Financial Data and Key Metrics Changes - In Q2 2021, consolidated sales decreased by 4% year-over-year, while diluted EPS increased by 10% [9][22] - Compared to the previous quarter, sales and diluted EPS grew by 6% and 7% respectively [10] - GAAP net income was $12.8 million, an 8% increase from the prior year, with diluted EPS of $0.32, a 10% increase [26][22] - Adjusted EBITDA, adjusted net income, and adjusted diluted EPS were comparable to the prior year [27] Business Segment Data and Key Metrics Changes - Animal Health segment sales decreased by 5%, driven by an 11% decline in MFAs and others, a 10% growth in nutritional specialties, and a 2% decline in vaccine sales [25][28] - Mineral Nutrition segment net sales were $54.2 million, a decrease of 3%, but adjusted EBITDA increased by 14% to $4.2 million [31][32] - Performance Products segment net sales increased by 8% to $15.8 million, with adjusted EBITDA rising by 56% to $2.3 million [33] Market Data and Key Metrics Changes - The company noted stabilization in the Animal Health industry despite ongoing pandemic impacts [11] - The company anticipates flat sales of MFAs and strong growth in nutritional specialties, particularly in Europe and Asia [12] Company Strategy and Development Direction - The company is investing in future growth, including trials of the pHi-Tech vaccine device in over a dozen countries [14] - Expansion of the Mineral Nutrition facility in Omaha aims to enhance food safety and product quality [16] - The company is exploring opportunities in the pet business, with a focus on products like Rejensa for canine joint health [17][20] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the near-term outlook, citing industry stabilization [11] - The company expects solid financial results for Q3, with guidance for net sales between $205 million and $208 million [38] - Management highlighted the impact of rising input costs on the animal protein business, which could affect herd sizes and expansion [63][70] Other Important Information - The effective tax rate for the quarter improved to 20.3% from 29.6% in the prior year due to regulatory changes [23] - The company maintained a gross leverage ratio of 3.6x as of December 31, 2020, with $165 million in available liquidity [35][36] Q&A Session Summary Question: Can you describe the derma care product and its approach? - Management indicated that the product is early in development and will undergo several milestones before market launch [42][43] Question: Can you discuss Performance Products margin contribution? - Management noted that unusual factors contributed to strong margins this quarter, but long-term focus remains elsewhere [44][45] Question: What is the company's interest in generics for cattle? - Management expressed strong interest in the cattle market, particularly in Mexico and Brazil, and mentioned a recent agreement to distribute a generic product in Canada [46][48] Question: What are the implications of new African swine fever strains in China? - Management acknowledged the challenges but noted that China is working hard to repopulate its hog population [51][53] Question: What is the status of the registration process in China? - Management confirmed that the re-registration package has been submitted, with an expected timeline of 1.5 to 2 years for participation in the re-herding cycle [54] Question: Can you provide updates on the next-gen OmniGen? - Management reported traction with the next generation product, OmniGen Pro, and expects continued success [55] Question: What are the key drivers of lower vaccine demand trends internationally? - Management attributed lower demand to economic impacts of COVID-19, particularly in poultry markets [58][59] Question: How are rising input costs affecting the outlook? - Management indicated that while input costs are rising, demand for protein will drive production, ultimately leading to higher prices [67][70] Question: What is the status of the FDA's assessment of Mecadox? - Management stated they are in touch with the FDA but expect slow progress due to the change in administration [94] Question: What is the timeline for the Irish facility launch? - Management confirmed they are on target for an early launch in the next fiscal year, which will open up new markets [97]

Phibro Animal Health Corporation Financial Results Second Quarter - ended December 31, 2020 Fiscal Year 2021 Webcast and Conference Call February 4, 2021 U.S. toll-free +1-833-968-1955 International toll +1-647-689-6656 Conference ID: 3288725 Important Information Cautionary Statement Regarding Forward-Looking Statements This communication contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical or current fact included in this repor ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 Glenpointe Centre East, 3rd Floor 07666-6712 300 Frank W. Burr Boulevard, Suite 21 (Zip Code) Teaneck, New Jersey (Address of Principal Executive Offices) (201) 329-7300 OR (Registrant's telephone number, including area code) ☐ TRANSITION REPORT PURSUANT TO SECT ...

Phibro Animal Health Corporation (NASDAQ:PAHC) Q1 2021 Earnings Conference Call November 5, 2020 9:00 AM ET Company Participants Jack Bendheim - CEO Richard Johnson - CFO Damian Finio - Incoming CFO Conference Call Participants Kevin Kedra - G. Research Derik De Bruin - Bank of America Merrill Lynch Operator Ladies and gentlemen, thank you for standing by, and welcome to the Phibro Animal Health Corporation Q1 2021 Conference Call. At this time, all participants are in a listen-only mode. After the speaker' ...

Phibro Animal Health Corporation First Quarter – September 30, 2020 Webcast and Conference Call November 5, 2020 U.S. toll-free +1-833-968-1955 International toll +1-647-689-6656 Conference ID: 8813439 Cautionary Statements Forward-Looking Statements This communication contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical or current fact included in this report are forward-looking statements. Forward-looking statements discuss our ...

Phibro Animal Health Corporation (NASDAQ:PAHC) Q4 2020 Earnings Conference Call August 27, 2020 9:00 AM ET Company Participants Jack Bendheim - Chief Executive Officer Richard Johnson - Chief Financial Officer Conference Call Participants Balaji Prasad - Barclays David Westenberg - Guggenheim Securities Michael Ryskin - Bank of America David Risinger - Morgan Stanley Kevin Kedra - G.Research Operator Ladies and gentlemen, thank you for standing by. And welcome to the Phibro Animal Health Corporation Q4 2020 ...

Phibro Animal Health Corporation Fourth Quarter – June 30, 2020 Webcast and Conference Call August 27, 2020 U.S. toll-free +1-833-968-1955 International toll +1-647-689-6656 Conference ID: 2577655 Cautionary Statements Forward-Looking Statements This communication contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical or current fact included in this report are forward-looking statements. Forward-looking statements discuss our curr ...

Phibro Animal Health Corporation (NASDAQ:PAHC) Q3 2020 Earnings Conference Call May 8, 2020 9:00 AM ET Company Participants Richard Johnson - Chief Financial Officer Jack Bendheim - Chief Executive Officer Conference Call Participants Balaji Prasad - Barclays Kevin Kedra - G.Research Michael Ryskin - Bank of America Haley Christofides - Credit Suisse David Westenberg - Guggenheim Securities Operator Ladies and gentlemen, thank you for standing by, and welcome to the Phibro Animal Health Corporation Q3 2020 ...