Phibro Animal Health's International Revenues Show Mixed Trends

Phibro Animal Health (PAHC) reported a 38.6% YoY increase in total revenue to $378.7 million in Q2 2025. International revenue breakdown shows Asia Pacific contributed 9.3% ($35.03 million), a surprise of +51.84%, while Latin America and Canada contributed 22.2% ($84.07 million), a surprise of +15.38%. Europe, Middle East and Africa contributed 15.2% ($57.61 million), a surprise of +17.22%. For Q3 2025, analysts expect a 22.4% YoY increase in revenue to $318.61 million.

Phibro Animal Health (PAHC) has reported a robust 38.6% year-over-year (YoY) increase in total revenue to $378.7 million for the quarter ended June 2025. The company's international revenue breakdown showed significant growth in key regions. Asia Pacific contributed 9.3% ($35.03 million), a surprise of +51.84%, while Latin America and Canada contributed 22.2% ($84.07 million), a surprise of +15.38%. Europe, Middle East, and Africa contributed 15.2% ($57.61 million), a surprise of +17.22% [3].

For the upcoming quarter, Q3 2025, analysts expect a 22.4% YoY increase in revenue to $318.61 million. The company's strong performance in Q2 is attributed to strategic acquisitions and operational efficiency, as highlighted in its Q2 2025 results [2].

The Animal Health segment, which includes vaccines, nutritional specialties, and MFA (Medicated Feed Additives), saw a 52.7% YoY increase in sales to $292.48 million. The Mineral Nutrition segment, which focuses on feed and industrial applications, grew by 3.3% YoY to $64.15 million [3].

Phibro's ability to maintain high-margin growth while expanding operations is a key factor driving investor interest. However, the company must navigate challenges such as foreign exchange volatility, rising debt costs, and potential tariff impacts. The company's strategic initiatives, including the Phibro Forward plan, aim to mitigate these risks and support continued growth [2].

Investors should closely monitor Phibro's leverage and hedging strategies as the company continues to expand its global footprint. The company's strong financial metrics, including a robust balance sheet and a high EBITDA-to-interest ratio, provide a solid foundation for future growth and investment [2].

References:
[1] https://ca.finance.yahoo.com/news/phibro-animal-health-full-2025-110624506.html
[2] https://www.ainvest.com/news/phibro-animal-health-explosive-earnings-growth-strategic-momentum-deep-dive-sustaining-high-margin-expansion-2508/
[3] https://www.nasdaq.com/articles/phibro-pahc-q4-earnings-taking-look-key-metrics-versus-estimates