growth despite the inflation uncertainty and ongoing supply chain issues.</li><li>According to the chairman, while these dynamics have been challenging to navigate, they have simultaneously facilitated the growth of high-value solutions within Stevanato Group's business model.</li></ul>

Stevanato Group reported a positive 2023 stating a growth of 10% or 11% in constant currency terms.As per Executive Chairman of the company, Franco Stevanato, the group has seen continued growth despite the inflation uncertainty and ongoing supply chain issues.According to the chairman, while these dynamics have been challenging to navigate, they have simultaneously facilitated the growth of high-value solutions within Stevanato Group's business model.

Stevanato Group S.p.A.: Initiation Of Coverage - The Rising Demand for Biologics Catalyzing Growth? - Major Drivers

Italy

DiaSorin S.p.A. manufactures reagents for in vitro diagnostics.

Recordati S.p.A. manufactures pharmaceuticals. The Company researches, develops, manufactures, and markets prescription and non-prescription pharmaceuticals, pharmaceutical chemicals, therapeutic products, and rare disease treatments. The Company sells its products throughout the world.

Amplifon S.p.A. retails and fits hearing aids and supplies correlated services aimed at the solution of problems related to the loss of hearing.  The Group operates in Italy, France, Spain, Portugal, Switzerland, Austria, Holland, the United States, Hungary, and Egypt.  Amplifon operates through a network of distribution centers and licensee network affiliates.

Newron Pharmaceuticals SpA is a research and development biopharmaceutical company. The Company focuses on and develops therapies for the Central Nervous System (CNS) in cases such as Parkinson's disease, neuropathic low back pain and other cognitive disorders.

BioLight Life Sciences Ltd. provides biomedical services. The Company discovers, develops, and produces drugs for glaucoma, dry eye syndrome, and ophthalmic conditions. BioLight Life Sciences operates in Israel.

Hangzhou Tigermed Consulting Company Limited provides professional clinical research services for domestic and foreign pharmaceutical and health-related research and development. The Company's main services include clinical trial technology services, data management, and statistical analysis.

Hangzhou Tigermed Consulting (A) (300347 CH)

Syneos Health, Inc. operates as a biopharmaceutical solutions organization. The Company offers therapeutic expertise, bioanalytics solutions, clinical development services, medical devices, diagnostics, and commercialization. Syneos Health serves patients worldwide.

Bachem Holding AG specializes in the development and manufacture of peptides and oligonucleotides. The Company provides products for research, clinical development and commercial application to pharmaceutical and biotechnology companies. Bachem Holding serves customers worldwide.

Siegfried Holding AG provides development services and the production of active pharmaceutical ingredients (API), intermediates, controlled & standard substances, and complex formulations. The Company operates in Switzerland, Malta and the United States.

Tecan Group AG develops, manufactures and distributes laboratory automation components and systems. The Company produces robotic sample processors, stand-alone separation and detection devices, laser scanners, integrated systems, and pumps and valves for high precision liquid handling. The products are mainly used by research and diagnostic laboratories.

Pharmaron Beijing Co., Ltd. engages in discovery, development, and manufacturing spectrum for small molecule drugs, cell therapies, and gene therapies as well as providing testing services for medical devices and clinic research. The Company offers laboratory, clinical development, chemistry manufactory and control, and other services. Pharmaron Beijing conducts businesses based in China.

Azenta, Inc. provides life sciences solutions. The Company offers cold-chain sample management solutions and genomic services across areas such as drug development, clinical research, and advanced cell therapies. Azenta serves pharmaceutical, biotech, academic, and healthcare institutions worldwide.

Bio-Rad Laboratories, Inc. is a multinational manufacturer and distributor of life science research products, clinical diagnostics, and analytical instrumentation.  The Company's products and systems separate complex chemical and biological materials, as well as identify, analyze, and purify their components.

Genscript Biotech Corp is biotech service company. The Company provides life science services and products and pre-clinical drug development services.

Gerresheimer AG develops and produces specialty products made of glass and plastic.  The Company produces containers for a variety of substances and medicines.

Stevanato Group Societa' Per Azioni manufactures packaging containers from glass. The Company provides vials, ampoules, auto-injectors, and prefilled syringes for pharmaceutical industry. Stevanato Group serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Stevanato Group SpA (STVN US)

Stevanato Group S.p.A.: Leveraging Market Trends in Biologics and Self-Administration! - Major Drivers

Stevanato Group's first quarter 202rb performance underlined some critical challenges while also highlighting its robust positioning within the...

Baptista Research

Stevanato Group S.p.A.: Initiation Of Coverage - The Rising Demand for Biologics Catalyzing Growth? - Major Drivers

Stevanato Group reported a positive 2023 stating a growth of 10% or 11% in constant currency terms. As per Executive Chairman of the company,...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)