Overview

* Phibro Q1 net sales up 40% yr/yr, beating analyst expectations

* Adjusted EBITDA for Q1 beats analyst estimates, reflecting strong operational performance

* Animal Health segment net sales rise 55%, driven by strong demand

Outlook

* Phibro raises fiscal 2026 adjusted EBITDA guidance to $230 mln-$240 mln

* Company maintains fiscal 2026 net sales guidance at $1.43 bln-$1.48 bln

* Phibro expects fiscal 2026 adjusted EPS of $2.64-$2.81

Result Drivers

* ANIMAL HEALTH GROWTH - Animal Health net sales rose 55% to $283.5 mln, driven by strong demand for MFAs, nutritional specialties, and vaccines

* MFA PORTFOLIO IMPACT - Incremental revenues of $80.5 mln from the MFA portfolio acquisition boosted sales

* NEW PRODUCT LAUNCH - Launch of Restoris™, a dental gel for dogs, marks strategic investment in animal health innovation

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q1 Sales Beat $363.9 $346.96

mln mln (3

Analysts

)

Q1 Net $26.5

Income mln

Q1 Beat $61.9 $50.59

Adjusted mln mln (3

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 $34.00, about 23.9% below its November 4 closing price of $42.11

* The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

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(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.)