Barfresh Food Group Inc (NAS:BRFH)

Q4 2025 Barfresh Food Group Inc Earnings Call Transcript

Mar 31, 2026 / 08:30 PM GMT

Release Date Price: $2.81 (+5.64%)

Transcript 10-K8-K

Key Points

Positve

Barfresh Food Group Inc (BRFH) achieved record revenue of $14.2 million for the full year of 2025, marking a 33% year-over-year growth.
The acquisition of Arps Dairy has provided Barfresh Food Group Inc (BRFH) with its own manufacturing capabilities, enhancing supply chain control and operational efficiency.
The company secured a $7.5 million senior convertible note financing, allowing it to pay off the existing mortgage on its manufacturing facility and accelerate construction completion.
Barfresh Food Group Inc (BRFH) successfully secured a seven-year bid award with the largest school district in Nevada, representing a significant win in the K-12 education channel.
The company expects to achieve positive adjusted EBITDA in fiscal year 2026 as it realizes the benefits of its integrated manufacturing model and completes facility optimization.

Negative

Gross margin for the fourth quarter of 2025 decreased to 3% from 26% in the same period of 2024, impacted by startup and implementation costs.
Adjusted EBITDA for the fourth quarter was a loss of approximately $1.1 million, compared to a loss of approximately $563,000 in the prior year period.
The timeline for the completion of the new facility has been extended to the fourth quarter of 2026, delaying the realization of full operational efficiencies.
The company remains at only approximately 5% market penetration in the education channel, indicating a need for further expansion.
Barfresh Food Group Inc (BRFH) experienced supply constraints earlier in the year, impacting its ability to maintain relationships with some customers.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRFH.OQ - Barfresh Food Group Inc
Q4 2025 Barfresh Food Group Inc Earnings Call
Mar 31, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone, and thank you for participating on today's fourth quarter and full-year 2025 earnings conference call and webcast for BarFresh Food Group.

Joining us today is BarFresh Food Group's founder and CEO, Ricardo Della Costa, and BarFresh Food Group's CFO, Lisa Rogers.

Following prepared remarks, we will open the call for your questions.

The discussion today will include forward-looking statements.

Except for historical information here in matters set forth on this call are forward-looking within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1,995, including statements about the company's commercial progress, success of its

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