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Elanco Animal Health (ELAN) investor relations material
Elanco Animal Health Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary9 Dec, 2025
Strategic vision and market outlook
Committed to sustainable, reliable growth with a focus on transparency and consistent delivery over the next three to five years, targeting mid-single-digit constant currency revenue growth starting in 2025, driven by innovation, portfolio strength, and commercial capabilities.
Animal health market expected to grow from $42 billion to $60 billion in ten years, with the company aiming to capture a significant share of this $20 billion expansion.
Pet health market projected to reach $24 billion by 2030, with resilience in owner spending and omnichannel strategies as key growth drivers.
Farm animal segment to grow to $27 billion, with a focus on poultry and ruminants, leveraging strong brands and innovation.
U.S. Pet Health and Farm Animal segments are market leaders, with broad, omnichannel portfolios and innovation driving share gains and double-digit topline growth.
Innovation and product pipeline
The 'Big Six' innovation basket is expected to deliver $1.1 billion in 2026, doubling by 2028, with five to six new blockbusters anticipated between 2026 and 2031.
Robust innovation engine has tripled product launches versus peers, with a pipeline of over 150 projects and a stable, high-throughput R&D model.
Next Wave portfolio targets 8 strategic innovation spaces, with over $2 billion peak sales potential and global expansion in key markets.
New discovery platforms in monoclonal antibodies and immunotherapeutics are fueling future innovation, with conditional approval pathways secured for key assets.
Lifecycle management, geographic expansion, and streamlined R&D and manufacturing are prioritized to maximize value from existing and legacy products.
Financial guidance and operational efficiency
High single-digit adjusted EBITDA growth expected from 2026, with margin expansion of 200–350 basis points by 2028, supported by innovation, portfolio mix, and the Elanco Ascend productivity program.
Free cash flow projected to exceed $1 billion from 2026–2028, with net leverage targeted below 3x by 2027 and 2–2.5x longer term.
Elanco Ascend and restructuring initiatives to deliver $200–$250 million in EBITDA savings by 2030, with productivity improvements from site consolidation, procurement, and digital automation.
Capital allocation prioritizes debt paydown, R&D, manufacturing, disciplined M&A, and eventual return of cash to shareholders as leverage declines.
Strengthened balance sheet, reducing net leverage from 5.6x in 2023 to an expected 3.7–3.8x in 2025, with consistent execution and repeated upward revisions of innovation revenue targets.
Immunotherapeutics platform: scope and market potential
Farm animal OPEX efficiency: key drivers
New market strategy: obesity, CKD vs. established
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Next Elanco Animal Health earnings date
Q4 202524 Feb, 2026
Next Elanco Animal Health earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Animal Health Experts
Elanco Animal Health Inc. formerly a division of Eli Lilly, is an American company with multinational operations that specializes in animal health products and services. Elanco's portfolio includes a variety of products for both farm animals and pets, focusing on disease prevention, treatment, parasite control, and enhancing productivity in livestock. The company is headquartered in Greenfield, Indiana, and its shares are listed on the NYSE.
Foundation and Divestiture
Elanco was initially founded as a division of Eli Lilly in 1954. Initially, the division focused on feed additives to promote growth in livestock, later expanding to include a broader range of animal health products, such as vaccines and treatments for both livestock and pets. In 2019, Elanco was divested from Eli Lilly, becoming a standalone company. Today, Elanco is one of the largest animal health companies in the world, operating in the same sector as companies such as Zoetis and Virbac.
For Pets
Elanco produces products aimed at both companion animals and livestock. Its revenue is split nearly 50/50 between products for livestock and pets. Its product range for companion animals encompasses therapeutics, vaccines, parasiticides, and dermatology products. These offerings aim to address various health issues, such as flea and tick infestations, arthritis, and chronic pain, as well as supporting overall wellness. This is done both through medications, as well as through things such as anti-flea collars and similar products.
For Livestock
Elanco also plays a significant role in the livestock sector. The company offers a range of products and services aimed at improving the health, productivity, and well-being of farm animals such as cattle, poultry, and swine. Their portfolio for livestock includes vaccines, feed additives, antimicrobials, and products for parasite control and pain management. These products are designed to address health challenges and diseases common in livestock, enhance growth and efficiency, and ensure food safety.
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