Phibro Animal Health Corporation · NASDAQ:PAHC
Phibro Animal Health — Q3 2026 Earnings Presentation
9 slides from Phibro Animal Health's earnings presentation, May 7, 2026
Slide 1: Phibro Animal Health Corporation Financial Results Fiscal Year 2026 Third Quarter
Phibro Animal Health Corporation Webcast and Conference Call May 7, 2026 U.S. toll-free +1.888.330.2022 International toll +1.365.977.0051 Conference ID: 3927884 Financial Results Fiscal Year 2026 Third Quarter Ended March 31, 2026 May 7, 2026 Webcast and Conference Call
Slide 2: Important Information
Important Information Cautionary Statement Regarding Forward-Looking Statements This communication contains forward-looking statements that are subject to risks and uncertainties, including with respect to any future debt and leverage levels. All statements other than statements of historical or cur
Slide 3: Key Themes
Key Themes Strong Continued Sales FY2026 Full Year Performance in Business Updates Momentum Guidance Animal Health Q3 Total Consolidated sales and Q3 Total Animal Health sales Regulatory development in Updated 2026 guidance adjusted EBITDA growth of 10% and adjusted EBITDA growth of Brazil affecting
Slide 4: Financial Performance - Consolidated
Financial Performance - Consolidated Third Quarter, Year-on-Year comparison $ in millions, except per share data Q3 Q3 YOY FY25 FY26 %∆ Consolidated Net Sales $ 347.8 $ 383.5 10% Net Income $ 20.9 $ 24.0 15% Diluted EPS $ 0.51 $ 0.59 16% Adjusted EBITDA $ 54.9 $ 60.8 11% Adjusted Net Income $ 26.2 $
Slide 5: Financial Performance – Animal Health
Financial Performance – Animal Health Third Quarter, Year-on-Year comparison $ in millions Q3 Q3 YOY FY25 FY26 %∆ Animal Health Net Sales $ 258.4 $ 291.2 13% MFAs & other Legacy 104.7 109.9 5% MFAs & other Z-Product 77.0 95.9 25% Total MFA & other 181.6 205.8 13% Nutritional specialties 43.4 46.8 8%
Slide 6: Financial Performance – Other Segments
Financial Performance – Other Segments Third Quarter, Year-on-Year comparison $ in millions Q3 Q3 YOY FY25 FY26 %∆ Mineral Nutrition Net Sales $ 66.8 $ 73.4 10% Adj. EBITDA $ 5.8 $ 5.1 (11%) Adj. EBITDA Margin 8.6% 7.0% -160 bps Performance Products Net Sales $ 22.7 $ 18.9 (17%) Adj. EBITDA $ 3.3 $
Slide 7: Key Capitalization Metrics
Key Capitalization Metrics March 31, 2026 Free cash flow was $13 million for the TTM -- positive cash from operating activities Free Cash Flow (1) of $66 million, less capital expenditures of $(53) million. Cash and cash equivalents of $77.5 million 3.1x gross leverage ratio; $741 million total debt
Slide 8: Financial Guidance – Phibro
Financial Guidance – Phibro Fiscal Year 2026 $ in millions, except earnings per share (EPS) data FY 2025 FY 2026 FY 2026 Previous Updated Actual Low High Low High Consolidated Net Sales $ 1,296 $ 1,450 $ 1,500 $ 1,460 $ 1,500 Net Income $ 48 $ 85 $ 95 $ 92 $ 100 Diluted EPS $ 1.19 $ 2.08 $ 2.32 $ 2.
Slide 9: PAHC Company Overview Q&A
PAHC Company Overview Q&A 9 May 7, 2026 Webcast and Conference Call