Phibro Animal Health Posts Record Q4 Revenue Growth, Boosted by Strong Animal Health Portfolio and Successful Acquisition of Zoetis MFA Portfolio.

Phibro Animal Health Corporation reported Q4 revenue of $378.7 million, a 27% increase YoY, driven by robust growth in the Animal Health portfolio. Adjusted EBITDA rose 65% YoY, and adjusted net income grew 76%. The company credits its Phibro Forward initiatives for the success and expects sustained growth and long-term value creation.

Phibro Animal Health Corporation (PAHC) reported its fourth-quarter (Q4) and fiscal year (FY) 2025 results, showcasing robust growth and significant improvements in financial performance. The company, based in Teaneck, New Jersey, reported a Q4 net sales of $378.7 million, representing a 39% year-over-year (YoY) increase [1]. This growth was primarily driven by the Animal Health portfolio, which saw a 53% increase in net sales, with a significant contribution from the acquisition of the Zoetis MFA portfolio and increased demand for MFAs in international regions [2].

Adjusted EBITDA for the quarter rose by 49% YoY to $50.0 million, while net income surged to $17.2 million, up 165% from the previous year. The company also reported a diluted earnings per share (EPS) of $0.42, a significant improvement from $0.02 in the prior year [2].

For the full fiscal year 2025, PAHC reported net sales of $1,296.2 million, a 27% increase from 2024. Net income for the year was $48.3 million, compared to $2.4 million in the previous year. Adjusted EBITDA for the year was $183.7 million, a 65% increase from 2024. Diluted EPS for the year was $1.19, up from $0.06 in the previous year [2].

The company credited its Phibro Forward initiatives for the success, stating that these initiatives have been unlocking efficiencies and driving sustainable growth. Higher selling, general, and administrative (SG&A) expenses were attributed to deliberate investments in scaling operations and supporting an expanding global footprint [2].

Looking ahead, PAHC provided guidance for the fiscal year ending June 30, 2026, expecting net sales in the range of $1.43 billion to $1.48 billion, adjusted EBITDA of $225 million to $235 million, and net income of $73 million to $83 million. Diluted EPS is expected to be between $1.79 and $2.03 [2].

References:
[1] https://www.marketscreener.com/news/phibro-fiscal-q4-earnings-snapshot-ce7c50ded080f42d
[2] https://www.tradingview.com/news/tradingview:38e87351501b3:0-phibro-animal-health-corporation-reports-fourth-quarter-and-fiscal-year-results/
[3] https://www.morningstar.com/news/business-wire/20250827974476/phibro-animal-health-corporation-reports-fourth-quarter-and-fiscal-year-results-provides-financial-guidance