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Phibro Animal Health (PAHC) investor relations material
Phibro Animal Health Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025
Growth strategy and business outlook
Fiscal 2026 will benefit from the full-year impact of the Zoetis medicated feed additives (MFA) portfolio, continued legacy portfolio growth, and expansion in vaccines and nutritional specialties.
Over the next three to five years, livestock will remain the core revenue driver, but nutritional specialty and vaccine portfolios are expected to grow faster and represent a larger share.
Companion animal products are in development, with potential launches in the medium to long term.
The Phibro Forward Income Growth Initiative is embedded in company culture, driving income growth through hundreds of initiatives across markets and functions.
Organic growth in 2026 is expected to be led by mid to high single-digit gains in nutritional specialty and vaccines, with MFAs growing flat to low single digits.
Market dynamics and segment performance
Poultry is the largest and strongest performing species, with high demand, favorable prices, and low input costs; dairy and beef also show strong dynamics.
The dairy segment benefits from a comprehensive portfolio, including nutritional specialties, MFAs, and mineral nutrition.
Swine is poised for rapid growth in 2026 due to the Zoetis portfolio, while China remains a small but potential growth market.
Producer profitability is favorable across most protein categories, with some challenges in swine in certain markets.
Integration and impact of Zoetis MFA acquisition
Integration of the Zoetis MFA portfolio has exceeded expectations, leveraging existing infrastructure and scale, especially in beef cattle and Western Europe.
Full control of the sales process is expected to yield incremental margin benefits.
The deal enhances cash generation, supporting investment in higher-growth areas like vaccines, nutritional specialties, and companion animal.
Customers have responded positively to the increased focus on these products.
Quantify Phibro Forward's income growth impact?
What's the companion animal R&D investment mix?
How did Zoetis MFA operations change under Phibro?
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Next Phibro Animal Health earnings date
Q1 20266 Nov, 2025
Next Phibro Animal Health earnings date
Q1 20266 Nov, 2025
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Frequently asked questions
Phibro Animal Health Corporation develops, manufactures, and supplies a range of animal health and mineral nutrition products for livestock primarily in the United States. It offers antibiotics, pharmaceutical specialties, nutritional specialty products, anti-parasitics and fly control products, vaccines, wound care and hygiene products; and trace minerals for food animals.
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