Phibro Animal Health posts transcript of Q4 2026 earnings call
PAHC•FY2026 results
FY2026 results: net sales USD 1.52 billion; adjusted EBITDA USD 255 million; free cash flow USD 10 million on USD 86.3 million inventory build.
Transcript of Q4 2026 earnings call posted
Phibro Animal Health published its fiscal Q4 2026 earnings-call transcript; attendees included the CEO, CFO, COO, operators, analysts.
Chicago Heights site closure and EBITDA benefit
Planned closure of Chicago Heights manufacturing site; annual adjusted EBITDA benefit estimated at USD 15-20 million, mostly from FY2028.
FY2027 outlook and Brazil virginiamycin assumptions
FY2027 outlook: net sales USD 1.55-1.6 billion, adjusted EBITDA USD 258-268 million, adjusted diluted EPS USD 3.41-3.59.
Planning assumes minimal virginiamycin sales in Brazil; FY2026 Brazil virginiamycin sales were about USD 27 million, creating downside to margins.
