Prestige Consumer Healthcare Inc. · NYSE:PBH
Prestige Consumer Healthcare — Q2 2027 Earnings Presentation
23 slides from Prestige Consumer Healthcare's earnings presentation, Nov 5, 2026
Slide 1: Second Quarter FY 2027 Results
Second Quarter FY 2027 Results November 5th, 2026
Slide 2: Safe Harbor Disclosure
Safe Harbor Disclosure This presentation contains certain “forward-looking” statements within the meaning of the Private Securities Litigation Reform Act of 1995, such as statements regarding the Company’s expected financial performance, including revenues, organic revenue growth, adjusted diluted E
Slide 3: I. Performance Highlights
I. Performance Highlights SECOND QUARTER FY 27 RESULTS
Slide 4: Second Quarter Performance Exceeded Expectations
Second Quarter Performance Exceeded Expectations ◼ Q2 revenue of $336.3 million, up 22.7% versus prior year — Organic revenue(1) decline of 1.6%, as expected, due to sales timing Q2 and 1H Sales — First half organic revenue(1) growth of 0.7% Highlights — Base business consumption performing well, in
Slide 5: Acquisitions on Track; Key Brands Well Positioned for Success
Acquisitions on Track; Key Brands Well Positioned for Success ◼ Iconic brand heritage dating to 1990s ◼ Sold in Australia & New Zealand Proven ◼ Established international presence ◼ Brand heritage dating back to 1990s Foundation ◼ Strong, stable financial profile ◼ Wide-ranging efficacy-driven skin
Slide 6: Ample LaCorium Opportunities Behind Dermal Therapy
Ample LaCorium® Opportunities Behind Dermal Therapy® Dermal Therapy® Has a History of Plentiful Opportunities for Future Growth Category Leadership in Australia ✓ Extend “It Works” marketing ✓ Fuel continued innovation campaign success with efficacy-driven launches % of Lip Care Foot Care First topi
Slide 7: Strong Online Consumption Growth via Strategic Investments
Strong Online Consumption Growth via Strategic Investments ◼ Engaging page content to drive conversion e POS G Strategic Actions and erc r ◼ Optimize media investment m Continued Investments ow eCom ◼ Lead banner events Driving Success +14% th * ◼ Make strategic high-return investments vs . 1H FY 26
Slide 8: II. Financial Overview
II. Financial Overview SECOND QUARTER FY 27 RESULTS
Slide 9: Q2 FY 27 Performance Highlights
Q2 FY 27 Performance Highlights Revenue of $336.3 million, up 22.7% 22.7% vs. prior year $336.3 $274.1 30.1% $113.0 Adjusted EBITDA(2) of $113.0 million, $86.8 5.6% up 30.1% vs. adjusted prior year $1.13 $1.07 Adjusted Diluted EPS(2) of $1.13 Revenue Adj. EBITDA (2) Adj. Diluted EPS (2) up vs. $1.07
Slide 10: FY27 Second Quarter and 1H Consolidated Financial Summary
FY27 Second Quarter and 1H Consolidated Financial Summary 3 Months Ended* 6 Months Ended* First Half Comments Q2 FY 27 Q2 FY 26 % Chg 2H FY 27 2H FY 26 % Chg ◼ Revenue up 0.7% organically(1) versus prior Total Revenue $ 336.3 $ 274.1 22.7% $ 602.0 $ 523.7 15.0% year, as expected Adjusted Gross Profi
Slide 11: Industry Leading Free Cash Flow Trends
Industry Leading Free Cash Flow Trends Adjusted Free Cash Flow(2) Comments Q2 FY 27 Q2 FY 26 1H FY 27 1H FY 26 ◼ Total 1H Adjusted Free Cash Flow(2) of $123.0 million down 8% vs. prior year due to working capital timing — Full-year adjusted free cash flow outlook (4) of $265 million or more $133.6 $
Slide 12: III. The Road Ahead
III. The Road Ahead SECOND QUARTER FY 27 RESULTS
Slide 13: Transition Year Sets Up Future Value Creation
Transition Year Sets Up Future Value Creation Actions Taken in Last Twelve Months … … Result in Favorable FY 28 & Beyond Outlook Maintain marketing investments behind Stable organic growth across strategic brand diversified, needs-based portfolio portfolio Strategic eCommerce channel investments Con
Slide 14: Eye Care Recovery Path Remains Compelling
Eye Care Recovery Path Remains Compelling Strong category demand outlook Near-term Strategic Objectives to Restore Favorable Pent-up demand; Limited category-wide Clear Eyes® Market Leadership Category supply availability is opportunity Demand Pricing power given category dynamics Outlook Advantage
Slide 15: Updated FY27 Outlook
Updated FY 27 Outlook Previously-Issued Outlook Current Outlook ◼ Revenues of approximately $1,280 to $1,290 million ◼ Revenues of $1,290 to $1,315 million — Organic revenues approximately flat(1), or ~2% growth Top Line — Organic growth of approximately 1% to 3% excluding Clear Eyes Trends ◼ ~$190
Slide 16: Appendix
Appendix SECOND QUARTER FY 27 RESULTS
Slide 17: Appendix
Appendix (1) Organic Revenue is a Non-GAAP financial measure and is reconciled to the most closely related GAAP financial measure in the attached Reconciliation Schedules and / or our earnings release dated November 5, 2026 in the “About Non-GAAP Financial Measures” section. (2) Adjusted Gross Profi
Slide 18: Reconciliation Schedules
Reconciliation Schedules Organic Revenue Change Three Months Ended September 30, Six Months Ended September 30, 2026 2025 2026 2025 (In Thousands) GAAP Total Revenues $336,307 $274,114 $602,017 $523,664 Revenue Change 22.7% 15.0% Adjustments: Revenues associated with acquisitions (a) (65,083) - (71,
Slide 19: Reconciliation Schedules (Continued)
Reconciliation Schedules (Continued) Adjusted Gross Margin Three Months Ended September 30, Six Months Ended September 30, 2026 2025 2026 2025 (In thousands) GAAP Total Revenues $336,307 $274,114 $602,017 $523,664 GAAP Gross Profit $172,538 $151,579 $308,726 $291,910 GAAP Gross Profit as a Percentag
Slide 20: Reconciliation Schedules (Continued)
Reconciliation Schedules (Continued) Adjusted EBITDA and EBITDA Margin Three Months Ended September 30, Six Months Ended September 30, 2026 2025 2026 2025 (In Thousands) GAAP Net Income $25,295 $42,211 $54,472 $89,677 Interest expense, net 30,026 10,036 43,971 20,239 Provision for income taxes 22,15
Slide 21: Reconciliation Schedules (Continued)
Reconciliation Schedules (Continued) Adjusted Free Cash Flow Three Months Ended September 30, Six Months Ended September 30, 2026 2025 2026 2025 (In Thousands) GAAP Net Income $25,295 $42,211 $54,472 $89,677 Adjustments: Adjustments to reconcile net income to net cash provided by operating activitie
Slide 22: Reconciliation Schedules (Continued)
Reconciliation Schedules (Continued) Adjusted Net Income & Adjusted Diluted EPS (a) Represents depreciation expense recorded during the remediation period Three Months Ended September 30, Six Months Ended September 30, following the acquisition of Pillar5, during which certain production lines were
Slide 23: PCH Confidential and Proprietary Information
PCH CONFIDENTIAL AND PROPRIETARY INFORMATION
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