Logotype for Phibro Animal Health Corporation

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.
Logotype for Phibro Animal Health Corporation
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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Phibro Animal Health earnings date

Logotype for Phibro Animal Health Corporation
Q1 20266 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Phibro Animal Health earnings date

Logotype for Phibro Animal Health Corporation
Q1 20266 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage