Phibro Animal Health Corporation · NASDAQ:PAHC
Phibro Animal Health — Q4 2026 Earnings Presentation
12 slides from Phibro Animal Health's earnings presentation, Aug 27, 2026
Slide 1: Phibro Animal Health Corporation Webcast and Conference Call
Phibro Animal Health Corporation Webcast and Conference Call August 27, 2026 U.S. toll-free +1.888.330.2022 International toll +1.365.977.0051 Conference ID: 3927884 Financial Results Fiscal Year 2026 Fourth Quarter Ended June 30, 2026 August 27, 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 Performance in Business Updates FY2027 Full Year Momentum Animal Health Guidance Q4 Total Consolidated sales and Q4 Total Animal Health sales and Phibro Forward reaches peak Updated 2027 guidance adjusted EBITDA growth of 5% and 29% adjusted EBITDA growth of 2% and
Slide 4: Financial Performance - Consolidated (Fourth Quarter)
Financial Performance - Consolidated Fourth Quarter, Year-on-Year comparison $ in millions, except per share data Q4 Q4 YOY FY25 FY26 %∆ Consolidated Net Sales $ 378.7 $ 396.7 5% Net Income $ 17.2 $ 21.7 26% Diluted EPS $ 0.42 $ 0.53 26% Adjusted EBITDA $ 50.0 $ 64.2 29% Adjusted Net Income $ 25.6 $
Slide 5: Financial Performance - Consolidated (Full Year)
Financial Performance - Consolidated Full Year, Year-on-Year comparison $ in millions, except per share data Full Year Full Year YOY FY25 FY26 %∆ Consolidated Net Sales $ 1,296.2 $ 1,518.1 17% Net Income $ 48.3 $ 99.7 NA Diluted EPS $ 1.19 $ 2.43 NA Adjusted EBITDA $ 183.7 $ 255.0 39% Adjusted Net I
Slide 6: Financial Performance – Animal Health (Fourth Quarter)
Financial Performance – Animal Health Fourth Quarter, Year-on-Year comparison $ in millions Q4 Q4 YOY FY25 FY26 %∆ Animal Health Net Sales $ 292.5 $ 297.6 2% MFAs & other Legacy 112.0 123.7 11% MFAs & other Z-Product 94.5 83.9 (11%) Total MFA & other 206.5 207.6 1% Nutritional specialties 47.4 49.9
Slide 7: Financial Performance – Animal Health (Full Year)
Financial Performance – Animal Health Full Year, Year-on-Year comparison $ in millions Full Year Full Year YOY FY25 FY26 %∆ Animal Health Net Sales $ 962.8 $ 1,162.2 21% MFAs & other Legacy 438.2 456.4 4% MFAs & other Z-Product 208.2 354.3 70% Total MFA & other 646.4 810.7 25% Nutritional specialtie
Slide 8: Financial Performance – Other Segments (Fourth Quarter)
Financial Performance – Other Segments Fourth Quarter, Year-on-Year comparison $ in millions Q4 Q4 YOY FY25 FY26 %∆ Mineral Nutrition Net Sales $ 64.2 $ 77.0 20% Adj. EBITDA $ 5.6 $ 5.6 1% Adj. EBITDA Margin 8.7% 7.3% -140 bps Performance Products Net Sales $ 22.1 $ 22.2 1% Adj. EBITDA $ 3.0 $ 3.4 1
Slide 9: Financial Performance – Other Segments (Full Year)
Financial Performance – Other Segments Full Year, Year-on-Year comparison $ in millions Full Year Full Year YOY FY25 FY26 %∆ Mineral Nutrition Net Sales $ 253.2 $ 282.3 11% Adj. EBITDA $ 20.8 $ 21.7 4% Adj. EBITDA Margin 8.2% 7.7% -50 bps Performance Products Net Sales $ 80.2 $ 73.5 (8%) Adj. EBITDA
Slide 10: Key Capitalization Metrics
Key Capitalization Metrics June 30, 2026 Free cash flow was $10 million for the TTM -- positive cash from operating activities Free Cash Flow (1) of $69 million, less capital expenditures of $(59) million. Cash and cash equivalents of $82 million 2.9x gross leverage ratio; $738 million total debt /
Slide 11: Financial Guidance – Phibro Fiscal Year 2027
Financial Guidance – Phibro Fiscal Year 2027 $ in millions, except earnings per share (EPS) data FY 2026 FY 2027 Full Year Guidance Actual Low High Consolidated Net Sales $ 1,518 $ 1,550 $ 1,600 Net Income $ 100 $ 122 $ 132 Diluted EPS $ 2.43 $ 2.98 $ 3.22 Adjusted EBITDA $ 255 $ 258 $ 268 Adjusted
Slide 12: Q&A
PAHC Company Overview Q&A 12 August 27, 2026 Webcast and Conference Call