Re: Phibro Anl Htlh A(PAHC) 37.55+5.35 (+16.61%) on earnings beat guides higher Q3
I got the original Idea for PAHC from gizwick in 2014 and have had this on my watch list. Made my original buys in 11/2023 at $9.68/share.
Phibro Animal Health Corporation acquired Zoetis' medicated feed additive (MFA) product portfolio and certain water-soluble products. This portfolio is comprised of more than 37 product lines for cattle, swine, and poultry. They paid $350 million; The acquisition s/d contribute $308 million in revenues for 2025 representing 27% growth directly from the Zoetis acquisition.
PE was around 12x in 2023 and now 16x. You also get a 1.5% div too.
Phibro Animal Health Corporation Reports Fourth Quarter and Fiscal Year Results, Provides Financial Guidance
Highlights for the three months ended June 30, 2025 (compared to the three months ended June 30, 2024)
- Net sales of $378.7 million, an increase of $105.5 million, or 39%
- Net income of $17.2 million, an increase of $16.5 million
- Diluted earnings per share of $0.42, an increase of $0.40
- Adjusted EBITDA of $50.0 million, an increase of $16.5 million, or 49%
- Adjusted net income of $23.2 million, an increase of $6.6 million, or 39%
- Adjusted diluted EPS of $0.57, an increase of $0.16, or 39%
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The CAGR is 113% for a 1.75 year hold ! |
