Phibro Animal Health : Third Quarter - 2025 Presentation

Published: 2025-05-08 09:20:03 ET PAHC

Published on 05/08/2025 at 09:20

Webcast and Conference Call

May 8, 2025

U.S. toll-free

+1.888.330.2022

International toll

+1.365.977.0051

Fiscal Year 2025

Third Quarter Ended March 31, 2025

Conference ID:

3927884

May 8, 2025

Continued Momentum

Note: New MFA Business Adj. EBITDA is an estimate and includes only expenses fully dedicated to the New MFA business

Q3 Total Consolidated sales and adjusted EBITDA growth on Legacy Business of 3% and 5%

Q3 Total Consolidated sales and adjusted EBITDA growth of 32% and 85%

Sales growth

Animal Health +42%

Mineral Nutrition +4%

Performance Products +28%

Strong Performance in Animal Health

Q3 Animal Health Legacy Business sales even to last year with adjusted EBITDA growth 9% Sales growth

Vaccines +1%

MFAs and other -3%

Nutritional specialties +8%

Note: New MFA Business Adj. EBITDA is an estimate and includes only expenses fully dedicated to the New MFA business

Q3 Total Animal Health sales and adjusted EBITDA growth of 42% and 73%

Sales growth

Vaccines +1%

MFAs and other +68%

Nutritional specialties +8%

Tariff Update

We believe the overall impact will be manageable and remain confident in our growth prospects for FY2026.

We have identified potential effects on certain inputs and sales in the upcoming fiscal year based on current tariffs and have already begun implementing mitigation strategies.

While we are closely monitoring the situation, we do not foresee a material impact for the remainder of the fiscal year.

2025 guidance

Net sales of $1.260 billion to $1.290 billion

Adjusted EBITDA of

$177 million to $183 million

Adjusted EPS of $1.96 to

$2.09

GAAP EPS $0.98 to

$1.11

FY2025 Full Year Guidance (Including Zoetis MFA)

3 May 8, 2025

Third Quarter, Year-on-Year comparison

$ in millions, except per share data

Year-On-Year % changes are in comparison to the same period of the prior fiscal year

Adjusted results adjust GAAP results for one-off items, acquisition-related items and other (income) expense, including foreign currency (gains) losses.

4 May 8, 2025

Third Quarter, Year-on-Year comparison

$ in millions

Note: New MFA Business Adj. EBITDA is an estimate and includes only expenses fully dedicated to the New MFA business

Year-On-Year % changes are in comparison to the same period of the prior fiscal year

Adjusted results adjust GAAP results for one-off items, acquisition-related items and other (income) expense, including foreign currency (gains) losses.

5 May 8, 2025

Disclaimer

Phibro Animal Health Corporation published this content on May 08, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 08, 2025 at 13:18 UTC.