Overview

* Phibro fiscal Q4 net sales rise 39%, beating analyst expectations, per LSEG data

* Adjusted EPS for fiscal Q4 beats estimates, while adjusted EBITDA misses, per LSEG data

* Growth driven by Zoetis MFA portfolio and higher international demand

Outlook

* Phibro expects FY 2026 net sales of $1.43 bln to $1.48 bln

* Company projects FY 2026 adjusted EBITDA of $225 mln to $235 mln

* Phibro anticipates FY 2026 net income of $73 mln to $83 mln

* Company sees FY 2026 diluted EPS of $1.79 to $2.03

Result Drivers

* ZOETIS ACQUISITION - Incremental revenues from Zoetis MFA portfolio drove a 77% increase in MFA and Other product sales

* INTERNATIONAL DEMAND - Higher international demand boosted sales of MFAs and vaccines, particularly in Latin America

* SG&A INVESTMENTS - Increased SG&A expenses due to strategic investments and higher employee-related costs

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $378.70 $362.20

mln mln (2

Analysts

)

Q4 Beat $0.57 $0.52 (3

Adjusted Analysts

EPS )

Q4 EPS $0.42

Q4 $23.20

Adjusted mln

Net

Income

Q4 Net $17.20

Income mln

Q4 Miss $50 mln $50.60

Adjusted mln (2

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the pharmaceuticals peer group is "buy."

* Wall Street's median 12-month price target for Phibro Animal Health Corp ( PAHC ) is $24.00, about 36% below its August 26 closing price of $32.64

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)