Balchem Q2 sales beat analyst expectations

Balchem

31/07/2025 12:20

Overview

Balchem fiscal Q2 net sales rise 9.1% yr/yr, beating analyst expectations

Adjusted EBITDA for fiscal Q2 grows 11.2% yr/yr, reaching $69.2 mln

Co plans $36 mln facility in NY to expand micro-encapsulation capacity

Outlook

Balchem plans new facility to expand micro-encapsulation capacity

Company sees European anti-dumping duties as positive market development

Result Drivers

HUMAN NUTRITION GROWTH - Driven by higher sales in food ingredients and solutions, and nutrients, contributing to record segment sales

ANIMAL NUTRITION INCREASE - Higher sales in ruminant and monogastric species markets boosted segment performance

SPECIALTY PRODUCTS RISE - Growth in performance gases and plant nutrition businesses led to record sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$255.50 mln
$250.30 mln (3 Analysts)
Q2 EPS
$1.17
Q2 Net Income
$38.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Balchem Corp is $192.00, about 20.8% above its July 30 closing price of $152.09

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release: ID:nGNXpnSQj

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)