Update shared on30 Aug 2025
Fair value Increased 38%Phibro Animal Health’s analyst price target has been raised to $32.50, reflecting increased confidence in above-consensus FY26 guidance, successful integration of recent acquisitions, and strengthened forward outlook, despite some concerns over the sustainability of growth.
Analyst Commentary
- Strong initial FY26 guidance significantly above Street consensus, indicating improved profit outlook.
- Recent earnings beat and ongoing integration of the ZTS MFA business contribute to a more compelling growth profile.
- Phibro Forward initiatives are seen as strengthening the company’s prospects for the upcoming year.
- Raised valuation multiples reflect the company’s outperformance and positive forward-looking guidance.
- Bearish analysts caution that growth may soon revert to historical levels, with limited operating leverage as recent M&A benefits become fully annualized.
What's in the News
- Phibro Animal Health provided earnings guidance for the year ending June 30, 2026, expecting net sales of $1.43–$1.48 billion (12% growth), net income of $73–$83 million (63% growth), and diluted EPS of $1.79–$2.03 (61% growth).
- The company was dropped from multiple Russell indexes, including the Russell 2000 Value, Russell Microcap Value, Russell 2500 Value, Russell Small Cap Comp Value, Russell 3000 Value, and Russell 3000E Value benchmarks and their respective related sub-indexes.
Valuation Changes
Summary of Valuation Changes for Phibro Animal Health
- The Consensus Analyst Price Target has significantly risen from $26.00 to $32.50.
- The Consensus Revenue Growth forecasts for Phibro Animal Health has significantly fallen from 8.4% per annum to 5.9% per annum.
- The Future P/E for Phibro Animal Health has significantly risen from 14.32x to 17.15x.
Disclaimer
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