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>Kimberly-Clark’s first quarter performance reflects continued progress in its strategic transformation and demonstrates solid organic sales growth driven by innovation, particularly in its key focus areas of Baby Care, Women’s Health, and Active Aging.</li><li>The company achieved a 3% increase in volume plus mix growth—marking a ninth or tenth consecutive quarter of positive growth—supported by differentiated, science-backed innovations and a disciplined promotional approach.</li><li>Notably, promotion levels in North America remained below pre-COVID category levels, with promotional activities selectively used to drive trial for new products like the Snug & Dry diaper innovation.</li></ul>

Kimberly-Clark’s first quarter performance reflects continued progress in its strategic transformation and demonstrates solid organic sales growth driven by innovation, particularly in its key focus areas of Baby Care, Women’s Health, and Active Aging.The company achieved a 3% increase in volume plus mix growth—marking a ninth or tenth consecutive quarter of positive growth—supported by differentiated, science-backed innovations and a disciplined promotional approach.Notably, promotion levels in North America remained below pre-COVID category levels, with promotional activities selectively used to drive trial for new products like the Snug & Dry diaper innovation.

Kimberly-Clark: 6% Productivity Gains May Not Be Enough For Back-Half Cost Pressure!

Kimberly Clark

Kimberly-Clark: 6% Productivity Gains May Not Be Enough For Back-Half Cost Pressure!