Phibro raises fiscal 2027 sales, EBITDA guidance after record year

Phibro Animal Health (NASDAQ: PAHC ) held its fourth-quarter earnings conference call on Thursday.

Below is the complete transcript from the call.

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View the webcast at Summary Phibro Animal Health Corporation reported record net sales of over $1.5 billion for fiscal year 2026, with a 39% increase in adjusted EBITDA.

The company's core Animal Health business grew by 21%, while Mineral Nutrition grew by 11%.

Performance Products saw a decrease of 8% due to lower demand.

Phibro Forward transformation program concluded, contributing approximately $50 million to EBITDA by fiscal 2027.

Closure of the Chicago Heights manufacturing facility was announced to align manufacturing footprint with future needs.

Guidance for fiscal 2027 includes net sales of $1.55 billion to $1.6 billion, and adjusted EBITDA of $258 million to $268 million.

The company is optimistic about resolving regulatory issues regarding virginiamycin in Brazil but has assumed minimal sales contribution in fiscal 2027.

Management highlighted strategic focus areas including vaccines, nutritional specialties, and companion animal products.

Key growth drivers include strong demand in the meat and dairy sectors and strategic benefits from the Zoetis acquisition.

Full Transcript Regina, Operator Hello and thank you for standing by.

My name is Regina and I will be your conference operator today.

At this time, I would like to welcome everyone to the Phibro Animal Health Corporation fourth quarter 2026 conference call.

All lines have been placed on mute to prevent any background noise.

After the speakers' remarks, there will be a question-and-answer session.

If you would like to ask a question during this time, simply press star, then the number one on your telephone keypad.

To withdraw your question, press star one again.

I would now like to turn the conference over to Glenn David, Chief Financial Officer.

Please go ahead.

Glenn David, Chief Financial Officer Thank you, Regina.

Good day and welcome to the Phibro Animal Health Corporation earnings call for our fiscal fourth quarter and full year ended June 30, 2026.

My name is Glenn David and I am the Chief Financial Officer of Phibro Animal Health Corporation.

I am joined on today's call by Donnie Bentheim, President and Chief Executive Officer, and Larry Miller, Chief Operating Officer.

Today we will cover financial performance for our fourth quarter and full year 2026 and provide financial guidance for our fiscal year ending June 30, 2027.

At the conclusion of our remarks, we will open the lines for your questions.

I would like to remind you that we are providing a simultaneous webcast of this call on our website, pahc.com.

Also on the Investors section of our website, you will find copies of the earnings press release and annual Form 10-K, as well as the transcript and slides discussed and presented on this call.

Our remarks today will include forward-looking statements and actual results could differ materially from those projections.

For a list and description of certain factors that could cause results to differ, I refer you to the forward-looking statements section in our earnings press release.

Our remarks include references to certain financial measures which were not prepared in accordance with Generally Accepted Accounting Principles, or GAAP.

I refer you to the non-GAAP financial information section in our earnings press release for a discussion of these measures.

Reconciliations of these non-GAAP financial measures to the most directly comparable U.S.

GAAP measures are included in the financial tables that accompany the earnings press release.