Phibro Animal Health posts transcript of Q3 2026 earnings call

• Phibro Animal Health’s fiscal Q3 2026 earnings call drew Chairman, President and CEO Jack Clifford Bendheim, CFO Glenn C. David, COO Larry Miller, Executive VP of Corporate Strategy and CEO-designate Daniel M. Bendheim, JPMorgan’s Ekaterina V. Knyazkova, Citi’s Luis Mario Higuera.
• Net sales rose 10% to USD 383.5 million; adjusted EBITDA increased 11% to USD 60 million, with Animal Health sales up 13% to USD 291.2 million.
• Full-year guidance tightened higher at the low end: net sales USD 1.46 billion-USD 1.5 billion; adjusted EBITDA USD 247 million-USD 255 million; adjusted net income USD 122 million-USD 127 million.
• Brazil implemented a framework removing growth-promotion and performance indications for some antimicrobials, including virginiamycin and bacitracin, with a 180-day transition; management flagged virginiamycin sales in Brazil of USD 26 million in fiscal 2025 and a fiscal 2027 headwind, with therapeutic claims approvals expected during the transition.
• Liquidity increased via a USD 125 million upsizing of the revolving credit facility; Daniel M. Bendheim framed the Verratain sustainability platform as targeting Scope 3-driven demand, with a product positioned across species and distinct from methane-only offerings.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Phibro Animal Health Corporation published the original content used to generate this news brief on May 20, 2026, and is solely responsible for the information contained therein.